Training partners dashboard

 

Go to SET UP > TRAINING PARTNERS

The dashboard is similar to the administration dashboard, however only items pertaining to the partners will appear within this dashboard. 

 

Under the alerts section, requests from your training partners to deliver courses/units, to request new trainers and also for admin to process completed timetabled items, will appear. Messaging will contain communication from your partners, to the main RTO account.

 

All Partners

Training Partners Account Management

This area houses the partner’s accounts and is where you can edit and change the details for all partner portals and accounts. Click on ALL PARTNERS button

Editing partner profiles

By clicking on the EDIT button will allow you to edit the partner profile just like editing a corporate client or brand in the administration portal all the tabs are the same.

 

Add Partner

By clicking on the ADD PARTNER button from the dashboard will allow you to create a new partner which can later be further developed under the all partners tab.

 

Video assistance below:

 

 

Manage Files

 

Training Partner Material Management

The MANAGE FILES button from the dashboard allows content to be provided to the partners that is accessible within their partner portal.

This feature allows for Forms to be uploaded, General miscellaneous uploads as well as Training packs. It has the ability to control which partner receives files, and which partners cannot.

It also has the function of share to all partners.

 

Adding Categories

These categories are to help you manage the files into groups or sections

 

Adding Files

Click on the ADD FILE button to attach files.

Use the UPLOAD NEW FILE button to search and find your file/s you may use drag and drop as well.

Drag and drop or upload browse search

 

Manage Access Exceptions

To grant permission to a partners file access click on Access exceptions for the partner.

Use the tick box to allow permission and save.

 

Editing uploaded documents

To edit the file Title, Category or notes click on the EDIT icon.

 

Download/View

To view a copy of the file click on the download link icon, this will open a new screen with the file in question viewable or downloadable.

 

Broadcast Message

Under the BROADCAST MESSAGE tab you have the ability to compose a message and send it via email or sms*.

 

This message will be broadcasted to the cohort Tier categories that you have set up. For more information about setting up Tier categories go to Settings tab on the partner dashboard

Simply compose your message and select the target audience and the message will be sent to all the parties selected.

 

Partner portal Settings

The settings tab on the partner portal dashboard allows for you to set up the Training Partner Tiers for your partners. These tiers set up your broadcast messaging and can be used to help filter which partners receive what correspondence as well as what methods of payments, fee structure and actions according to their tier status. You can set up and rename the Tiers according to your own preference. The creation of tiers also applies to the payment level a particular partner is on.

 

 

 

Billing of partners

In the settings tab of partner portal you are able to define the default billing workflow for your partners. This can also be overridden from timetable item level in the admin portal.

 

1. Purchase credit upfront

With this option partners purchase credit upfront in bulk (for example, buy $250 of credits) and each enrolment/certificate fee as specified for their account is deducted from their total balance. Then you can set rules for when the balance reaches zero - are they stopped from using the system, do they have a negative balance threshold, etc.

2. Invoice accrued charges periodically

Admin generate an invoice to the partner ad-hoc based on the number of enrolments and certificates issued. These figures are recorded in the partner profile. (ie. agreement is that they pay monthly, quarterly etc. and admin users issue invoices as agreed)

 

Irrespective of the settings chosen, all invoicing of partners is manual

This is the default setting and these can be overridden at using the add course level for specific partner options in the admin portal pertaining to the fee structure you wish to apply.

 

Delinquent accounts

Overdue or unpaid partner settings

In instances where a partner has not paid or is overdue you have the ability to set default triggers for what action to take in these events by using the tick boxes below:

 

Reports

 

There are 3 report types available:

 

1. Account Statement - Presents an itemised list of financial transactions against a partner account for the defined time period.

2. Unprocessed Delivered Courses - this is used to assist in the creation of invoices against a partner by viewing items that have yet to be billed to the nominated partner.