Once you have completed the UIP Setup, follow the UIP Upload Process.
Before you begin:
Required Knowledge: UIP
Required LRM Access: Owner
Required Pre-Steps: Set Up for Correct UIP Reporting
IMPORTANT NOTES
- Wisenet highly recommends you to follow the UIP manual upload process as this will allow you to have control over the data that is submitted to the department.
- Any updates made to the UIP data fields will reflect on the #2134 UIP Export report
- Learn More? UIP Fields Guidelines
Review and Resolve
1
Run the Report 2082 and export as Excel to review linked Unit Enrolments
- RECOMMENDED: Please subscribe to the Report
2
Resolve any issues outlined in the report which is marked in Red
- The cell marked in Yellow is just a warning.
- IMPORTANT NOTE: If not resolved, that record won’t be reported to UIP
Creating submission files for the UIP upload portal
1
Navigate to Reports > Reports Wizard
Search for and generate report 2134 UIP Export.
Enter the Reporting Period Start Date and the Reporting Period End Date. These dates are the dates specified in the email sent by UIP.
Click View Report.
Select the CSV format to download then click Export.
Logic for Report 2134
For a record to appear in the report, the following checks must be true:
- The Unit Enrolments or the Course Enrolment Qual Issued Date must be active during the selected reporting period
- Learner must have a passport
- Learner must have a NSN
- Course Enrolment For UIP is ticked
- Unit For UIP is ticked
- Unit Tuition Weeks and Supervised (Nominal) Hours Per Week must be more than 0
- Unit Enrolment > Fund Source must be 02 or 03
- Unit Enrolment > Unit Fee must be more than 0
Learn more? How to Generate a Report
2
Open the file in Excel and save the file as a Unicode text (*.txt) file.
Click ‘File’, ‘Save As’, and under the ‘Save as type’ list, select ‘Unicode text (*.txt)’. Then click ‘save’.
A popup window may appear saying “some features in your workbook might be lost if you save it as Unicode Text”. If this popup window appears, you should click “Yes”.
3
Logon to the UIP portal (https://uip.education.govt.nz) and upload the report.
For more information about using the Portal, refer to “Quick Reference Guide 2: Using the UIP upload portal”, available on STEO on the UIP Reference Documents page.