RTOs now have better control of partner setup with an expansion of partner portal features and a new equipment management system for classes.

What's new

Equipment management for classes

You can now catalogue your organisation's physical training equipment and assign them out onto class sessions, managed from a new Equipment section in the admin sidebar.

The calendar gains an equipment filter and a equipment assignment mode that lets you easily drag available equipment to upcoming sessions. Trainers will be able to see each session's equipment on their class details page.

Partner portal: better sharing, insights and onboarding

Sponsoring RTOs can now sync their unit definitions and assessment criteria into a delivery partner's organisation, share whole courses, and have more control in onboarding a new partner directly from the Partners area.

Clearer Dashboard revenue figures

The Dashboard's Revenue card now has an "owing" line showing how much of the period's invoicing was still unpaid, explained in the card's tooltip. Total Enrolments now include fixed-price corporate classes and Average Enrolment Value now prices group and corporate booking enrolments from their invoiced amounts properly.

Improvements

• The partner list now shows enrolment and training-revenue columns, and each partner's Overview tab gains a revenue and enrolments chart with period filters.

• The separate Units, Courses and LMS Courses tabs on the partner page are consolidated into a single Scope tab.

• The partner's contact email now appears in the partner page header.

• Administrators can now transfer a pending group booking to a corporate booking instead of deleting it - every attendee moves across, the group booking is expired and its unpaid draft invoice voided.

• New invoices now start with your organisation's default footer applied, and you can untick it per invoice.

• In the calendar's scheduling mode, unsaved equipment changes show the same dashed highlight as staged trainers, so uncommitted changes are visually distinct.

Bug fixes

• Voiding an invoice now removes it from the outstanding balance of every reporting period, including periods that had already closed — correcting the Dashboard's "owing" figure and the Aged Debtors report.

• Group booking invoices on the Aged Debtors report no longer appear as "Unknown debtor" - they now show the group's business name with the booking number, and the Source column correctly reads "Group Booking".

• The explanatory tooltips on the Dashboard's Revenue and Average Enrolment Value cards no longer cut off mid-word.

• The session detail page now opens correctly from the class sessions list.

• The ‘Show archived’ toggle on the locations list has been made more reliable.