Introduction
This article highlights what is covered during the Western Australian 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 WA 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 is available to download:
Topics Covered
State Funding Source
Contracts
Nominal Hours
Finance
Enrolments
Trainee/Apprenticeships
Training Plans
Reporting (RAPT/TAMS)
Claims Payments
Funding Reports
Session Recording
Timestamps
00:00 - Introduction
02:46 - State Funding Sources
03:36 - Adding a New Funding Source (system demo)
05:01 - Contracts
06:20 - Create a Contract (system demo)
08:06 - Course Creation
10:01 - Create a Course (system demo)
11:53 - Nominal Hours
13:05 - Update Nominal Hours (system demo)
14:31 - Finance
16:34 - Create an Enrolment Fee (system demo)
19:04 - Enrolment
21:28 - Create an Enrolment (system demo)
23:44 - Traineeship/Apprenticeship
27:01 - Add a Trainee/Apprentice to a Student Enrolment
29:36 - Training Plan
33:01 - Update Unit End Dates (system demo)
34:39 - Claims Reporting
38:35 - Run a Claims Report (system demo)
40:00 - Claims Payments
42:17 - Add Received Claims Against a Report (system demo)
44:38 - Funding Reports
45:47 - Running Standard Reports (system demo)
47:23 - 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 |
| 3 | Post session: Access to TAMS |
| SMS Setup | |
| 4 | SMS configured according to Level 1 Education Series |
| 5 | Some student data within the system that can be reported on |
| Prerequisite Knowledge and Understanding | |
| 6 | 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 sate funding source for your reporting requirements (if required)
Setup/add funding contracts
Crete a course with linked contracts
Enrol a student into a course with the funding contract selected and state funding details entered
Add a Trainee/Apprenticeship 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: