In this Section:
Intake Compliance
If the Return Type and Funding Source has been defined at the Programme level, all subsequent Intakes will inherit the Return Type and Funding Source. However, if this has not occurred due to a disorder, you should edit the fields directly at the Intake level.
Figure 1. Navigate to Intake > NZ Compliance
Edit the Return Type and Funding Source of the Intake.
Enrolment Compliance and Status
If the Return Type and Funding Source has been defined at the Programme level, all subsequent Enrolments will inherit the Return Type and Funding Source. However, if this has not occurred due to a disorder, you should edit the fields directly at the Enrolment level.
Please follow the WBT Data specifications for the Funding Source, and remember that SELMA has deprecated the “NZA” option. This has now been moved to NZA Study Type.
NOTE:
- The Enrolment Status affects the Training Agreement Status (set at the Student level).
- The Enrolment Status is automatically changed to “Withdrawn” if the Training Agreement Status is “In grace”, and held for more than 42 days.
Figure 2. Navigate to Enrolment > NZ Compliance
Training Plans
All providers who offer apprenticeships to Students require Training Plans.
Training plans cannot be created unless the Enrolment is an NZA Enrolment.
Figure 3. Signed Date
Select a “Signed Date”. This can be the Enrolment Start Date, however, it must be on or after the associated Training Agreement “Signed date“.
Off-Job Delivery
NZA Enrolments should also be indicated as “Off-Job Delivery”. Please read the following steps to ensure all required details are filled out:
Figure 4i. Edit an Enrolment Component
Figure 4ii. Enrolment Component > NZ Compliance Tab
On the NZ Compliance tab, click the pencil icon to edit the Compliance information fields.
Figure 4iii. Select Off-Job Delivery
Click the Off-Job Delivery check-box and select an “Off-Job Delivery Provider”. If there are any required fields that are left empty, you will see red error text prompts before you can hit the blue “Save” button.
Figure 5. Reporting and Syncing Off-Job Delivery
Click the actions button (purple cog icon) to “Auto Sync Off Job Delivery” – this checks if the Enrolment Component exists as “Off Job Delivery” in the WBT. If it does, it updates the WBT details, if it doesn’t, it sends off the data to create a new copy in the WBT.
NOTE: The “Report Off Job Delivery” and “Update Off Job Delivery” allows you to achieve the same outcomes as the “Auto Sync”, manually. “Delete Off Job Delivery” removes the Off Job Delivery record from the WBT.
