Automatically Attach Agreements to Portfolio & Include in Portfolio Checklist
It would be incredibly useful if Agreements could be automatically attached as a portfolio item and included in the Portfolio Checklist. This would streamline record-keeping, reduce manual work, and ensure all necessary documents are consistently tracked within the system.
Key Benefits:
- Eliminates the need for manual uploads and linking
- Ensures Agreements are always part of the student’s portfolio
- Improves compliance and document tracking
- Saves time for administrators and trainers
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With the updated standards this would really assist RTOs in showing clear compliance to pre enrolment requirements. We are using agreements now to have students sign off on a pre training reviews. Having the ability to have this as a portfolio item to add to the portfolio checklist would really assist.
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