Home
WISENET ACCOUNT TRAINING USER MANUAL
Contents
1. search view all Christian Alexander RAMIREZ HERNANDEZ add new Date of Birth 14 05 1986 client RefInternal CRIO1001LF clipboard RefExternal help Home Phone current client Mobile 0426254842 Client Profile Email christian_14586 hotmail com contact details myWise NET View Full Contact Details Take Photo Upload Photo D course enrolments Delete Photo MOST RECENT WORKPLACE POSITION AVETMISS View All Positions More leave This client currently has no workplace position documents ENROLMENT DETAILS client journal Actual ES Course Offer Start Date End Date End Date Status Actions payments RS OF 11 05 2012 07 02 2013 Enquiry lt lt Select Action gt gt reports x E Game EET D a aaa lt lt Select Action gt gt client checklist 1108C407 CERTIFICATE IV x opportunities IN BUSINESS 12 08 2011 10 05 2012 lt lt Select Action gt gt timetables 1101C307 CERTIFICATE 1011C407 CERTIFICATE IV IN BUSINESS Cancelled No Penalty lt lt Select Action gt gt 12 11 2010 11 08 2011 1004C307 CERTIFICATE Cancelled No Wise NET Information Systems Pty Ltd Copyright 2001 2011 Contact us 1300 365 384 COMMENTS Step 3 Click on Client Offer Checklist all clients search view all add new Course Enrolment for Client Christian Alexander RAMIREZ HERNANDEZ client clipboard ENROLMENT DETAIL help ne
2. course oy unit units COUFSES de e imetat ci ctaff workplaces orga sat courses ae aa timetable clients staff workplaces organisation all clients search A Chyistian Alexander RAMIREZ HERNANDEZ client clipboard Date Journal help 8 04 2011 Received a result of retest BSBWORSOLA I change current client 16 12 2010 On 16 12 2010 student came to head office and all Client Profile contact details my Wise NET course enrolments AVETMISS payments reports client checklist opportunities timetables Contact us 1300 365 364 crm Wise NET Information Systems Pty Ltd Copyright 2001 2011 qReport COMMENTS wise 1 Help Portal Logout Staff Yuri Noon COMMENTS Step 2 Enter your notes e Journal Date Field Date when communication took place e Notes Field Record you notes e Staff Field Your name e Time Time when the conversation took place e Click update wise ne unit offers course RE units courses timetable clients staff workplaces organisation crm qReport Help Portal Logout all clients search view all add new Christian Alexander RAMIREZ HERNANDEZ client clipboard Client Christian Alexander RAMIREZ HERNANDEZ Journal Date NE help 12 08 2011 current client Notes Student come to level 8 to discuss payment options Client Profile contact details myWise NET e enrolments AVETMISS Staff Das
3. F18 the amount is F21 If you do not pay yourfees or lodge an appeal within 20 working days you will be reportedto The Department of Immigration and Citizenship DIAC via PRISMS for Non Payment of Fees and your Confirmation of Enrolment COE will be CANCELLED This will affect your student visa Please contact the Department of Immigration on 131 881 or contactthe local DIAC office to see how this will affect you PLEASE DO NOT IGNORE THIS LETTER Step 1of6 If you paid already you need to see email call the collection officer as soon as possible Next Starting document Student Payment Methods 7 Click on Next Starting document at the bottom of mail merge menu 8 Select Use the current document and click next select recipients 9 Select use an existing list and click on browse to open the excel spreadsheet with the report that you generated from wisenet step 1 4 10 Click Next write your letter 11 Click next preview your letters 12 You can check all letters that details are correct by clicking right and left buttons 3 21 Martin S MARINES ULL PTOZ Australa INTENTION TO REPORT Gurpinder Singh GILL 8 43 View St Wooloowin Qld 4030 ees 3 Find a recipient Make cha Student ID IPA010004X Email gillgurpinder yahoo com Notice of intention to suspend or cancel enrolment Sa p sop ens aed College Imperial College Australia se aa recipie
4. z Course Offer 1108C407 CERTIFICATE IV IN BUSINESS ha current client Client Profile corkect details Study Mode Full Time FT myWise NET Co ordinator Amit Thakur Sign Date 12 08 2011 course enrolments Nominal End Date 10 05 2012 SERES Actual End Date leave Expiry Date documents T ship A ship Length mths client journal eCoE Number ae positions Target Group payments AVETMISS REQUIRED reports For Avetmiss client checklist Study Reason AV6 opportunities Commencing Course Identifier AV6 timetables Eligibility Exemption current course VET Fee Help N enrolment i Qualification Issued detail Year Issued agent Training Plan Issued unit enrolments client offer journal CLIENT DETAIL documents Enrolment Status Current reports Status Reason Mes N Certificate 1 E client offer Certificate 2 checklist rie Nos cin Registration ID COMMENTS Step 4 Select the installment for which you need to update the payment and choose edit selected checklist item from the action drop down menu all clients search Checklist Items for Christian Alexander RAMIREZ HERNANDEZ 1108C407 view all CERTIFICATE IV IN BUSINESS add new THERE ARE 3 CHECKLIST ITEMS client clipboard Add Remove Checklist Items help current client Description Staff Amount Cmpl Date Client Profil nono Payme
5. 00 on AVETMISS leave documents client journal Payment Schedule Payment 2 1300 00 12 11 2011 ee eee Payment 3 1300 00 12 02 2012 Payments dich Action Edit Selected client checklist opportunities timetables current course enrolment detail agent unit enrolments client offer journal tions new WebForm_PostBackOp ns ccChecklist InkUpdateAll true false true Step 6 Payment Record is updated COMMENTS wise course unit pra units SF timetable clients staff workplaces organisation crm qReport Help Portal Logout courses all clients search n Checklist Items for Christian Alexander RAMIREZ HERNANDEZ 1108C407 ee CERTIFICATE IV IN BUSINESS add new client clipboard Add Remove Checklist Items help current client Type Description Staff Amount Cmpl Date Client Profil ient Profile M Payment Schedule Payment 1 DK 1300 00 oY 12 08 2011 contact details Payment Schedule Payment 2 1300 00 12 11 2011 myWise NET F Payment Schedule Payment 3 1300 00 12 02 2012 AVETMISS Action lt lt SELECT gt gt Update Performed leave documents client journal positions payments reports client checklist opportunities timetables current course enrolment detail agent unit enrolments client offer journal documents RECORDING COMMUNICATION Step 1 Click on Client Journa Step 2 Click on NEW record
6. 2 07 08 1987 li 114 gs UPPAL IPA0100035 30 06 1981 Click on export and save the file on your computer save on desktop 5 Open ITR template word document 6 Click on tools option and select letters and mailing mail merge After selecting this option you will have a menu on the side to complete the mail merge Font En Paragraph ta es Editing B Mail Merge vx Select document type What type of document are you dy a CEED C A Letters E mail messages IMPERIAL College Australia Envelopes CRICOS Provider 03000J PROVIDER CODE 31698 Labels 19 21 Martin Street Woolloongabba QLD 4102 Australia ca Directory INTENTION TO REPORT Letters Send letters to a group of people F2 F3 You can personalize the letter FQ F102 F11 that each person receives F13 F12 Click Next to continue StudentID F4 Email F8 Notice of intention to suspend or cancelenrolment College Imperial College Australia This letter is to inform you that the College intends to CANCEL YOUR ENROLMENT due to Non Payment of Course Fees Cancellation of enrolment can have an effect on a student s visa as a result of changes to enrolmentstatus You have 20 working days from the date of this letter in which to appeal the College decision in accordance with the College Complaints and Appeals Policy as per your student handbook http www imperialcollegeaustralia gldedu au Due date is
7. WISENET ACCOUNT TRAINING USER MANUAL Any questions Contac emi akemi COMMENTS UPDATING PAYMENTS Step 1 Find a student Clients gt type in student name number both gt click search gt click on the name of the student nz S wise nc course nE unit offers a offers COUrSES timetable staff workplaces organisation crm qReport Help Portal Logout all clients J search s Client Search wiew all add new Please enter search criteria RAMIREZ a oniy chen help Advanced search criteria client wizards enrol clients enrol ment update wizard Jaime Alberto ARANDA RAMIREZ CRIO100289 26 04 1968 arandamve68 hotmail com 0449539351 update status Fabian Alvaro CONTRERAS RAMIREZ CRIO1O006T 17 03 1974 fabian alvaro gqmail com 0406968361 client position search Broz Tito RAMIREZ CALLE CRIO1000 N 16 04 1982 adulterio2 hotmail com mail merge 04 020 98271 Christian Alexander RAMIREZ i HERNANDEZ CRIO10O1LF 14 05 1986 christian_14586 hotmail com 0426254842 call centre David Alberto RAMIREZ MENDOZA david Sa a ramirezm hotmail com 0424414530 Wise NET Information Systems Pty Ltd Copyright 2001 2011 Contact us 1300 365 384 COMMENTS Step 2 Open current enrolment wise net course unit offers units duaia clients staff workplaces organisation crm qgReport Help Portal Logout offers all clients View Edit Delete More
8. e copy of bank receipt and email to sd mn pers colegesusira s gy du su PLEASE REMEMBER Your reference number for the transaction is you studentJ amp number PA010004X Step 5 of 6 Next Complete the merge amp Previous Write your letter Collections Officer 22 July 2010 13 If they are som blank letters or wrong details you can exclude a letter be click exclude this recipient button 14 Click on Next Complete the merge 15 Click on Print and it will print all letters for all students
9. ha leave Time documents client journal Hours 10 Minutes 01 positions payments reports client checklist opportunities timetables Wise NET Information Systems Pty Ltd Copyright 2001 2011 Contact us 1300 365 384 Steps to generate intention to report letters for non payment of fees from wisenet 1 Generate report to find out which students have overdue payment To do that you will need to a Click on the qReport button on the top navigation bar b Choose report number 4027 Client Enrolment Checklists with Agent and Workplace Details c Inthe selection criteria number 4 4 Select your criteria choose the following i Enrolment status contains current AND ii Cor ischecklist completed is false AND iii Cor checklist item type contain payment AND iv Cor checklist date completed less than or equal choose the day when you generate the warning letters 1 Select a report Category lt lt ALL gt gt 2 Select a Report Name 4027 T 7 4027 Client Enrolment Checklists with Agent and Workplace Details Category Subscriptions Report Description Client Enrolment Checklists with Agent and Workplace Details View the Report in Report Viewer and then Export to EXCEL to obtain a format that will allow Mailmerge of Necessary Client Attendance Reporting Fields 3 Select your date range Yesterday 4 Select your criteria Sho
10. nt 1 1300 00 12 08 2011 contact details Payment 2 1300 00 12 11 2011 myWise NET Payment 3 1300 00 12 02 2012 AVETMISS leave client journal positions lt lt SELECT gt gt Edit Selected Checklist Items Bulk Edit Selected Checklist Items Remove Selected Checklist Items payments reports client checklist opportunities timetables current course enrolment detail agent unit enrolments client offer journal documents reports notes client offer checklist nsw claims COMMENTS Step 5 Update the payment details Tick the Complete box if the checklist is complete Enter the due dates Enter numerical values into the AMT field eg fees etc Your name into the Staff Field Additional notes into the Comments field Click Update wise Tosara course unit iia units ee timetable clients staff workplaces organisation crm qReport Help Portal Logout courses all clients search Checklist Items for Christian Alexander RAMIREZ HERNANDEZ 1108C407 pinana CERTIFICATE IV IN BUSINESS add new THERE ARE 3 CHECKLIST ITEMS client clipboard Add Remove Checklist Items help current client Update Cancel Client Profile Type Description Staff Amount Cmpl Date contact details Payment Schedule Payment 1 1300 00 12 08 2011 myWise NET Complete V Date Cmpl Staff DK Amt 1300 00 course enrolments Comments Student paid 13
11. nt list Exclude this recipient Uhen you have finished iewing your letters click Next Then you can print the merged letters or edit individual cari to add personal comments This letter is to inform you that the College intends to CANCEL YOUR ENROLMENT due to Non Payment of Course Fees Cancellation of enrolment can have an effect ona student s visa as a result of changesto enrolment status You have 20 working rea from the date of this letter inwhichto appeal the College decision in accordancewith the ae Complaints and Appeals Policy as per your student handbook http Avww imperiaicollegeaustralia gid edu au Due date is 15 07 2010 the amount is 900 Ifyoudo not pay your fees or lodge an appeal within 20 working days you will be reportedto The Department of Immigration and Citizenship DIAC via PRISMS for Non Payment of Fees and your Confirmation of Enrolment COE will be CANCELLED This will affect your student visa Please contact the Department of Immigration on 131 881 or contact the local DIAC office to see how this will affect you PLEASE DO NOT IGNORE THIS LETTER If you paid already you need to see email call the collection officer as soon as possible Student Payment Methods Electronic Funds Transfer EFT Bank Deposit Account Name Imperial College Australis Account Number 10550173 Branch Town Hall Sydney BSB Number 062 028 Swift Code CTBAAU2S Bank Commonwealth Bank Australia e Please scan th
12. w Help Basic Advanced enrolment status CONTAINS cur AND cor ischecklist compl IS FALSE AND cor checklist item typ CONTAINS payment AND cor checklist date cor LESS THAN OR EC 5 Choose type of output View Report CSV Export XML Export This criteria will give you a list of students who are currently enrolled and started the course who have payment schedule set up is the due date of the installments is the date of when you are generating warning letter or before that 2 Click on view report at the bottom of the page 3 Click on select format drop down menu and select excel ICA IMPERIAL College Australia wise ne mywisenel com s unit its a mien otters timetable clients staff workplaces organisation crm Repor support Help Logout reports wizard wizard New AQTF Competency Completion P3 subscriptions Note gReport Release Notes 1 Apr 2008 manager Report Viewer credentials wizard Back To Reports Wizard Id 4 L lofi D ar forme ol Select a format XML file with report data CSV comma delimited TIFF file 1 AQTF Competency Completion Part 2 Subscribe To This Report Pl 100 Find Next Client Last Client Ref Client Ref Client DOB Acrobat PDF file Name Internal External Web archive Excel KALSI IPAOT0000VV 15 02 1988 if 56 Yadhu GOPAL IPA010001J 21 07 1988 if 111 Barun ADHIKARI IPA010003
Download Pdf Manuals
Related Search
Related Contents
User`s Manual Facultad de Arquitectura e Ingeniería Manual do utilizador Duracell MN1300 Samsung SPD-42S4S User Manual Portada Manual.cdr Humidificador Ultrasónico Ultrasonic Humidifier Humidificateur Pro Glide® Plus 8700 Advanced Steam Generator Toshiba PAR38 LED 19.7W Copyright © All rights reserved.
Failed to retrieve file