ReadyTech-SMS User Guide

Getting Started

• Logging In/Accessing The System
• Knowledge Base Access
• Terminology Overview

Personal Preferences

• Process: Update My Notification 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

• Enrolment Preferences Overview
• Process: Create a Certificate for a Set of Students in a Course
• Process: Adding an Academic/Trainer to a Course

Scheduling

Services

• Process: Create a Check-in Template

Communication

• Process: Add an Email Template
• Process: Configuring Your Email Settings

Finance

• Adding a Smart Fee Library
• Finance Preferences Overview
• Scheduled Invoices Overview
• Process: Creating an Invoice for a Party
• Process: Creating a Payment for an Invoice

Sales

Reports

AutoMate

• Automate Overview
• Process: Create an Automated SMS
• Process: Automate the Attachment of a Check-In Template to a Service Creation

Course Applications

• Course Application Overview
• Process: Add/Edit a Course Application Status
• Process: Add an Email Template for a Course Application Status

KanBan

• Kanban Overview
• Process: Add/Edit a Kanban Status

Configuration

• Process: Add/Edit a Brand
• Process: Add/Edit Outcome Types
• Process: Entering Your RTO Details
• Process: Setting up Your Site Theme/Branding

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

Government Reporting

• Introducing AVETMISS 8
• NAT File Guidelines
• Process: Generate an AVETMISS Export

Funding Contracts

• Process: Add/Edit a VET Funding Contract
• Process: Claim Payment Import (Smart and Skilled - NSW)

Unique Student Identifier (USI)

• USI Web Services Version
• USI Configuration

Tertiary Collection of Student Information

• TCSI Learners and Courses
• What is TCSI?
• VET Student Loan (VSL)/VFH/TCSI Glossary
• TCSI Initial Setup
• How to Access Previous TCSI File Exports (VSL)

Feature Mini-Series

• Streamlining the Enrolment Process

Transitioning from VETtrak

• Core Differences in Terminology

Self-Service Portals

• Employer Portal Overview
• Student Portal Preferences
• Student Portal Overview
• Process: Submit an Assignment using the Student Portal
• Process: Submit a Course Application using the Student Portal