Application Dashboard

This lesson explains how the Application Dashboard in TEAMS brings together the main information and actions related to an application in one place. It introduces the purpose of each tile and shows how staff can review application details, manage settings, monitor financial records, and keep supporting documents and communication history organised.

• Explains how the Application Dashboard provides a summary of the application and includes links to related screens for more detailed review.
• Describes the Application Profile Tile, including key application details and access to settings such as AVETMISS, Group Training Plans, FEE-HELP, and Employer Tracking.
• Covers the Details Tile, including the Details tab and AVETMISS tab, where users can review and update core application information.
• Explains the Financials Tile, including instalments, invoice-related actions, permission-based functions, and the Agent tab for commission invoice information.
• Highlights the Documents Log Tile, where users can upload, store, and access supporting documents and system-generated letters.
• Describes the Communication Log Tile, where staff can review emails and SMS, send new communications, add contact logs, and maintain accurate communication history for reporting and follow-up.

IMPORTANT: At the end of this lesson, you will need to complete the quiz before moving on to the next lesson.