Introduction
This article highlights what is covered during the Victorian 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 VIC 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 source
Contracts
Delivery provider
Nominal hours
Finance
Enrolment
Hours attended
Traineeship/Apprenticeship
Training Plans
Claims reports
Claim payment import
Funding report
VSN importer
Session Recording
Timestamps
- 00:00 - Introductions
- 03:54 - Adding a new funding source
- 05:52 - Contracts
- 07:52 - Setup funding contract
- 12:55 - Delivery Provider
- 13:33 - Nominal Hours
- 15:51 - Finance
- 19:36 - Setup Fees for Units and Enrolments
- 22:31 - Enrolment
- 24:56 - Enrolling a student into a Course
- 29:04 - Hours Attended
- 29:45 - Record a withdraw result with hours attended
- 34:26 - Add a Trainee/Apprentice to an enrolment
- 37:30 - Training Plan
- 38:48 - VET Student Loans
- 39:54 - Claims Reports
- 43:08 - Run a Claims Report
- 46:04 - Claim Payment Import
- 48:14 - Review Claims Payment Import
- 51:38 - Funding Reports
- 52:38 - Running Standard Reports
- 54:42 - VSN Import/Export
- 57:02 - Summary & Action Items
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 in the SMS that can be used for reporting |
| 5 | Locations set for VIC |
| 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 additional funding sources if required
Setup all required funding contracts
Update Nominal hours
Setup finance information for reporting
Link funding contracts to a Course
Enrol a student and enter funding details
Create trainee/apprentice enrolments if required
Run a claims report and review the data
Validate your data with the reporting body
Review claims payment import
Additional Resources
The following resources provide additional support and information relating to this session: