Learn about each field in common sections of Wisenet.
| Field | Type | Notes | NZQA | SDR | UIP | WBR | |
|---|---|---|---|---|---|---|---|
| 1 | Course code | Text | A code that uniquely identifies a qualification, course or skill set | Y | Y | Y | Y |
| 2 | Course Code NZQA Alternative | Text | A code that uniquely identifies a qualification, course or skill set as per NZQA compliance requirement. Only use if different to STEO Course Code. | Y | |||
| 3 | Course Description | Text | The full name of the qualification, course or skill set | Y | |||
| 4 | Effective From | Date | |||||
| 5 | Effective To | Date | |||||
| 6 | Publish Online | Toggle | Whether Course is published online in Sales+. | ||||
| 7 | Qualification Award Category | Fixed dropdown | A code that uniquely identifies the level of complexity of the program of study | Y | |||
| 8 | Qualification Source (UIP) | Fixed dropdown | Y | ||||
| 9 | NZQA NZDIPBUS Reporting Format | Checkbox | Tick if Course is part of NZQA NZDIPBUS reporting | Y | |||
| 10 | Nominal Hours | Integer | The nominal anticipated hours of supervised learning or training deemed necessary to adequately present the educational material associated with the delivery of a training program. When a range enter a midpoint. Always round up to the nearest hour. | ||||
| 11 | Duration Type | Radio button | Days, weeks, or months. | Y | |||
| 12 | Duration Full Time | Integer | Default value for Course Offer. The length of enrolment if full time. | Y | |||
| 13 | Duration Part Time | Integer | Default value for Course Offer. The length of enrolment if part time. | ||||
| 14 | Programme Number | Integer | A number issued by TEC that uniquely identifies a programme. | Y | |||
| 15 | QCF Level | Integer | A number between 1 and 10 that identifies the level on the NZQCF of the Programme. | Y | |||
| 16 | Coordinator | Custom dropdown | This may be: The course coordinator The primary contact for the course The lead trainer for the course | ||||
| 17 | Internal Qualification | Custom dropdown | Used to identify an internal qualification for a business | ||||
| 18 | Cooperation | Text | Used to list collaboration with another training organisation to deliver the course | ||||
| 19 | Entry Requirements | Text | Lists entry pre-requisites for this course | ||||
| 20 | Notes | Text | Used to add any notes as required | ||||
| 21 | Learning Outcomes | Text | |||||
| 22 | Core Business | Checkbox | Tick this to include for reporting on Core Business courses | ||||
| 23 | Target Group | Custom dropdown | Use this to identify a core Target Group for Management reporting purposes | ||||
| 24 | Business Area | Custom dropdown | Use this to identify Business Areas for reporting purposes | ||||
| 25 | Qualification | Custom dropdown | Which qualification the course relates to. | ||||
| 26 | SCED Field of Study | Fixed dropdown | Field of Study classification. | Y | |||
| 27 | Industry | Fixed dropdown | Each programme (Wisenet course) must identify the industry the programme is intended for. Industry Code (ANZSIC) is defined by Statistics New Zealand and identifies the industry most appropriate for the Programme. TEC collects ANZSIC at the level 4 of the hierarchy. | Y | |||
| 28 | Occupation | Fixed dropdown | Each programme (Wisenet course) must identify the occupation the programme is intended for. | Y | |||
| 29 | Study Type | Multi select fixed dropdown | The identifier of the potential types of learning. On programme (Wisenet course) this is an array of (up to 3) potential study types allowed for any subsequent Enrolment in this programme. This is a new field that replaces the previous ‘Funding Source Code’ field. | Y | |||
| 30 | Linked Qualification Code | Text | Linked Qualification Code for Fees Free. (Qualification refers to a Course in Wisenet.) "Used for exit or expired qualifications when the learner’s course enrolments [Wisenet unit enrolments] have been reported under a different qualification code [Wisenet course code] than the one completed. The link will identify the qualification [Wisenet course] that the original course enrolments and course fees [Wisenet unit enrolments and unit fees] are reported under to calculate the learner’s entitlement for Fees Fee." | Y | Y |
| Field | Type | Notes | NZQA | SDR | UIP | WBR | |
|---|---|---|---|---|---|---|---|
| 1 | Course: | Linked to Course section | Cannot be changed after Unit is created | Y | Y | Y | |
| 2 | Unit Code | A code that uniquely identifies a subject (module) or unit of competency | Y | Y | Y | Y | |
| 3 | Unit Code NZQA Alternative | A code that uniquely identifies a subject (module) or unit of competency as per NZQA compliance requirement. Only use if different to STEO Unit Code. Enter version number after a dot. For example, 12345.1 | Y | ||||
| 4 | Unit Version | NZQA reporting uses this field as Version. If blank, uses the version number after the dot in the Unit Code, e.g. 1234.1 | Y | ||||
| 5 | Unit Description | The title of the subject (module) or unit of competency associated with a Subject (Module/Unit of Competency) Identifier code | Y | Y | Y | ||
| 6 | Is Unit Standard | Tick to indicate that this an NZQA Unit Standard | Y | ||||
| 7 | For UIP | Tick to indicate that this is to be reported to UIP | Y | ||||
| 8 | SCED Field of Study | Fixed dropdown | The field is used to classify the field of study of courses and qualifications | Y | Y | ||
| 9 | Unit Classification | Fixed dropdown | A four-character code assigned by the Ministry to uniquely group courses into subject classifications | Y | |||
| 10 | EFTS Factor | Default value for Unit Offer. This is the proportion of the total EFTS value set for the qualification that the unit is deemed to represent. | Y | ||||
| 11 | Funding Category | Fixed dropdown | First character used in Student Achievement Component funding category dropdown | Y | |||
| 12 | Degree Research Status | Fixed dropdown | Second character used in Student Achievement Component funding category dropdown | Y | |||
| 13 | Credit | The field specifies the number of credits on the NZ Qualifications Framework contained in a course or paper contributing to a qualification registered on the NZQF | Y | Y | Y | ||
| 14 | Register Level | Fixed dropdown | The field describes the level of credits on the NZ Qualifications Framework contained in a course or paper contributing to a qualification registered on the NZQF | Y | Y | Y | |
| 15 | Research Level | Fixed dropdown | The field is used by TEOs to indicate courses that are eligible for Performance Based Research Fund (PBRF) | Y | |||
| 16 | Unit Exemption FCCM | Fixed dropdown | An indication against any course that has been granted an exemption including the 4% AMFM (Annual Maximum Fee Movement) and professional masters | Y | |||
| 17 | Embedded Literacy Numeracy | Fixed dropdown | This field will hold a Yes/No flag to indicate if the course includes embedded literacy and/or numeracy | Y | |||
| 18 | Pre-Service Teacher Stage | The field is used only for pre-service teacher education qualifications. It contains a value to indicate the stage of the qualification to which the course contributes. For a course of one year or less the value is 01. | Y | ||||
| 19 | Tuition weeks | ||||||
| 20 | Unit of Competency Flag | ||||||
| 21 | Supervised (Nominal) Hours | Enter anticipated hours of Unit Standard | |||||
| 22 | Unsupervised Hours | ||||||
| 23 | Points | This field is used for CPD points. CPD points are a measure of educational activities that can be used to maintain professional registration. Reports can be customised to show Supervised Hours for CPD hours, Credits for CPD Credits and Points for CPD Points. | |||||
| 24 | Prerequisite | Pre-requisites for enrolment into the unit | |||||
| 25 | Unit Type | Fixed dropdown | Highly Recommended: This field is used to define units on a Training Plan Mark the units that you deliver as: Core Elective Mandatory Mark units that you do not deliver as General All units should be defined - none should be left as ‘undefined’ | ||||
| 26 | Date First Offered | Optional | Y | ||||
| 27 | Date Last Offered | If not empty will appear in UIP collection. Last date that your organisation offered/will offer this unit for delivery | Y |
| Field | Type | Notes | NZQA | SDR | UIP | |
|---|---|---|---|---|---|---|
| 1 | Parent Unit | Fixed dropdown | ||||
| 2 | Is Superseded | Yes/No toggle | ||||
| 3 | Superseded From | Date selector | ||||
| 4 | SCED Field of Study | Fixed dropdown | The field is used to classify the field of study of courses and qualifications | Y | Y | |
| 5 | Unit Classification | Fixed dropdown | A four-character code assigned by the Ministry to uniquely group courses into subject classifications | Y | ||
| 6 | Funding Category | Fixed dropdown | First character used in Student Achievement Component funding category dropdown | Y | ||
| 7 | Degree Research Status | Fixed dropdown | Second character used in Student Achievement Component funding category dropdown | Y | ||
| 8 | Pre-Service Teacher Stage | The field is used only for pre-service teacher education qualifications. It contains a value to indicate the stage of the qualification to which the course contributes. For a course of one year or less the value is 01. | Y | |||
| 9 | Tuition weeks | |||||
| 10 | Supervised (Nominal) Hours | Enter anticipated hours of Unit Standard | ||||
| 11 | Unsupervised Hours | |||||
| 12 | Points | This field is used for CPD points. CPD points are a measure of educational activities that can be used to maintain professional registration. Reports can be customised to show Supervised Hours for CPD hours, Credits for CPD Credits and Points for CPD Points. | ||||
| 13 | Prerequisite | Pre-requisites for enrolment into the unit | ||||
| 14 | Unit Type | Fixed dropdown | Highly Recommended: This field is used to define units on a Training Plan Mark the units that you deliver as: Core Elective Mandatory Mark units that you do not deliver as General All units should be defined - none should be left as ‘undefined’ |
| Section | Field | Type | Notes | NZQA | SDR | WBR | |
|---|---|---|---|---|---|---|---|
| 1 | - | Course | Links to Course section | Cannot be changed after Course Offer is created | |||
| 2 | - | Publish Type | |||||
| 3 | Course Offer Details | Offer Code | Code specific to your delivery. Makes it easy to identify for reporting purposes. Course Offer Code Guidelines | Y | Y | ||
| 4 | Course Offer Details | Offer Description | Description of the Course Offer. This is not externally exported but rather a way to identify different Offers. | Y | Y | Y | |
| 5 | Course Offer Details | Status | Fixed dropdown | Indicates the status of a Course Offer to enable easier management. | |||
| 6 | Course Offer Details | Offering Start: | The Offering Dates help indicate and classify the date range for when the Course Offer is open. -Funded: Fixed date enrolments: Enter start date of group -Non-funded: Fixed date enrolments: Enter start date of training. -Rolling enrolments and shortcourses: set up a course offer for the calendar year - enter the start date as the first day of year (eg. 01/01/2017) | Y | |||
| 7 | Course Offer Details | Offering End: | The Offering Dates help indicate and classify the date range for when the Course Offer is closed. -Funded & Non-funded: Fixed date enrolments: Enter nominal end date of group -Rolling enrolments and shortcourses: set up a course offer for the calendar year - enter the end date as the last day of year (eg. 31/12/2017) | Y | |||
| 8 | Course Offer Details | Duration Type: | Days, weeks or months | ||||
| 9 | Course Offer Details | Duration Full Time: | Default value for Course Enrolment. The length of enrolment if Full Time | ||||
| 10 | Course Offer Details | Duration Part Time: | Default value for Course Enrolment. The length of enrolment if Part Time | ||||
| 11 | Course Offer Details | Min Enrolments | Easy identification of enrolment numbers. Used to limit enrolment numbers when Offer is published on Sales+ | ||||
| 12 | Course Offer Details | Max Enrolments | Easy identification of enrolment numbers. Used to limit enrolment numbers when Offer is published on Sales+ | ||||
| 13 | Course Offer Details | Current Vacancies | Max enrolments minus current enrolments | ||||
| 14 | Course Offer Details | No. of Unit Offers: | |||||
| 15 | Course Offer Details | Orientation Date | |||||
| 16 | Course Offer Details | Expected Award Date | |||||
| 17 | Course Offer Details | Language | Fixed dropdown | Defines the Language in which the course will be delivered | |||
| 18 | Course Offer Details | Specialisation Name | |||||
| 19 | Course Offer Details | Coordinator | Linked to Staff section | Default value for Course Enrolment. Specify the Coordinator. | |||
| 20 | Course Offer Details | Delivery Options | |||||
| 21 | Course Offer Details | Course Offer Type | Custom dropdown | Mainly for internal reporting purposes (not on dropdown page) | |||
| 22 | Course Offer Details | Lists | |||||
| 23 | Unit Offer Defaults | Auto Grade Rule | |||||
| 24 | Unit Offer Defaults | Trainer | Linked to Staff section | Default value for Unit Offers. Indicates the main person responsible for delivering the training of the Units | |||
| 25 | Unit Offer Defaults | Assessor | Linked to Staff section | Default value for Unit Offers. Indicates the main person responsible for delivering the assessment of the Units | |||
| 26 | Unit Offer Defaults | Assessment Method | Custom dropdown | Default value for Unit Offers. Used to report on training plans and other reports | |||
| 27 | Unit Offer Defaults | Venue | Default value for Unit Offers. Recommended when needing to display specific venue information via online enrolment or in welcome letters | ||||
| 28 | Unit Offer Defaults | Where to go | Default value for Unit Offers. Recommended when needing to display specific where to go information via online enrolment or in welcome letters | ||||
| 29 | Unit Offer Defaults | What to bring | Default value for Unit Offers. Recommended when needing to display specific what to bring information via online enrolment or in welcome letters | ||||
| 30 | Additional Info | Dept Code | Custom dropdown | ||||
| 31 | Additional Info | Program | Custom dropdown | Group Course Offers into Programs. | |||
| 32 | Additional Info | Notes | Text | ||||
| 33 | Finance | Default Fee Schedule | |||||
| 34 | Finance | Finance Pricing Version | |||||
| 35 | Finance | Workplace Debtor | |||||
| 36 | Custom Fields | [Unique to each organisation] | |||||
| 37 | Reporting, Compliance & Fees | For SDR? | Default value for Unit Offers. Tick where you will be required to complete SDR reporting | Y | |||
| 38 | Reporting, Compliance & Fees | Location | Linked to Location section | Default value for Unit Offers. Delivery location for Course Offer | Y | Y | |
| 39 | Reporting, Compliance & Fees | Mural Attendance | Fixed Dropdown | Specifies whether a student is enrolled in a course that requires students to attend scheduled teaching sessions. | Y | ||
| 40 | Reporting, Compliance & Fees | ITE Sector | Identifies the sector for a learner enrolled in ITE. Is required if NZSCED qualifications data are reported through SDR. | Y | |||
| 41 | Reporting, Compliance & Fees | Consortium | Identifies the cooperative arrangement among TEO groups or institutions and can include other organisations too. IMPORTANT: If source of funding is 28 or 29 then consortium cannot be blank. | Y | |||
| 42 | Reporting, Compliance & Fees | Internet Based Learning | Fixed dropdown | Default value for Unit Offers. Used to indicate whether teaching and learning in each course is currently available in part or as a whole via the Internet. | Y | ||
| 43 | Reporting, Compliance & Fees | Main Subject 1 | Fixed dropdown | Default value for Course Enrolment. The main subjects studied by a Learner who has completed a qualification | Y | ||
| 44 | Reporting, Compliance & Fees | Main Subject 2 | Fixed dropdown | Default value for Course Enrolment. The main subjects studied by a Learner who has completed a qualification | Y | ||
| 45 | Reporting, Compliance & Fees | Main Subject 3 | Fixed dropdown | Default value for Course Enrolment. The main subjects studied by a Learner who has completed a qualification | Y | ||
| 46 | Reporting, Compliance & Fees | Funding Source | Fixed dropdown | Default value for Course Enrolment. Contains a code that identifies the source of the funding that supports the Learner's enrolment in the course. | Y | ||
| 47 | Reporting, Compliance & Fees | Fee Assessment Category | Fixed dropdown | Identify the category of fees assessment for international students | Y | ||
| 48 | Reporting, Compliance & Fees | Mode of Delivery | Fixed dropdown | Y | |||
| 49 | Reporting, Compliance & Fees | Maximum Programme Fee | Money | Y | |||
| 50 | Reporting, Compliance & Fees | Study Type | Fixed dropdown | Y | |||
| 51 | Reporting, Compliance & Fees | Credit Value | Integer | Y | |||
| 52 | Reporting, Compliance & Fees | Course Fees | The fees charged for the Course Offer. | ||||
| 53 | Reporting, Compliance & Fees | Course Fees (conc) | The concession fees charged for the Course Offer if applicable. | ||||
| 54 | Reporting, Compliance & Fees | Concession? | Tick if a concession is eligible for this course offer | ||||
| 55 | Reporting, Compliance & Fees | Is GST free? | |||||
| 56 | Reporting, Compliance & Fees | Deposit | |||||
| 57 | Reporting, Compliance & Fees | Fees Code / GL Code | |||||
| 58 | Reporting, Compliance & Fees | CRICOS Code | Recommended for CRICOS Colleges to record applicable CRICOS number |
| Category | Field | Type | Notes | NZQA | SDR | UIP | |
|---|---|---|---|---|---|---|---|
| 1 | - | Unit | Links to Unit | Cannot be changed after Unit Offer is created | Y | Y | |
| 2 | - | Course Offer | Links to Course Offer | Cannot be changed after Unit Offer is created | |||
| 3 | Unit Offer Details | Unit offer code | The unit offer code suffix (anything after the decimal point) will export as the Version in the NZQA Result Export: for instance, unit L458 version 2 should have a unit offer code L458.2 | Y | |||
| 4 | Unit Offer Details | Start date | -Fixed date enrolments: Enter start date of training -For all rolling enrolments and short courses: set up a course offer for the calendar year - enter the start date as the first day of year (eg. 01/01/2012) SDR See details of how the start date of a unit offer affects withdrawal date calculations: SDR: File 2 - Course Enrolment File (COUR) | Y | |||
| 5 | Unit Offer Details | End date | -Fixed date enrolments: Enter nominal end date of group -For all rolling enrolments and short courses: set up a course offer for the calendar year - enter the end date as the last day of year (eg. 31/12/2012) | Y | Y | ||
| 6 | Unit Offer Details | Min Enrolments | Minimum number of enrolments for the Unit Offer to proceed | ||||
| 7 | Unit Offer Details | Max Enrolments | Maximum number of enrolments for the Unit Offer | ||||
| 8 | Unit Offer Details | Current vacancies | Max enrolments minus current enrolments | ||||
| 9 | Unit Offer Details | Credit/Points | Default value for Unit Enrolments. Specify the points delivered/achieved. | ||||
| 10 | Unit Offer Details | Stage | Default value for Unit Enrolments. Group Units that are delivered together within a stage. | Y | |||
| 11 | Unit Offer Details | Auto Grade Rule | |||||
| 12 | Unit Offer Details | Trainer | Linked to Staff section | Default value for Unit Enrolments. Indicates the main person responsible for delivering the training of the Units | |||
| 13 | Unit Offer Details | Assessor | Linked to Staff section | Default value for Unit Enrolments. Indicates the main person responsible for delivering the assessment of the Units | |||
| 14 | Unit Offer Details | Assessment method | Custom dropdown | Default value for Unit Enrolments. Used to report on training plans and other reports | |||
| 15 | Additional Info | Department | Custom dropdown | Group Unit Offers by education department | |||
| 16 | Additional Info | Venue | Custom dropdown | Display specific venue information via online enrolment or in welcome letters | |||
| 17 | Additional Info | Program | Custom dropdown | Group Course Offers into Programs. | |||
| 18 | Additional Info | Budgeted Income | |||||
| 19 | Additional Info | Budget Cost | |||||
| 20 | Additional Info | Actual Cost | |||||
| 21 | Additional Info | Comments | |||||
| 22 | Additional Info | What to Bring | Display specific 'what to bring' information to Learners in their welcome letters or other course information documents. | ||||
| 23 | Additional Info | Where to Go | Display specific 'where to go' information to Learners in their welcome letters or other course information documents. | ||||
| 24 | Finance | Default Fee Schedule | |||||
| 25 | Finance | Finance Pricing Version | |||||
| 26 | Finance | Workplace Debtor | |||||
| 27 | Custom Fields | [Unique for each organisation] | |||||
| 28 | Reporting, Compliance & Fees | For SDR? | Default value for Unit Enrolment. Tick when you will be required to complete SDR reporting | Y | |||
| 29 | Reporting, Compliance & Fees | EFTS Factor: | Default value for Unit Enrolments. This is the proportion of the total EFTS value set for the qualification that the unit is deemed to represent. | Y | |||
| 30 | Reporting, Compliance & Fees | Location | Linked to Location section | Default value for Unit Enrolments. Delivery location for Unit Offer | Y | ||
| 31 | Reporting, Compliance & Fees | Mural Attendance | Fixed dropdown | Default value for Unit Enrolments. Specifies whether a student is enrolled in a course that requires students to attend scheduled teaching sessions. | Y | ||
| 32 | Reporting, Compliance & Fees | Internet Based Learning | Default value for Unit Enrolments. Used to indicate whether teaching and learning in each course is currently available in part or as a whole via the Internet. | Y | |||
| 33 | Reporting, Compliance & Fees | Fee Assessment Category | Fixed dropdown | Default value for Unit Enrolments. Identify the category of fees assessment for international students | Y | ||
| 34 | Reporting, Compliance & Fees | Unit Fees | Default value for Unit Enrolments. The standard fee that domestic students normally pay for tuition and costs associated with enrolment in a course. | Y | |||
| 35 | Reporting, Compliance & Fees | Discounted Unit Tuition Fee | Mandatory and is charged to domestic learners who enrol in the Unit to allow providers to temporarily reduce fees. This field must be updated in the subsequent SDR submissions when a discounted fee is set or charged. | Y | |||
| 36 | Reporting, Compliance & Fees | Compulsory Unit Costs Fee | Includes such costs as compulsory administration charges, examination fees, other charges associated with a course or program of study, material charges, costs of field trips and any compulsory purchase of equipment or books through the TEO. | Y | |||
| 37 | Reporting, Compliance & Fees | Discounted Compulsory Unit Costs Fee | Mandatory and is charged to domestic learners who enrol in the Unit to allow providers to temporarily reduce fees. This field must be updated in the subsequent SDR submissions when a discounted fee is set or charged. | Y | |||
| 38 | Reporting, Compliance & Fees | Foreign Fee | Tuition fee paid by international fee-paying student ($ New Zealand excluding GST). See SDR: Foreign Fees in the SDR Export | Y | |||
| 39 | Reporting, Compliance & Fees | Maxima Exempt Fee | Default value for Unit Enrolments. Includes all student services levies, student association fees, health fees, record of prior learning fees, student association building levies etc. It is the sum of all non-maxima fees charged to the individual student. | Y | |||
| 40 | Reporting, Compliance & Fees | Learning Hours | Y | ||||
| 41 | Reporting, Compliance & Fees | Is GST Free? | |||||
| 42 | Reporting, Compliance & Fees | Nominal hours supervised | Specify hours allocated to face-to-face delivery | ||||
| 43 | Reporting, Compliance & Fees | Nominal hours unsupervised | Specify other hours if required. |
| Category | Field | Type | Notes | NZQA | SDR | UIP | WBR | |
|---|---|---|---|---|---|---|---|---|
| 1 | - | Course Offer | Links to Course Offer section | Can only be changed using the Course Enrolment Move feature. | ||||
| 2 | - | Application Status | ||||||
| 3 | - | Application Status Reason | ||||||
| 4 | - | Enrolment Status | Fixed dropdown | Choose a value that represents the appropriate stage of the learner lifecycle. Used in Learncycles. | ||||
| 5 | - | Status Reason | Custom dropdown | Used to define more specifically the reason for the enrolment status. Used in Learncycles | ||||
| 6 | Detail | Study Mode | Fixed dropdown | Full-time or part-time | Y | |||
| 7 | Detail | Studylink status | Custom dropdown | Used to record StudyLink status. The dropdown options contain values from the StudyLink Status Report definitions | ||||
| 8 | Detail | Studylink status reason | Custom dropdown | Studylink VoS status reason contains values from the StudyLink Status Report | ||||
| 9 | Detail | Target Group | Custom dropdown | Specify which group the Course Enrolment belongs | ||||
| 10 | Detail | Coordinator | Linked to Staff section | Specify the Coordinator for the Course Enrolment | ||||
| 11 | Detail | Trainer | Linked to Staff section | Inherited from Course Offer. If a trainer is not assigned to a Unit Offer or Enrolment they will not appear in report or Trainer Portal. Inherits from unit offer. Record trainer for this unit offer. | ||||
| 12 | Detail | Assessor | Linked to Staff section | Inherited from Course Offer, can be adjusted here | ||||
| 13 | Detail | Sales Person | ||||||
| 14 | Detail | Opportunity | ||||||
| 15 | Detail | Student Number (int) | Internal reference for number for Students | |||||
| 16 | Detail | Public Trust Number | ||||||
| 17 | Detail | Learner Position | Link to Learner Position section | Assign a Learner's workplace position relative to the Course Enrolment (Trainees, apprentices or work experience) | ||||
| 18 | Detail | Tags | ||||||
| 19 | Timeline | Start Date | The date the Learner is expected to start the Course Enrolment | Y | Y | |||
| 20 | Timeline | Enrolment Duration | Enter number of weeks/months for rolling enrolments - this will automatically calculate the Nominal End Date based on the Start Date | |||||
| 21 | Timeline | Tuition Duration | Specify the tuition duration which is usually less than enrolment duration | |||||
| 22 | Timeline | Unique Training Hours | ||||||
| 23 | Timeline | Course Commencement Date | Automatically calculated based on the first Unit Enrolment Start Date | |||||
| 24 | Timeline | Qualification Issued? | Indicates that a full qualification certificate was issued | Y | Y | |||
| 25 | Timeline | Completion Pathway | ||||||
| 26 | Timeline | Expected Award Date | The date the qualification is expected to be awarded | |||||
| 27 | Timeline | Nominated Reporting Period | ||||||
| 28 | Timeline | Nominal End Date | The date the Learner is expected to finish the Course Enrolment | Y | Y | |||
| 29 | Timeline | Actual End Date | The date the Learner actually completes or withdraws from the Course Enrolment | Y | Y | |||
| 30 | Timeline | Expiry Date | Used for Courses that have licencing renewal requirements | |||||
| 31 | Timeline | Date Issued | The date the Learner was issued the full qualification certificate | Y | Y | Y | ||
| 32 | Timeline | Parchment Number | ||||||
| 33 | Timeline | Enquiry Date | The date the Learner enquired about the Course Enrolment | |||||
| 34 | Timeline | Enrolment/Acceptance Date | The date the Learner accepted enrolment into Course Enrolment | |||||
| 35 | Timeline | Application Expiry Date | ||||||
| 36 | Timeline | ReEnrolment Date | The date the Learner re-enrolled into Course Enrolment | |||||
| 37 | Timeline | Orientation Date | ||||||
| 38 | Timeline | ReEnrolment Date | ||||||
| 39 | Compliance | For UIP | Tick where you will be required to complete UIP reporting | Y | ||||
| 40 | Compliance | Fund Source | Fixed dropdown | Contains a code that identifies the source of the funding that supports the Learner's enrolment in the course. | Y | Y | ||
| 41 | Compliance | Foreign Fee | Fixed dropdown | Tuition fee paid by international fee-paying student ($ New Zealand excluding GST). See SDR: Foreign Fees in the SDR Export | Y | |||
| 42 | Compliance | Main Subject 1 | Fixed dropdown | The main subjects studied by a Learner who has completed a qualification | Y | |||
| 43 | Compliance | Main Subject 2 | Fixed dropdown | The main subjects studied by a Learner who has completed a qualification | Y | |||
| 44 | Compliance | Main Subject 3 | Fixed dropdown | The main subjects studied by a Learner who has completed a qualification | Y | |||
| 45 | Compliance | Return To Provider | Used for NZQA reporting to indicate that the certificate is to be returned to the PTE for distribution. Must be ticked/checked if Request Type is 'C' | Y | ||||
| 46 | Compliance | Awarding Provider | Custom dropdown | Used for NZQA reporting to indicate the awarding provider if it is not your PTE | Y | |||
| 47 | Compliance | NZQA Strand | Mandatory for NZQA reporting where applicable. If this qual does not have a strand, leave blank | Y | ||||
| 48 | Compliance | NZQA Optional Strand | Mandatory for NZQA reporting where applicable. If this qual does not have an optional strand, leave blank | Y | ||||
| 49 | Compliance | Request Type | Fixed dropdown | Required for NZQA if reporting to QE1. Else leave blank. | Y | |||
| 50 | Compliance | Managed Apprenticeship | Identifies if the student is enrolled as a Managed Apprentice | Y | ||||
| 51 | Compliance | ITE Subject 1 | Fixed dropdown | Mandatory if Course Enrolment is for an ITE qualification where sector is 'Secondary'. | Y | |||
| 52 | Compliance | ITE Subject 2 | Fixed dropdown | Mandatory if Course Enrolment is for an ITE qualification where sector is 'Secondary'. | Y | |||
| 53 | Compliance | ITE Subject 3 | Fixed dropdown | Mandatory if Course Enrolment is for an ITE qualification where sector is 'Secondary'. | Y | |||
| 54 | Compliance | ITE Subject 4 | Fixed dropdown | Mandatory if Course Enrolment is for an ITE qualification where sector is 'Secondary'. | Y | |||
| 55 | Compliance | Secondary School Programme Indicator | ||||||
| 56 | Other | Privacy Flag | Used where the Learner has requested no contact for marketing | |||||
| 57 | Other | Language, Literacy & Numeracy Addressed? | ||||||
| 58 | Other | Payment Type | ||||||
| 59 | Notes | Notes that will be printed on the training plan | ||||||
| 60 | Notes | Private Notes (not printed) | ||||||
| 61 | Notes | Completion Pathway Notes (not printed) |
| Category | Field | Type | Notes | NZQA | SDR | UIP | |
|---|---|---|---|---|---|---|---|
| 1 | General | Unit Type | Read-only from Unit section | ||||
| 2 | General | Points | Specify the points delivered/achieved. | ||||
| 3 | General | Credit | Inherited from Unit | ||||
| 4 | General | Stage | Group units that are delivered together within a stage | Y | |||
| 5 | General | Course Offer | Linked to Course Offer section | Cannot be changed | |||
| 6 | General | Unit | Linked to Unit section | Cannot be changed | Y | Y | Y |
| 7 | General | Unit offer | Links to Unit Offer section | Cannot be changed | |||
| 8 | General | For SDR | Tick where you will be required to complete SDR reporting | Y | |||
| 9 | Unit Enrolment Detail | Outcome | Fixed dropdown | Used to record the completion status of a unit enrolment | Y | Y | |
| 10 | Unit Enrolment Detail | NZQA Result | Fixed dropdown | NZQA: Must be correct before performing NZQA unit standard result export on this unit offer registration. Note for NZDIPBUS reporting. See Result field below and NZDIPBUS setup instructions | Y | ||
| 11 | Unit Enrolment Detail | Start Date | The date the Learner is set to start or did start the Unit Enrolment | Y | Y | Y | |
| 12 | Unit Enrolment Detail | End Date | The date the Learner is set to finish or did finish the Unit Enrolment. SDR: This should only be changed if incorrectly reported to SDR. For Withdrawals or Extensions, leave the End Date as is and update the Withdrawal or Extension Dates accordingly. | Y | Y | Y | |
| 13 | Unit Enrolment Detail | Expiry Date | Used for Units that have licencing renewal requirements (such as Forklift Licencing, First Aid units etc) | ||||
| 14 | Unit Enrolment Detail | Actual End Date (Withdrawal Date) | The date the Learner withdraws from the Unit Enrolment. SDR: This date will be reported in SDR when outcome = 4 | Y | Y | ||
| 15 | Unit Enrolment Detail | Extension Date | The date the Learner has an extension for the Unit Enrolment. SDR: Report a late completion by setting the Extension Date. Records with an Extension Date in the export year and after are included in the SDR. | Y | |||
| 16 | Unit Enrolment Detail | Supervised (Scheduled) Hours | Specify hours allocated to face-to-face delivery | Y | |||
| 17 | Unit Enrolment Detail | Unsupervised Hours | Specify other hours if required. | Y | |||
| 18 | Unit Enrolment Detail | Actual Hours | Specify actual hours completed if different to proposed. | ||||
| 19 | Unit Enrolment Detail | EFTS Factor | This is the proportion of the total EFTS value set for the qualification that the unit is deemed to represent. | Y | |||
| 20 | Unit Enrolment Detail | Trainer | Linked to Staff section | Indicates the main person responsible for delivering the training of the Units | |||
| 21 | Unit Enrolment Detail | Assessor | Linked to Staff section | Indicates the main person responsible for delivering the assessment of the Units | |||
| 22 | Unit Enrolment Detail | Practical | Used to record a score for a practical assessment (alphanumeric field) | ||||
| 23 | Unit Enrolment Detail | Result | Custom dropdown | Used to record grade branding (customisable field) eg. HD, D, C etc | Y (NZDIPBUS) | ||
| 24 | Unit Enrolment Detail | Final | Used to record a final score for the Unit Enrolment | ||||
| 25 | Unit Enrolment Detail | Location | SDR(NZ) Single Data Return, NZ government reporting instrument, UIP: Mandatory - indicates location where delivery took place. Inherits from unit offer. Appears in COUR file in SDR. | Y | Y | ||
| 26 | Unit Enrolment Detail | Tuition Weeks | UIP: weeks of tuition for this unit enrolment. | Y | |||
| 27 | Unit Enrolment Detail | Training Schedule | Linked to Contracts section | Can be used to record internal contract codes. Not required | |||
| 28 | Unit Enrolment Detail | Contract | Linked to Contracts section | Can be used to record internal contract codes. Not required | |||
| 29 | Unit Enrolment Detail | Delivery Mode | Fixed dropdown | Main way in which the Course is delivered | |||
| 30 | Unit Enrolment Detail | Fee Assessment Category | Fixed dropdown | Identify the category of fees assessment for international students | Y | ||
| 31 | Unit Enrolment Detail | Mural Attendance | Fixed dropdown | Specifies whether a student is enrolled in a course that requires students to attend scheduled teaching sessions. | Y | ||
| 32 | Unit Enrolment Detail | Fund Source | Fixed dropdown | Contains a code that identifies the source of the funding that supports the Learner's enrolment in the course. | Y | Y | |
| 33 | Unit Enrolment Detail | Unit Fees | The standard fee that domestic students normally pay for tuition and costs associated with enrolment in a course. | Y | Y | ||
| 34 | Unit Enrolment Detail | Maxima Exempt Fee | Includes all student services levies, student association fees, health fees, record of prior learning fees, student association building levies etc. It is the sum of all non-maxima fees charged to the individual student. | Y | |||
| 35 | Unit Enrolment Detail | Foreign Fee | Tuition fee paid by international fee-paying student ($ New Zealand excluding GST) | Y | |||
| 36 | Unit Enrolment Detail | Assessment Method | Custom dropdown | Used to report on training plans and other reports | Y | ||
| 37 | Unit Enrolment Detail | Notes | There is a character limit of 255. |
| Section | Field | Type | Notes | NZQA | SDR | WBR | |
|---|---|---|---|---|---|---|---|
| 1 | Workplace | Y | |||||
| 2 | Position | ||||||
| 3 | Workplace Type | ||||||
| 4 | Workplace Contact | ||||||
| 5 | Start Date | ||||||
| 6 | End Date | ||||||
| 7 | Sub Group | ||||||
| 8 | Org Unit | ||||||
| 9 | Pay Level | ||||||
| 10 | Employer Subdivision Name | Y | |||||
| 11 | Territorial Authority | Y | |||||
| 12 | Learner Occupation | Y | |||||
| 13 | Employment Type | Y |
| Category | Field | Type | Notes | NZQA | SDR | UIP | WBR | |
|---|---|---|---|---|---|---|---|---|
| 1 | - | Code | ||||||
| 2 | - | Description | ||||||
| 3 | - | Legal Name | Y | |||||
| 4 | - | Is Archived | ||||||
| 5 | Delivery Location | Is a Delivery Location | ||||||
| 6 | Contact Detail | Telephone | ||||||
| 7 | Contact Detail | Fax | ||||||
| 8 | Contact Detail | |||||||
| 9 | Contact Detail | Website Address | ||||||
| 10 | Term/Street Address | Building Name | ||||||
| 11 | Term/Street Address | Unit Detail | ||||||
| 12 | Term/Street Address | Street | ||||||
| 13 | Term/Street Address | Address 1 | ||||||
| 14 | Term/Street Address | Address 2 | ||||||
| 15 | Term/Street Address | Suburb/Town | ||||||
| 16 | Term/Street Address | Postcode | ||||||
| 17 | Term/Street Address | Country | ||||||
| 18 | Permanent/Postal | Building Name | ||||||
| 19 | Permanent/Postal | Unit Detail | ||||||
| 20 | Permanent/Postal | Street | ||||||
| 21 | Permanent/Postal | Address 1 | ||||||
| 22 | Permanent/Postal | Address 2 | ||||||
| 23 | Permanent/Postal | Suburb/Town | ||||||
| 24 | Permanent/Postal | Postcode | ||||||
| 25 | Permanent/Postal | Country | ||||||
| 26 | General | Corp No | ||||||
| 27 | General | ABN | Business Number | Y | ||||
| 28 | General | Is School? | ||||||
| 29 | General | School Type | ||||||
| 30 | General | ANZSIC | ||||||
| 31 | General | Workplace Classification | ||||||
| 32 | General | Head Office Workplace | ||||||
| 33 | General | Comments | ||||||
| 34 | General | Employment Location Code | ||||||
| 35 | General | Industry |
| Category | Field | Type | Notes | NZQA | SDR | UIP | WBR | |
|---|---|---|---|---|---|---|---|---|
| 1 | - | Status | Fixed dropdown | The Training Agreement status (not reportable) | ||||
| 2 | Training Agreement Details | Learner | The Learner who the Training Agreement is for | Y | ||||
| 3 | Training Agreement Details | Start Date | Start date of Training Agreement | Y | ||||
| 4 | Training Agreement Details | Date Signed | Date Training Agreement was signed | Y | ||||
| 5 | Training Agreement Details | Notes | Any internal notes on Training Agreement | |||||
| 6 | Training Agreement Details | Enrolment | Course Enrolment the Training Agreement relates to | Y | ||||
| 7 | Training Agreement Details | End Date | End date of Training Agreement | Y | ||||
| 8 | Reporting Details | Training Agreement Status | The Training Agreement status (reportable for Work Based Reporting) | Y | ||||
| 9 | Reporting Details | Pause Date | Date the Training Agreement was paused | Y | ||||
| 10 | Reporting Details | Restart Date | Date the Training Agreement was restarted | Y | ||||
| 11 | Reporting Details | Withdrawal Date | Date the Learner withdraws from the Training agreement | Y | ||||
| 12 | Reporting Details | On Hold Reason | If status is On Hold, reason for On Hold | Y | ||||
| 13 | Reporting Details | Grace Reason | If status is Grace, reason for Grace | Y | ||||
| 14 | Reporting Details | Withdrawal Reason | If status is Withdrawn, reason for withdrawal | Y | ||||
| 15 | Custom Fields | [Unique to organisation] |
| Category | Field | Type | Notes | NZQA | SDR | UIP | WBR | |
|---|---|---|---|---|---|---|---|---|
| 1 | - | Status | ||||||
| 2 | Event Enrolment Details | Learner | The Learner who is enrolled in the Event | |||||
| 3 | Event Enrolment Details | Attendance (mins) | How many minutes the Learner attended the Event | |||||
| 4 | Event Enrolment Details | Enrolment/Training Agreement | If the Event Enrolment is linked to a Course Enrolment or Unit Enrolment, this field shows the linked Course Enrolment / Unit Enrolment. If the Event Enrolment is linked to a Training Agreement, this field shows the linked Training Agreement. | |||||
| 5 | Event Enrolment Details | Attendance Percentage | ||||||
| 6 | Event Details | Event Name | Name of the Event | |||||
| 7 | Event Details | Date | Date of the Event (all Events are one day only) | Y | ||||
| 8 | Event Details | Type | Event type | |||||
| 9 | Event Details | Start Time | Event start time | |||||
| 10 | Event Details | End Time | Event end time | |||||
| 11 | Event Details | Duration - excluding breaks (mins) | ||||||
| 12 | Event Details | Address | ||||||
| 13 | Custom Fields | [Unique to organisation] |