Create a TAS from the course records you already maintain

A Training and Assessment Strategy should describe the course the RTO is actually delivering. Copying last year's document can leave units, delivery settings, trainers and assessment arrangements out of step with current operations.

RTObase can build the parts supported by live course evidence, then guide staff through the sections that require the RTO's own facts and professional judgement.

The fictional example

Harbour Skills Institute is preparing a TAS for a blended hospitality course. The course has current units, an active trainer, published Online Lessons, scheduled workshops and mapped assessment tasks.

The organisation and course are fictional. The TAS workflow and readiness rules are from RTObase.

Before you start

Open the course and check that it has enough current evidence to support a strategy. TAS generation requires at least:

• one unit;
• an active trainer;
• a mapped assessment task; and
• configured delivery through published lessons, classes or bookable session types.

Also review locations, duration, cohort information, assessment arrangements and any industry consultation records you will need to describe.

If your RTO already has an approved consultant-prepared TAS, you can upload that PDF instead. The generated path is for building and maintaining a strategy from RTObase records.

1. Open TAS Documents

Go to Courses, open the course, then select Compliance → TAS Documents.

The readiness view shows which inputs are present and which need attention before generation.

Follow each missing item back to its source record. Add the unit to the course, map the assessment, publish the lesson or configure the delivery record there. Do not add placeholder text merely to satisfy the meter.

2. Generate the draft

Select Generate TAS draft once the minimum evidence is ready.

RTObase treats sections according to where their content comes from:

Derived content can include units, classes or bookable sessions, delivery locations, published lessons and assessment instruments.

The system does not invent the target cohort, amount-of-learning justification or industry consultation. Those facts belong to the RTO and must be written by someone who can support them.

3. Review every section

Work through the strategy section by section. Compare derived wording with the underlying course record. If the source is wrong, fix the source rather than polishing an inaccurate paragraph.

Use Review & confirm for drafted sections after a named person has checked the wording. Confirmation is a professional decision, not an editing shortcut.

For the fictional blended course, the reviewer checks that the online preparation and scheduled workshop hours match the real delivery plan. They add the learner cohort, support arrangements and industry consultation evidence from the RTO's own records.

4. Resolve gaps before approval

The readiness meter should point to incomplete applicable sections. Treat each gap as one of two problems:

1. The operational record is missing or wrong.
2. The strategy needs a fact or judgement that only the RTO can supply.

Fix the first problem in the course, trainer, lesson, class, booking or assessment record. Complete the second in the TAS editor with evidence the RTO can defend.

5. Approve and export the fixed version

Approve as FINAL becomes available when every applicable section is complete. Approval records the approver and freezes that version. Later course changes do not silently rewrite a strategy that has already been approved.

Use Export FINAL PDF for the approved document. Use Export working draft while a revision is still open.

Approving a generated strategy schedules its next review for twelve months later. An uploaded PDF has no recorded review date, so it does not create that reminder. The course's missing TAS alert clears when a document is uploaded or a generated strategy is approved.

On the Startup plan, generated TAS exports carry RTObase branding and a DRAFT watermark.

Adapt the process to your RTO

For scheduled delivery, make sure current classes and locations support the described structure. For individual bookings, check the course session types and capability requirements. For online delivery, publish the lessons that genuinely form part of the learner experience before generating the strategy.

Create a new revision when delivery changes materially. Keep the approved version as the record of what applied before the change.

Common mistakes

• Generating before the course contains real delivery and assessment evidence.
• Adding placeholder records to satisfy readiness.
• Editing derived wording instead of correcting an inaccurate source record.
• Treating drafted text as approved professional judgement.
• Letting the system invent the cohort, amount of learning or consultation.
• Approving before every applicable section has been reviewed.
• Expecting an approved version to change when the course changes later.

Final check

Before approval, confirm that:

1. The unit list matches the current course.
2. Delivery modes, sessions, locations and duration describe real practice.
3. Trainer and assessment evidence is current and mapped.
4. Every drafted section has a named human confirmation.
5. RTO-authored facts have supporting records.
6. The exported PDF is marked FINAL and identifies the approver.
7. The next review date is visible for a generated strategy.

The strongest result is not a longer document. It is a strategy whose claims can be traced back to current course evidence and deliberate RTO decisions.