What's New @ Wisenet

Wisenet is introducing an update to the way Units and Courses relate, with significant efficiency benefits. Key highlights include:

• Eliminating duplication with Units shared across Courses
• Enabling scalable structures for both accredited and short Courses
• Improving user experience with updated UI layouts and streamlined bulk actions

Introducing CourseUnit

Units are no longer linked to a single Course. This new layer acts as a bridge between Courses and Units, and CourseUnits are generated and updated automatically in real time.

Update your workflow at your pace

This update provides:

• Streamlined admin workflows meaning less manual work and fewer errors.

• Consistent data so you can ensure every learner gets the same unit data.

• Modern architecture and tech built to enhance speed and scalability.

• Lower Cost to Market by reducing admin overhead and making course launches faster.

• Improved reporting accuracy with centralised data, filtered lists, and more.

• Faster audits and reviews based on one source of truth for compliance checks.

• Future-proofed system due to more modular and flexible CourseUnit system.

For more information on the update visit these links:
Unification Release | Student CRM Management | Wisenet
CourseUnits - Wisenet Resources
How To Add a Unit to a Course - Wisenet Resources
How To Remove a Unit from a Course - Wisenet Resources
How To Edit a CourseUnit - Wisenet Resources

The latest update to Credentials brings improvements to the structure and processes around generating and managing Credentials in Wisenet. Key highlights include: 

• A new flow in how you create credentials

• Improved user experience

• Ability to run credentials for qualifications

More control over the flow of your your process

You can now more efficiently sort, update, and regenerate credentials to reflect changes without the need to restart the process. This includes identifying and fixing errors in issued credentials.

Improved Previews

Previewing credentials is also now much faster, allowing you to test changes and view regenerated credentials in real time.

This update provides:

• Revised credential generation tools for easier amendments

• Faster previews

• Additional filters for reports

• Improved UI, including more convenient navigation

• Data export functionality

Visit Wisenet's Learn Resources to find out more: 

• Overview of credentials and certificates: https://learn.wisenet.co/credentials-certificates
• How to generate a credential:https://learn.wisenet.co/how-to-generate-a-credential
• How to issue, print and email a credential:https://learn.wisenet.co/how-to-issue-print-and-email-a-credential
• How to cancel or reissue a credential:https://learn.wisenet.co/how-to-cancel-or-reissue-a-credential
• How to create a custom credential:https://learn.wisenet.co/how-to-create-a-custom-credential-template
• How to use a QR code for certificate variation:https://learn.wisenet.co/how-to-use-qr-code-for-certificate-validation
• Credentials FAQ: https://learn.wisenet.co/credentials-faq

 

Have you had learners with outstanding debts that you need to write off? You can now write off bad debts directly in Wisenet using Wisenet Finance. 

If you have an invoice that you have created in Wisenet Finance that a learner has not paid you can write off the total amount or partial amount directly. 

Why this matters: 

• You can get an accurate picture of where you stand with payments from learners.
• Managing bad debts can be done directly in Wisenet.
• There is greater information about learners and their ability to pay invoices. 

To discover how this works in practice click here: https://learn.wisenet.co/how-to-write-off-an-invoice

We have recently released feature updates to eLearning in Wisenet providing greater visibility at a course and enrolement level. 

eLearning Offers
The eLearning Offers page enables you to view offers you have made at a course and unit level. You can add learners to courses and units either manually or through automation directly from this page.

eLearning Enrolments
This page has been expanded in Wisenet to provide a view of all eLearning enrolments in the one place. There is the ability to filter data to view specific details about your learners. Learner enrolments can also be edited through this page either manually or using automations. 

These updates provide: 

• Greater ease of access to your data about offers and enrolments.
• Access to more granular information.
• Automation of processes within Wisenet.

Do your learners receive funding from the government or from external sources? 

As part of Wisenet Finance, Funding Records lets you reconcile the funding that you receive from the government and external sources. See where your learners stand in terms of payments. Enabling you to have a complete view of learner accounts receivable within Wisenet. 

Make more informed decisions by using Funding Records in Wisenet Finance your strategic advantage when managing learner payments.

Bulk updates and bulk actions are now available at the unit enrolment level. 

As with Course Enrolments and learner filtered lists you can now edit enrolments and send bulk emails at the unit enrolment level. 

This additional functionality in Wisenet provides you with greater flexibility in how you manage unit enrolments without having to perform these actions at the Course Enrolment level. This means reporting using Wisenet is now easier than ever before.

DXP Ngā Kete, a centralised portal designed to simplify, streamline, and modernise how TEO data is managed and shared, is now in place. Data submissions, communications, and reporting are all available now in the one location.

At Wisenet we have updated our platform to support the integration with DXP Ngā Kete. 

DXP Ngā Kete benefits include:

• Seamless interactions - with a single portal for TEOs to manage their compliance obligations. 
• Enhanced data quality - Improved reporting and workflows ensure greater data accuracy and usability.
• Scalability and flexibility - DXP Ngā Kete is suitable for both large and small TEOs. 

We are excited to introduce Wisenet Marketplace, a place where you can find applications and integrations that connect to Wisenet.

Launching with Moodle, Canvas, Brightspace, LLN Robot and more, we’ve made it simple for you to connect Wisenet to a range of applications and integrations, meaning you have a more robust learning ecosystem. 

Wisenet Marketplace expands on Connected Apps, offering a dedicated space for applications, integrations, and additional tools to enhance your experience.

Want more detail about learners undertaking eLearning courses? We’ve enhanced the amount of information that you can view eLearning courses and eLearning offer pages in Wisenet regardless of what eLearning platform you are on. 

What do these changes mean?

• View start dates, end dates, last sync dates with ease.
• Easily complete simple actions.
• Easier access to course syncing.
• eLearning course pages have greater accessibility, functionality and transparency

With these changes you have real time data at a granular level, meaning you can build a greater understanding of your learners directly in Wisenet. 

Janison, an online eLearning and assessment solution, is now integrated with Wisenet. With this integration course and unit enrolments in Janison can be viewed and modified directly in Wisenet. 

Wisenet customers can: 

• Sync Janison courses with Wisenet providing greater visibility of course offerings across eLearning platforms. 

• Manage Janison enrolments directly in Wisenet.

• Automatically enable/disable Janison access based on learner progression in Wisenet.

• Automatically create and update users of Janison in Wisenet.
  
  

With Janison customers of Wisenet have the opportunity to:

• Deliver flexible and reliable online assessments.

• Manage exams, including online remote proctoring.

• Provide online learning and make the most of features such as gamification, interactive videos and personalised learning experiences. 

How to integrate Janison with Wisenet

Wisenet Debtor Statements provide a clear snapshot of outstanding balances and related transactions within a chosen period. View your statements directly in Wisenet to understand a debtor’s current standing and export the data for distribution or external analysis with ease.

Key Highlights of Debtor Statements:

• Clear Financial Overviews: Gain instant insight into what’s owed, when it’s due, and any adjustments made.

• Accurate Transaction Records: Every payment, credit, and adjustment is captured to ensure transparency.

• Exportable Data: Download statements in a convenient format to share with your finance team or external stakeholders.
  
  

Why It Matters:

Debtor Statements streamline your financial review process, making it simple to keep track of balances and maintain healthy cash flow. With this feature, you can quickly identify overdue accounts, follow up with clients, and manage your finances more efficiently all in the one place.

Discover how to use Debtor Statements

Fee Schedules enable you to effortlessly apply fees at the time of enrolment, assigning an invoice-by date to each item. When the auto-invoice account items setting is activated, your entire fee schedule for a course or unit enrolment runs on autopilot—issuing invoices exactly when payments are due. This automated approach ensures learners receive a personalised experience without requiring time-consuming manual adjustments.

Key Benefits:

• Set-and-Forget Automation: Once configured, invoices are generated automatically, freeing you from repetitive tasks.

• Personalised Timing: Align payment requests with each learner’s enrolment milestones for a more tailored financial journey.

• Better Cash Flow Management: Combine Fee Schedules with features like Aged Receivable Reporting and reminder emails to reduce overdue invoices and improve payment collection efficiency.

With Fee Schedules, you can streamline your billing processes, enhance the learner experience, and get paid faster, all with minimal effort.

Learn How to Set Up Fee Schedules

Our new Finance Account Items feature provides a comprehensive view of all past and future funding needs for each learner. Quickly generate invoices for un-invoiced items and monitor the overall funding status, helping you stay on top of each learner’s financial requirements with ease. Additionally, you can set or update the invoice-by date on un-invoiced items, activating daily automated invoicing to issue invoices automatically—a true set-and-forget functionality.

This streamlined view equips you to manage funding efficiently and accurately, saving time and reducing manual work.

Get started with Finance Account Items.

We’ve upgraded the Autograde Process to provide even more flexibility in how grades flow from your eLearning platforms into Wisenet. With this update, you can better control when and how autograding occurs, ensuring your results align perfectly with your workflows and requirements.

New Autograde Pathways:

• Autograde Regardless of Existing Results: Enables autograding even if results are already present.

• Autograde Based on Unit Enrolment Status: Only autograde if the unit enrolment status is set to “current.”

Current Pathways Still Available:

• Autograde Only If No Result Is Saved: Prevents overwriting any existing results.

• Autograde If No Result or a “Failed” Result Exists: Updates results only if the mapped result is classified as “failed.”

Why It Matters:

This upgrade allows you to tailor autograding to your specific needs while ensuring greater accuracy and clarity in result management. The unit enrolment status pathway, which we recommend for most users, leverages Wisenet’s design fully and provides a clear framework for when autograding will overwrite existing results.

Make the Most of Autograding:

Optimise your workflows, reduce manual data entry, and ensure alignment between your eLearning platform and Wisenet.

Learn How to Set Up the New Autograde Pathway.

We’re excited to announce the release of Aged Receivable Reporting, a powerful new feature in the Wisenet Finance. This addition simplifies the management of overdue invoices and helps you stay on top of your receivables.

Key Highlights:

• Built-In Reporting:

  Access the aged receivable report directly within Wisenet, allowing you to identify overdue invoices and take immediate action. Use this report to create tasks or workflows that streamline follow-ups and payment collections.

• Export to CSV:

  Need to share data with non-Wisenet users, such as your finance team? Export the report as a CSV file, empowering your team to manage actions outside the platform with ease.

• Actionable Insights:

  Stay informed about overdue accounts and leverage this feature to improve cash flow and maintain healthy financial records.

Why It Matters:

Aged receivable reporting is a critical tool for financial management, ensuring you can easily monitor overdue invoices and coordinate follow-ups, whether within Wisenet or through external processes. This functionality enhances collaboration and provides the flexibility to manage tasks where they’re needed most.

Learn how to use Aged Receivable Reporting.

We’re excited to introduce a new addition to our custom fields: the multi-select dropdown. This new field type provides even greater flexibility in how you collect and manage data, complementing the existing single-select dropdown option.

Key Features:

• Flexible Data Collection: Restrict responses to a predefined set of answers while allowing multiple selections, enabling you to gather richer and more nuanced data.

• Enhanced Customisation: Ideal for capturing data points that require multiple inputs, such as skills, qualifications, or preferences.

Why It Matters:

With the multi-select dropdown, you can structure your data collection process more effectively, maintaining consistency while accommodating the complexity of your organisation’s needs.

Learn how to set up a multi-select dropdown.

Building on our powerful data submission framework, the new Assessment Submissions feature provides a seamless way to capture and manage assessment and result data. Whether at the learner level, course enrolment level, or unit enrolment level, this feature adapts to your organisational needs, ensuring all relevant assessment data is recorded efficiently.

Key Highlights:

• Flexible Input Methods:

  • Integrate seamlessly with external systems through our API, enabling automated result submissions. The first application to utilise this capability is LLN Robot, paving the way for streamlined and efficient assessment workflows.

  • For premium customers, manual result entry is also supported, offering flexibility for organisations with diverse workflows.

• Automation Through Learncycles:

  Generate and manage assessment requests effortlessly via Learncycles, enabling automated workflows that save time and reduce manual effort.

• Comprehensive Tracking:

  Record assessment results across multiple levels, ensuring all necessary data is collected and centralised for streamlined reporting and compliance.

• Enhanced Data Accuracy:

  Leverage the existing data submission framework to maintain consistency and reduce errors, supporting your operational and compliance requirements.

Why It Matters:

This feature empowers organisations to capture assessment data efficiently, whether automated or manual, ensuring all learner progress is accurately tracked and reported. We’re excited to see the innovative solutions you develop using this new pathway, driving greater efficiency and flexibility in your operations.

Discover how to use Assessment Submissions.

We're thrilled to announce the launch of our completely rebuilt Learner App! This powerful new app offers a modern and intuitive experience for your learners, with a host of exciting features:

• Enhanced Security: Built from the ground up with a focus on security, including social login and multi-factor authentication (MFA).
• Mobile-First Design: Fully responsive and optimised for mobile screens, ensuring a seamless experience on any device.
• Customisable Dashboard: Customise the welcome message, and the cards that are viewable to learners on their dashboard.
• White-Label Branding: Reinforce your brand identity with custom branding options.
• Included in Standard and Premium Editions: Included free of charge in your subscription.

Key functionalities:

• Access and view messages, emails, and file notes (with granted permissions).
• Update learner details (with granted permissions).
• View finances, including invoices, payments, refunds, and credit notes.
• Track course progress, view upcoming classes, and link to elearning platforms.
• Enjoy a modern and clean user interface.

Rollout Plan:
We will be progressively providing access to the new Learner App to more customers over the coming weeks. If you would like early access, please contact our Customer Success team.

Legacy Learner App:
We understand that the end of the year may not be ideal for implementing new software solutions for your learners. To support a smooth transition, we will continue to make the Legacy Learner App available until early 2025, at which point it will be phased out.

Learn more about the NEW learner app.

We've expanded the Finance Module to include credit notes and refunds. You can now:

• Create credit notes directly from an invoice or manually.
• Record refunds and easily process them through Stripe with a single click.
• Manage both sides of accounts receivable within Wisenet.

 

Get started with credit notes and refunds in our finance module.

We’re excited to introduce Custom Fields, allowing you to set up and store custom data against most Wisenet entities. This feature is initially available for Course Offers, Unit Offers, and Agents, with more entities coming soon.

This valuable data is accessible through multiple avenues, including:

• BI Connector: Seamlessly integrate your custom fields into your BI platform for in-depth analysis and reporting.
• Data Export (Coming Soon): Export filtered list data, including custom fields, for further manipulation and sharing.
• Custom Reports: Work with our Data Services team to create bespoke reports that incorporate your custom field data.

This flexibility ensures you can capture and leverage the information that matters most to your organisation.

Learn more about custom fields here.

We’re introducing a new paid add-on: the BI Connector. This tool enables you to seamlessly connect your Wisenet data warehouse to popular BI platforms like Power BI and QlikView. Key benefits include:

• Easy setup
• Set-and-forget data refresh based on a custom sync schedule
• Data integrity and security

We’ve enhanced our finance capabilities with several powerful new features:

• Invoice Generation in LRM: You can now generate invoices directly within LRM, allowing you to send them immediately or schedule them for a specific date.
• Manual Payment Capture: Record manual payments received outside of our supported payment gateways, enabling reconciliation on previously issued invoices.
• New ‘Paid’ Status: Invoices will now display a ‘Paid’ status once fully settled, ensuring cleaner data and more accurate records.

Additionally, we’ve introduced a new finance item entity:

• Customisable Invoices: Set up different versions of fees as separate finance items, which can be selected from a dropdown when creating quotes or invoices. This eliminates the need to adjust line item descriptions and prices each time.

Quotes have also received a significant upgrade:

• Enhanced Quotes: Quotes now utilise the new finance items entity and are directly linked to sales contacts. This allows you to maintain a comprehensive record of all sales activity in one place.
• Purchase Order Requests: Easily request purchase order numbers and supporting documentation when accepting a quote.

To further streamline your workflow, we’ve unveiled the new Learner Finance Tab:

• Invoices Page: Access a filtered list of invoices, providing quick views of invoice details, history, and payments.