Data returns presentation 27112014
Data Returns Overview November 2014
Contents • Aims • Using Data Returns on the Hub: 1. 2. 3. 4. 5. 6.
What is Data Returns? What’s new Get started Navigating the site Submitting a return Reports
• Further help & support • Questions
Aims The aim of this presentation is to: • Provide an overview of the Data Returns tab on the Hub • Provide detailed key user functionality • Demonstrate key areas of the system • Identify where and who to go to for further help & support We will cover the following:
1. What is Data Returns?
2. What’s new?
3. Get started
4. Navigating the site
5. Submitting a return
6. Reports
1.What Whatis is 1. Data Data Returns? Returns?
2.What’s What’s 2. new? new?
3. Get started
4. Navigating the site
5. Submitting a return
6. Reports
These instructions will show you how to submit your data. You will need to make sure that you have already prepared your data before doing so. For ILR data we recommend that you use the Funding Information System (FIS).
Learning Aims
Find out about learning aims on the Hub
Funding Information System – FIS
Funding Information System – FIS
Prepare your data (importing & validating)
Check what funding you can expect
Data Returns
Submit your data
1. What is Data Returns?
2. What’s new?
3. Get started
4. Navigating the site
5. Submitting a return
6. Reports
The Data Returns service allows you to submit your data using a web-browser.
• The Data Returns service is available on the Hub https://hub.imservices.org.uk/ • Providers can use it to submit:
Individualised Learner Record (ILR) data
Earnings Adjustment Statements (EAS)
Offender Learning & Skills Service Earnings Adjustment Statement (OLASS-EAS) – a specific type of EAS
Employer Ownership Fund returns (EOF)
1. What is Data Returns?
2. What’s new?
3. Get started
4. Navigating the site
5. Submitting a return
6. Reports
Although Data Returns has much of the same functionality as the previous Online Data Collections tool (OLDC) there are some key changes:
Form Entry is no longer available for ILR data
• Provider Online (POL) form entry has been replaced by ILR learner entry tool • Form entry has also been introduced for EOF
• Designed to be intuitive
Improved layout:
• You can decide how notifications are delivered to you - either on screen or by email
1. What is Data Returns?
2. What’s new?
3. Get started
4. Navigating the site
5. Submitting a return
6. Reports
Opening Data Returns The following steps will apply each time you need to use Data Returns. You will need to have internet access and login details for the Hub. We recommend you use Internet Explorer (minimum version 8). You could also use: • Firefox (version 15.0.1 or newer) • Chrome (version 21.01 or newer) • Safari (version 5.1 or newer) We have published information on how to access the Hub on https://www.gov.uk/government/publicatio ns/sfa-the-hub To get started, follow these steps: • Open your web browser Visit the Hub available at the following address: https://hub.imservices.org.uk/ • Select “Sign in” from the top right, and follow the instructions • Once logged in, select “Data Returns” from the menu tabs.
Select Data Returns
1. What is Data Returns?
2. What’s new?
3. Get started
4. Navigating the site
5. Submitting a return
6. Reports
Main Data Returns Page Your main Data Returns page is split into different areas of interest. Known Issues: shows updates on known issues with the site or the service. Notifications: shows notifications such as confirmation of your submission, or that your submission has been processed and your reports are ready for viewing. To view all your notifications select “View all notifications”. You can receive these by email using “My Settings” Return Dates: shows current collections and their closing dates. To submit data for a collection click on its name from this page. Alternatively you can click on “View all collection listings” to see the full list. Report Overview: shows the most recently produced reports, listed in chronological order. To view all reports you can click on “View all business reports”.
Select “My Settings” to change your notification settings
Known Issues
Notifications
Return dates
1. What is Data Returns?
2. What’s new?
Data Returns Collections Listing If you click on “View all collection listings” or “View all business reports” you will be taken to the Data Returns collection listing page. This is the main area for viewing your various collections, submissions and reports. From here you will see another set of tabs for navigating with. We will go through these in turn Active: shows collections that you can submit, including ILR, EAS , OLASS-EAS and EOF. Click on any collection to then submit the return. Completed: shows the collections that you have submitted so far. Business Reports: shows business reports generated from your data returns. This includes a range of reports such as the provider funding report (PFR) and other funding reports. Requested is not available at this time
3. Get started
4. Navigating the site
5. Submitting a return
6. Reports
1. What is Data Returns?
2. What’s new?
3. Get started
Different types of return The type of collection you are submitting will determine which submission options are available to you.
Collection name 1415_ILR
We will go through each of these in turn.
Collection name 1415_EAS
4. Navigating the site
5. Submitting a return
6. Reports
1. What is Data Returns?
2. What’s new?
3. Get started
Different types of return The type of collection you are submitting will determine which submission options are available to you.
Collection name 1415_OLASS EAS
We will go through each of these in turn.
Collection name EOF
4. Navigating the site
5. Submitting a return
6. Reports
1. What is Data Returns?
2. What’s new?
Single Batch You will use this method when submitting ILR data. You will need to have prepared your ILR data beforehand, on your own MI system or by using the ILR Learner entry tool. 1. Click on “Add File” 2. Select “Browse” to find the pre-prepared ILR file 3. After selecting the file you wish to submit, click “ Upload and Submit”
3. Get started
4. Navigating the site
5. Submitting a return
1
Click on “Add File”
You will then see the status of your submission, which will be automatically updated as the data is processed.
2
3 Click on “ Upload & Submit”
Click on “Browse”
6. Reports
1. What is Data Returns?
2. What’s new?
3. Get started
4. Navigating the site
5. Submitting a return
6. Reports
Single Form 1
You will use this method when submitting EAS data. 1. Click on “Create” 2. Complete the form by manually entering the data 3. Click on “Save” to store the form 4. And once the screen redraws click on “Submit”.
Click on “Create”
2
You will see the results of your submission on the next screen.
3 4 Save
Complete the form
Tick the box “Confirm and Save”
1. What is Data Returns?
2. What’s new?
3. Get started
4. Navigating the site
5. Submitting a return
6. Reports
Multi Form You will use this method when submitting OLASS-EAS data. It is very similar to the Single Form, except you have the option of sending multiple areas in one submission
1 Click on “Create”
1. Click on “Create” 2. You will see a form where you need to set the unit of procurement for your first area. Complete the form. If you have a second unit to claim for click on the add a new form underneath the table. Once you have completed all areas tick the confirmation box and save.
2 Complete the form
3. Click on “Save” to store the form. 4. And once the screen redraws click on “Submit”.
3 Tick the box “Confirm and Save”
When the screen refreshes, you will be able to see the progress of processing. 4
Save
1. What is Data Returns?
2. What’s new?
3. Get started
4. Navigating the site
5. Submitting a return
6. Reports
Multi Form You will use this method when submitting EOF data.
1 Select the correct industry
1. Select the correct industry - for example “Automotive Supply Chain” - for your funding claim 2. The next screen will have “Create” buttons for each item required. Complete each of these in turn and after saving each one, press the submit button The next screen will show your progress through processing. 2 Click on “Create”
1. What is Data Returns?
2. What’s new?
3. Get started
4. Navigating the site
5. Submitting a return
Multi Form 3. Quarterly Claim Submission Form is where you need to enter the value in Section 1 Actual Expenditure, then complete Section 2 and finally Save.
3 Quarterly Claim Submission Form
6. Reports
1. What is Data Returns?
2. What’s new?
3. Get started
4. Navigating the site
5. Submitting a return
6. Reports
4
Multi Form
Quarterly Monitoring Report
Then the next e is Quarterly Monitoring Report, click on “Create”. 4. Quarterly Monitoring Report 5. Complete all Sections 6. Click on “Save”.
5 Complete Section 1,2,3 and 4.
6 Save
1. What is Data Returns?
2. What’s new?
3. Get started
4. Navigating the site
5. Submitting a return
Reports A wide range of reports will be available to view through Data Returns. These are similar to those you can produce through FIS, such as rules violation reports and funding reports. Other reports such as ESF reporting will also be found here.
1
View “Complete”
To view all reports for a specific collection: 1. Select the “Completed” tab in the Data Returns collections listing area. 2. Open the relevant collection for validation reports 3. For all other reports go to the Business Reports tab where all other reports will be delivered. Use the filter at the top of this screen to select a particular ILR year.
2
Open the relevant collection
6. Reports
1. What is Data Returns?
2. What’s new?
3. Get started
4. Navigating the site
5. Submitting a return
6. Reports
Reports Click “View all business reports”
To view your business reports: 1. Select “View all Business Reports” from the main page 2. You will see a list of all funding reports. The reports will be blank if you do not contract for the type of funding covered by the report.
View PFR report
Further help & support Email:
[email protected]
Telephone:
0370 2670001
Service Desk opening hours: 8.30am to 5.00pm Monday to Thursday 8.30am to 4.00pm Friday 8.30am to 6.00pm Days when ILR returns are due 8.30am to 1.00pm Christmas Eve The Service Desk is closed weekends, bank holidays and for the week between Christmas and New Year’s day. Queries can be raised out of hours by email. You can also write to us at: Service Centre Business Support – Administrator Skills Funding Agency Rivergate, Temple Quay Bristol City of Bristol BS1 6EH
www.skillsfundingagency.bis.gov.uk
Contents • Aims • Using Data Returns on the Hub: 1. 2. 3. 4. 5. 6.
What is Data Returns? What’s new Get started Navigating the site Submitting a return Reports
• Further help & support • Questions
Aims The aim of this presentation is to: • Provide an overview of the Data Returns tab on the Hub • Provide detailed key user functionality • Demonstrate key areas of the system • Identify where and who to go to for further help & support We will cover the following:
1. What is Data Returns?
2. What’s new?
3. Get started
4. Navigating the site
5. Submitting a return
6. Reports
1.What Whatis is 1. Data Data Returns? Returns?
2.What’s What’s 2. new? new?
3. Get started
4. Navigating the site
5. Submitting a return
6. Reports
These instructions will show you how to submit your data. You will need to make sure that you have already prepared your data before doing so. For ILR data we recommend that you use the Funding Information System (FIS).
Learning Aims
Find out about learning aims on the Hub
Funding Information System – FIS
Funding Information System – FIS
Prepare your data (importing & validating)
Check what funding you can expect
Data Returns
Submit your data
1. What is Data Returns?
2. What’s new?
3. Get started
4. Navigating the site
5. Submitting a return
6. Reports
The Data Returns service allows you to submit your data using a web-browser.
• The Data Returns service is available on the Hub https://hub.imservices.org.uk/ • Providers can use it to submit:
Individualised Learner Record (ILR) data
Earnings Adjustment Statements (EAS)
Offender Learning & Skills Service Earnings Adjustment Statement (OLASS-EAS) – a specific type of EAS
Employer Ownership Fund returns (EOF)
1. What is Data Returns?
2. What’s new?
3. Get started
4. Navigating the site
5. Submitting a return
6. Reports
Although Data Returns has much of the same functionality as the previous Online Data Collections tool (OLDC) there are some key changes:
Form Entry is no longer available for ILR data
• Provider Online (POL) form entry has been replaced by ILR learner entry tool • Form entry has also been introduced for EOF
• Designed to be intuitive
Improved layout:
• You can decide how notifications are delivered to you - either on screen or by email
1. What is Data Returns?
2. What’s new?
3. Get started
4. Navigating the site
5. Submitting a return
6. Reports
Opening Data Returns The following steps will apply each time you need to use Data Returns. You will need to have internet access and login details for the Hub. We recommend you use Internet Explorer (minimum version 8). You could also use: • Firefox (version 15.0.1 or newer) • Chrome (version 21.01 or newer) • Safari (version 5.1 or newer) We have published information on how to access the Hub on https://www.gov.uk/government/publicatio ns/sfa-the-hub To get started, follow these steps: • Open your web browser Visit the Hub available at the following address: https://hub.imservices.org.uk/ • Select “Sign in” from the top right, and follow the instructions • Once logged in, select “Data Returns” from the menu tabs.
Select Data Returns
1. What is Data Returns?
2. What’s new?
3. Get started
4. Navigating the site
5. Submitting a return
6. Reports
Main Data Returns Page Your main Data Returns page is split into different areas of interest. Known Issues: shows updates on known issues with the site or the service. Notifications: shows notifications such as confirmation of your submission, or that your submission has been processed and your reports are ready for viewing. To view all your notifications select “View all notifications”. You can receive these by email using “My Settings” Return Dates: shows current collections and their closing dates. To submit data for a collection click on its name from this page. Alternatively you can click on “View all collection listings” to see the full list. Report Overview: shows the most recently produced reports, listed in chronological order. To view all reports you can click on “View all business reports”.
Select “My Settings” to change your notification settings
Known Issues
Notifications
Return dates
1. What is Data Returns?
2. What’s new?
Data Returns Collections Listing If you click on “View all collection listings” or “View all business reports” you will be taken to the Data Returns collection listing page. This is the main area for viewing your various collections, submissions and reports. From here you will see another set of tabs for navigating with. We will go through these in turn Active: shows collections that you can submit, including ILR, EAS , OLASS-EAS and EOF. Click on any collection to then submit the return. Completed: shows the collections that you have submitted so far. Business Reports: shows business reports generated from your data returns. This includes a range of reports such as the provider funding report (PFR) and other funding reports. Requested is not available at this time
3. Get started
4. Navigating the site
5. Submitting a return
6. Reports
1. What is Data Returns?
2. What’s new?
3. Get started
Different types of return The type of collection you are submitting will determine which submission options are available to you.
Collection name 1415_ILR
We will go through each of these in turn.
Collection name 1415_EAS
4. Navigating the site
5. Submitting a return
6. Reports
1. What is Data Returns?
2. What’s new?
3. Get started
Different types of return The type of collection you are submitting will determine which submission options are available to you.
Collection name 1415_OLASS EAS
We will go through each of these in turn.
Collection name EOF
4. Navigating the site
5. Submitting a return
6. Reports
1. What is Data Returns?
2. What’s new?
Single Batch You will use this method when submitting ILR data. You will need to have prepared your ILR data beforehand, on your own MI system or by using the ILR Learner entry tool. 1. Click on “Add File” 2. Select “Browse” to find the pre-prepared ILR file 3. After selecting the file you wish to submit, click “ Upload and Submit”
3. Get started
4. Navigating the site
5. Submitting a return
1
Click on “Add File”
You will then see the status of your submission, which will be automatically updated as the data is processed.
2
3 Click on “ Upload & Submit”
Click on “Browse”
6. Reports
1. What is Data Returns?
2. What’s new?
3. Get started
4. Navigating the site
5. Submitting a return
6. Reports
Single Form 1
You will use this method when submitting EAS data. 1. Click on “Create” 2. Complete the form by manually entering the data 3. Click on “Save” to store the form 4. And once the screen redraws click on “Submit”.
Click on “Create”
2
You will see the results of your submission on the next screen.
3 4 Save
Complete the form
Tick the box “Confirm and Save”
1. What is Data Returns?
2. What’s new?
3. Get started
4. Navigating the site
5. Submitting a return
6. Reports
Multi Form You will use this method when submitting OLASS-EAS data. It is very similar to the Single Form, except you have the option of sending multiple areas in one submission
1 Click on “Create”
1. Click on “Create” 2. You will see a form where you need to set the unit of procurement for your first area. Complete the form. If you have a second unit to claim for click on the add a new form underneath the table. Once you have completed all areas tick the confirmation box and save.
2 Complete the form
3. Click on “Save” to store the form. 4. And once the screen redraws click on “Submit”.
3 Tick the box “Confirm and Save”
When the screen refreshes, you will be able to see the progress of processing. 4
Save
1. What is Data Returns?
2. What’s new?
3. Get started
4. Navigating the site
5. Submitting a return
6. Reports
Multi Form You will use this method when submitting EOF data.
1 Select the correct industry
1. Select the correct industry - for example “Automotive Supply Chain” - for your funding claim 2. The next screen will have “Create” buttons for each item required. Complete each of these in turn and after saving each one, press the submit button The next screen will show your progress through processing. 2 Click on “Create”
1. What is Data Returns?
2. What’s new?
3. Get started
4. Navigating the site
5. Submitting a return
Multi Form 3. Quarterly Claim Submission Form is where you need to enter the value in Section 1 Actual Expenditure, then complete Section 2 and finally Save.
3 Quarterly Claim Submission Form
6. Reports
1. What is Data Returns?
2. What’s new?
3. Get started
4. Navigating the site
5. Submitting a return
6. Reports
4
Multi Form
Quarterly Monitoring Report
Then the next e is Quarterly Monitoring Report, click on “Create”. 4. Quarterly Monitoring Report 5. Complete all Sections 6. Click on “Save”.
5 Complete Section 1,2,3 and 4.
6 Save
1. What is Data Returns?
2. What’s new?
3. Get started
4. Navigating the site
5. Submitting a return
Reports A wide range of reports will be available to view through Data Returns. These are similar to those you can produce through FIS, such as rules violation reports and funding reports. Other reports such as ESF reporting will also be found here.
1
View “Complete”
To view all reports for a specific collection: 1. Select the “Completed” tab in the Data Returns collections listing area. 2. Open the relevant collection for validation reports 3. For all other reports go to the Business Reports tab where all other reports will be delivered. Use the filter at the top of this screen to select a particular ILR year.
2
Open the relevant collection
6. Reports
1. What is Data Returns?
2. What’s new?
3. Get started
4. Navigating the site
5. Submitting a return
6. Reports
Reports Click “View all business reports”
To view your business reports: 1. Select “View all Business Reports” from the main page 2. You will see a list of all funding reports. The reports will be blank if you do not contract for the type of funding covered by the report.
View PFR report
Further help & support Email:
[email protected]
Telephone:
0370 2670001
Service Desk opening hours: 8.30am to 5.00pm Monday to Thursday 8.30am to 4.00pm Friday 8.30am to 6.00pm Days when ILR returns are due 8.30am to 1.00pm Christmas Eve The Service Desk is closed weekends, bank holidays and for the week between Christmas and New Year’s day. Queries can be raised out of hours by email. You can also write to us at: Service Centre Business Support – Administrator Skills Funding Agency Rivergate, Temple Quay Bristol City of Bristol BS1 6EH
www.skillsfundingagency.bis.gov.uk
