Education Session: WA Reporting


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 

  1. State Funding Source

  2. Contracts

  3. Nominal Hours

  4. Finance

  5. Enrolments

  6. Trainee/Apprenticeships

  7. Training Plans

  8. Reporting (RAPT/TAMS)

  9. Claims Payments 

  10. Funding Reports

 Session Recording 


00:00 - Introduction
02:46State Funding Sources
03:36Adding a New Funding Source (system demo)
06:20Create a Contract (system demo)
08:06Course Creation
10:01Create a Course (system demo)
11:53Nominal Hours
13:05Update Nominal Hours (system demo)
16:34Create an Enrolment Fee (system demo)
21:28Create an Enrolment (system demo)
27:01Add a Trainee/Apprentice to a Student Enrolment
29:36Training Plan
33:01Update Unit End Dates (system demo)
34:39Claims Reporting
38:35Run a Claims Report (system demo)
40:00Claims Payments
42:17Add Received Claims Against a Report (system demo)
44:38Funding Reports
45:47Running Standard Reports (system demo)


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
3Post session: Access to TAMS
 SMS Setup 
4SMS configured according to Level 1 Education Series
5Some student data within the system that can be reported on
 Prerequisite Knowledge and Understanding 
6Level 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 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:

Gemma is the author of this solution article.

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