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RTO Automation AI
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CHECKLISTChecklist · 12 minutes

RTO process checklist

A practical checklist to spot which clerical workflows are burning hours and creating audit risk — before you commit to a build.

For CEO, COO, Quality Manager · Print → Save as PDF — no email wall.

Compliance & quality

  • Assessment validation still runs from spreadsheets or memory
  • Moderation findings are not compared across campuses systematically
  • Evidence chasing is email-driven with no single overdue view
  • Audit sample requests trigger a scramble to assemble files

Student admin & enrolments

  • Application data is re-keyed into the SMS from PDFs or email
  • USI / eligibility checks happen in a separate tab after enrolment
  • Certificates or statements wait days after completion is known
  • Non-participation follow-up is inconsistent by campus or roster

Funding & reporting

  • Claim rejects often trace to data missing at enrolment
  • AVETMISS week still requires manual error hunts
  • Reconciliation happens in bulk near lodgement, not continuously

Trainer & delivery load

  • New tools are mapped after writing, not while writing
  • Trainer currency / TAE / vocational competency lives in a fragile matrix
  • Assessors spend disproportionate time drafting feedback comments

How to score it

Mark each item Yes / Partial / No. Anything marked Yes that runs weekly or monthly is a candidate for the free process audit. Bring the top two items — we will help you pick one to time.

NEXT STEP

Book a free process audit when you are ready.

Bring the completed checklist to your free process audit. We time the top item with the people who run it.

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