“Education Performance Indicators (EPIs) are designed to help TEOs manage and monitor their own performance and to deliver on their agreed tertiary education services.”August 2019, TEC’s website
Wisenet has built the corresponding reports in accordance with the 5 EPIs listed by TEC. These are:
- Successful Unit Completion Rate (EFTS-based)
- Student Progression Rate (Level-based)
- Cohort-based Qualification Completions
- Cohort-based First-Year Retention Rates
- Participation (EFTS-based) – will be documented soon
The reports follow the latest TEC guidelines and should only be used as a guide. Please see the list of EPI Reports below and follow the steps on How To Generate a Report relevant to your requirements.
Wisenet Terminology
Understanding Wisenet’s terminology on your EPI Reports
| What you call it in NZ | What we call it in Wisenet | What it is called on your Wisenet NZ Reports |
|---|---|---|
| Qualifications | Courses | Qualifications |
| Courses | Units | Units |
Methodology and Wisenet Specifications
EPI 1: Successful Unit Completions (EFTS-based)
| TEC Provided Formula | Wisenet Formula | |
| Numerator | EFTS delivered for the total number of successfully completed Course Enrolments ending in year n | Total Successful EFTS to Date (within same year) |
| Denominator | EFTS delivered for the total number of Course Enrolments ending in year n | Total Consumed EFTS to Date (within same year) |
Notes
“To date” = the report will automatically filter EFTS data up to today’s date within the same year. This allows accuracy up to the past month to ensure that current and future months do not impact the calculations
- Total Successful EFTS is based on unit enrolment Outcome = 2
- Unit enrolments with Outcome = R, W or empty are excluded from total calculations
- Unit enrolments with unticked SDR checkboxes are excluded from total calculations
- Qualifications with Qualification Award Category = 90, 96, 97, 99 or empty are excluded
Recommended Report:
Generate Report #2070 EPI Unit Completion Analysis and apply the following filter:
- General filter EFTS year EQUALS Year you want calculations for
Learn More? How we Calculate EFTS
EPI 2: Student Progression Rate (Level-based)
| TEC Provided Formula | Wisenet Formula | |
| Numerator | Number of students enrolled in a higher qualification level within 12 months following the Qualification completion | Count of Learners enrolled in Level higher than X within 12 months |
| Denominator | Number of students completing a Qualification at each level at year n-1 | Count of Learners who completed Level_X qualification 12 months ago |
Notes:
- Numerator: Count of learners enrolled in Level higher than X within 12 months
- Only include learners who are enrolled in a current level greater than previous level
- Only include learners where their minimum unit enrolment start date of the current Qualification is 6 months before, or 12 months after the maximum unit enrolment end date of the previous completed Qualification
- Qualifications with Qualification Award Category = 90, 96, 97, 99 or empty are excluded
- Denominator: Count of learners who completed Level_X qualification
- Only includes enrolments with included EFTS
- Only includes Levels 1 – 4
- Only includes Course (Qualification) Enrolments where Qual Issued Flag = True
- Qualifications with Qualification Award Category = 25, 37, 90, 96, 97, 98, 99 or empty are excluded
Recommended Report:
Generate Report #2132: EPI Progression Rates and apply the following filter:
- General filter reporting year EQUALS Year you want calculations for
EPI 3: Cohort-based Qualification Completions
| TEC Provided Formula | Wisenet Formula | |
| Numerator | Total number of students in the starting cohort at level X for year Y (cohort entry year) who completed a qualification by year n (reporting year) | Total Qual Completion Count for Cohort Year |
| Denominator | Total number of students in the starting cohort at level X for year Y (cohort entry year) | Total Starting Learner Count for Cohort Year |
Notes:
A Qual Completion is based on the Qualification Issued Flag = True and the Actual End Date Year (or if empty Nominal End Date Year) less than or equal to the reporting year.
A Cohort Starting Year is calculated based on TEC’s definitions of Cohort timeframes.
- For levels 1 to 3, a two-year time period is used. 2014 to 2015 is counted as 2 years.
- For levels 4 to 7 non-degree, a four-year time period is used. 2012 to 2015 is counted as 4 years.
- For levels 7 (degree) and above, a six-year time period is used. 2010 to 2015 is counted as 6 years.
The report counts unique Learners and not Qualification Enrolments.
The following records are excluded from total calculations:
- Unit enrolments with For SDR false
- Unit enrolments with Fund Source = 05, 06, 11, 23, 33 or empty
- Units with Classification = 5.1
- Qualifications with Qualification Award Category = 25, 37, 90, 96, 97, 98, 99 or empty
Recommended Report:
Generate Report #2099: EPI Cohort-based Qualification Completion and apply the following filter:
- General filter reporting year EQUALS Year you want calculations for
EPI 4: Cohort-based First-Year Retention Rates
| TEC Provided Formula | Wisenet Formula | |
| Numerator | Total number of students in a starting cohort who are still in study at level X in year Y+1 at TEO A | Total Continuing Learner Count for Cohort in Year+1 |
| Denominator | Total number of students in a starting cohort at level X for year Y at TEO A | Total Starting Learner Count for Cohort in Year |
Notes:
First-Year Cohort is the Level (Cohort) Year combination, eg. Level 1-3 2017 or Level 1-3 2018 which only takes into account the past year.
The Reporting Year is Year+1
A Starting Learner is based on a Learners’ Course (Qualification) Enrolment Start Date Year.
A Remaining Learner is based on a Learner who has EFTS in the Reporting Year (Year+1 of Qual Enrolment Start Date Year).
- Learners enrolled in Qualifications with EFTS less than 2 are excluded
- Only learners enrolled in Levels 4 and above are included
- Any unit enrolments with Fund Source = 05, 06, 11, 23, 33 or empty are excluded
Recommended Report:
Generate Report #2131: EPI Cohort-based Retention Rates and apply the following filter:
- General filter reporting year EQUALS Year you want calculations for