Loading...

Onboarding: Delivery

Congratulations! You are on the second stage of your Onboarding journey: Delivery.

Here you will learn the foundations required for your delivery of Courses.  It is critical that time is taken in this stage as it will impact ease of reporting and use of your account.

In Delivery you will discover: How to enter Organisation details; Add Courses (Qualifications) and Units (Courses); Specific compliance requirements (where applicable): and, what you need to set up before creating Course Offers.

Please allow approximately 2-3hrs to go through these areas. This time will depend on the size of your organisational requirements however, it can be completed in sections.

At any stage you can go back to the Onboarding Page

Some steps have country specific instructions and those steps are labelled with a FLAG icon in a grey message box identical to this message box. Simply follow the NOTES if/when applicable.

1

Navigate to LR

Learn more about the LRM. Hover over the different areas to discover their feature and function.

2

Organisation Details

Enter key details such as RTO number and address details.

How to Add a Organisation 

3

Location

Adding Locations and linking these to your Course Offers is mandatory for State and Federal reporting. Even if you deliver online only or through distance you will need to record your locations.

You cannot create Course Offers without being able to include the Location.

How to Add and Edit Locations

NOTE: This note is applicable to Australia Only!

If you have Apprenticeships or Traineeships and need to link these to a Workplace please see these instructions. Getting Started: Workplaces

4

Contracts

All VET learners MUST be linked to a Contract (also known as a Training Schedule). There are two types:

  1. Government Funded contract (either national or state)
  2. ‘Fee for Service’ contract where the Learner or their employer pays for the course

You cannot create Course Offers without including a Contract.

How to Add a new Contract and Training Schedule

To learn more about Contracts in detail see our main page Contracts.

We understand that in the country you are delivering training there are no contracts that must be reported to any of the Government departments. However, in Wisenet, you cannot create a Course Offer without linking it to a Contract.

The Contract that we suggest you link your Course Offers to is called: FFS – Other (OS) – Fee For Service

  1. Please check that the Contract FFS – Other (OS) – Fee For Service is in your database.
  2. If not, please Add a Contract and Training Schedule following the OTHER COUNTRIES tab for suggestions.

5

Staff

Staff section does not simply refer to Trainers but also Coordinator roles and Assessors.

You will discover more about Staff at a later stage however, if you have Course Coordinators, now is when you must add a Coordinator in order to create your Course Offers.

When Adding Staff  make sure you tick the box for Coordinator.

NOTE: Please be mindful that when you invite a user from the Portal. The staff section is auto populated with the person’s details. Be careful not to create duplicates.

If you want to learn more about Staff now see our Staff page.

6

Courses (Qualifications*)

In Wisenet we have Courses and Course Offers. A Course contains generic information about that Course and a Course Offer is specific to your Organisation and delivery.  Ultimately, a Course Offer is created from a Course.

Here you will learn:

Discover more about Courses

*NOTE: This note is applicable to New Zealand Only!

Qualifications are set up as Courses in Wisenet. This is where important information is set up for NZQA, SDR and UIP.

IMPORTANT: Please make sure that the Course fields are completed correctly. Use the Field Guidelines: New Zealand to determine if a particular field is needed.

RECOMMENDED:

  • If you think your Course was imported, do NOT create a new Course first. Search for it in the Courses tab and if it already exists, fill in any missing details.
  • If your Course does not exist in Wisenet, add a new course manually.

NOTE:  This note is applicable to Australia Only!

If you deliver a full qualification you can import your scope of delivery directly into your Account.

This can be completed at any stage as your scope changes.

How to Import your Scope

7

Units*

In Wisenet we have Units and Units Offers. A Unit contains generic information about that Unit and is linked to a Course. A Unit Offer is specific to your Organisation and delivery and is linked to the Course Offer.  You will need to edit the Units you wish to use in your delivery.  Adding Units is key for delivery of Short Courses. 

Here you will learn:

Discover more about Units

*NOTE: This note is applicable to New Zealand Only!

Units are also known as ‘Courses’ in New Zealand. However, these are referred to as Units in Wisenet.

Units contain information required for TEC reporting and sits underneath a Course. Important information such as the Version, EFTS and Credits are set up here.

IMPORTANT: Please ensure the Unit fields are completed correctly by using the Field Guidelines: New Zealand.

RECOMMENDED:

  • If your Units were imported and the exact Unit Code (including its version) already sit in Wisenet, you do not need to create a new Unit. Search for it in the Units tab and fill in the missing details.
  • If your exact Unit Code (including its version) does not exist in Wisenet, manually add a new unit.

8

NOTE:  Step 9 is applicable to New Zealand Only!

Set Up NSN Rest Access

Wisenet provides a Web Service in conjunction with the Ministry of Education (MoE) which allows you to retrieve and allocate the NZ National Student Numbers directly via Wisenet.

Learn More How to Set-Up REST Access for your Organisation

Set Up Delivery Completed

Congratulations on completing the second step of your Onboarding with Wisenet.

You now know how to:

  • Add and Edit Courses and Units
  • Add Location and Contract details
  • Add Staff details
Next: Becoming Operational: Enrolment

You are now ready for the next step of Onboarding.

Becoming Operational: Enrolment

Related Articles

Onboarding

Was this Resource helpful?