Curriculum
Course: 5. Marketing Operations
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Curriculum

5. Marketing Operations

Marketing Dashboard

0/2

New Enquiry

0/6

Enquiries List

0/2

New Application

0/14

Application List

0/2

Applicant Dashboard

0/24

Agent Dashboard

0/6

Application tile and list screen

0/2

Enrolment tile and list screen

0/2

Commission Template

0/1

Application Dashboard

0/16

Training Plans and Results

0/2

Generating the Training Plans report

0/2

Generating offer letters and other letters

0/2

Emailing Offer letters / Enrolment acceptance letters

0/2

Application instalments (invoices)

0/2

Convert and Decline Applications

0/2
Video lesson

Generating the Training Plans report

In this lesson, you will learn:

  • Explains how to access the Training Plans Report from the Application Dashboard in TEAMS.
  • Describes how to navigate to the Details tab and use the print icon to begin the report generation process.
  • Shows how to select the Standard Training Plan option from the available print choices.
  • Demonstrates how to choose the correct report template from the dropdown list before generating the report.
  • Highlights how the system confirms successful report generation with a message at the top right of the screen.
  • Explains how to open and review the generated report using the report icon.

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