Online Study Aim Target Charts

This video show an example of how to generate a chart for Study Aim Targets (SATs) on the web. This will enable a standardised Study Aim Target Dashboard to be created for all SATS.

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Online Pivot Tables (Spreadsheets on the web)

How to create a pivot table for Web Reports, add calculated columns,  format values, colourise values using formulas, save a formatted sheet, and then apply the saved formatting back into the TERMS web report so it is always appears formatted.

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Facilities

How to set up and book Facilities to track the usage, or hire, of rooms, equipment, or anything that can be booked for a period of time by people, learners, or activities and courses.

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Banking Reconciliations

TERMS can be used to reconcile income between itself and payments that have been made directly into the bank or via a credit card process. This course shows how to setup reconciliations and the process itself, including how it can be used to show discrepancies.

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Pay Runs

This course will go through the options for setting up PayRuns, creating staff contracts and processing pay claims. Pay claims include hour-based claims, overtime claims and adjustments.

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Charge Tables

This short course will go through how Charge Tables are setup on Activities for Registration fees – course enrolments, exam entries, etc. – and how to create custom fees for different Concessions, pro-rata, different rates, provision discounts, surchages and miscellaneous charges, etc. Some tips for testing the fees and how to edit them at registration […]

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Planning Courses

Using Planning Sheets

This course will show you how to export a blank planning sheet from TERMS with an overview of how to fill it in using Excel and then how to upload the planning sheet and import it into TERMS. It will then show you how to export a filled planning sheet from existing courses or planned […]

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Online ILPs

This course will take you through the basics of creating an ILP, attaching it to a course and presenting it online for learners and tutors.

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Registration Triggers

Registration Triggers allow for emails to be automatically sent to learners when they register based upon user defined criteria. This allows for lots of different forms of emails, e.g. employability, accessibility, additional curriculum details, etc.

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Uploading Info

Proof Uploading

This course will take you through defining the types of proofs you wish to collect, the process for recoding and uploading proofs within TERMS and by learners via the web. Finally how to reject and verify proofs.

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Powering Web Courses

Using the options within TERMS to get the best results on your web courses. From information only to full enrolment with PIN numbers, hybrid provision and more options under your control.

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