1.

Course and workshops created

Course Coordinator

Once created in aXcelerate, the course automatically displays on the website.

Close days must be zero

2.

Student enrols into course

Student

Enrolment via website

3.

Tentative Enrolment emailed to the student

Workflow engine

Automatically sent when the student enrols into the course and has a tentative status

Template: Strategix Foundation Course - Tentative Enrolment (auto)

Workflow: aXcelerate - aXcelerate Workflow Task System - Edit Autotask

4.

Student applies for funding

Student

Sales team to assist and follow up

5.

Student receives funding outcome

Course Coordinator

Student and Michael Fitzpatrick currently receive copies of the approval letter. The approval letter needs to be uploaded to the students portfolio. Use portfolio type 'Back to Work Letter'

If students are not approved for funding they can be offered the following options:

1. Paying FFS

2. Enrolling into another course

If the student chooses to not proceed with the course their enrolment needs to be changed to cancelled to avoid receiving future automated communications

6.

Confirmation of Enrolment

Workflow engine

Automatically sent when student enrolment status is changed to ‘in progress’

7.

Course reminder

Workflow engine

Text and Email is automatically sent to the student within 3 days of the course start date.

The reminder text and email is sent to all students who are ‘tentative’ and 'in progress' within 3 days of the course starting. The automation runs daily and sends a maximum of one time.

• Example1: If a student enrols 7 days before the start of the course they will receive the reminders 3 days before the course start date. They will only receive the email once.

• Example 2: If another student enrols 2 days before the course start date they will receive the reminders 2 days before the course start date. They will only receive the email once

• Example 3: If a student enrols after the course start date, they would not receive the reminders.

Text: Hi [Contact Given Name]. A reminder email about your upcoming course has just been sent. Please check your email for more info. Strategix

Email Template: Strategix PET / Foundation - Course Reminder (auto)

Workflow: aXcelerate - aXcelerate Workflow Task System - Edit Autotask

8.

Course starts - Invoice created

Course coordinator

Invoice must be sent within week 1 of the course commencing

Students pulled to cloud assess on day 1

9.

Course delivered

Trainer

• Assessments completed and marked

• Attendance marked

10.

Course finish

Course coordinator

Enrolment status’s are changed to cancelled or in progress

11.

Statement of Attainment created

Course coordinator

Created within 28 days of the course being completed

12.

Statement of Attainment sent

Workflow engine

Statement of attainment is automatically sent to the student at 10pm on the award issue date

Workflow: aXcelerate - aXcelerate Workflow Task System - Edit Autotask