Off-The-Job changes in line with the ESFA Funding Rules 2022/23

Click here to see our planned changes to support the new funding rules. Get involved by upvoting, commenting and following the topic to receive updates!

Software Update: Wednesday 24th August 2022 7am - 7:30am

On Wednesday, we're updating Eportfolio to release new and improved features
To find out more, our release notes are available 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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