DEMO for ETCO and Skills: Electrical Workers Occupational Licensing Platform (OLP)
Here we go. And also a quick Q&A as well. So any of those questions that you've asked, today, we'll have a copy of those sent out to you as well.
If you do have any questions at any time during the session, feel free to unmute yourself and just speak up, or there is a chat function at the bottom of your screen, as well. So feel free to write your questions in there. I'll be monitoring those. And as will, Jo, who will be facilitating the, the run through with you today as well.
If there are any questions that we don't have the answers to straightaway, we'll take those away with us. And we'll make sure that you get those answers at the end of the week as well.
If you're unfamiliar with Zoom, meaning anything's kind of not working for you just let us know. And we can do a quick one on one for Zoom. And likewise, if there's any terminology that we're using today, as well, that you're not familiar with, please let us know. Sometimes we can get stuck using our own terminology and forgetting to that we've got a different audience in front of us as well, but with that, I will hand you over to to Jo.
Thanks for that Karen. Kia ora everybody welcome along to this session. Just further to what Karen said earlier, I'm going to be showing you things in our current, what we call our user acceptance testing version of the system. It's a system that we use to test everything out before it goes live. So with that in mind, it does run a little bit slower, and it does look a little bit different to what the final version will look like. I'll get my screen share started now.
So just to confirm, we've got people along here from ETCO, Skills, and I believe we've also got Allan now in the meeting as well. That's correct. I think I can see you there in the participants tab, which is perfect.
So first things first, I will run you through the process that we have now for if a individual wants to get an electrical worker number. So a practitioner ID is some of the new language that's being used around that. So this is somebody who's coming in for the first time they're looking to become an electrical worker, the first thing they need to do is get their electrical worker number, that practitioner ID. For an individual, they can come into our new portal, which will look a little bit more flash than this. This is the development one that I'm showing you now. And they'll be able to request an account.
When they come through to request an account, we ask for a few details from them, including their last name, date of birth and primary email address. That's just to confirm in case we have accidental duplicates. We hope that the messaging here will hopefully cover a fair amount of people, which is if they are already an electrical worker, or have previously submitted an application, they need to request access to their existing page because we want to avoid duplication where we can. They will then be able to submit this request, that will come through to us. And if there aren't any duplicates detected, we'll send them a code, which says perfect, here you are, we've created something for you, come and sign in. At that point, that individual will be able to click on the link that's been emailed to them and come through to this page here, where they can choose the login method that they want to use long term.
Previously, for Electrical Workers, we had only provided RealMe. But going ahead we're going to be providing RealMe, Microsoft and Google is what we call identity verification providers. So as an example, I'll sign in with RealMe as a practitioner, so that you can see a little bit of the experience that they would have. And if they hadn't previously signed up with RealMe, they can go through the Create their RealMe process as well.
Perfect and because it took too long to load, it had a wee glitch there but that will not occur regularly. Usually when the page loads and the final version of the system, we're gonna be going a bit quicker, they will arrive on a page that is the landing page. It will greet them with their name, and it will show them that practitioner ID straight away. So it's a relatively quick process for them to go through to get that request put in place and get an account set up online and from this account, they are also able to apply for a trainee limited certificate.
When they come in to apply for a trainee limited certificate, they are asked to provide all of the details that would be regularly provided. We do also recommend that they already have in place a person who they're going to have as their supervisor, because without providing us with a supervisor that they've got all signed off and ready to go, they won't be able to finish this application.
So they are able to get their electrical worker number without having to finish an application, but to finish the application, they definitely need a supervisor who they can see that their supervision agreement with. Now I won't take you through the full application process, because we've got to use a guide that can do that for us, which will be provided to you later on this week. This was more to give you a flavor of what the individuals will be experiencing, if they're signing up for the first time and wanting to apply for the first time, they are able to do so through this portal.
Are there any questions at this point in regards to what that kind of experience is for our prospective Electrical Workers?
So can I confirm, Marius from Skills, will every trainee will have to do it themselves individually from now onwards?
Yes, because they are signing up as a individual person, the responsibility is on them to maintain their registration or licensing applications that they make.
Okay, and all the current trainees whose has got one, or they're going to just …
So current people who have already got an electrical worker number they will be migrated into the system. And they'll be sent a the same sort of redemption codes, they'll be sent a code to say hi, we've got a new portal come and login for the first time, they'll be able to come in here. And they'll be able to view for example, Nina here already has a trainee limited certificate, they'll be able to see something similar. So they'll be up to use the portal in the same way. But instead of having to ask for a code to, you know, come into the website, there'll be sent one around the time that the licenses is due to come up for a bit of a review. So towards the end of the licensing period. If they did want to come in earlier, we can also proactively, they can get in touch with us and we can send them through a link.
Perfect. Were there any other questions about this kind of landing page for the practitioner?
Perfect. So that's what the your experience would be, they can either ask for an account if they're brand new, or if they've already got one, we will be able to give them a link sent. When they log in, they'll come in, they'll see that they've got their electrical worker number here. And if they want to go through and update any of their details, they can do so. But also importantly, they can do their applications through the portal as well.
Hi, Jo, Tory here from Skills. I've just got a question regarding if they wanted to renew the TLC we had some trainees sometimes end up a bit longer than they should have, can you do that there as well? I might let Sue pick up this question here. So there is a little
gray area you know. They won't be able to they have to apply again. Basically, it's not a renewal process for TLC so much is that they have to apply for a second trainee limited certificate. That's only for 12 months too by the way. But the same process is they originally did for a training limited certificate, they will need to upload a supervision declaration with it as well because, just to reinforce the who the supervisor is for the second limited certificate or training limited certificate. Okay.
And just to add on that, what about the justification for the safety CPR first aid course?
Oh, you mean as part of their application? They've got three months. Again, for …
Yep, that is the first one that's perfect. It's
For the second one as long as it's on the file, then it won’t be questioned. It's not actually part, it's not part of the requirements for a training limited certificate, for the initial and it's not, I don't, because, we haven't set it up as being a requirement for the second ,because the second still the same as a first, the process is still the same as the first
Because if I link back to your website, it says that, for the first time the unit standards will take it over, but for the second time, after two years, it says that you have to do a revision course. And I believe then as when the provider will then log it on the EWRB website.
Yeah, I think we'll be possibly reviewing that a little bit, and the way we are handling the use of a competence program, for example, to renew, refresh, safety training. So it may, I think we'll have to we're probably have to revisit that, or look at that inregards to training limited certificates, and get make pure on that. Okay.
Thank you. Sorry, Jo. No, that's …
… all good. That's exactly what this is for is asking the questions as you think of them. And yeah, as we said earlier, very happy to park things for now, and come back to you with more detailed information later on, especially if there's questions that require a little bit more digging around in the detail for us.
So this is what a practitioner would experience through here, they would also be able to apply, you know, as I said, apply for their licenses, and they'd be able to pay for those applications as they go. A little bit of a change in this area is that they wouldn't be able to nominate a company to pay for it for them, the payment needs to come through them themselves as this is the license that's for them.
So they've got a couple of different options when making a payment, they can either choose to do that by a credit card or by a bank to bank transfer. And when they make the payments, they are given invoices or access to the invoice history, if they need it. So for example, here, we can go in as Nina and view her invoice history as well.
Were there any questions around that element of applications?
Perfect. So from here, what I will do is I will take us across to our competency platform. So just checking here if you aren't a competency provider, or a specific training provided in the segment isn't up isn't necessarily for you. But from now we'll go into the competency area of this.
So may I just say to Marius, if you wish to hop off at this time, if you do have any further questions, or in regards to the TLC’s please send in an email.
I will I do believe this ... people who's really come in contact with you and how they're gonna work. I believe there's a lot of things happening in the background. So yeah, this is my part, I'm all good. Thank you so much for the session
guys. Bye, bye. Yeah,
Perfect. So first of all, I'll show you our login screen for a competency provider. So as a competency provider, you would be provided with login details that are set up for you ahead of time, and a link through to our competency platform where you would be logging in, it's a little bit of a different look. And that's to highlight that this is a separate portal. So we've got two separate portals, we've got our licensing portal, and we've got our competency portal. This is where we are now.
When you log in, you are taken through to a dashboard that is specifically set up to match you as a user. So in this case, I've logged in as provider test. That's my name. And from here, I can see a little bit about myself. I can also see the courses that I regularly run. And I can see any upcoming events that I've got booked in. We've also included on this page a link through to the EWRB online register. So that if you ever wanted to look up the details of any electrical worker who signs up for a competency course that you provide, you can do so nice and easily. If you ever needed to find out more detailed information about them.
Within here, we do have a little bit of a difference in terminology. So I just think it'd be worth explaining that at this point. We've got courses and we've got events. Courses are things that you would run regularly. So if you run a in house competency course on a, you know, every second monthly basis, you just have one course set up for that. And then every time you're going to run it, you just create an event.
So from here, I'll take you through to a course page and talk you through a little bit of the details. But were there any initial questions around this dashboard?
Perfect, let's go in and have a look at the course.
This course is entirely a template. So from here, it does give you a bit of an idea around titles that you can include, content that you can include. But it is by no means limiting you. So if you wanted to include more detail, just have to let us know. And we can make sure that that is included on those pages.
Now, Susan Allen will have been in touch with a few of the course providers earlier, requesting information about the courses that you provide as in the background before the system goes live, we will set up these course pages for you, including all of the details about the courses that you provide. So if you provide maybe one course that you just run once a month, we'll set up one course page. But if you provide 2,3,4, or five different kinds of competency course, maybe they're tailored to specific kinds of Electrical Workers, or maybe you know, a one off,
Also if they’re in different areas,
A different. A different overall region. Yeah, if they're all happening within Auckland, you just need one. But if you've got them happening across the country, and you've got different regions that you cover, then we'd set up one for each region. Just so that it's easier for practitioners to search for a course that is appropriate for them.
Within the course page, as well, you can include information on how to sign up for the event, there is the option within the system to allow Electrical Workers to sign up and book into one of your events within the system. So you can open it up and say yes, I would allow that, they could come in book into your event. And that could all happen through the system. Alternatively, if you have your own method of sign up that you want to continue, we can include information here to say, Hi, if you want to sign up for this event, please get in touch with us or go to the following website and provide guidance for them on that.
We also would have information here on the cost of the course and how they would be able to pay for that, this system doesn't include any kind of payment information. It's more of a, you know, a neutral area where all the courses can be kept, so that everybody can see them. But also, it's the place where you'll be able to send us the outcomes of the competency courses that you run.
So within here, you'd be able to include how you would like to have people pay for the courses, whether or not that's through a bank transfer or through a separate website, that information will be included on the page.
So that when a practitioner comes in, they can see the details that they need to see, they can see when you would be running the course. And they can either book in through the website, if that's what you would like. Or we can set it up so that they would have information provided to them in terms of where to go next to sign up for that event. Were there any initial questions around the course page?
Allen here, hey, is there any way we can block course sign up and stuff like that? Yes. Because, the way my courses operated for last 20 years, I can see this as just a little more than chaos.
I can definitely understand that. So of course, we can set it up so that they can view what's coming up so they can see what's happening next, things like that. But we can set it up so that they can't book themselves in. And that you would book them in for themselves. So they'd have to get in touch with you. And then
yeah, and do we actually have, can we block, put some wording here that the cost is on application? Because the cost costs vary all over the place. And yeah, of course. You know, I feel it we just making it a … so just more a reference to where the course can be booked by way of a phone number or something like that. No Go.
Yeah, definitely. So we can include whatever information you want to include. At this point here, we kind of figure out a main thing people want to know is how to book in and, you know, how will they figure out how much that will cost for them and how did they pay you. So in here we can say cost and payment information will be included when you get in touch. So Fine, nice and easy, very easy for us to edit that so it puts in the right wording for you. You just need to make sure that when you're giving us your course information, you let us know how you want that to look.
We can't edit this in the future ourselves, it all has to come by you.
At this point it will be coming through us but there might be potential in the future for you to be able to edit these details. Initially just because as a brand new system that we're going live with we will get these set up for you ahead of time, so that they look how they need to so that there's less administrative burden for yourselves initially. But going forward, that's a conversation that we're really happy to have in terms of handing over editing sorts of responsibilities to yourself when it comes to this text.
Because some course providers and myself, probably plan later on this year, again, to set up a whole lot of courses up for a whole year in advance, six months in advance. And this is just another hindrance and of how quick do you promise to update this when it's given to you.
So it depends on what the detail is, if you are just wanting to add in additional dates. So as you can see here, at the bottom of the page, we've got some events, if you were running the same sort, of course, but you're running it, you know, over the course of the next six months, you've got 10 courses coming up. And this context would stay pretty much the same in terms of how to sign up what the course covers, and how to pay, then going through and adding these in, it's an absolute breeze, you can add them all in six months in advance, and you'll have control over adding in these events from day one, so you can always add more when you need to. All right.
Perfect. So do we get a chance to view what's been put there ahead of it going? Do we get a chance to view it before it goes live?
We will be able to provide you with definitely an ability to see exactly how it's gonna look before it goes live. We haven't got those seats up because we need the final what they call the production version of the system to go fully live. And we haven't reached that point just yet. But we will definitely be able to show you what it will look like to customers, before we roll over and have it go live.
Very fine. Thank you.
Perfect. So that's the courses there, from here you can see the events. So this is the times when you are running that course. As you can see, for this one, I've got one set up for the 23rd and one for the 27th. If you want to see all of the different events that you have previously had and all the ones that are coming up in the future, you can select to view all of your events.
So within this one here, you can see that we have one that happened on the 14th of September, that's over. And we didn't have anybody booking online. So this would be an example of maybe one that you had set up previously. But you turned off the option for people to sign up online because you were taking bookings through an alternative method.
And up here, we can see the ones that are coming up in the future. One there, one there. So if you wanted to basically just display when they're happening, and then come in later and add who attended and if they passed or not. I'll show you how we go through that at this point.
So you find the, you know, particular event that you had, you click the three dots, and you go to attendees. Within here, as you can see, there's nobody listed because we didn't have anybody signing up ahead of time. And we haven't yet added anybody yet. You've got three different ways that you can add people in, they will call the users in the system. But really what that means is Electrical Workers. So you can choose to add them one by one, and add them using a file upload, which is usually in a CSV format. Or you can add users via a list of IDs.
When you're going through and adding the buyer list of IDs, we use the user name as their identifier. And then you can just list the electrical worker numbers, line by line by line and then select Continue.
Perfect, because you've added in using the electrical worker number, it will now also provide you with their name and their email address. So you can make sure that you actually added the right people and you haven't got a typo on the electrical worker number. If you did have a typo on electrical worker number you can choose to look on the electrical worker register or you can confirm with them through alternative means. From here if you wanted to, you could send a booking confirmation through but as this have been happened in the past, we won't do that because they don't need a booking confirmation for something that's already happened. And you can just select confirm. Now they are all added in as people who are, have attended this course.
And you can move through to take their attendance. So you've added the people now we're going to add in how they did
From here you can select all or none. And you can go through and you can bulk add in an outcome for them. Or you can add them in one by one, or as a group.
When we're giving them a record, we've got four options that are available. We've got attended and past, partial attendance and complete, unable to attend, and no show. So for those ones it is very much up to you in terms of how you would use these ones here. But attended and passed means that they came along, they successfully completed everything. And we can say, yes, they've definitely met their competency requirements. Partial attendance would be they came, but they weren't able to complete everything, or they didn't actually pass everything, you know, that counts as a fail. At that point, all you have to do is select Save attendance. And with a bit of a magic of refreshing, hopefully in time,
Sorry, I'm on the test version, and it goes rather slow. Which means that sometimes it doesn't refresh correctly. Perfect it updates their records to say that they have all attended and passed.
And now if you move back to seeing your over all other events, you can see here, that actually we had five people that ended up being booked onto it, and that you have submitted the attendance for that session.
So that's a little bit of a feel for if you want to add people into those sessions. And also, once people have been added, how you can go through and commit the record in there to say, yes, they either did it or yes, they attended but didn't pass, or they didn't even show up at all. That's how those records come in. Once you submit that attendance, that pushes information through to our licensing platform, which says yes, this person has done their competency course.
Were there any questions at the stage around events?
Yes, you mentioned here at one stage we can upload as a CSV file. Whose file, what what's the format of the file? My attendance register that I already use at the course is already in that format, but will yours accept it?
We can send you through an example of the format of that CSV, it's literally, I will actually pull up my CSV to show you on the screen. It's a very basic one. It's just username as the header followed by their list of electrical worker numbers.
So why are we using EW numbers all the time or not the registration number?
EW numbers remain consistent for all time for an individual. Whereas registration numbers, they might have numerous different ones of those that change over time, depending on what they are operating as or potentially if they've had a suspension, and then they come back on board with a different registration number. The electrical worker number is with them forever from when they first make an application right the way through,
You're making it a lot of complication, because it's actually difficult enough to even get them to bring their practicing license to the course to prove their identity, let alone remember EW numbers. And I think you've made a unnecessary complication that's proving very little,
Their electrical numbers will be available on their ID cards going forward. The electrical worker numbers are also available in the portal when they sign up. And the electrical worker numbers are also available on the Public Register at all times. So as much as I understand people are really used to using those registration numbers. The electrical worker numbers are really easily available for anybody who wants to find them.
I know but you just make another shambles at enrollment time at a course and say you folk all distant from it. We are talking in two tongues, not one tonggue. And so to that point, I don't think you've assisted any corseprovider greatly at all with that feature.
Okay, that's good to hear the feedback. We'll take that on board
It’s a pity we didn’t talk about it at an earlier at an earlier stage rather than at this late stage because the chances are changing at a pretty light I would expect or pretty low but I know I'm negative but I've been in this for 30 years. Probably one of the longest hold hack providers you've got lift still doing it and say it's just a pity we've never had to talk about it. To see it, I mean, you live through a course or providing courses and probably many others in the audience here. You can get a lot of this information extracted by an online website for enrollment that can force that information out. But I don't operate that way and don't intend to because of its complexity there. But on the day of the course, this is just another foot trip that normally looks after itself quite well, but I'll see it there. Because I asked them, my tablet, that gathers up their attendance register, ask them for the registration number, and I caught em get confused as to which number to write and know the end up having to go and look on the board's website to see what the EW numbers are the registration numbers to …, two entered onto the current portal arrangement that's running, just waste,
What might be a good idea in an our, our comms out to remind them to do a competence course for renewal is to highlight we do include the EW number is part of that those command just highlight the use that this EW number is the number you want to use from now on. As well as cause it will be showing on the portal as well when they go into login. And to then go into the system as well. So it could take a few months or even a couple of years. But eventually I think the EW will start to use this user name or user number more often.
And in this one, we do also have the option in the system to download a sign in sheet. So if people were signing up ahead of time, or if you were loading them into the system prior to the event, you can also select to download the sign in sheet for them. And that will include their name and their practitioner and like their electrical worker number, the one that always starts with EW and a format that works. So there is that there as well. But alternatively, you don't have to have them included in there before the event, as I showed you earlier, you can add people afterwards. And you can also take the attendance after the event has occurred. So it doesn't all have to happen exactly on the same day, we do recommend doing it, you know, relatively shortly afterwards in case the Electrical Workers start calling you and asking where those records are. But there is a bit of flexibility around when that needs to happen. Because yeah, ball is in your court in terms of when you are loading that information.
So that kind of covers off where we are at with the competency page, you've got a general course page, which provides the overview. And then you've got specific events, which can be set up whenever you need to run the course. And you've got your dashboard, which gives you a little bit of an overview of the courses that you regularly run. And when you are going to be running those next. Were there any questions about the rest of the kind of CPD system as it stands?
Yep. In the past, we've been able to enter first aid training separately to electrical competency refresher course training. I don't see that separation here.
Yeah, that's because it's in the other portal, which we're going to get to very shortly. Thanks, Allen
It's actually the perfect segue for us Allen. Because that takes us through to what we showing next. So within this, this is just the competency part. And I will take you now across to our other side of things, which is where our practical training loads up loaded up. So from here, if you're a training provider, you've got the exact same login screen as an electrical worker would, you have the same login process. So if you already exist as a training provider, you'll be sent an invitation, you'll be able to pick which login method you want to use long term. And then once you login, it will take you through to a dashboard. So we'll wait for that one to load up just because we are in the test version, which means it takes a while longer. I'll expose my error messages.
I'll explain to Allan that because you're an electrical practitioner yourself, you will have both two different sign ins in this area. One is an individual and one is a provider. So you have to make sure that Yep, those are two separate, just like currently have two separate ones in the system. AS is a competence program provider and and as an individual yourself. This is same same way you have two different IDs in this particular portal. Okay, fine, thank you.
And when you log in, thankfully, in the live version, you won't have the same issues that I have with it not loading and telling you I've done something wrong. When you log in, it will tell you exactly where you are, which is really helpful, especially as you say, we are aware that there are people who are both, you know, Electrical Workers, but they also do provide training. So you'll have a separate login, which means you'll arrive in a separate place, and you'll know immediately we've landed.
From here, you can go through and view invoice history if you are paying for practical assessments online. And you can view safety training history.
So if you are providing practical assessments, then you are able to view your draft ones will show immediately. And if you want to see previous ones, you can select the drop down and look at your submitted once. It's the same for safety training, you can see anything that you've left in a draft state here, if you haven't quite finished it off. Or you you can change the drop down and see things that you've previously sent in. If you wanted to create a new practical assessment, for example, you just click on the blue create practical assessment button. And then it will open up a new page where you can go through and add the details of that. From here you can add in a subject line. So for example, let's go and add in a test one for today. And the subject line can be whatever you find useful if you are putting through multiple practical assessments.
Then it arrives on a page we've got a table that doesn't currently have any records. To edit a practical assessment for one of the people you've done a practical assessment for you just click that button there. And then you can search for them. You can search either using their electrical worker number, or their name. And then you can select them.
So for example, let's say I wanted somebody whose electrical work and numbers started EW200. It will pull me up all the people whose electrical worker starts with that. So for this one here, let's try it with no filter, and we will go to Axel Rose.
Once you had the person their practitioner ID, their electrical worker number will show in the box below. And then you can select the practical assessment to select for them. Within here, we've got all of them listed, and you can either scroll through down the bottom, or you can search for a specific one if you know which one you're looking for.
Today, I'll select that one. Then you can add the date that this was completed and the outcome of the assessment. In this case, let's go with complete. You can then add any comments that you need to and then upload the file that's required. I have a handy test document here. And then select Submit. Now that record will show up in this grid here. And you can continue adding more practical assessments until you've added all of the ones that you needed to. So I'll add one more. Just going to add in some interesting combinations. Now we've got two records loaded you can keep going and keep adding things until you are ready to and then you can select Next.
At this point, if you were thinking actually I've got some more that I might want to load up later. You can just navigate back to your home page and it will be saved in a draft state. There it is. If you wanted to come back to this tomorrow and finish it you can then when you log on again, select the blue drop down and select Edit and it will take you back through to that practical assessment and it will redisplay the details that you've entered to click through from that first Details page. You'll see the ones that you've already added. And if you go actually Yes, that's all I want to do, you can just select Next to go to the summary page.
And here it gives you a summary of the individuals and their particular assessments that you have selected to upload and an idea of the amount. Once you have decided that that's perfect, that's all you want to do, you select to make a declaration that the records being submitted a true and authentic, and click Next. Now at this stage, you can't make any more edits, because you've made the declaration, you can go through to the payment and submit area. On this page, it provides you with a little bit more detail provide you with a reference number. And it also gives you a bit more detail in terms of what happens next, when you click that button, it will redirect us through to a payment portal.
Perfect. This is what the payment portal looks like. You receive a little bit more information at the top here if there's anything that you need to complete. And it also gives you a line by line description of exactly what you're paying for. That includes the Electrical Workers ID number, just to confirm. You can then choose if you want to pay by credit card or debit card or by internet banking. Those are the two options that are available. And you've also got text invoice details here. So if I wanted to, I can change these details and add in whatever else I need to.
Hi, Jo, this is Tanya here from ETCO. Can I have a question for you? Here at ETCO, obviously we have a lot of different regions. And I know that we submit this manually at the moment and we get our accounts department to pay the EWRB. So we don't ... Is this going to be something that we can have on account instead of credit or debit or internet? Because from a company perspective, we won't have all of our different regions, won't have access to credit, debit or internet banking.
Understand that. Sorry, I'm popping in here, Jo. That’s ok, you go for it. Okay, so we understand that the moment that ETCO pay for different things in different ways, currently direct credit for practical assessments, but for registration purposes where credit cards are being used, and we are envisioning that credit cards could be used for this same purpose, if they are available.
Okay, so so is that your is your stance for ETCO cause I need to take this to, cause to everybody have, not all the administrators have access to? Okay, yeah, problems. No problems I’ll let Gary know.
Okay. And the other option is that, and we were discussing this earlier, the internet banking, it might be that you can, submit, but not go through the payment, so you've saved to a certain step and then you pass the payment onto your finance team if possible.
So there's an option where if you had a one that you complete, and then you hit submit, but you don't do the payment, then you could essentially hand the login details across to the finance team. They could just select finalize payment. And they would come through to this exact same portal and be able to process that through internet banking. If there are any kinds of financial delegation issues and things like that. We're very happy to provide guidance on that. In fact, it's mostly included in a user guide as well. So if there are any specific questions around how that would work, definitely get in touch with us and we can run through your specific scenario as well. Thank you. Perfect. Okay,
So from here … No, thanks, Tanya.
Yeah, definitely the right time to raise it to. And from here, we can just select process payment. As you can see, I have got a card that I previously used. This time, I'll just select to use a new card so that you can see a little bit of what that looks like.
And of course, because I'm at the test version, it takes quite a while to load. Perfect, then it just comes through with an amount, card, name on the card, expiry date, everything like that. At any point, you can always select to cancel that payment method. And it will provide you with a confirmation your card has not been charged and the payment has been canceled. And then you can go back and use the previous card, switch to internet banking, same process. So I'll select a process that payment using our previously used card. And I took too long in the session expired. Perfect. This is a good example of what can happen if you take a bit too long, which is a really good chance for me to show you how you can then go back and later and make a payment later on.
As you can see, the practical assessment is no longer showing up in drafts because you made a declaration and you hit submit. So if we go to the submitted practical assessments, we can see that it's here and that it's listed as being in progress, which means that you've completed all the information you need to apart from payment, when you complete the payment, it will show up as being fully complete.
So from here, we can just select to complete payment. It takes us back to this confirmation page here, which gives us the application number and a summary of the total amount. And then we go to payment and submit. Process that payment. Oh, I forgot to update my tax invoice details very naughty. Because we need to make sure that we're able to send the invoice to the appropriate email address.
We can then select to process the payment. And then the little success pop up comes along and says your credit cards being charged. This is the tax and invoice number. And we've sent it to the email address that you've provided. And then you can select to complete the transaction. And it will take you back, says Welcome back. We're logged in as Bob so greets us as Bob, and you've arrived here from our payment gateway,
Can I just say something it’s just something that occurred to me because you've got different bases all around the country, you can choose to have individual logins for each of your different areas. You Tania and another one, Eleanor maybe. And you would only be able to view your particular the ones that you as a as a contact have uploaded. If you want to view everyone's from right across the country, then you would need to have one common log in for for everyone.
Yeah, I think for ETCO we'll just go with individual because that's how our region's functions
Exactly yeah, okay.
And of course, all of those individuals will be linked through to the same organization in the background. So we will know who their linked to and everything like that. So it will be linked to your organization. But obviously, when you log in as an individual, you'll see what you've done is an individual as well.
So now that we've processed that one thing, I can show you how to view an invoice history, it's nice and easy, you just click on the link under invoice history and the page theoretically should load. There we go. I've double clicked, it's loaded twice. And then here you can view all of your transactions, or you can filter by a number of different details. So if you're wanting things that just happened in June, you could search for the ones that happened in June. And then when you hit Search, it will show you a list of all of the invoices generated based on the filtering criteria that you use. In here, you can extract the invoice or you can extract all of them so you can choose to the one by one or do them all in one go. So those are all there they're visible, you can go in and download them anytime you need them.
Back in a training provider dashboard we do also have safety training. It operates in very much a similar way, to create a new one, you just click Create safety training. Again opens up the first Details page. So we'll call this one again test and we'll call it safety training 22.09.21 and of course you can name that whatever you would find most helpful for your record. Let's see, you can go back and look at it later on. And then you just add in the safety training in a very similar way, selecting it, finding the practitioner based on either their electrical worker number or their name, providing a date that it was completed, a results, and any comments, and then selecting Submit.
Again, you can just keep adding people until you're happy that you've done everything. And if you want to go away and do something else, come back to this later on. Once you've added that in there, you can just select home …
… scroll down, and it now appears in your draft section. You can then later go in and either edit or discard it if you wanted to. Just reconfirms those details with you in case you wanted to update that subject.
And then once you make the declaration, and select Submit, it will push this information through and finalize it. You get a nice little submission completed successfully message. Now it's no longer showing in your drafts. And it will show up in your submitted safety training here. You can at any stage as well come in and look at things that you have previously submitted by just changing the filtering on these tables to submitted practical assessments or submitted safety training, finding the one that you want to find out a little bit more about, selecting this little arrow, and then you can view the details. So from here, you can go in and say, oh, yep, these are the ones that I did. These are the records that I've pushed through, date completed and completion. So you can go in at any time and see what you've previously submitted as being complete. And it's exactly the same for the practical assessments, go in and see the qualification, and the amounts as well.
So that kind of brings us to the end of that training provider portal element of the system. I suppose the only final thing to kind of show you is your name will show here when you're signed in as an individual. And if you click into there, you can view a little bit about the information that we have kept on you there. So if we've got a mobile phone number, primary email address, and other details about that, then you can go through and just view what we've got on file. So if there were anything that you needed to make any changes just have to confirm there as well. So that is the portal for a training provider. We've also gone through the CPD competency platform as well and showing you a little bit about what the Electrical Workers experience when they are