VETtrak
VETtrak Release Notes
- ★ VETtrak 20.4.0 Release Notes - 14/12/2020
- ★ VETtrak 20.3.0 Release Notes - 16/09/2020
- ★ VETtrak 20.2.0 Release Notes - 25/05/2020
- ★ VETtrak 20.1.0 Release Notes - 4/03/2020
- VETtrak 19.3.0 Release Notes - 14/11/2019
- VETtrak 19.2.0 Release Notes - 10/09/2019
News and Updates
- ★ VETtrak AVETMISS Changes - 2021
- ★ Video: VETtrak Webinar Playlist
- Video: VETengage - Powering Contactless Education (June 11, 2020)
- Video: VETtrak Webinar - Contactless Education with VETtrak 20.2
- Video: VETtrak Webinar - Start Taking Online Enrolments & Payments
- Video: VETtrak Webinar - Managing Education Remotely with the VETtrak Suite
VETtrak: First Time Installation and Configuration
Getting Started Using VETtrak
- Support Centre: Managing Your VETtrak Company Contacts
- Video: Using VETtrak for the First Time
- Navigating VETtrak
- F1 for Help
- Changing a VETtrak Password
- The VETtrak Dashboard
Global Preferences
- Compliance preferences - AVETMISS
- Compliance preferences - AVS
- Compliance preferences - USI
- Compliance preferences - USI CAA
- Compliance preferences - VIC
- Email preferences
Configuration
- Assessment Modes
- Attendance Reasons
- Attendance Types
- Award Types
- Cancellation reasons
- Classifications
Client Manager
- Education History
- Client Manager Overview
- Archiving / Deactivating a Client
- Process: Creating a Client
- Client Personal Wizard
- Editing a Client
Staff Manager
Qualification Manager
- Qualification Manager Overview
- Importing Training Packages (Legacy)
- Manually Adding a Course / Qualification
- Adding a Unit of Competency to a Qualification
- Adding a Module to a Course
- Assigning Pre-requisites to a Unit of Competency/Module
Employer Manager
Group Manager
- Archiving Groups in the Group Manager
- Group Manager Overview
- Creating a New Group
- Adding clients to a group (via Group Manager)
- Sending messages to a group
- Editing a group
Booking Manager
Web enrolments
Contracts and Enrolments
- Placements
- Process: Using Enrolment Profiles
- Process: Creating a Contract (For an Traineeship/Apprenticeship)
- Linking and Unlinking Enrolments to an Award
- Linking and Unlinking Units to an Award
- Adding a Unit/Module to an Enrolment
Occurrences
- Adding Unit/Modules to an Occurrence
- Adding Units To an Occurrence Class
- Change Occurrence Enrolled Units
- Classes
- Costs
- Creating Classes in Bulk
Government Reporting
- Accredited Skill Set Reporting
- ACT: Funding Sources
- ACT: Reporting of Skilled Capital funding
- AVETMISS Error: Module/Unit of Competency exists on the master list of Units of Competency therefore the Module/Unit of Competency Flag "M" must be 'C'
- AVETMISS Error: No Entry in the NAT120 for this Client and Qualification Combination
- AVETMISS Reporting - Enforce End of Year Validation
Events and Attributes
Finance
- Invoicing
- Assigning Pricing and Inventory items
- Payments, Adjustments and Refunds
- Holding Account
- Invoices & Receipts - Headers & Footers
- Scheduled Invoices
Communications
- How To: Integration with a 3rd Party SMTP email provider
- Video: VETtrak Academy Webinar: Improve Student Engagement with SMS & Email via Triggers & Actions
- SMS/Email Template Categories
- Sent Email Register
- Retrieving SMS Replies and Delivery Receipts
- Creating SMS Templates
Unique Student Identifier (USI)
- USI Related Government Help Options
- Setting up Unique Student Identifier (USI) features in VETtrak
- Unique Student Identifier (USI) Overview
- USI: Setting up myGovID / RAM
- USI: Creating a Machine Credential in RAM [Local Customers]
- USI: Creating a Notification in RAM [Hosted Customers]
Security
- What is Two-Factor/Multi-Factor Authentication?
- Resetting a Lost or Forgotten VETtrak Password
- Security Settings
- Manage Users
- VETtrak Security Manager Overview
- Application / Role Management Overview
VETtrak Reports
- Report Request Changes - 10/07/2020
- Process: Creating a Self-Service Report
- Self-Service Reports Manager Overview
- VETtrak Standard Reports Overview
- List of Standard Reports
- Custom Report Service
Standard Report Updates
- Standard Report Update - Version 1504
- Standard Report Update - Version 1503
- Standard Report Update - Version 1502
- Standard Report Update - Version 1501
- Standard Report Update - Version 1500
- Standard Report Update - Version 1451
Advanced Features
- Calendar Manager
- Capabilities Analyser
- PowerBI set up for VETtrak Business Intelligence
- Comments for Deleted Records
- Canned File Notes
- File Notes
Tasks
- Process: Adding Tasks for Individual Enrolments
- Task statuses
- Task categories
- Task Configuration
- Task preferences
- PDF: Tasks User Guide
Document Management
VET Student Loans / VET FEE-HELP
- VET Student Loans Overview
- VET Student Loan Settings In The Organisation Wizard
- Set Up VSL Course of Study
- Set Up VSL Units of Study
- Enrol Client in VSL Course of Study
- Enrol Client in VSL Units of Study
Digital Credentials
Hosting
Technical
- Email Issues and Troubleshooting
- Performing a VETtrak Software Update
- Performing a Minor VETtrak Update
- Video: Updating VETtrak (5:56)
- VETtrak System Requirements
- Updating VETtrak Reports
Data Manipulation
- Import Clients
- Update Unit Results
- Video: Client Importer (35:49)
- Client Importer User Guide (Legacy)
- Video: Merge Client & Employer Utilities (18:12)
- Merge Clients Utility
Triggers and Actions
Data Insights Manager
- Data Insights Manager Overview
- Creating a New Data Insights Query
- Data Insights Operators
- Importing a Data Insights Query
- Process: Bulk Update of Delivery Modes using the Data Insights Manager
- Process: Updating Enrolment Fields Using the Data Insights Manager