Introduction
This article highlights what is covered during the QLD 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 QLD 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 workbook that represents the learning items from this presentation is available to download:
Topics Covered
State Funding Sources
Contracts
Contracts Change
Location Loading
Finance
Nominal Hours
Traineeship/Apprenticeship
Training Plans
Reporting
Claim Payment Import
Session Recording
Timestamps
00:00 - Introductions
02:12 - Training Agenda
03:25 - State Funding Source
04:16 - Adding a New Funding Source
05:50 - Contracts
08:21 - Setting Up and Using Contracts
13:00 - Contract Change
15:03 - Updating Contracts for Enrolments and Units
18:27 - Location Loading
19:51 - Finance
24:21 - Creating and Enrolment Fee
28:36 - Nominal Hours
30:01 - Updating Nominal Hours
32:03 - Enrolment
33:06 - Enrol a Student
35:56 - Hours Attended
36:33 - Traineeship/Apprenticeship
39:11 - Add a Trainee/Apprentice to a Students Enrolment
41:58 - Training Plan
46:44 - Run a Claims Report
50:38 - Claim Payment Import
53:05 - Review Claims Payment
56:32 - Funding Reports
57:43 - Run Standard Reports
01:00:08 - Summary & Action Items
Completing This Session
If you wish to complete this session, you can:
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 and funding contract details |
SMS Setup | |
| 3 | SMS configured according to Level 1 Education Series |
Prerequisite Knowledge and Understanding | |
| 5 | Level 1 Education Series |
| 6 | 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 funding sources if required
Add all funding contracts in to the system
Update nominal hours
Add training locations
Setup finance details and create Smart Fee library
Link funding contracts and Smart Fee library to Course
Review contract changing process
Create trainee/apprentice enrolment
Enrol a student
Submit a claims report
Complete a claims payment import
Additional Resources
The following resources provide additional support and information relating to this session: