Setup Guide NZ

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The following is a guide to setting up Wisenet LRM. Once you have finished these steps, contact Wisenet on 0800 543 070 to organise your training.

Contents

About this guide

This guide provides an index to articles to help you set up your Wisenet database. As you work through each article, you can return to this page by clicking on the following icon in the 'See Also' section:

Image set up guide nz.png

Set up guide

So let's set up your Wisenet LRM database.

Note: You should be logged into Wisenet to execute the following steps.

Government reporting implications

  • There are many fields throughout Wisenet that must be completed for compliance with NZQA(NZ) New Zealand Qualifications Authority & SDR(NZ) Single Data Return, NZ government reporting instrument reporting. This can affect your funding.
  • Follow the step-by-step instructions carefully to check Organisation Details, Location Details, Course Setup and Unit Setup, including running and checking the appropriate qReports, to avoid SDR(NZ) Single Data Return, NZ government reporting instrument and NZQA(NZ) New Zealand Qualifications Authority reporting errors after adding enrolments.

Set up guide

Note: You should be logged into Wisenet to execute the following steps.

Step Why should I do this? Article Links

Step 1

Enter Organisation Details

Enter your organisation's contact and registration details
  • This is mandatory for all Training Organisations that are required to do Government reporting (such as SDR(NZ) Single Data Return, NZ government reporting instrument, NZQA(NZ) New Zealand Qualifications Authority unit standard reporting etc)
  • Highly recommended for all other training providers to add a 'Fee for Service' contract
Organisation: Add Organisation Details New Zealand


Step 2

Add delivery locations

Enter your delivery locations. This is mandatory for all training providers who:
  • Do government reporting (SDR(NZ) Single Data Return, NZ government reporting instrument, NZQA(NZ) New Zealand Qualifications Authority, UIP)
  • Do internal reporting
  • Deliver in more than one location


It is highly recommended for all other training providers

Locations: Add & edit a location (New Zealand)
Step 3

Customise drop down lists

Throughout Wisenet there are customisable dropdown lists (also known as 'Categories' which enables you to 'tag' or group records for internal reporting purposes.

There are many customisable drop down lists, and you can set them up over time. However, we recommend the following:

Assessment Methods Enables you to populate the assessment methods used against a unit on a training plan
Venues If you intend to use the Timetable section or want to record which venue the training occurred at. A Venue is a classroom name (Not the actual Address)
Target group

(CourseIn Wise.NET a course is usually a qualification or short course Offer Registration)

Recommended to tag a course enrolment as a local or international enrolment


Wise.NET categories: Drop Down Menus
Step 4

Enter export details

1. There are a number of settings that you can customise via your Wisenet Portal. You do not need to set these all up now. However, do set up your export email:

Export email Enter the default email address that you want exports (such as SDR(NZ) Single Data Return, NZ government reporting instrument, NZQA(NZ) New Zealand Qualifications Authority) to be sent to, e.g. college registrar

2. If you entered your ClientIn Wise.NET a client is a student, trainee or apprentice (student, trainee or apprentice) details manually, request a RefExport update to avoid SDR(NZ) Single Data Return, NZ government reporting instrument errors

  • Skip this step if Wise.NET uploaded your client records for you.

Wise.NET Portal: View and Edit settings

Students: Student Numbers

Students:RefExport Update


Step 5

Check Courses uploaded for you

If Wisenet uploaded or imported Courses and Units for you, check these to ensure that all course and units are uploaded and have the correct details entered. It is essential that you do this before adding enrolments:

  1. Check and edit (if applicable) the CourseIn Wise.NET a course is usually a qualification or short course details
  2. Tag the units that you deliver as Core or Elective
  3. Check and edit (if applicable) the units that you deliver

Courses & Units: Check and edit Course Details

Units: Tag the units you deliver as Core or Elective

Units: Check & Edit Units


Step 6

Add remaining Courses & Units

Add Courses & Units that Wisenet can not upload for you (eg. Non-accredited courses, Internal Courses).

  • If you need to add any units, tag them as Core or Elective.

New Zealand Terminology in Wise.NET

Courses: Add a Course

Units: Add a Unit

Units: Tag the units you deliver as Core or Elective


Step 7

Set up Staff Details

The Staff section is where you record details of your Organisation’s staff, including: trainers, assessors, education & training managers, administrators or consultants/contractors.

In this section, you can also upload documents that are required for internal or auditing purposes such as:

  • Qualifications and Certificates
  • CV / Resumes
  • Police checks
Go to the Staff: Main Page or follow 3 steps below:
  1. Staff: Add & Edit Staff
  2. Staff: Link staff to Courses & Units (mandatory for training organisations subject to audit)
  3. Logbook: Add a File Note
Step 8

Add Workplaces & Schools

You can record and track work placement organisations and Schools in the Workplaces section. You should complete this step if you:
  1. Deliver training on behalf of employers or other organisations (such as charity groups)
  2. Deliver training on behalf of schools
  3. Send students on Field Placements or Work Experience
  4. Are an enterprise training organisation
  5. Are an L&D Department
Workplaces: Add or Edit Workplaces
Step 9

Set up Learner App (Optional)

The Learner App is the student portal which allows your participants to access information such as their timetables and course progress. Students are also able to update their contact details.

Note: Optional. Skip this step if you are not planning to allow learners to log in. You can always set this up later.

You should set this up if you intend to give your student access to:

  1. The Student Portal
  2. elearning Courses
Go to the Student Portal: Main Page page to set up the following:
  1. Set up the Welcome message on the Home page
  2. Through the Wisenet portal select the options you want your students to have access to.
  3. Set up the MyWise.NET: Email Templates
Next Steps

Set up CourseIn Wise.NET a course is usually a qualification or short course Offers, Add Students and Add enrolments

Once these tasks have been completed you are ready to start using your database and book your training in. Please contact 0800 543 070 to book your training.

You can now start setting up CourseIn Wise.NET a course is usually a qualification or short course Offers, adding and enrolling students.

Course Offers: Introducing Course Offers

Students: Add a Student

Enrol: Add student enrolments

Once these tasks have been completed you are ready to take your training. Please contact 0800 543 070 to book. You may like to look ahead at the full picture of managing student administration with Wisenet in the Overview of Wise.NET.

See Also

Select Glossary of Terms

Overview of Wise.NET

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