10 – Compliance

NZ Compliance To ensure a smooth SDR processing, add all the relevant NZ Compliance information on this tab. If it is not a reported student, you can leave this section blank. For this section, please pay particular attention to the schooling information as this is key for SDR reporting purposes. Ministry of Education Exemption Note …

14.05.13 Record MAC Visit

Record a MAC Visit MAC visits can only be recorded and sent from the students’ enrolment. Go to the Event Log tab and create a new note of type MAC Visit as shown below. This will send a MAC visit message to the ITR upon clicking the “Add Event” button. If you delete the event …

14.05.14 ITR Messages / Reports

Manage Messages in the ITR Reporting Screen To navigate to the screen below, go to Reporting -> ITR. This is the central screen that shows all the messages going to the ITR and their responses. It is an extremely helpful screen to see what is awaiting a response, has validation errors or was processed successfully: …

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with the employer and does not intend to continue training at any time in the future, the training agreement should be withdrawn. Withdrawing the training agreement will cause all ACTIVE, GRACE, HOLD or PENDING programme enrolments to be withdrawn and the training agreement status set to FINISHED.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

14.05.10 Complete ITR Enrolment

The ITR determines whether a programme enrolment is to be COMPLETED or not. This process is done on a daily basis through the ITR completions service. It runs at approximately 5am each morning. ITR enrolment cannot be completed in SELMA until is completed in ITR. Once a student has achieved all components in an enrolment, …

14.05.09 Transfer ITR Enrolment

Transfer Enrolment to New Programme Version The process of transferring enrolments to the new program version is straightforward: Navigate to the enrolment associated with the old program version and edit it. After making the necessary edits, select the “Send Transfer Programme Version” link from the Enrolment Action button. This action will trigger the transfer process. …

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 …

14.05.08 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: The functions are used as below: Enrolments can be updated through the update simple and complex programme functions in ITR. The only …

14.05.07 Enrol a Student

In SELMA navigate to Enrolments -> Enrol Student(s) On the enrolment screen, select the intake you would like to enrol learners into. If the intake funding is set to NZA & IT, an extra drop down will show you for you to set the fund for the specific student you are enrolling (Please select Enrolment …