Education Session: SA Reporting


This article highlights what is covered during the SA 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 South Australian reporting. This session is designed to follow all Level 1 Onboarding Education Session. Please refer to these sessions before proceeding with reporting. 

 Document Resource

A PDF copy of the slides are available to download:

Topics Covered 

  1. State Funding Source

  2. Contracts

  3. SACE

  4. Enrolment

  5. Academic Pass (AP70)

  6. Traineeships/Apprenticeships

  7. Training Plans

  8. Skilling SA

  9. Reporting

Session Recording 


  • 00:00 - Introductions
  • 02:52 - State Funding Source
  • 03:39 - Adding a new funding source
  • 05:29 - Contracts
  • 07:01 - Setup funding Contract
  • 10:58 - SACE
  • 13:25 - Adding reporting details for a SACE enrolment
  • 16:29 - Enrolment
  • 17:47 - An SA Enrolment
  • 19:38 - Academic Pass
  • 21:51 - Adding and Resulting the AP70 outcome
  • 25:18 - Apprenticeships/Trainees
  • 28:03 - Adding a Trainee/Apprentice to an enrolment
  • 30:57 - Training Plan
  • 32:25 - Skilling SA
  • 33:20 - Reporting
  • 36:46 - Generate a Claims Report for SA
  • 39:46 - Claims Payments
  • 42:17 - Add received Claims against an enrolment
  • 44:45 - Funding Reports
  • 45:49 - Running Standard reports
  • 48:11 - 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 Contract information
3Access to STELA
 SMS Setup 
3SMS configured according to Level 1 Education Series
4Student data that can be used for generating reports
 Prerequisite Knowledge and Understanding 
5Level 1 Education Series
6Your reporting requirements
7A basic understanding of system navigation

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. 

  • Check and add State Funding Source

  • Add your Contracts

  • Add Contracts to Courses

  • Locate required fields for SACE enrolments

  • Add a traineeship/apprenticeship to an enrolment

  • Generate a training plan

  • Generate an SA claims report

Additional Resources 

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


  • I don't have a Training Plan in my system, what should I do?
    Please reach out to your customer success manager or onboarding consultant 
Gemma is the author of this solution article.

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