This lesson explains how the Edit Enrolment screen in TEAMS allows staff to update important enrolment information from the Enrolment Dashboard. It covers how enrolment dates and enrolment details are managed, while highlighting fields that should be reviewed carefully because they can affect reporting, student records, and training plan information.
- Explains how to access the Edit Enrolment Details screen from the Enrolment Dashboard by selecting the edit icon under the Profile tile.
- Describes the two main tabs on the screen: Edit Enrolment Dates and Edit Enrolment, and how each tab supports different types of enrolment updates.
- Covers how users can update enrolment dates, study weeks, and holiday weeks, while ensuring the changes remain valid for the student’s enrolment.
- Explains how to update core enrolment information such as Account Manager, Enrolment Outcome, Enrolment Type, Enrolment End Date, Program Notes, Upsell, and Extension indicators.
- Describes additional settings such as orientation requirement, Student Type, Package Type, Application Status Code for TCSI reporting, and AVETMISS submission exclusion.
- Highlights trainer allocation, including how selecting a trainer can update related subjects in the Training Plan and Results screen before saving the changes.
IMPORTANT: At the end of this lesson, you will need to complete the quiz before moving on to the next lesson.