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Wisenet

      How To Create SDR Export Files

      If you are required to complete SDR reporting, it is important that you incorporate specific SDR field collection and processes when you are setting up the basics for course delivery such as, Course offer, Learner and Enrolment setup. The requirements change slightly depending on how you set up your Wisenet database for reporting.

      Before you begin:

      Required Knowledge: SDR | Units | Course Offers | Unit Offers | Learners

      Disclaimer

      The information provided is based on our interpretations of the requirements. It is your responsibility to ensure that you are compliant. If you have any concerns or suggestions please contact us.

      1

      Set Up

      This is NOT a step-by-step on how to set up for Course delivery.  The basics should already have been set up in Wisenet before setting up for correct reporting for SDR.

      If you need to complete SDR reporting, ensure you include the relevant SDR field collection and processes in your setup. Refer to the SDR Outline page for the specific sections and fields that must be correctly configured.

      Want to learn more?

       

      2

      Prepare

      Complete data integrity checks to ensure:

      • The right amount of data is being reported
      • There isn’t any incorrect data

      Learn More? Learn about Data Integrity Reports for NZ

      Reports for SDR:

      • Report #522 to see which qualification completion records should appear in the SDR
      • Report #2001 to check that all required fields have been completed in client records
      • Report #2003 recommended for pre-SDR check to look for:
        • client unit offer enrolment start dates before the start of the export year
        • client unit offer enrolment end dates after the end of the export year
      • Report #2025 to check that all mandatory fields for your Courses are completed correctly
      • Report #2046 to check that all mandatory fields for  your Units are completed correctly

      3

      Run SDR Export

      1. Navigate to LRM > Reports > Exports
      2. Click the button labelled DXP Ngā Kete Export
      3. Choose the extraction year and date
      4. (Optional) Check and edit the email address if required
      5. Click Start. In a few minutes an email will appear at the address you specified. It will have a zip file attachment containing the 5 SDR files.

      The Indicative Return

      For the new indicative return due on the 10th week of the year which requires only COUR, STUD and CREG files to be uploaded:

      • Run your SDR as usual. Select Indicative (March)
      • INDENRL, INDLEAR and INDREGT files will appear in the zip file. These are the 3 files of the Indicative SDR Return. They have the same fields and logic as ENRL, LEAR and REGT

      Note:

      • Only SDR courses that have enrolments in this SDR export will appear in the REGT. This might not be all your courses
      • Any differences between your STEO listing and your REGT file will come up as change requests

      4

      After Submission

      After your export has been submitted there may still be errors.

      These errors descriptions and how to fix them can be found on the SDR Export Errors page or refer to the Single Data Return Manuals

      These can be fixed in two ways:

      1. Individually. Go into each individual record and amend the field
      2. Multiple. If there are many records with the same error these can potentially be fixed by performing a bulk update. How to Bulk Update