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Automation

Automate repeatable course administration

Reduce repeated administration with configured reminders, reports and alerts for the routine tasks your team has agreed.

Start with the staff task, the reason it needs to happen and the checks that keep the outcome under control.

Configured workflows can send emails or SMS, update records, prepare reports and exchange agreed information with supported systems.

Your team decides which routines are suitable, what triggers them and where a person should review an exception.

What this helps your team do

  • Powerful Scripting
  • Triggers
  • Schedules
  • Imports
  • Built-in Reports
  • Integrations
Two colleagues reviewing paperwork and working at a desktop computer

A repeatable task with controls

  1. Staff task

    • Purpose
    • Trigger
  2. Configured control

    • Agreed rule
    • Permissions
  3. Action and exception review

    • Update
    • Message
    • Staff review
Illustrative workflow. Scope, responsibilities and connections are agreed as part of each organisation's setup.
01

Configured controls

Define the trigger, intended action, exception path and staff oversight for each repeatable task.

02

Triggers

Run configured scripts when relevant records are created, edited, enrolled or paid.

03

Schedules

Run agreed exports, reminders, reconciliations and reports at configured times.

04

Technical implementation

Specialist teams can use Groovy-based scripts and scheduled triggers for agreed workflows after the task, controls and support responsibilities are defined.

How teams use onCourse to simplify routine tasks

Follow practical tasks for the work your team needs to complete, with links to the full official onCourse handbook articles.

All onCourse guides

Organise repeatable follow-up

Review installed automations and their status. Templates, triggers and connections need configuration for your agreed work.

Official handbook automations view listing installed automations and their status
Older official handbook example. Interface may vary.
Source and image details

The official handbook page reported an update more than two years before review on 9 October 2026 (Australia/Melbourne). This is not a newly captured customer system or a promise of the exact current interface. Names and amounts shown belong to the documentation example.

Read the handbook source (new tab)

What would make education easier to run for your team?

Tell us what you deliver, where the work becomes difficult and what you want to improve.