14.05.08 Update an ITR Enrolment

Once the enrolment is confirmed by the ITR. The ITR Status will show “ITR Active” and when in Edit mode, the green Enrolment Actions button will have multiple more functions highlighted in red:

Graphical user interface, text, application, email

Description automatically generated

The functions are used as below:

  • Send ITR Update Simple Enrolment

Enrolments can be updated through the update simple and complex programme functions in ITR. The only information that can be changed when updating an enrolment is the learner enrolment date in the programme. You can also add unit standards or remove nonmandatory unit standards from the enrolment. This includes additional unit standards for complex apprenticeships and unit standards associated with sub-programmes. If there is a need to change other information associated with the enrolment, you will need to either withdraw and re-enter the programme enrolment or delete the entire enrolment.

  • Send ITR MA NZA TA or Update Training Agreement message

Update a training agreement Provided the training agreement is not FINISHED, the elements in list below are updatable on the Update Training Agreement message: Where a learner has changed employer, use the transfer employer message to report the new employer details. This enables accurate reporting and analysis of learner history. Alternatively, the enrolment can be withdrawn and re-created; however, this is not the recommended method.

  • Elements:
    • Employer Head Office Name
    • Employer Sub Division Name
    • Employment Location TLA Code
    • Industry Code
    • MoE Exemption Code
    • Employment Type Code
    • Prior Activity Code
    • Training Agreement Signed Date
  • Transfer Programme

When a new programme version was created, manually transfer the enrolment to a new programme version with this message.

Related Articles

14.05.02 New Programme Version

New programme versions are required when the credit value, the nominal duration or the target qualification number, strand or version changes. In registering a new version of a complex programme, the sub-programmes must have the same programme number as previous versions. The sub-programme versions may differ. The only field that can be changed on a …

14.05.11 Withdrawing TA / Enrolment

Withdraw Training Agreement When the learner ceases training with the employer and does not intend to continue training at any time in the future, the training agreement should be withdrawn. Withdrawing the training agreement will cause all ACTIVE, GRACE, HOLD or PENDING programme enrolments to be withdrawn and the training agreement status set to FINISHED. …

14.05.05 Change Employer

Change Employer In the event of the student changing employment during their studies, the employer on the student record can simply be changed. Make sure you also select a contact for the new employer. To do so navigate to Students -> Manage Students -> Select desired student and under the “Student Details” tab you can …

14.05.03 Create Employer

Create Employer and Contacts Before creating students and validating them for the ITR, the organization (employer) and the contact within the organization should be setup. For this, create an organization as usual under Settings -> Organisations and make sure that the Location Authority and the Industry Code are set for the organisation: After that, make …