TEAMS - Intro

Discover how to navigate and use the Main Dashboard in TEAMS to manage daily tasks, student communications, and key workflows. This lesson includes a video walkthrough and a short quiz to reinforce your learning.

Learn how to quickly find students, applications, enrolments, and enquiries using the universal Search Bar in TEAMS, saving time and boosting productivity.

The Favourites (Most Used) Tile on the TEAMS Welcome Screen is a smart, user-centric feature that enhances productivity by reducing the time spent navigating through the system. It automatically learns and displays the screens you visit most often, giving you instant access to the tools and functions you rely on daily.

The Reminder Tile helps users manage tasks efficiently by categorising reminders and integrating them with their calendars. Reminders can be set from both the Contact Log and Intervention screens. 

This lesson explains how the CRICOS Alerts tile on the main dashboard helps you track time-sensitive compliance items such as CoE expiries, active interventions, and agent contract statuses.

Learn how to use the CoE Expiring (Next 30 Days) screen to identify enrolments with upcoming CoE expiry dates, filter the data, take action, and maintain CRICOS compliance efficiently.

This lesson explains how to use the CoE Expired screen to track enrolments with expired Confirmation of Enrolment (CoE) dates and take follow-up action for CRICOS compliance.

Learn how to monitor and manage Active Interventions linked to student enrolments and understand how to use filters, take action, and maintain compliance via the CRICOS Alerts tile.

Learn how to track and manage agent contracts that are due to expire or have already expired using alert screens in TEAMS, and how to take quick action to update agent records.

This lesson explains the purpose and functionality of the Alerts – General tile in TEAMS. It covers how to manage student requests, view SMS usage, access document logs, and track communication through contact logs, with available filters and action options.

Learn how to manage newly submitted student service requests made via the Student Portal using the Student Request – New screen in TEAMS.

Learn how to view and manage student requests that have been processed in the last 30 days using filters, document tools, and action options.

The SMS Count Alert, located within the Alert – General Tile on the TEAMS Dashboard, is a simple yet powerful tool for tracking your institution’s SMS communication usage.

Learn how to search, view, edit, and download uploaded documents in TEAMS using the Document Logs screen.

Learn how to manage, create, and filter internal communication records with students, agents, or employers using the Contact Log screen in TEAMS.

Learn how to use the Continuing Tile to track students who have started but not yet completed their enrolment across all programs, with options to filter by date, view detailed listings, and export the data.

In this lesson, you’ll be introduced to the Continuing Listing Screen in TEAMS—your central workspace for managing students who have started but not yet completed their enrolment.

In this Lesson, you will learn how to use the Starters Tile to view and manage students who are scheduled to start their programs, including access to filtered lists, program-specific counts, and data export.

In this Lesson, you will learn how to use the Starters Listing screen to manage and take action on students marked as "Started" or "About to Start"—all from one convenient interface that supports bulk communication, enrolment updates, and more.

Learn how to use the Finishers Tile to track students who have completed or are nearing the end of their programs. This video shows you how to view detailed listings, interpret student counts, and export the data for reporting. Includes a short quiz to check your understanding.

Learn how to navigate and use the Finishers Listing screen to view, filter, and manage students nearing course completion and how to perform Individual and Bulk actions.

In this Lesson, you will learn how to use the Short Program Tile on the TEAMS dashboard to view and interact with short program enrolment data across any custom date range, including active, future, and completed enrolments.

In this Lesson, you will Learn how to use the Short Program Listing screen to search, filter, communicate, and take bulk actions on students enrolled in short programs, including emailing, invoicing, and accessing dashboards.

In this Lesson, you will Learn how to track and access communication activities in TEAMS using the Email/SMS Sent Tile, including data drill-down and export options.

In this Lesson, you will Learn how to filter, preview, and export sent email records from the Email Listing Screen and how to send individual or bulk emails using templates directly from TEAMS.

In this lesson, you will learn how to track, filter, preview, and export SMS communications in TEAMS, and how to send single or bulk SMS using templates from various dashboards.