Foundations: How TEAMS Works
- Description
- Curriculum
Understanding how your systems operate is no longer optional in today’s compliance-driven RTO environment — it is essential. TEAMS sits at the centre of your operations, connecting marketing, enrolments, academics, finance, and compliance into one unified system. This course provides a clear, structured foundation to help you understand how everything fits together, so you can work with confidence, reduce risk, and ensure your organisation is aligned with regulatory expectations.
Throughout this course, you will explore how TEAMS supports the complete lifecycle of a student — from initial enquiry and marketing through to enrolment, training delivery, progression, and completion. You will also gain insight into how different components such as webforms, agents, employers, and account managers interact within the system. On the academic side, the course explains how qualifications, course structures, and timetables are organised, while also covering how financial processes and compliance requirements are managed seamlessly within the same environment. Rather than operating across multiple disconnected systems, TEAMS brings all critical functions together, ensuring consistency, visibility, and control.
By completing this course, you will:
- Understand how TEAMS is structured and how different areas of the system connect
- Learn how the student lifecycle is managed from enquiry through to completion
- Identify how marketing, agents, and webforms contribute to enrolment workflows
- Understand how academic structures, qualifications, and timetables are set up and maintained
- Learn how finance and operational data integrate with student records
- Gain clarity on how TEAMS supports compliance requirements, including AVETMISS, attendance, course progress, and TAS alignment
- Develop the confidence to navigate TEAMS and understand where key information is managed
This course is designed for administrative staff, marketing teams, student services officers, trainers, compliance staff, and RTO managers or owners who need a clear understanding of how TEAMS supports their daily operations. Whether you are new to TEAMS or looking to strengthen your foundational knowledge, this course will provide the clarity needed to work more effectively within your role.
By the end of this course, you will have a complete, connected understanding of how TEAMS operates across your organisation. You will be able to see how each function contributes to the bigger picture, enabling you to use the system more confidently, maintain accurate records, and support compliance requirements with greater ease.
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1Overview of Hierarchies in TEAMS
Learn how hierarchies define the foundation of your TEAMS setup — from organisation and campuses to students, enrolments, numbers, and key dates.
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2Overview of Hierarchies in TEAMS Quiz
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3Overview of Templates
Learn how templates work in TEAMS, including Report, Email, and SMS templates, how objects and merge fields control the data available, and the key rules to follow when creating or editing templates.
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4Overview of Templates
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5Overview of Marketing features
Learn how to manage marketing operations in TEAMS. This lesson explains how to use webforms, CRM, agents, agent portals, and account managers to capture enquiries, manage applications, and track agent and counsellor performance.
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6Overview of Marketing features Quiz
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7Lifecycle of a Student
Understand how TEAMS manages the complete student lifecycle - from initial enquiry through application to enrolment and completion - ensuring accurate data flow, compliance, and effective student management..
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8Lifecycle of a Student Quiz
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9Webforms in TEAMS
Learn how to set up and manage Webforms in TEAMS. This video shows how to customise Enquire Now, Apply Now, and Become an Agent forms, track submissions in the Marketing Dashboard, and automate alerts for staff and agents.
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10Webforms in TEAMS Quiz
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11Agents Lifecycle and Management in TEAMS
Learn how TEAMS helps you manage the full agent lifecycle, from potential agent enquiry through to active agent management, including performance tracking, commission handling, reporting, and Agent Portal access.
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12Agents Lifecycle and Management in TEAMS Quiz
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13Account Managers and tracking performance
Learn how Account Managers are used in TEAMS to track sales performance, assign student counsellors, and report on applicants, students, and enrolments across the system.
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14Account Managers and tracking performance Quiz
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15Employer Lifecycle and Management
Learn how Employers are structured and managed in TEAMS, including their different compliance roles for funded and fee for service enrolments, and how employer data supports accurate tracking, reporting, and AVETMISS outcomes.
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16Employer Lifecycle and Management
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17Overview of Academic Structure
Learn the fundamentals of academic structures in TEAMS, including programs, subjects, sequence numbers, study weeks, holiday weeks, calendars, intakes, and study period setup that supports course progress monitoring and AVETMISS compliance.
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18Overview of Academic Structure Quiz
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19Qualifications Overview
Learn how qualifications are managed in TEAMS, from academic setup and report template configuration through to results marking, qualification issuing, reissues, and qualification register management.
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20Qualifications Overview Quiz
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21Timetables Overview
Learn how timetables work in TEAMS, including different timetable structures, recurring class generation, copying timetables, class allocation methods, and the link between timetables, attendance, and absences.
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22Timetables Overview Quiz