Course Categories: TERMS

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.

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.

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.

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 […]

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 […]

This short course will show you have to upload and download files to the Hosted TERMS systems.

This course will help with the maintenance of users within TERMS and the configuration of their security profiles.

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.

This course is an overview of the progression analysis features within TERMS, with year on year progression under different criteria