Introducing SDR Reporting
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.
Before you begin it is important to learn about SDR Exports for your reporting requirements and processes:
- Learn about what is reported in the SDR and all the SDR Files
- If you have a significant number of international enrolments, we recommend learning more about Foreign Fees in SDR Export
Set Up and Prepare for Correct Reporting
Note: 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 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 correct reporting.
- Have all the basics set up in Wisenet, such as Course Offers, Learners and Enrolment.
- IMPORTANT: Refer to the SDR Outline for guidance on specific Fields that are required when setting up the basics. This is important as it will help with setting up for correct reporting for all your SDR courses.
- Use the following articles as further guidelines on SDR Files and Fields:
- Field Guidelines
- SDR File Guidelines outlines each field that is in the SDR files and provides required information regarding collection and location in Wisenet
- While not strictly required it is recommended to prepare for reporting as it allows you to proactively complete your Data Integrity Checks to ensure the right amount of data is being reported and that there isn’t any incorrect data.
- Recommended Reports to use 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
- 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 yearReport #2003 recommended for pre-SDR check to look for:
- 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
- Recommended Reports to use for SDR:
Run and Submit SDR Export
Once you are ready to export the SDR Data you can follow the export steps:
- Navigate to LRM > Reports
- In the Left Navigation Bar, click on Exports
- Click the button labelled SDR Export
- Choose the extraction year and date
- (Optional) Check and edit the email address if required
- 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)
- INDCOUR, INDSTUD and INDCREG 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 COUR, STUD and CREG
Note:
- Only SDR courses that have enrolments in this SDR export will appear in the CREG. This might not be all your courses
- Any differences between your STEO listing and your CREG file will come up as change requests
Export Errors
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 SDR Manuals and Appendices
These can be fixed in two ways:
- Individually. Go into each individual record and amend the field
- Multiple. If there are many records with the same error these can potentially be fixed by performing a bulk update. How to Bulk Update