Overview
Objective
Upon completion of this KB the User will be able to produce and validate the Course File (CO) ready for import into HEPCAT
Assumptions
- The user has Admin access
- The user has entered required data to generate the Course File
- The user has an understanding of Element numbers required in HEPCAT reporting / Paradigm
- The user has access to HEPCAT to import and validate the HEIMS reports
Key terms and concepts
Please note: The Course and Campus Files need to be submitted together to create a pair for each course being reported. However the Course file must be submitted first in order for the submission to validate correctly.
Field Name | Brief Overview |
---|---|
Institution* | Select the Institution(s) that the report is being submitted for. If Multiple select as many as required |
HEIMS Report* | From the Drop down field select the Collection Year that the report is for |
Offer Year* | Enter the Offer Year e.g 2018 |
Period Number | Select the Period Number. January 1 to June 30 is Period 1 and July 1 to December 31 is Period 2 |
Submission Number* | Within Each Period multiple submissions can be made, select the submission number next in the sequence remembering that the first one for each new year is 1. A Submission will be allocated a number from 3 pieces of data e.g. 2018 1.2 - meaning 2018, period one submission 2 |
Course Level |
|
Course Status* |
|
Only report Courses accredited during June of the Offer year above |
Implications
All Course that are accredited by TESQA are required to be reported to HEIMS regardless of if FEE-HELP is available in these courses.
Workflow
- Click on the Report Tab on the side menu
- Click on the HEIMS option in the Side Menu
- Click on the Get Report Button next to the Course File (CO) section.
- Select the required options as outlined above
- Click on the Produce report button.
- If the report contains any warnings, corrections to the Course data is required, return to the Course record, correct the data and re run this report.
- Once the data is clean with no error messages export the file, then import it into HEPCAT.
Further reading
Campus File Submission