Class Allocation

This lesson explains how to use the Class Allocation screen in TEAMS to allocate classes to student enrolments in bulk. It guides you through the key setup requirements, the filtering and allocation options available, and the final steps needed to complete the process accurately.

• Understand the purpose of the Class Allocation screen and how it supports bulk allocation of classes to student enrolments.
• Review the key prerequisites before allocation, including timetable setup, subject linkage, and valid student enrolments.
• Learn how to complete Step 1 by entering the required details, such as the Start Date of Class Allocation and the relevant Timetable.
• Explore how to apply filters in Section 2, including Campus, Program, Intake, and Group Training Plan (GTP), to narrow down the correct enrolments.
• Understand the difference between the allocation methods: Programs, Subjects, and Unit of Studies, and how each option affects the results shown.
• Identify how enrolment filters such as Enrolments to Include and Enrolment Type determine which students appear for allocation.
• Review the Bulk Class Allocation Step 2 screen, including enrolment details, timetable information, available classes, and system tooltips where allocation is restricted.
• Learn how to allocate classes using the available checkboxes and understand the importance of the Current Class End Date in preventing overlapping allocations.
• Complete the allocation process in Step 3 and interpret the system confirmation messages shown after saving.
• Recognise how accurate class allocation supports timetable management, student progression, and compliance requirements.

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