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onCourse Handbook
Basic concepts
onCourse Setup
Installing onCourse on your server
Getting Started
The onCourse Dashboard
Contact Insights
List View
Printing and Exporting - Share
Cogwheel special functions
Record detail view
Open related records
Mandatory fields
Offcourse Error
Audit Logging
Users and Authentication
Security Settings
Users
User Roles
onCourse Login with Two Factor Authentication
Emergency access
Controlling User Access (authorisation)
Search
Introduction
Dashboard search
List Views
Find related records
Advanced Query Language (AQL)
Searching in custom scripts
Kiosk Mode for Sites and Rooms
Kiosk Mode for Sites
Kiosk Mode for Rooms
Customising the kiosk
Preferences
Setting your General Preferences
Features
Sites and Rooms
onCourse Terms and Definitions
Working with Sites and Rooms
Bulk adding or removing tags
Creating Sites and Rooms
Creating and Modifying Contacts
onCourse contact types
Adding a new contact from the list view
Adding a new contact in Checkout
Modifying contact details
Setting up Email, Phone and Mail Preferences
Concessions and Memberships
Relationships between contacts
Finding contacts
Merging contacts
Historic Aged Debtors export
Tutors
Working with Tutors
Creating Tutors
Contacting tutors by email or SMS
Tags specific to Tutors
Contacts and Documents
Creating Courses
Working with Courses
Viewing Qualifications and Units of Competency
Writing course descriptions for the web
VET Courses
Showing courses online in bulk
Classes
Special Class Functions
Class Record View
Creating Classes
Adding RTO and VET data to class records
Publishing classes online
Showing classes online in bulk
Working with classes that have enrolments
Marking Student and Tutor attendance
Tags and Tag Groups
Tags in onCourse
Tags on your onCourse website
Creating a new tag group
Tags as a filtering tool within the onCourse application
Creating a custom filter instead of a tag
Adding and removing tags from records
Adding and removing tags in bulk
Checklists
Creating a new checklist
Checklist display rules
Using checklists
Using multiple checklists in one record
Checklist filters
Sellable items relationships
Creating new relationships
Adding relationships to records
Default relationship types
Concessions and Memberships
What is a concession?
What is a membership?
Adding a concession to a student record
Creating a Membership Product
Purchasing a membership
Renewing a membership
Redeeming a membership discount
How to view details of a Membership
Using find related to view Purchased Memberships
Searching for students with concessions or memberships
Waiting Lists
Why use waiting lists
Enabling waiting lists
Student web subscription to waiting lists
Managing waiting lists within onCourse
Tagging Waiting Lists
Advising students on waiting lists that a class is available
Enrolling students on waiting lists
Corporate Pass
Setting up your Corporate Pass within onCourse
Linking a discount to a Corporate Pass
Linking products to Corporate Passes
Using Find related in the Corporate Pass list view
Using the Corporate Pass to Enrol Online
When to Use a Corporate Pass
Controlling Usage
Monitoring the Use of Corporate Passes within onCourse
Vouchers
Creating a voucher type
Purchasing a voucher
Redeeming a voucher
Cancelling a Voucher
Other products
Navigating around the Product window
Adding a new product
Relating a product/course to another course
Purchasing a product in onCourse
Purchasing a Product online
Sales
Navigating the Sales list window
Memberships
Vouchers
Feedback and Surveys
Class completion surveys in onCourse
How to Edit/Remove Survey Questions
How to Add Custom Survey Questions
Requesting Feedback from Students
Completing the survey - Student Portal View
Viewing survey results - Tutor Portal View
Viewing survey results - onCourse, exports and print reports
Editing and approving feedback for online testimonial use
Student Testimonials in web marketing copy
Sending messages
Selecting people to contact
Sending an integrated mail message
Reviewing Messages
Exporting contact details for other messaging tools
Opt-in and opt-out
Message permissions and message history
Automatic messages in onCourse
Avoiding spam filters
Continuing Professional Development
CPD and onCourse Modules
CPD and Certificates
Adding data collection rules to courses
Leads, applications and enrolments
Leads
Creating a new lead
Creating new leads in Checkout
Adding relations
Adding a Quote to a lead
Adding a document
Add a note
Coverting a Lead to a Sale
Processing Enrolments
Terms and Definitions
What is Checkout
About Checkout
Creating an enrolment with Checkout
Funding Invoice
Checkout payment options
Enrolling a student in credit or debt
Using a voucher for payment
Recording a cash payment
Recording a cheque payment
Recording an EFTPOS payment
Processing a credit card payment
How to manage transactions where the payment has failed
Processing unpaid invoices
Processing a Payment In
Sending invoices and confirmations
Adding additional AVETMISS and other reporting information to an enrolment
Checkout FAQ
Cancellations, Transfers and Refunds
Cancelling a single enrolment
Transferring an enrolment
Creating credit notes
Manual discounts after enrolment
Using the credited amount as credit towards another enrolment
Payment reversals within the payment in window
Refunding a credit note via Payment Out
Cancelling a Class
Student Transfer Questions
Traineeships
Traineeship Courses
Traineeship Classes
Applications
An overview of applications and enrolments
Navigating the application window
Creating applications
Approving and rejecting applications
Applications on the web
Bulk adding or removing tags
Data collection forms and rules
Accessing the default data collection forms and rules
Editing data collection forms
Using conditional logic
Creating new data collection forms
Duplicating data collection forms
Editing and creating new data collection rules
Adding data collection rules to courses
Data collection on the web
Document management
Documents in onCourse
Adding new documents
Attaching existing documents
Document List View
Deleting a document record
Editing document records
Contact pictures
Access rights
Bin
Reports and exports
Reporting
Using reports
Print Backgrounds
Built-in reports
Importing and exporting
Export Templates
Other export types and options
Customising export templates
Importing
Scheduling and rostering
Class type and timetable
Creating sessions
Tutor rostering
Bulk changing sessions
Session collision detection
About class timetables
About self-paced classes
About hybrid classes
Timetables
Accessing Timetable View
Timetable Window
Timetable View Options
Tags in Timetables
Grouping options
Creating Custom Timetable Filters
Tutor pay
Types of pay
Tutor pay rates
Class budget
Confirming the tutor roster
Generating Tutor pay
Automated pay notifications
Payroll access control
Payroll Questions and Answers
Learning and assessment
RTO Setup
Chapter Overview
Before Taking Enrolments
Class setup
Training Plans
Funding source/contract
Funding invoices
Enrolments and Delivery
Editing VET data
USI
Key data fields
Setting and modifying outcomes
Setting individual outcomes
Setting outcomes in bulk
Exporting outcome data
Importing and adding prior learning
Understanding how outcomes are attached to enrolments
Cancelling VET enrolments
Tracking outcome progression
Marking attendance
Marking outcomes
Creating certificates
CSWE courses, classes and outcomes
VET delivery hours
Courses by Cluster
Quality Indicator Reporting
Assessment tasks
Assessments in onCourse
Creating an Assessment task
Assigning an Assessment task to a class
Assessment tasks list view
Training and Assessment Plans
Assessment Submissions
Bulk adding or removing tags
Grading types
Certification
Creating certificates
Verifying VET Certificates issued from onCourse
Exporting Certificate data
Non-VET Certificates of Attendance
Information About onCourse Certificates
Unique Student Identifier (USI)
The onCourse USI process
Capturing the USI in onCourse
Student self-service
USI Exemption Process
Certificate printing and the USI
USI FAQ
Funding Contracts
What are Funding Contracts?
Default Funding Contracts
Creating custom Funding Contracts
Funding Invoices
VET Reporting
Editing student reporting data - Contact
Editing student reporting data - Enrolment
Editing student reporting data - Outcome
AVETMISS Reporting
Editing your AVETMISS data
AVETMISS Exports
Explaining the AVETMISS runner choices
History
AVETMISS FAQ
RAPT - AVETMISS Reporting in Western Australia
RAPT Reporting
Client Qualifications Register (CQR) Reporting
VET Student Loans and FEE-HELP
What are VET Student Loans?
Creating a VET Student Loan eligible course
Setting the Student's VET Student Loan eligibility
Student VET Student Loan requests
Exporting VSL
Funded Training
Skills Groups
General configuration
Enrolments
Eligibility Checks and Provider Calculator
Financial
Invoices
About invoices
Quotes
Creating a new quote
How to edit a quote
Converting a quote into an invoice
How to duplicate a quote
Printing a quote
Discounts
Introduction to discounts
How to create a discount
Overriding a discount at the class level
Negative Discounts
Accessing discounts during enrolment
Creating effective discount strategies
Financial aspects of discounts
Example discount campaigns
Reporting on discount use
Recurring Payments
Payment plans
Stored Cards
Batch Payments In
Budgets
Budget overview
Adding and Editing Budget Items
Linking manual invoices income to the class budget
Accounting
Relationship between the Student and the Debtor within onCourse
Principles of Accrual Accounting
Financial Transactions generated by onCourse
Contra Payment Types for invoice reversals
Creating additional income accounts
Accessing Financial Information from onCourse
Banking and Reconciliation
FAQ: I want cash accounting
Automation
onCourse Automations and Custom Workflow
Navigating the Automations view and library
Installing and removing Automations
Enabling and Disabling Installed Automations
Automation edit view
What can you do with automations?
Who can use automations?
onCourse default automations
Automation triggers
Creating Automations
Automation blocks
Writing custom automations with Groovy
API
API Security
Examples
External Integrations
Moodle
Mailchimp
SurveyMonkey
Alchemer
Cloud Assess
Canvas
Service NSW Vouchers
Micropower
Coassemble
USI
VET Student Loans
Google Classroom
TalentLMS
LearnDash
Xero
MYOB
Kronos
OKTA Single Sign-on
Message Templates
Custom reports
What are custom reports?
Report structure
Frequently Asked Questions
FAQ
Courses
Classes
Sites
Rooms
Contacts
Tutors
Tags
Automations
Discounts
Invoices
Checkout (Quick Enrol)
Products
Security
Custom Fields
Data Collection Forms
AVETMISS 8
Glossary of Terms
CMS Handbook
Website
Creating new websites
Attaching images and documents
Adding files
Duplicate files
Displaying media online
Linked to specific pages
Adding thumbnail images to courses
Editing Course Hero Images in onCourse
Tagging images
Adding images to pages in the Editor
Your College Online
Updating your site
Enabling courses for online display
Enabling Classes for online display
Special Pages
Search
Faceted Search
Search Engine Optimisation
Markup
HTML
Rich Text
Legacy
Dynamic content
{block}
{course}
{courses}
{tags}
{page}
{form}
{text}
{radiolist}
{popuplist}
{image}
{video}
{attachment}
{duration}
{tutors}
Website setup
Billing
Websites
Log in to Google services
Checkout
Checkout
Adding a student
Parent or Guardian
Summary
Terms and conditions
Payment and confirmation
Checkout queries
Suggestions box
Payment options
Credit card
Corporate Pass
Pay Later
Vouchers and Gift Certificates
Discounts and Promotional Codes
Concessions
Credit
Editor
onCourse
Introduction
Editing Content
Settings
Design
History
Publishing your changes
skillsOnCourse Portal
Introduction
Portal set up
Setting a default portal when you have more than one
Creating accounts and setting passwords
Logging in
Recovering and resetting passwords
Student Portal
Dashboard
Timetable
Resources
Results and Feedback
Profile
Subscriptions
History
Making a credit card payment
Certificates in skillsOnCourse
Tutor Specific Features
Class Reviews and Approvals
Marking Attendance
Marking Outcomes
Tutor Class Notes
Class Document Upload
Company users and account switching
Account switching
onCourse Design
Design overview
Customising onCourse Websites
Editing your site via WebDAV
Draft site
Special URLs
Creating pages
WebDAV files
Editing redirects in WebDAV
Video
Favicon
Robots.txt
Checkout
Stylesheets
File structure
SCSS
Bourbon
Compression
Map
Responsive design
Javascript
File structure
Minification
Compression
Core libraries
config.js
SEO
Copywriting
Google search console
Tag Manager
Google analytics
Sitemap
HTML markup
Navigation
Meta headers
SSL/TLS encryption
Page speed
HTML Templates
Editing templates
Page wrappers
Page Structure
Body Structure
Dialog Structure
Page templates
Courses
Course Details
Class Details
Tutor Details
Sites
Site Details
Page Not Found
Promo Codes Page
Room Details
Add Discount
Sitemap XML
Component templates
Block Display
Body Footer
Body Header
Class Item
Course Class Places Available
Course Class Price
Course item
Course Search Form
Class Grouping
Course/CourseClass Tutors
Course Relations
Global Navi
Google Analytics
Google Map Sites
Google Directions
Hint Component
Menu
Menu Item
Page Head
Payment Agreement
Promo Codes View
Quick Search View
Room Location
Room Location Text
Search Criteria
Search Inputs
Search Terms Clarification
Shortlist
Site Details Component
Timeline Event Detail
Timetable Events
Social Media
DSL
onCourse Domain Specific Language (DSL)
Payment Agreement
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