Enrolments and Results

Is there a way to email students from PowerPro via Outlook?

Yes, and there is support available for multiple Outlook accounts!

How do I record a withdrawn student in PowerPro?

Enter results for all units and the enrolment withdrawn date

Where can I find information on how to use the trainer scheduler?

Help > User Guides > Trainers Scheduler Guide

Can I send SMS messages to students through PowerPro?

Absolutely! PowerPro supports Clickatell and Esendex SMS gateways

How can I clear a result for a client?

Right click the 'Outcomes' grid > 'Clear this result' or use the Bulk menu

When enrolling a client in a course, does PowerPro populate any existing unit results?

Yes, you need to have the "search for existing unit results" option ticked when enrolling

How do I delete Certificates and AQF Print Log records?

Delete the parchment copies and the print log record

Can I track lead sources in PowerPro?

Yes, you certainly can. They can also be captured on the Web enrolment form!

Can I move/copy a student to a new course without having to re-enrol them?

Yes, 'Enrolments & Results' > right click on desired student > 'Transfer Enrolment'

Can I import students/results into PowerPro RTO?

Yes, PowerPro can import specific excel and csv layouts

How can I modify the Enrolment Date for a student?

Enrolment > Edit enrolment > Enrolment date

How do I enter a student with a long surname or given name?

Use 'Client' > 'AVETMISS' > 'Override fields'

How do I create an email template?

Compose the template in the built-in editor using data fields and text, then save the template

How do I enter a client in my system that has a single name?

Enter the single name in the surname field

How do I add Units of Competency to PowerPro?

'Configuration' > 'Units of Competency' > 'Unit Actions' > 'Import Units'

Is there a way to add or edit absent reasons in my PowerPro?

'Configuration' menu > 'Application Options' > 'Clients' tab > 'Abs. Reasons'

How is the certificate issued date field populated?

Configuration>Application Options>AQF>Date issued on Qualifications and SOAs

How to create client tags

Configuration menu > Application Options > Clients tab > Client Tags

Contact Logs

What to do when client contact logs are not showing

National Code Field is not long enough? Help!

Certificate Date issuing as **/**/1899

Incorrect Course National Code

Creating & applying credits in PowerPro

How to apply a credit value for either a client or company

Payment Plans

How to create a payment plan for a client

Course Status Filter- greyed out

I have duplicate student records in PowerPro, how can I merge them?

Use Tools>Merge>Merge Clients

Modifying Optional Units

How to change the optional units for a client

Updating Client Results

3 different ways to result a client

What is the duplicate option for when I transfer an enrolment?

To duplicate or not to duplicate that is the question...

Cancelling an enrolment vs. withdrawing from a course

When should I cancel an enrolment or withdraw from a course?

How to Change Invoice Type

Change a client invoice to a company invoice and vice versa

Can I set up flags for specific unit results?

Yes, please read on for instructions

How can I track custom data in PowerPro?

There are a few options to go over, let's get into it!

Can I change the "From" number on SMS to our RTO name

Yes you can, keep reading for our how-to

ESendex long error when sending an SMS

This is an API issue, reset the ESendex API password and enter the new ESendex API password in PowerPro as below

Why can't I send emails from PowerPro?

Check your version of Microsoft Outlook

Can I lock unit results so they are not modified once entered?

Yes, uncheck the "overwrite final results" action on all User Roles

Can you stop LMS Sync overriding final unit results in PowerPro?

Yes we can!

How to print SOA (Statement of Attainment) for Short Courses

Short Course Statements of Attainment are called Unit Based SOA in PowerPro

I need to create a short course SOA for one unit, how can I do this?

Follow the below steps for a unit based Statement of Attainment (SOA)

Why has the option for a Record of Results disappeared from AQF Documents?

Instead of Record of Results you may have Course Completion Statement of Attainment

How can I add a superseded unit to my course?

Through the Units of Competency Menu see below for instructions!