Introducing Letter of Offer
A Letter of Offer (Offer Letter) is a document which outlines the courses offered to a Learner; the study period; fee details and, payment schedule information. You can easily create, customise, and efficiently manage your Letter of Offer templates in Wisenet. With our automated function, generated Letters of Offer are saved against the Learner record and can be sent out as required.
Set Up
Set Up a test Learner and a test Course Offer
Letters of Offer require very careful setup in order to generate correctly.
It is advisable to test the process and to follow the steps very carefully before you go live with this feature.
Set Up Course Fees
To set up your Fees and Payment Schedule you will need to use the Checklist feature. You will need to set up your Master Checklist Items for Letter of Offer and then attach them to the relevant enrolments with appropriate fee amounts and due dates.
Set Enrolment Checklist Template for Course Offers
Once you have your Master Letter of Offer Checklist Items ready, you need to set them as default for the relevant Course Offers.
Prepare Course Enrolments
A Letter Of Offer is designed to be generated for a Course Enrolment that is yet to be accepted. This is controlled by either:
- Application Status = New, Reviewing or Pending
- Enrolment Status = Enquiry or Pending (This is the old approach before new Application feature)
No Offer has been accepted at this stage, therefore a Learner must first be enrolled into an appropriate Course Offer.
How to Add a Course Enrolment
Note: This is optional, but you can edit the enrolment checklist values or add additional checklist items to Course Enrolments.
How to Edit Checklists
Generate
Generate a Letter of Offer
Generating a Letter of Offer is achieved using the uReport feature. It uses Letter of Offer template documents to format and input required Letter of Offer information.
If this is the first time your company is generating Letters of Offer we recommend to first test the process using our generic templates. Then once confident with the process you can create you custom templates for live situations.
Learn how to Generate a Letter of Offer.
Customise your Letter of Offer Template
Once understanding the Generate Letter of Offer process you should now have a Course Enrolment with Fees and Payment Schedule set up.
This will make it easier for you to now create your custom Letter of Offer template.
Streamline your Letter of Offer Process
- Streamline your Course Enrolment Checklist process
- Automatically trigger a Letter of Offer to generate and send to Learners and/or Agents using Learncycles.
- How to set up Learncycle for best practice
- Learn More? Learn about Learncycle