Create and manage delivery offerings

Purpose

Create a Delivery Offering (a scheduled class, workshop, or online intake) that serves as the container for classroom management, attendance tracking, competency assessment, and learner enrollment into a specific cohort.

When to use

When launching a new class, workshop, or intake of a course. Use this before enroling students if you need attendance, competency, or cohort-level management.

Steps

1. 1
   Click Delivery Offerings under Classroom Management in the left sidebar.
2. 2
   Click the New Offering button to open the offering creation form (a drawer panel on the right).
3. 3
   Select the Course from the course dropdown. You must select a course where scope is validated or In Scope before you can publish the offering later.
4. 4
   Enter the Offering Title (e.g. 'Certificate IV - January 2025 Intake', 3-200 characters). This is the public name for the class or intake.
5. 5
   Optional: Add a Description for additional details about the offering.
6. 6
   Select the Delivery Mode: Class, Workshop, Blended, or Administrative.
7. 7
   Set the Start Date and End Date (format: YYYY-MM-DD). The end date must be after the start date.
8. 8
   Optional: Set Max Capacity (1-1000 learners). Leave empty for unlimited capacity.
9. 9
   Optional: Select a Primary Trainer from the trainer dropdown.
10. 10
    Optional: Select a Delivery Location from the location dropdown (if your RTO has defined locations; required for AVETMISS NAT00020 reporting).
11. 11
    Leave the Metadata field empty unless your RTO uses custom JSON data.
12. 12
    At the bottom, note the Publishing Guardrails warning: ensure the course is IN_SCOPE, confirm trainer competencies, and select at least one unit from the course. These are required before publishing.
13. 13
    Click Save to create the offering in Draft status.

What happens next

• The Delivery Offering is created and appears in the Classroom Management list with a Draft status badge.
• You can now enrol students into this specific offering via the Enrol Student action.
• The offering is available for CSV bulk import, competency matrix setup, and attendance tracking.
• You can publish the offering once scope validation, trainer competency, and unit selection are confirmed.

Tips

• Before publishing a Draft offering, ensure the course is marked IN_SCOPE for your RTO and at least one unit from the course is selected. The publish validation will block you if these are missing.
• Set delivery mode strategically — Class and Workshop offerings are for instructor-led training; Blended is for mixed modality; Administrative is for office-based or legacy records.
• If you need to move a learner between offerings (e.g. from one class intake to another), use the Move Learner action on the enrolment — this preserves attendance and competency records.
• Use the Enrollment Roster action to view all enrolled learners, their current status, and capacity remaining at a glance.
• Delivery Offerings are separate from Enrollment Registry enrolments. You can enrol students directly in the Enrollment Registry without a specific offering, but you lose classroom management features (attendance, competency tracking).
• Once an offering has learners enrolled or is marked In Progress, you cannot delete it. Plan your offering structure before enrolling students.

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