25 May 2011

JobReady's Monthly Guide to a Smarter RTO

Get the most of JobReady RTO by reading our monthly hints, tips and tricks. Discover just how easy JobReady RTO is to use so you can become more productive.

Tip 1 - Enrolling Students into a Course in bulk


To enrol a number of students into a Course at once, simply follow these instructions:

Go to the Course tab > Locate and open the course to enrol the students into > Go to Bulk Enrolments in the left-hand menu.



Type in the name of each student in the search bar and once displayed below > Click the Add button to include them in the enrolment.



If the student has not been created already, simply click on Create New Party. This will allow you to add the student and once 'created', this will automatically link them to your Enrolment.

Once all students have been added, click next > to go to next screen of the enrolment process. Once all required steps have been completed, click Confirm.

Your students are now enrolled into the course, now that was fast!

Tip 2 - Searching Inactive/Disabled items


Disabled a course and can't find it again in the search bar? Don't worry, you haven't lost it!

To search for completed or disabled items in JobReady such as Students and Courses, simply type in this code in the search bar : * enabled:false



If there is no space entered immediately after the * no results will be shown. Also, to search for a specific name, e.g. to find Ivana Stardy, type in Ivana Stardy * enabled:False

Tip 3 - Searching for Invoices


If you need to quickly grab a previous invoice in a hurry, You don't need to remember where you put the key for the filing cabinet!

There is a quick way to search for an invoice without having to go into the Party record.

Go to the top right-hand search bar > type in the invoice number and change the search from 'parties' to 'invoices' and click Go.



The invoice number will be displayed as well as the party whom it is for, the status, amount and outstanding balance:


Just click on the name and it will open up the invoice as below.

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