Enrolments and Results

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

Yes, and there is support 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How do I record a withdrawn student in PowerPro?

Enter results for all units and the enrolment withdrawn date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. Have the "Search for existing unit results" option ticked :)

How do I delete Certificates and AQF Print Log?

Delete the Parchment copies and the Print logs.

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 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

What if a Student has a long Surname or Given names?

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 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

Client Contact Logs not showing

National Code Field not long enough

Certificate Date issuing as **/**/1899

Incorrect Course National Code

Create & apply a credit to a Client or Company

Payment Plans

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

How to modify Optional Units

Yes you can change the optional units for a client

Updating Clients Results

How to result by a client & by Unit

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...

How can I Track Custom Data in PowerPro?

There are a few options, Read on...