Education Session: TAS Reporting


This article highlights what is covered during the Tasmanian State 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 TAS 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:

Topics Covered 

  1. State Funding Source

  2. Contracts

  3. Finance

  4. Enrolment

  5. Traineeship/Apprenticeship

  6. Training Plan

  7. Reporting

Session Recording 


00:00 - Introductions

01:49 - Session Overview

02:51State Funding Source

03:39Adding a New Funding Source


08:32Create a Course with a Contract


13:16Adding a Smart Fee Library

15:02Adding an Enrolment Level Fee


17:54Creating a Student Enrolment

23:03Add Trainee/Apprenticeship to Student Enrolment

26:32Training Plan


33:46Claims Payments

35:58Add Received Claims Against an Enrolment

38:27Funding Reports

39:23Running Standard Reports


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
 SMS Setup 
3SMS configured according to Level 1 Education Series
4Some student data you can use to generate reports for
5Locations loaded in and listed as TAS
 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. 

  • Add in locations for training

  • Add all funding contracts

  • Setup finance details 

  • Create trainee/apprenticeship enrolments if required

  • Enrol a student

  • Submit a claims report

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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