Learner Onboarding - Report & Workflow Triggers

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Matthew Bremner

• 03 June 2025 03:58

Hi Team,

I'd like to suggest a feature that allows reports/workflows to be triggered when a participant makes certain declarations during the Learner Onboarding process.

Example 1:
If a student indicates they have a disability in their onboarding form, an automated email could be sent to admin with details about their declaration.

Example 2:
To align with the RTO 2025 Standards (2.5 – Diversity & Inclusion), if a student identifies as Aboriginal or Torres Strait Islander, the system could automatically send them an email with relevant resources and information to support inclusion.

Let us know what you think or if you'd like more context.

Thanks!

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• Official comment

  

  Shannon Kinzett

  • 17 July 2025 01:55

  Hi Matthew,
  Thanks for this feature request - I can see how this would be useful! Given Learner Onboarding forms are updating the learner's Contact as they progress through the form, you can use the existing Contact Details or Class Enrolments reports to report row event automate these examples. Let me know how you go and if there are still outstanding limitations you'd love to see here.

  If you need a hand setting this up, feel free to reach out to our support team who can assist in ensuring this is configured correctly. 

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  Elizabeth Hucks

  • 03 June 2025 04:40

  These sound like great ideas! We'd certainly find this useful. 

  The Learner Onboarding system is only new, with lots of room to evolve - and this is a good example of how it might better integrate with the existing features in aXcelerate in the near future. 

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  Stuart Johnston

  • 03 June 2025 04:57

  Great idea Matthew!  Have voted this one up!

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  Karita Robinson Crossman

  • 05 June 2025 00:01

  Yes please!

   

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  Kayla Cottee

  • 16 June 2025 02:03

  This is a great idea!
  A report to flag any completions of the form would be great - we use a course booking report daily to look for duplicates, AVTEMISS errors, having a report feature for onboarding forms would be really helpful also.

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  Mem Kingham

  • 27 June 2025 08:42

  We definitely need a Credit Transfer flag - the student can complete the entire onboarding and commence but their Credit Transfers may not be applied - is there any way of stopping the onboarding or completion if this step is not approved??

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  Matthew Bremner

  • 17 October 2025 04:24

  Hi Shannon,

  Thank you for your reply.

  After discussing with the support team, this was their response:

  Hi Matthew,
   
  Thank you for your patience while we worked through this. It seems that automating this specific process seems impossible at the moment. I believe the best course of action is to discuss this further with our product team. Let's take this conversation offline so we can delve deeper into finding an appropriate solution.

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