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ReadyTech-SMS
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ReadyTech-SMS User Guide
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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
View all (9)
Courses
Enrolment Preferences Overview
Process: Create a Certificate for a Set of Students in a Course
Process: Adding an Academic/Trainer to a Course
Process: Updating the Units in a Course
Scheduling
Services
Process: Create a Check-in Template
Communication
Process: Add an Email Template
Process: Configuring Your Email Settings
Process: Sending SMS Messages to Students
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
View all (8)
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
View all (6)
Security
Process: Add a User
User Groups Overview
Process: Resetting A Lost Or Forgotten Password
Preferences → Security → Reset Password Email
User Access Levels
View all (6)
Templates
Process: Add an Image
Government Reporting
Introducing AVETMISS 8
NAT File Guidelines
Process: Generate an AVETMISS Export
AVETMISS Export and Claims Reporting Improvements
Scheduled Hours Improvements
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)
View all (14)
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