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UIP Upload Process

Before you begin:

Required Knowledge: UIP

Required LRM Access: Admin

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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