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Tip-Sheets

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CONTENTS
NZQA Process Access Edition Specific SQL Edition Specific Archiving
1, 2, 3, 4, 8, 11, 35, 56 5, 6, 27, 31, 32, 33, 36, 37, 41 7, 40
18, 19, 20
ERS Process General SDR Processes
 NSI Processes
21, 22, 23, 24, 25, 26, 54 9, 10, 15, 16, 28, 30, 34, 38, 39, 44, 50, 51, 52, 53, 57, 58 12, 13, 14, 43
 29, 42
Prospects  
 
45, 46, 47, 48, 49  
 
TIP-SHEET DESCRIPTION CATEGORY DOWNLOAD/VIEW
Download curriculum from NZQA's website How to download your curriculum from the NZQA Website.

 NZQA Process Tip Sheet 1
Importing NZQA data into Take2 How to import NZQA data into Take2.

 NZQA Process Tip Sheet 2
NZQA Unit Standard Reporting How to do NZQA unit standard reporting.

 NZQA Process Tip Sheet 3
Upload FDC file to NZQA How to upload your FDC file to NZQA.

 NZQA Process Tip Sheet 4
Sending the backend to the help desk How to send the Take2 backend to the help desk.

 Access Edition Specific Tip Sheet 5
Receiving a backend from the help desk What to do when receiving back your Take2 backend from the helpdesk.

 Access Edition Specific Tip Sheet 6
Keeping your SQL database trim Keeping your Take2 database trim.

 SQL Edition Specific Tip Sheet 7
Issue of certificate How to issue a certificate.

 NZQA Process Tip Sheet 8
ASR Reporting How to produce ASR reports.

 General Tip Sheet 9
Reporting How to report from Take2.

 General Tip Sheet 10
Viewing & reversing a NZQA batch How to view and reverse a NZQA batch.

 NZQA Process Tip Sheet 11
SDR Overview An SDR Overview.

 SDR Process Tip Sheet 12
SDR Processes in Take2 The April, August and December returns.

 SDR Process Tip Sheet 13
SDR Processes on the STEO website How to process the SDR using the STEO website.

 SDR Process Tip Sheet 14
Merging Students

 How to merge students.
 General Tip Sheet 15
Producing Pivot Table How to producing the Pivot table for Progress Monitoring in Take2.

 General Tip Sheet 16
Archiving Overview An overview of how to archive within Take2.

 Archiving Tip Sheet 18
Archiving Students How to archive students..

 Archiving Tip Sheet 19
Retrieving from Archive How to retrieve students from archive.

 Archiving Tip Sheet 20
ERS: Adding & Enrolling a Student How to add and enrol a Student (ERS).

 ERS Process Tip Sheet 21
ERS: Submitting a Enrolled Student How to submit a Enrolled Student (ERS).

 ERS Process Tip Sheet 22
ERS: Amending Trainee Details How to amend trainee details (ERS).

 ERS Process Tip Sheet 23
ERS: Deleting a Trainee How to delete a trainee (ERS).

 ERS Process Tip Sheet 24
ERS: Withdrawing a Trainee How to withdraw a trainee (ERS).

 ERS Process Tip Sheet 25
ERS: Recording Outcomes How to record outcomes (ERS).

 ERS Process Tip Sheet 26
Compact & Repair Take2 databases How to compact and repair your data files.

 Access Edition Specific Tip Sheet 27
FTP Files to the Helpdesk How to FTP file to the helpdesk.

 General Tip Sheet 28
Change Notifications How to handle change notifications.

 NSI Process Tip Sheet 29
ID Cards How to produce the ID card ZIP file.

 General Tip Sheet 30
Importing Data From Excel How to import data from Microsoft Excel into Take2.

 Access Edition Specific Tip Sheet 31
Check For Updates How to check for updates to Take2.

 Access Edition Specific Tip Sheet 32
Applying Updates How to apply updates for Take2.

 Access Edition Specific Tip Sheet 33
Generating RoS Notice Generating the Results of Study (RoS) Notice.

 General Tip Sheet 34
ITO NZQA Return How to do the ITO NZQA Return.

 NZQA Process Tip Sheet 35
SMS Messaging How to send SMS messages from within Take2.

 Access Edition Specific Tip Sheet 36
Setting Up SMS Messaging How to set up SMS messaging in Take2.

 Access Edition Specific Tip Sheet 37
Customising the Documents Link Area How to customise the documents link area.

 General Tip Sheet 38
Crediting SMS Account How to add credit to your GSM SIM Take2 card (Vodafone Prepay) account.

 General Tip Sheet 39
Post Code Searching How to search for post codes.

 SQL Edition Specific Tip Sheet 40
Merging Qualification Enrolments How to merge Qualification enrolments.

 Access Edition Specific Tip Sheet 41
National Student Index XML Interface How to use the National Student Index XML Interface.

 NSI Process Tip Sheet 42
Excluding Students from the SDR How to exclude students from the SDR.

 SDR Process Tip Sheet 43
Organisation Contact Persons How to create a new person as an Organisation contact person.

 General Tip Sheet 44
Adding Prospects, Contacts & Transactions How to add Prospects, Contacts and Transactions.

 Prospects Tip Sheet 45
Setting Contact and Transaction Lookup Values How to set Contact and Transaction Lookup values.

 Prospects Tip Sheet 46
Prospect Communication - Emailing How to simplify communicating with multiple prospects.

 Prospects Tip Sheet 47
Reporting on Prospects How to report on Prospects.

 Prospects Tip Sheet 48
Prospect Communication - Standard Letters How to create standard letters (Prospect Communication).

 Prospects Tip Sheet 49
Take2 Forum How to use the Take2 Forum.

 General Tip Sheet 50
Mail Merge - Warnings How to prevent Mail Merge warning messages.

 General Tip Sheet 51
Reporting Dip Bus Outcomes How to report Dip Bus outcomes.

 General Tip Sheet 52
Team Viewer How to use TeamViewer.

 General Tip Sheet 53
Targeted Funding Summary Ensuring Data is Reported, Creating the Summary, Using the Summary, Using the Audit Report.

 ERS Process Tip Sheet 54
Reporting Non-Accredited Unit Outcomes How to report non-accredited unit outcomes

 NZQA Process Tip Sheet 56
2010 Performance Indicators In March 2010 TEC published a set of definitions and rules for Education Performance Indicators to be used from the 2009 year onwards. A report has been added to the Take2 Main Module to calculate thethree key measures: Successful Course Completion (SC), Student Retention (also know as “Student Continuation or Completion – SCOC), and Qualification Completion (QC).
 General Tip Sheet 57
Literacy & Numeracy Bulk Upload How to create a CSV file containing learner details and group allocation which can then be uploaded to the Literacy and Numeracy web site by authorised users.
 General Tip Sheet 58
       
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