State Reporting Education Sessions

Introduction

Your Student Management System (SMS) is able to generate state based reports to enable you to fulfil your state reporting requirements. The following links will take you to a series of state-reporting training sessions where you can get a better understanding of how to use your SMS to perform your state reporting. 

To get the most value from these sessions, please ensure you have completed the Onboarding Education sessions. Many of the steps presented in the state reporting sessions require you to have set up your system, or to have knowledge of certain functions within the SMS to complete. 

Please Note: Information contained in these sessions is general in nature. Please refer to your organisations unique requirements and talk to your compliance manager for specific information pertinent to your organisation. 

TABLE OF CONTENTS

• Introduction
• Session Contents
• Session Registration

Session Contents

The majority of sessions outline the following state-specific information: 

1. Funding Source State
2. Contracts
3. Settings
4. Finance
5. Traineeship/Apprenticeships
6. Training Plans
7. Claims Reports 
8. Claim Payment Imports
9. Funding Reports

Session Registration