Introduction
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
State Funding Source
Skill Sets
Contracts
- Smart and Skilled
Smart and Skilled: Enrolment
Smart and Skilled: Unit of Competency Dates
Smart and Skilled: Training Plan
Adult and Community Education (ACE)
ACE Support
ACE Reporting
Traineeship/Apprenticeships
Claims Reports
Claim Payment Import
Funding Report
Session Recording
Timestamps:
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 | |
| 1 | Access to your SMS, including username and password |
| 2 | Funding contract information |
| 3 | Post session you will require access to Access to for AVS and STS online upload |
| SMS Setup | |
| 4 | SMS configured according to Level 1 Education Series |
| 5 | Some student data within the system that you can report on |
| 6 | Locations added for NSW |
| Prerequisite Knowledge and Understanding | |
| 7 | Level 1 Education Series |
| 8 | Your 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:
https://www.nsw.gov.au/education-and-training/resources/ace-provider-operating-guide
https://www.nsw.gov.au/education-and-training/vocational/funding/smart-skilled-training-providers
https://www.nsw.gov.au/education-and-training/resources/smart-and-skilled-operating-guidelines
https://www.nsw.gov.au/education-and-training/adult-and-community-education/faqs-ace-reporting