Loading...
Wisenet

      Checklist suggestions and examples

      Use the Checklist suggestions and examples below when creating Checklists and adding them to a Record, relevant to your needs.

      Courses

      Checklist suggestions and examples for Courses

      Checklist TypeChecklist ItemPurposeStandards
      Assessor Review- 2011
      - 2012
      - 2013      		Schedule a yearly review to ensure that you have at least one qualified assessor for each courseAQTF
      - Standard 1: Elements 1.3 & 1.4

      National Code
      - Standard 14
      Assessment Validation- 2011
      - 2012
      - 2013      		Schedule a yearly Assessment Validation for each of your coursesAQTF
      - Standard 1: Elements 1.3 & 1.5
      - Standard 2: Elements 2.1 & 2.4

      National Code
      - Standard 14
      Courseware Review- 2011
      - 2012
      - 2013      		Schedule a yearly review of coursewareAQTF
      - Standard 1: Elements 1.3 & 1.5
      - Standard 2: Elements 2.1 & 2.4

      National Code
      - Standard 14
      Moderation- 2011
      - 2012
      - 2013      		*Schedule your yearly moderation process
      - Record who attended the moderation (including the third party)
      - Be able to quickly identify when moderation last took place for audit purposes      		AQTF
      - Standard 1: Elements 1.3 & 1.5
      - Standard 2: Elements 2.1 & 2.4

      National Code
      - Standard 14

      Course Offers

      Checklist suggestions and examples for Course Offers

      Checklist TypeChecklist ItemPurposeStandards
      Course Offer Preparation- Venue booked
      - Trainer/s booked
      - Equipment booked
      - Material printed
      - Timetable scheduled
      - Attendance Rolls printed      		An electronic record of set up so that all staff know what's been completed and what is yet to be completedInternal policy and procedures
      Training Evaluation- Class evaluation 1
      - Class evaluation 2
      - End of training evaluation
      - Post training evaluation
      - Evaluation report completed      		Track when evaluation sheets are issuedInternal policies & procedures
      Quality Indicator Surveys(applicable to Australian VET enrolments)- Quality Indicator Client Survey
      - Issued Quality Indicator Employer Survey Issued      		Set up a reminder to issue AQTF Quality Indicator Surveys to students and employers (if applicable)AQTF Quality Indicator Surveys

      Units

      Checklist suggestions and examples for Units

      Checklist TypeChecklist ItemPurposeStandards
      SupersededSupersededUse to exclude superseded units from Statements of Attainment (AU)ASQA Clauses 1.26 – 1.27
      Assessor Review- 2011
      - 2012
      - 2013      		Schedule a yearly review to ensure that you have at least one qualified assessor for each unit you deliverAQTF
      - Standard 1: Elements 1.3 & 1.4

      National Code
      - Standard 14
      Assessment Validation- 2011
      - 2012
      - 2013      		Schedule a yearly Assessment Validation for each of your unitsAQTF
      - Standard 1: Elements 1.3 & 1.5
      - Standard 2: Elements 2.1 & 2.4

      National Code
      - Standard 14
      Courseware Review- 2011
      - 2012
      - 2013      		Schedule a yearly review of courseware for each unitAQTF
      - Standard 1: Elements 1.3 & 1.5
      - Standard 2: Elements 2.1 & 2.4

      National Code
      - Standard 14

      Learners

      Checklist suggestions and examples for Learners

      Checklist TypeChecklist ItemPurposeStandards
      Learner File- VISA
      - PASSPORT      		Used to record that you have obtained VISA and Passport details for International LearnersESOS Act
      - Photo IDUsed to indicate that photo ID has been sighted- Requirement in some states
      - Internal Policy
      - Learner ID cardUsed to indicate that a student id card has been generated / or still needs to be generated- Requirement for some licencing courses
      - Internal policy
      - Working with minors
      - Police Check      		Used to indicate that these are required from this Learners because of the type of course/s that they are completing (eg. if they have to do a field placement working with children)Requirement for some courses
      Learner Licence- Driver's Licence
      - Firearms Licence
      - Forklift Licence      		Used to indicate that a particular licence is required for this Learner because of the type of course/s that they are completing (eg. if they are undertaking a course which requires them to hold a driver's licence)Requirement for some courses

      Course Enrolments

      Checklist suggestions and examples for Course Enrolments, Training Plans and Letter of Offer

      General
      Checklist TypeChecklist ItemPurposeStandards
      Pre enrolment- Interview scheduled
      - Follow up call
      - Medical check
      - Insurance
      - Immigration status      		manage internal processes for preparing for enrolmentsquality assurance
      Payment Schedule- Payment 1
      - Payment 2
      - Payment 3      		Used to:
      - Schedule due dates for Client payments and record when they are paid (for clients not using XERO)
      - Show payment schedule on a letter of offer      		RTO Internal Policy & Procedures
      Progression Reporting- Course Progression Warning 1
      - Course Progression Warning 2
      - Intention to report Course Progression      		Used to track warnings issued by training organisations that must track and / or report student progression for:
      - Student Visa purposes (eg. International Colleges)
      - Employers or schools
      - Internal policy purposes      		- National Code Standard 10
      - Workplace Agreements
      - Internal policies
      Attendance Reporting- Attendance Warning 1
      - Attendance Warning 2
      - Suspension granted
      - Post Suspension Warning 1
      - Post Suspension Warning 2
      - Intention to Report
      - Attendance 1
      - Intention to Report Attendance 2      		Used to track warnings issued by training organisations that must track and / or report student progression for:
      - Student Visa purposes (eg. International Colleges)
      - Employers or schools
      - Licencing courses that require minimum hours attendance
      - Internal policy purposes      		- National Code Standard 11
      - Training Package specifications
      - Licensing Bodies
      - Internal policies
      Post Study Outcomes
      (Industry training organisations)      		- Self employed part time
      - Self employed full time
      - In paid employment full time (within industry)
      - In paid employment full time (other industry)
      - unpaid within industry (volunteer)

      Or any other outcomes you may wish to track      		Report on industry engagement and effectivenessQuality Assurance
      NSW Training Plans - checklists to populate Section 3
      Checklist TypeChecklist ItemPurposeStandards
      NSW Training Plan- 3.1.1
      - 3.1.2
      - 3.1.3
      - 3.1.4
      - 3.2.1
      - 3.2.2
      - 3.2.3
      - 3.2.4
      - 3.2.5      		Enables you to populate Section 3 of the NSW Training PlanNSW Training Plans
      NT Training Plan- RPL SoughtEnables you to populate the RPL section on the details pageNT Training Plans
      International Colleges - Checklists for Letter of Offer
      Checklist TypeChecklist ItemPurposeStandards
      Course FeesTuition Fee
      Airport Pickup Fee
      Enrolment Fee
      Home stay Fee
      Material Fee
      OSHC Family Cover
      OHSC Single Cover
      Student House Fee      		Used by International Colleges to determine what fee information is produced on a Letter of Offer and to record when payments are madeInternal reporting
      Payment Schedule- Payment 1
      - Payment 2
      - Payment 3      		Used to:
      - Schedule due dates for Client payments and record when they are paid (for clients not using XERO)
      - Show payment schedule on a letter of offer      		Internal reporting
      Agent BonusAgent BonusUsed to offset course fees. Will be entered as a negative
      Offer AcceptanceRequired Fees ^
      ^Note that this naming must be exact      		Used specifically for specifying the minimum amount due for the offer to be deemed accepted
      - Available in the Letter of Offer uReport templates in the Course Details region. Field is called "COR Required Fees for Acceptance"      		Internal reporting
      Study Period
      (AU uReport Letter of Offer only)      		- Study Period 1
      - Study Period 2
      - Study Period 3      		Used to:
      - specify Study Period information for prospective student

      For each 'study period' checklist item:
      - checklist item due date = study period start date
      - checklist item completed date = study period end date
      - checklist item amount = study period fee

      Unit Enrolments

      Checklist suggestions and examples for Unit Enrolment

      Checklist TypeChecklist ItemPurposeStandards
      Assessment- Assessment 1
      - Assessment 1 - 2nd attempt
      - Assessment 1 - 3rd attempt

      - Assessment 2
      - Assessment 2 - 2nd attempt
      - Assessment 2 - 3rd attempt

      - Assessment 3
      - Assessment 3 - 2nd attempt
      - Assessment 3 - 3rd attempt      		Use to track and record individual assessment submission & completion- AQTF
      - NZQA
      Recognition- Credit transfer
      - RPL      		- For Credit Transfers: use to track your process, to record previous Training Organisation and name of person who confirmed Statement of Attainment
      - For RPL: use to track your RPL process      		- AQTF
      - NZQA

      Staff

      Checklist suggestions and examples for Staff

      Checklist TypeChecklist ItemPurposeStandards
      Staff file- Qualifications
      - TAA
      - CV
      - Police Check      		Record key documents kept on recordAQTF Standard 1
      Elements 1.3 & 1.4
      Qualifications- 2009 Review
      - 2010 Review
      - 2011 Review      		Used to schedule and record yearly review and update of all current trainer’s qualifications and CVAQTF Standard 1
      Elements 1.3 & 1.4

      Workplaces

      Checklist suggestions and examples for Workplaces

      Checklist TypeChecklist ItemPurposeStandards
      Workplace Invoice- Inv 01
      - Inv 02
      - Inv 03
      - Inv 04
      - Inv 05      		Used to schedule and record Workplace InvoicesRTO Internal Policy & Procedures

      Agents

      Checklist suggestions and examples for Agents

      Checklist TypeChecklist ItemPurposeStandards
      Agent file- Initial Agreement
      - Reference Check      		Record key documents kept on record and key tasks as part of the agent onboarding processInternal processes
      Agent Visit- 2012 - 1st visit
      - 2012 - 2nd visit
      - 2013 - 1st visit
      - 2013 - 2nd visit      		Used to schedule and record agent visitsInternal processes
      Agent Review- 2012
      - 2013
      - 2014      		Schedule and track yearly reviewsInternal processes