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Wisenet

      UIP Upload Process

      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 update made to the UIP data field 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

      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

      Go to Reports > Search for report 2134 UIP Export 

      In Step 3 of the Reports , select Generate Report

      • Type in the Reporting period Start and End Date and then click View Report
        (Reporting Period Start and End Dates are the dates specified in the email sent by UIP)
      • Select the csv format to download and 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.

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