Add new qualification to scope of registration

Transcription

1 Add new qualification to scope of registration Purpose This guide provides information to allow users to add a new qualification to scope of registration. Gain access The school s Organisation Administrator, acting on behalf of the principal, must follow QCAA instructions on granting roles and access to RTO Management on the School Portal. Do this before starting the application. See RTO Management School Portal roles and access: Access levels There are two access levels in RTO Management on the School Portal. Access level RTO User RTO Manager Permissions Create and edit an application Create, edit and submit an application Log in to the School Portal 1. Log in to the School Portal, and open the RTO Management tab in the left-hand menu. RTO Management tab

2 Create a form: Application to Change Scope of Registration Add new qualification 1. Select the Forms tab from the top menu. 2. Press the Create button. A dialogue box will appear asking you to Select a form. 3. Click the radio button for Application to Change Scope of Registration Add new qualification. 4. Press the Create button in the dialogue box. Create button Five new tabs will become available in the top menu: About, RTO Details, Add new qualification, TAS document and Declaration. Select each tab to review its instructions: - an exclamation (!) symbol in red indicates that the information requested on this tab must be provided or submitted. The symbol will disappear when the information is provided. - a blue question mark (?) symbol provides more information when a mouse hovers over it. About tab On the About tab screen you will find information about the requirements for adding a new qualification to scope of registration and where to find support for the application process. About tab Page 2 of 8

3 RTO details tab RTO Details tab 1. Select the RTO Details tab from the top menu. 2. Check the prepopulated current details. Note: To make a change, select the Forms tab from the top menu. Select, complete and submit a Change to details form. (For guidance, see Notify of change to organisational details: Wait for the correct details to appear in the RTO Details tab before moving on to Step Ensure all mandatory fields (highlighted in red) on the RTO Details tab are complete. 4. Press the Save button. Add new qualification tab 1. Download the qualification packaging rules with the correct codes and titles for the scope of qualifications your RTO is registering for: 2. Select the Add new qualification tab from the top menu. Add new qualification tab Page 3 of 8

4 A drop-down menu of qualification codes will appear after you type the first three letters of the code. 3. Complete all mandatory fields (highlighted in red) on the Add qualification screen. Enter the first three letters of the: - Code and Title for the Qualification and select the correct qualification from the drop-down menu - Code and Title for the first Unit of competency and select the correct qualification from the drop-down menu. A drop-down menu of units of competency codes will appear after you type the first three letters of the code. Page 4 of 8

5 4. Select the type of unit from the Core/Electives/Pre-requisite drop-down menu. Drop-down menu of unit types 5. Press the Add unit button to add units of competency. Add unit button 6. Check the qualification packaging rules to ensure you have: - entered the correct Codes and Titles for the Qualification and all Units of competency - identified at least one Core unit in the Core/Electives/Pre-requisite drop-down menu. 7. Press the Save button. Note: The information will not save until one Core unit has been identified. 8. Repeat Steps 1 8 for each new qualification. Page 5 of 8

6 TAS document tab 1. Select the TAS document tab from the top menu. 2. Read the Upload Training and Assessment Strategy advice on the TAS document screen. 3. Press the Browse button to upload the TAS file. Click Open then Attach. 4. Press the Save button to submit, before moving on to the Declaration tab. Browse and upload Attached TAS file Declaration tab 5. Select the Declaration tab from the top menu. 6. Read the User declaration on the Declaration tab. 7. Press the Privacy statement button to read the privacy statement. 8. Select the checkboxes to complete the User declaration. 9. Press the Save button to submit, before moving back to the Forms tab. Declaration tab Page 6 of 8

7 Forms tab 1. Select the Forms tab from the top menu. 2. Check that the Status for Add new qualification reads Ready to submit. Forms tab Edit button Status Submit button Note: If the Submit button is faded, the application is incomplete. Press Edit, then find and complete the missing details. Status Submit button 3. When complete, press the Submit button. 4. An Application for approval final confirmation dialogue box will appear. Page 7 of 8

8 Confirmation agreement dialogue box 1. Read the Application for approval final confirmation dialogue box. The declaration will contain the name of the RTO Manager. 2. Select the checkbox next to Tick to indicate your agreement. The Submit button will appear. 3. Press the Submit button. Submit button Confirmation A confirmation will be sent to the Principal and RTO Manager identified in the RTO Details tab once the Submit button has been pressed. The following advice and a concise summary of the application will appear in the body of the The Principal or RTO Manager has submitted the following VET form to QCAA for approval. If you did not authorise this application to change scope of registration you must notify the QCAA VET Unit immediately by speaking to an officer or sending an . Telephone: or vet@qcaa.qld.edu.au. The QCAA will contact you to start the application process. If you have any questions regarding the application, please vet@qcaa.qld.edu.au or telephone More information If you would like more information or have any questions about the application process, please the VET Unit at vet@qcaa.qld.edu.au or telephone Page 8 of 8