In this Section: A Training Plan is a formal document required for all NZ Apprenticeship (NZA) enrolments in Work Based Training. It outlines the learning and development structure for the apprentice and is synced with DXP Ngā Kete. Before a Training Plan can be created, you must have: Create a Training Plan The Training Plan …
In this Section: A Training Agreement is the contract between the Student, the Employer and the TEO. The Training Agreement must exist before any enrolment can be created. Key Constraints Create Training Agreement in SELMA Click on the “+” icon to Create Training Agreement in SELMA. This action does not send the Training Agreement to …
The WBT Integration is a subscription-based feature for Work Based Training providers only. The articles on this section of the SELMA Resource Centre walk you through every step needed to report real learners via the WBT API to DXP Ngā Kete, from the integration setup, curriculum design, compliance configuration, student and enrolment reporting, training agreements …
In this Section: A price book is a saved set of fees you can apply to a student enrolment or application in one action, instead of adding fees one at a time. Creating Price Books Fee Modes – How fee lines are laid out The switches on the price book control how many lines are …
New Features Bulk invoicing from Not Yet InvoicedThe Not Yet Invoiced tab has a new By Object view that groups all uninvoiced fees by who they belong to, whether that is an enrolment, application, student, contact or organisation, showing one row per object with its fee count and total. You can select several objects and …
New Features Workflow Builder: grant Moodle access and enrol students automaticallyThe Moodle access workflow action can now enrol a student into their Moodle course, not just reinstate existing access. “Reinstate Moodle access” is now Grant Moodle access: when scoped to a single course on an enrolment component, it enrols the student into that course — …
New Features Workflow Builder The Workflow Builder gains two new actions. Create Invoice automatically generates an invoice from an enrolment’s not-yet-invoiced fees when the workflow fires. The invoice payer can be the student or an organisation (the enrolment’s organisation, the intake’s organisation, or the student’s primary organisation), with a configurable invoice status and due date …
In this Section: Overview What Has Changed from the Previous Finance Module Allocating Payments Credit Notes Refunds Student & Contact Fee Tabs Debtor Management Write-Offs & Bad Debt T-Account View Quick Actions on the Indexes Deletion & Voiding Rules Notes Overview The Finance module has been extended with a full payment-allocation, credit-note and refund lifecycle, …
An application is a pathway that a student undertakes before an enrolment record can be created for them in the system. It involves multiple steps, each with prerequisites that the student should meet. In this article: Create an Application Template Figure 1. Navigate to Settings > Application Template Manager Figure 2. Click the “+” Icon …
New Features TCSI Compliance (Australia): SELMA now supports TCSI (Tertiary Collection of Student Information) compliance for Australian higher-education and VET Student Loan providers. This release delivers the full capture-to-export flow: compliance fields across student, programme, enrolment, unit-enrolment, component, campus and organisation records on the Australia Compliance tab; OS-HELP loan management with the federal scheme rules …
