Logging out update!

From Thursday 7th March 2024, we're making some small changes to how user accounts linked to a keychain log out. More information on logging out can be found here.

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Run your data through the FIS - data validation

  User Roles

This feature can be used by the following user roles:

  • Provider Admin
  • Financial Provider
  • Assessor

Use our built-in FIS tool to validate multiple learner records in a selected return period and generate a summary error report. To do this follow the steps below.

  1. Click FIS Reports from left hand navigation bar
  2. Click Generate new report
  3. Add Report Name
  4. Select Year and Return Period
  5. Click Next
  6. Click Request new report
  7. Click Back to reports

 The report flags errors, warnings and ESFA-required fields. Download it as a CSV or view and correct the issues within each learner record. 

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