Welcome to the new Help Centre! ✨

You may have spotted our new and shiny company website - and that’s not all that’s changed! We now have dedicated Help Centres for each of our products to make it easier for you to find the right support. For a quick guide to what’s new and where to go, click here.

Upcoming System Update: Eportfolio

On Wednesday 22nd October 2025, we’ll be rolling out a series of enhancements to Eportfolio.

Full details of the changes can be found in the Release Notes

Downtime: Please ensure your work is saved and you are logged out between 7am and 7:30am.

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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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