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VETtrak
VETtrak Release Notes
VETtrak 24.4 Release Notes - 30/9/2024 (updated 13/11/2024)
VETtrak 24.3 Release Notes - 15/7/2024 (updated 15/08/2024)
VETtrak 24.2 Release Notes - 25/3/2024 (updated 12/06/2024)
VETtrak 24.1 Release Notes - 18/12/2023 (updated 15/02/2024)
VETtrak 23.4 Release Notes - 09/11/2023 (updated 05/12/2023)
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News and Updates
VETtrak Legal Entity Change and Billing Update November 2023
Webinar: VETtrak 23.2 Release Overview (+Q&A)
VETtrak AVETMISS Changes - 2021
Video: VETtrak Webinar Playlist
VETtrak API Changes
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VETtrak: First Time Installation and Configuration
Installing VETtrak and Configuring the Database (Local)
Installing VETtrak and Configuring the Database (Server/Network Installation)
Logging in to VETtrak for the First Time
Entering Your VETtrak Registration Key
Getting Started Using VETtrak
Video: VETtrak AcademyPlus - Getting The Most Out Of VETtrak Support!
Support Centre: Managing Your VETtrak Company Contacts
Video: Using VETtrak for the First Time
Navigating VETtrak
F1 for Help
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Global Preferences
Compliance preferences - AVETMISS
Compliance preferences - AVS
Compliance preferences - USI
Compliance preferences - USI CAA
Compliance preferences - VIC
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Configuration
Configuration Manager Overview
Assessment Modes
Attendance Reasons
Attendance Types
Award Types
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Client Manager
Education History
Client Manager Overview
Archiving / Deactivating a Client
Process: Creating a Client
Client Personal Wizard
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Staff Manager
Staff Manager Overview
Deliverable Units
Staff Members
Email: Using Individual Staff Member Logins
Qualification Manager
Qualification Manager Overview
Importing Training Packages (Legacy)
Manually Adding a Course / Qualification
Mixing Units of Competency and Modules
Adding a Unit of Competency to a Qualification
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Employer Manager
Employer Manager Overview
Employer Contacts
Employer Branches
Process: Creating An Employer
Employer Bank Account
Group Manager
Archiving Groups in the Group Manager
Group Manager Overview
Creating a New Group
Adding clients to a group (via Group Manager)
Sending messages to a group
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Booking Manager
Booking Manager Overview
Understanding the booking list
Grouping the booking list
Resizing and moving booking list columns
The Booking Wizard
Web enrolments
Web Enrolments Essentials
Processing Client Web Enrolments
Contracts and Enrolments
Video: VETtrak AcademyPlus - Enrolment Profiles
Placements
Process: Using Enrolment Profiles
Process: Creating a Contract (For an Traineeship/Apprenticeship)
Linking and Unlinking Enrolments to an Award
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Occurrences
Adding Unit/Modules to an Occurrence
Adding Units To An Occurrence Class
Change Occurrence Enrolled Units
Classes
Costs
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Government Reporting
AVETMISS Reporting - General Information
Generating AVETMISS Files
State Specific AVETMISS Enrolment Details
AVETMISS Reporting - Enforce End of Year Validation
Total VET Activity Reporting (National AVETMISS) Overview
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Events and Attributes
Events
Attributes
Video: Events and Attributes (38:35)
Video: Attribute Alerts and Invoice Credit Terms (15:52)
Finance
Video: VETtrak Online Payment Collection
Video: VETtrak AcademyPlus - Let's Talk Finance Features
Invoicing
Assigning Pricing and Inventory items
Payments, Adjustments and Refunds
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Communications
How To: Integration with a 3rd Party SMTP email provider
Video: VETtrak Academy Webinar: Improve Student Engagement with SMS & Email via Triggers & Actions
SMS/Email Template Categories
Sent Email Register
Retrieving SMS Replies and Delivery Receipts
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Unique Student Identifier (USI)
USI: Web Services Version
USI Related Government Help Options
Setting up Unique Student Identifier (USI) features in VETtrak
Unique Student Identifier (USI) Overview
USI: Setting up myGovID / RAM
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Security
What is Two-Factor/Multi-Factor Authentication?
Process: Lost Access to Two-Factor Authentication for a VETtrak Login
Process: Configuring Two-Factor Authentication for a VETtrak Login
Resetting a Lost or Forgotten VETtrak Password
Security Settings
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VETtrak Reports
Video: VETtrak AcademyPlus - Self Service Reports
Self-Service Reports Manager Overview
Process: Creating a Self-Service Report
Process: Mapping Self-Service Award Reports
VETtrak Standard Reports Overview
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Standard Report Updates
Standard Report Update - Version 0907
Standard Report Update - Version 0908
Standard Report Update - Version 0909
Standard Report Update - Version 0910
Standard Report Update - Version 0950
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Advanced Features
Video: VETtrak Academy Plus Webinar - Enrolment Linking
Calendar Manager
Capabilities Analyser
VTImporter
Comments for Deleted Records
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Tasks
Allow Occurrence to have Tasks
Process: Adding Tasks to an Occurrence
Video: Webinar: Using Tasks in VETtrak
Process: Adding Tasks for Individual Enrolments
Task statuses
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Document Management
Integrating VETenrol and VTDocs
Video: VETtrak AcademyPlus - Let's Do Digital Documents!
Document Management within VETtrak
Linking Documents & Files Within VETtrak
Setting Up A Document Database
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Agent Commissions
Video: Introducing: Agent Commissions
Agent Commissions Overview
Creating Commission Rules
Generate Agent Commissions Wizard
TCSI - VET Student Loans / VET FEE-HELP
Preparing For Your First TCSI Report
What is TCSI?
VETtrak TCSI Upgrade Setup
VET Student Loans Overview
VET Student Loan Settings In The Organisation Wizard
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Digital Credentials
Digital Credentials Overview
Configure VETtrak Digital Credentials Connection
Associating Credentials
Issuing Digital Credentials from VETtrak
Hosting
VETtrak Status Page
Accessing/Using VETtrak Hosting: Frequently Asked Questions
Support Centre: Retrieving Your VETtrak Hosting Launcher Password (Self Service)
Accessing a VETtrak Hosted Version (PC)
Accessing A VETtrak Hosted Version (Mac)
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Technical
Email Issues and Troubleshooting
Performing a VETtrak Software Update
Performing a Minor VETtrak Update
Video: Updating VETtrak (5:56)
VETtrak System Requirements
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Data Manipulation
Video: VETtrak Wednesday Webinar - How to Import Clients in VT 19.1 (27/03/2019)
Import Clients
Update Unit Results
[DEPRECATED] Client Importer User Guide (Legacy)
Video: Merge Client & Employer Utilities (18:12)
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Triggers and Actions
Triggers and Actions Overview
Video: Creating a Trigger that works by ADDING data
Video: Creating a Trigger that works by EDITING data
Triggers and Actions – Frequently Asked Questions
Data Insights Manager
Video: Introducing the VETtrak Data Insights Manager
Video: VETtrak AcademyPlus - Data Insights Deep Dive
Data Insights Manager Overview
Creating a New Data Insights Query
Performing Actions On Your Data Insights Query Output
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Customer Support Resources
Knowledge Base Access
Training Booking Process
VETtrak Feature Matrix
Education eLearn