Ready Apprentice User Knowledge

Dashboard

• Navigation Bar
• Navigation Menu
• Dashboard Widgets
• Signups
• Training Contracts

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Navigation Menu

• Search
• Leads/Prospects
• Signups
• Claims
• Smart Form Applications

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Advanced Searches

• Apprentices
• Archiving
• Barcodes
• Claims
• Contacts

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Lists

• Bulk Actions on Lists
• Exporting
• Showing/Hiding Fields on Lists

Leads/Prospects

• Overview
• Creating a new lead/prospect - From Ready Apprentice
• Apprentices for a Lead
• Emailing a Lead
• Viewing/Editing a Lead/Prospect

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Signup Projects

• Bulk Actions on Signup Projects
• Creating a Signup from a Project
• Creating a Signup Project
• Printing Training Contract and Other Signup Documents
• Using the Signup Spreadsheet Import

Sign Up

• Create a new Sign Up
• Duplicating a Sign Up Record
• File Location
• Printing Application Forms
• Printing Audit History

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Sign Up Templates

• Creating a Sign Up Template
• Creating a Sign Up using a Template
• Managing Sign Up Templates
• Overview

Registration

• Training Contract TYIMS Statuses
• Registration Status
• Signed Up By / Field Officer & Account Manager for Registration
• Printing Eligibility Letters
• Claim Fields

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Employer Management

• TYIMS and Ready Apprentice Contact Details
• Employer Tags
• Employer Account Management
• Creating a Sign Up From Employer
• Employer Apprentice Overview Report

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Portals

• Linking Employers/RTOs for Portal
• Creating Portal Users
• Overview