Education Session: NT Reporting


This article highlights what is covered during the Northern Territory 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 NT 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 presentation that represents the learning items from this presentation is available to download:

 Topics Covered 

  1. Funding Sources State

  2. Contracts

  3. Enrolment

  4. Traineeship/Apprenticeships

  5. Training Plan

  6. Claims Reporting

  7. Funding Reports

 Session Recording 


00:00 - Introductions

01:59 - Agenda

03:04 - State Funding Source

03:49 - Adding a New Funding Source

05:34 - Contracts

07:33 - Setup Funding Contract

09:17 - Adding a Contract to a Course

10:28 - Enrolment

11:46 - Enrol a Student

14:27 - Traineeship/Apprenticeship

17:38 - Adding a Trainee/Apprentice to an enrolment

20:28 - Training Plan

22:02 - Reporting

24:59 - Run a Claims Report

27:31 - Claims Payments

29:57 - Add Received Claims against an enrolment

32:18 - Funding Reports

33:22 - Running Standard Reports

35:33 - 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 
1Access to your SMS, including username and password
2Funding contract information
 SMS Setup 
3SMS configured according to Level 1 Education Series
4Some student data in the SMS that can be used for reporting
 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. 

  • Check and update state funding source for your reporting requirements (if required)

  • Setup/add funding contracts

  • Create a course with linked contracts

  • Enrol a student into a course with the funding contract selected and state funding details entered

  • Add a Trainee/Apprentice to a student's enrolment

  • Run a claims report, validate the data and upload to the state reporting body

 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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