Introduction
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
State Funding Source
Contracts
Finance
Enrolment
Traineeship/Apprenticeship
Training Plan
Reporting
Session Recording
Timestamps
00:00 - Introductions
01:49 - Session Overview
02:51 - State Funding Source
03:39 - Adding a New Funding Source
05:21 - Contracts
08:32 - Create a Course with a Contract
10:54 - Finance
13:16 - Adding a Smart Fee Library
15:02 - Adding an Enrolment Level Fee
16:49 - Enrolment
17:54 - Creating a Student Enrolment
23:03 - Add Trainee/Apprenticeship to Student Enrolment
26:32 - Training Plan
27:33 - Reporting
33:46 - Claims Payments
35:58 - Add Received Claims Against an Enrolment
38:27 - Funding Reports
39:23 - Running Standard Reports
41:15 - Summary
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 |
| SMS Setup | |
| 3 | SMS configured according to Level 1 Education Series |
| 4 | Some student data you can use to generate reports for |
| 5 | Locations loaded in and listed as TAS |
| 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.
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: