OOTB Sessions

Gemma Cameron

Modified on: Tue, 30 Apr, 2024 at 9:16 AM

Introduction

ReadyTech offers two types of paid consultation, Out Of The Box (OOTB) and Custom Consultation. This page contains detailed information on our OOTB offerings. Please review the topics covered within each session to decide if you need an OOTB or custom consult.

NOTE:

If you require topics that fall outside the range of these sessions, you will need to reach out to your Customer Success Manager to book a custom consultation

OOTB

The OOTB consulting option allows you to select from a range of sessions with pre-set topics. Please see the following table to view our current OOTB session offerings. Payments for sessions are made by credit card as part of the online booking process. If you wish to pay by other means, or require additional information, please contact your customer success manager.

All session links are available here.

Session Name	Topics Covered	Booking Link
Introduction to the System	Logging in to the system Basic system navigation Adding users and assigning roles User preferences Audit logs and entities Adding and managing party profiles Managing and maintaining the system	Book this session via this link
Site Setup	RTO details USI setup Certificate management Email configuration & SSO Locations Funding contracts Numbering schemes Outcome preferences Branding	Book this session via this link
Curriculum Management	Curriculum overview Creating programs Creating units Entry requirements	Book this session via this link
Courses	Course creation Viewing/managing existing courses Course duplication Events Enrolment demonstration (manual)	Book this session via this link
Online Applications and Enrolments (Course Forms)	Online course forms Kanban Automated communication	Book this session via this link
Onboarding Session 5.2 - Online Applications and Enrolments (Feedback Forms)	Feedback forms Staff notifications Payments Duplicate records	Book this session via this link
Finance	Finance Preferences Finance Overview and Basics Quotes Invoices Payment Refund/credit notes Smart Fees Overview Reference Data for Smart Fees Linking Smart Fee to a Course Finance Hub	Book this session via this link
The Student Life Cycle	Student Profiles USI Manager Enrolling into Courses Letters and Forms Marking Attendance Recording Outcomes Uploading Evidence Issuing Certificates Enrolment Completion Progress Centre	Book this session via this link
Communications	Notes and Checklists Uploading Evidence SMS (texts) Emails Letters and Forms Templates Surveys	Book this session via this link
Trainer View and Student Portal	Student Portal Portal system preferences Student portal access Dashboard Trainer Portal Navigation Trainer portal access Recording activity Assessment centre Communication	Book this session via this link
National Reporting	National Reporting Generating National AVETMISS Files Batch Logs Contacting Support Standard Reports Within the System	Book this session via this link

Custom Consultation

Custom Consultation provides more flexibility than our OOTB sessions. These sessions allow you to identify one or more specific topics to cover with one of our consultants. Consultation sessions commonly takes one of these forms:

General Process Review: Review of how you are using the system and feedback regarding best practice
Standard Consultation: Customer identified needs and topics/questions
OOTB Mix: A subset of sections from the OOTB offerings

Please reach out to your Customer Success Manager to book a custom consultation session.

Introduction

NOTE:

OOTB

Custom Consultation

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