Creating a Training Product

The training product / qualification is an important building block in creating a training course, ensuring students are enrolled in the correct competencies and producing accurate AVETMISS reporting. To set up a training product you must complete the following steps.

1. AVETMISS App

Navigate to the AVETMISS app from the app selector on the top left of the screen. Once you have launched the AVETMISS app, select 'Products'.

Select 'New' from the top right of the screen and confirm the type as 'Training Course'.

2. Fill out the required fields

The following provides some further information on the fields and their purpose - 

  • Product Name - identifies your product in Salesforce, this name will be used when users are selecting and filtering on qualification types
  • Product Code - this represents an internal product code for the product. Each product should have three codes - one for public courses, one for industry and one for RPL. For example - CPR, IND-CRP, RPL-CPR
  • Product Year - Used to identify product across training years
  • Type - the choices are Public, Industry, RPL or Bespoke
  • Product Family - Accredited Course, Certificate Course, E-Learning Course, Non Accredited Course
  • Active - products will only become available for selection in other parts of the system when active has been checked
  • AVETMISS Name - this, in combination with the Program Identifier, is used as an identifier for the course in AVETMISS reporting
  • Program Identifier - this is a unique code to represent the product for AVETMISS reporting. This must be the government defined value for VET courses.
  • Program Recognition Identifier - Pick list of values in accordance with AVETMISS compliance
  • Program Level of Education - Pick list of values in accordance with AVETMISS compliance
  • Program Field of Education Identifier - Pick list of values in accordance with AVETMISS compliance
  • Delivery Method - Pick list of values in accordance with AVETMISS compliance
  • Funding Source - National - Pick list of values in accordance with AVETMISS compliance
  • Duration (Days) - How long is the training course in days?
  • Duration (Hours) - How long is the training course in hours?
  • VET - Is this a VET course?
  • VET in Schools - does this course include a VET in Schools element?
  • ANZSCO Code - Pick list of values in accordance with AVETMISS compliance
  • Specific Funding Identifier - Pick list of values in accordance with AVETMISS compliance
  • Skill Set - this will be merged onto certificates which include a skill set element
  • Other Information (AQF) - this will be merged onto appropriate certificates

Validity (Years) - this field is important as it drives the automatic calculation of expiration dates

E-Learning Component - this field is important. If this is checked, the confirmation letter sent to student upon their enrolment in the qualification will include a link to an online e-learning component

3. Certificate

An important part of the product setup is to define the certificate that will be sent to attendees upon the successful completion of a course.

The certificate field is a lookup to select the appropriate template. 

The available templates are as follows -

  • Full Qualification Certificate - this is for full certification courses such as the TAE
  • Full Qualification with Skills - this template should be used for full certification Courses where a skill set is also achieved
  • Statement of Attainment - this template is for VET accredited courses
  • Statement of Attainment & Statement of Attainment Skills - this will send two certificates. Competencies will be split to ensure those pertaining to a skill set are appended to the skill set certificate
  • Statement of Attendance LOCAL - this template is for non-accredited locally administered courses
  • Statement of Attendance - this template is used for accredited Courses where the student has been deemed as not competent
  • Partial Competency - this template is used for accredited Courses when a student has only been deemed competent for a sub-set of their enrolled competencies

There are three certificate selections available for every training product - 

  1. Certificate - this is the template that will be sent to a student on successful completion of a qualification 
  2. Not Competent Template - this template will be sent to a student when they have been deemed as not competent for all the competencies they were enrolled in as part of a qualification. This is usually a statement of attendance
  3. Partial Competency Template - this is the template the student will receive if they are deemed competent in some elements but not others

To select a template, simply start to type in its name and select it from the list. Once a certificate template has been selected, you can save your new product!

WEBSITE - you will notice there is a 'Website' field on the product page. This field is important for the St John QLD business. Checking this box signifies that the product should be picked up by the website integration and included as a product for sale online. 

Please do not change this field for existing products. If you are creating a new product and it should not be made visible on the St John QLD website, it is important to not check this box.

4. Product Competencies

After saving your Product record there are still a few more steps to complete. First and foremost, you need to define which competencies should be assigned to the qualification. This is simple to do - 

First, select the 'Related' tab for your newly created Product. Here you will see a list entitled 'Product Competencies'. This list allows you to define each competency that will be achieved on completion of the qualification.

Next, Select 'New' on the Product Competency list.

Lastly, search for the competency that you would like to link to your qualification, select it and save your record. 

You will now have a 'Product Competency' in your list. You can add as many as you like.

TIP - once you have created a product competency, instead of selecting 'Save', select 'Save and New' to quickly add multiple competencies.

5. Standard Price

The step to create a training product may require collaboration with the Finance team. Each product must have a standard price added, which represents the products list price. 

To add the product, first ensure you are on the 'Related' tab for your product. The, navigate to the 'Price Books' list. In the list, there will be a line for 'Standard Price Book'.  Against this list, use the arrow on the right of the screen to select 'Edit'. 

Next, add a list price for the product in dollars.

NOTE - GST should always be zero for training products

7. Price Book Entry

Once you had added a standard price to your product, there is one last step. You need to add your product to the price book for the current calendar year. 

Having a price book for each year allows you to track product pricing over time -

  1. Select 'Add to Price Book'
  2. Choose the Price Book you would like to add your product to
  3. Select 'AUD' for currency
  4. Select 'Next'

Define a list price and select 'Save'.

If your list price should be the same at the standard price defined in step 6, you can simply check the 'Use Standard Price' box.

You have successfully created a training product!