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.
Building an ILR Return
This course will take you through building an ILR Survey within TERMS, exporting it to the FIS for validation and re-importing the funding values calculated by the FIS.
Charge Tables
This short course will go through how Charge Tables are setup on Activities for Registration fees - course enrolments, exam entries, etc.
Creating a Dashboard of Charts
An introduction to creating a dashboard of charts for members of staff, multiple dashboards can be created using categories, and charts can be individualised to be relevant to an individual staff member.
Creating a Report
This course will take you through the basics of creating an Enterprise Report within TERMS
CRM Feature
This is a brief overview of the CRM feature within TERMS.
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.
Getting Started with Moodle
This courses is a simple introduction to some of the common things that people struggle with within Moodle
Getting Started with TERMS
This course is a quick start for using TERMS. It is intended for new users to the system.
Getting Started with Web Surveys
This course will take you through the basics of creating a web survey, attaching it to a course and processing the responses.
Introduction to Security
This course will take you through setting up essential security with the TERMS MIS.
Introduction to Web Features
This is an overview of the web features that are available to the public as well as staff and tutors.
Learner Progression
This is an overview of the Learner Progression analysis option within TERMS.
Maintaining Users and Security Profiles
This course will help with the maintenance of users within TERMS and the configuration of their security profiles.
Merging ILR Surveys
How to import and merge two of more ILRs together into a single Survey for ILR export.
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.
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.
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.
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.
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.
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.
