Education Session: QLD Reporting


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 

  1. State Funding Sources

  2. Contracts

  3. Contracts Change

  4. Location Loading

  5. Finance

  6. Nominal Hours

  7. Traineeship/Apprenticeship

  8. Training Plans

  9. Reporting

  10. Claim Payment Import

Session Recording 


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: 

  • Register for a free upcoming webinar [not yet 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 and funding contract details
 SMS Setup 
3SMS configured according to Level 1 Education Series
 Prerequisite Knowledge and Understanding 
5Level 1 Education Series
6Your 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:

Gemma is the author of this solution article.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.