Resources for RTO Admins

Guidance for Running Upskroll Day to Day

Use this page as a simple guide to the workflows RTO admins use most often in Upskroll, from student setup and enrolments to reporting, validation, and team access.

Before You Begin Quick Start Core Workflows Reporting Team Setup Support

Built for RTO admins

Focused on the everyday workflows your operations and compliance teams need most.

Easy to scan

Each guide follows the same structure so your team can find what to do quickly.

Customer-facing help

Only RTO-admin guidance is included here. Super Admin processes are intentionally excluded.

Start Here

Before you begin

A few setup checks make the rest of your workflows easier and reduce issues later in reporting.

Confirm you can sign in with your RTO admin account and access the main dashboard.
Check your organisation details, default settings, and active users before your team starts working.
Make sure your courses are available and ready before creating new enrolments.
Decide which student fields your team will collect at the start and which can be completed later.
Set a simple routine for reviewing reports and validation checks before exports are generated.

Recommended daily workflow

For most RTO admins, a simple repeatable routine keeps data accurate and reporting easier at the end of the week or month.

1
Log in and review the dashboard for enrolment activity and quick stats.
2
Create or update student records as new information comes in.
3
Check enrolments that need to be created, changed, deferred, or cancelled.
4
Run key reports or validation checks before exporting data or sharing updates internally.

Quick Start

Get your team moving quickly

These are the first workflows most RTO admins use after signing in.

Guide 1

Login and understand the dashboard

Guide 2

Create a student profile

Add a new learner with the correct details before enrolment and compliance reporting begins.

Core Workflows

Student, course, and enrolment workflows

These workflows cover the most common actions RTO admins perform across students, courses, and enrolments.

Guide 3

Search for and view a student

Find the right student quickly and open their full profile.

Guide 4

Update student status

Keep student lifecycle status accurate — it flows directly into reporting and compliance exports.

Guide 5

Create a course

Add a course or qualification to Upskroll using TGA import (recommended) or manual entry.

Guide 6

Enrol a student into a course

Create an enrolment record linking a student to a course with start and end dates.

Guide 7

Manage enrolments

Edit, defer, withdraw, or move an enrolment record when a learner's situation changes.

Reporting and Compliance

Keep reporting accurate and audit-ready

Reporting is one of the highest-value workflows for RTO admins, so the guides below focus on visibility, validation, and export readiness.

Reporting matters

Small data issues can become bigger reporting problems later. Run validation checks early and often.

Guide 8

Generate AVETMISS exports

Use the 4-step Export Wizard to build, validate, and download your AVETMISS NAT files.

Guide 9

Identify and fix data quality issues

Catch missing or incorrect data before it causes AVETMISS export failures.

Classroom & Facility Setup

Set up delivery offerings and locations

Create delivery offerings (classes and intakes) and manage delivery locations. These foundational structures enable classroom management, attendance tracking, competency assessment, and AVETMISS compliance reporting.

Guide 10

Create and manage delivery offerings

Set up a class or training intake with dates, delivery mode, trainer, and compliance defaults.

Guide 11

Manage delivery locations

Add and configure physical and virtual locations where your RTO delivers training.

Efficiency Tips

Work faster without losing control

A few habits can save your team time while keeping records accurate and easier to report on.

Time-saving habits

Use filters to narrow students or enrolments by status, course, or intake before making changes.
Use bulk actions when the same update needs to be applied to multiple records.
Keep student profiles up to date as changes happen, rather than batching corrections later.
Review reports and validation results regularly so small issues do not accumulate.

Common mistakes to avoid

Waiting until reporting time to correct missing student details.
Using inconsistent status updates across the team.
Creating enrolments before checking that course information is ready.
Skipping validation checks before generating exports or sharing reports.

Support

Know when to ask for help

If your team is unsure about setup, data quality, or workflow changes, support can help you resolve issues before they affect daily operations.

Ask for onboarding help

Use support when your team is still getting familiar with setup, workflows, and role configuration.

Escalate data questions

Reach out if reporting or validation results are unclear and you need help finding the best next step.

Get operational support

Use the public support channel whenever you need help with day-to-day usage or system access.

Visit Support