Introduction
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
Funding Sources State
Contracts
Enrolment
Traineeship/Apprenticeships
Training Plan
Claims Reporting
Funding Reports
Session Recording
Timestamps
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 | |
| 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 |
| 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.
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:
PowerPoint (download)
https://nt.gov.au/learning/adult-education-and-training/for-registered-training-organisations-rtos