Education Session: NSW Reporting


This article highlights what is covered during the NSW Reporting Education Session. Additional resources relevant to the session are included, as well as action items that will help you implement the required steps for your NSW reporting. This session is designed to follow all Level 1 Onboarding Education Sessions. Please refer to these sessions before proceeding with reporting.

 Document Resource

A PDF copy of the slides for this session is available to download:

Please Note: Information contained in these sessions is general in nature. Please refer to your organisations unique requirements and talk to your compliance manager for specific information pertinent to your organisation

Topics Covered

  1. State Funding Source

  2. Skill Sets

  3. Contracts

  4. Smart and Skilled
    1. Smart and Skilled: Enrolment

    2. Smart and Skilled: Unit of Competency Dates

    3. Smart and Skilled: Training Plan

  5. Adult and Community Education (ACE)

    1. ACE Support

    2. ACE Reporting

  6. Traineeship/Apprenticeships

  7. Claims Reports

  8. Claim Payment Import

  9. Funding Report

Session Recording


00:00 - Introductions

02:11 - Training Overview

03:50 - State Funding Sources

04:48 - Adding a New Funding Source

07:18 - Skill Sets

09:11 - Contracts

12:35 - Setting Up and Using Contracts

17:53 - Smart and Skilled

20:37 - Enrolling a Student into a Smart and Skilled Course

24:31 - Smart and Skilled: Start and End Dates

28:37 - Updating Unit Dates

32:35 - Smart and Skilled: Training Plan

34:55 - Adult and Community Education (ACE)

36:16 - Traineeship/Apprenticeship

39:50 - Adding a Trainee/Apprentice to an enrolment

44:32 - Claims Reports

48:01 - Run a Claims Report

51:21 - Claim Payment Import

54:35 - Review Claims Payment Import

57:59 - Funding Reports

59:14 - Running Standard Reports

01:01:36 - Summary & Action Items

Completing This Session

If you wish to complete this session, you can: 

  • Register for a free upcoming webinar: [not currently available]

  • Book a paid one-one-one session: [not yet available]

Session Resources

To complete this session within your SMS, you will require the following resources. Please be mindful that the session is designed to be performed after all Level 1 Onboarding Education has been completed.

Physical Resources
1Access to your SMS, including username and password
2Funding contract information
3Post session you will require access to Access to for  AVS and STS online upload
SMS Setup
SMS configured according to Level 1 Education Series
5Some student data within the system that you can report on
6Locations added for NSW
Prerequisite Knowledge and Understanding
Level 1 Education Series
8Your reporting requirements

Session Outcomes/Action Items

Following the session, we recommend you follow the list of action items presented at the end of the session (see list below). These action items will help you enact the steps presented in the session within your own SMS. 

  • Update/add additional funding contracts (if required)

  • Add skill sets (if required)

  • Add all funding contracts into the system

  • Link funding contracts to Courses

  • Create a Trainee/Apprentice enrolment (if required)

  • Enrol a student and enter the Smart and Skilled details within the enrolment

  • Review unit dates and update any that have passed and/or need pushing out

  • Review the training plan and check it meets your reporting requirements (if required)

  • Run a Claims Report and review the data within it

  • Validate your data from your claims reporting with the reporting body

  • Review Claims Payment import

Additional Resources

The following resources provide additional support and information relating to this session:

Gemma is the author of this solution article.

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