ReadyTech-SMS User Guide
Getting Started
Learning Library: Foundation Series
- 1. Introduction to the System
- 2. Site Setup
- 3. Curriculum Management
- 4. Courses
- 5. Online Enrolments
Personal Preferences
Community
- Process: Add a Company
- Process: Creating a New Party Profile
- Process: Creating an Agent
- Process: Adding a Staff Profile
- Process: Updating Your RTO Company Details
Enrolments
- Process: Create a Certificate for an Individual Student
- Process: Conclude an Enrolment
- Process: Apply an Outcome to a Unit or Subject
- Process: Enrol a Student into a Course
- Process: Removing Core Units From an Enrolment
Courses
Services
Communication
Finance
- Finance Hub Overview
- Adding a Smart Fee Library
- Finance Preferences Overview
- Scheduled Invoices Overview
- Process: Creating an Invoice for a Party
Reports
- Create a New Report with the Report Builder
- Add Filters to a Report
- Scheduling Reports to Run Automatically
- Audit Trail Overview
- Audit Trail Entity Summary
AutoMate
Course Applications
KanBan
Configuration
- Process: Add/Edit a Brand
- Process: Add/Edit Outcome Types
- Process: Entering Your RTO Details
- Process: Setting up Your Site Theme/Branding
- Configure Your Number Schemes
Curriculum
- Curriculum Overview
- Process: Add a New Program
- Process: Add a Lookup VET Program
- Process: Add a New Course
- Process: Autogenerate a Certificate on Completion
Forms
- Process: Add a Feedback Form to a Party Record
- Process: Add a Note/Checklist to a Party Record
- Form Builder Overview
- Process: Add/Edit a Course Form
- Process: Add/Edit a Feedback Form
Lookups
- Tags Overview
- Reference Data Overview
- Process: Add/Edit a Location
- Administration → Lookups → Reference Data → Smart Fee Library Item Type
- Administration → Lookups → Reference Data → Smart Fee Library Item Status
Security
- Process: Add a User
- User Groups Overview
- Process: Resetting A Lost Or Forgotten Password
- Preferences → Security → Reset Password Email
- User Access Levels
Templates
- Process: Add an Image
- Process: Changing Rules on a Certificate Template
- Template Field Mappings - Party Records
- Template Field Mappings - Course Scope
- Template Field Mappings - Course Applications
Government Reporting
- Introducing AVETMISS 8
- NAT File Guidelines
- Process: Generate an AVETMISS Export
- AVETMISS Export and Claims Reporting Improvements
- Scheduled Hours Improvements
Funding Contracts
Unique Student Identifier (USI)
- USI Web Services Version
- USI Configuration
- USI Related Government Help Options
- USI: Setting up myGovID / RAM
- Process: Verifying a Student’s USI
Tertiary Collection of Student Information (TCSI)
- What is TCSI?
- VET Student Loan (VSL)/VFH/TCSI Glossary
- TCSI Initial Setup
- TCSI - Connecting a PRODA Account
- TCSI Notifications