FIS release guide 2021 to 2022
Updated 22 February 2024
Applies to England
© Crown copyright 2024
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This publication is available at https://www.gov.uk/government/publications/check-how-accurate-your-ilr-data-is-with-fis/fis-release-guide-2021-to-2022
1. Introduction
Funding Information System (FIS) is an offline tool you can use to check your Individualised learner data (ILR) against the validation rules before making an ILR submission.
2. Document purpose
This document provides a guide to supplement each release of the FIS. It describes the changes and other notable information about the desktop application across the 2021 to 2022 funding year for which FIS is active.
This document does not provide user guidance for the whole application. Please see the relevant documentation on the FIS user guide for 2021 to 2022 which can be found on GOV.UK.
3. User advice
All versions of FIS have only been tested using the standard setup, any deviations from this setup are un-supported.
FIS is only compatible with SQL 2012 and subsequent versions.
Please see the feedback section at the end of this document for instructions on how to report any associated issues.
4. 2021 to 2022 version
FIS can be downloaded from Submit Learner Data.
The release with the highest version number will always be the latest version available. Unless there is a relevant Known Issue, users are advised to select this version when processing ILR data to achieve the most up to date results from FIS.
*Every release of FIS will contain up to date reference data which has also been loaded to Submit Learner Data this includes Funding Calculations, FALA (previously called LARS) and Organisation data updates
| Version | Date uploaded | What we’ve changed* |
|---|---|---|
| 2122.13 | Wednesday 17 August | Updated Functionality: • Reference data, LARS, and Organisation updates • Bug fix • Update LearnDelFamType_110 Rule was not getting triggered when: LearningDeliveryFAM.LearnDelFAMType = LDM and LearningDeliveryFAM.LearnDelFAMCode= 378 |
| 2122.12 | Thursday 28 April | Updated Functionality: • Reference data, LARS, and Organisation updates • Bug fix – FIS Integration – Null exception on R132 |
| 2122.11 | Tuesday 26 April | Updated Functionality: • FIS Integration – Update to table 1, 2 and 3 • Bug Fix – Rule R132 – Rule is getting triggered when DD38=Y • Bug Fix – FIS Integration – Null exception on R133 |
| 2122.10 | Friday 22 April | Updated Functionality: • Bug Fix – FIS Integration – LearnAimref_91 (exclusion condition FM=10 and DD35=Y) |
| 2122.9 | Wednesday 13 April | Updated Functionality: • Reference data, LARS, and Organisation updates • Integrate FM25 funding calc • New Rule - R133 • New Rule - R132 • New Rule - LearnDelFamType_108 • New Rule – LearnDelFamType_109 • Update to Rule – LearnAimRef_85 to add exclusions • Bug fix – LearnAimRef_91 is getting triggered even when exclusion condition is included for FM=10 and DD35=Y |
| 2122.8 | Monday 14 February | Updated Functionality: • Reference data, LARS, and Organisation updates • New Rule – Fworkcode_07 • New Rule – AchDate_12 • Update to Rule – R131 changed back to error |
| 2122.7 | Monday 17 January | Updated Functionality: • Reference data, LARS, and Organisation updates • New Rule – Fworkcode_07 • Update to Rule – LearnDelFamType_89 to include a date check |
| 2122.6 | Monday 13 December | Updated Functionality: • Reference data, LARS, and Organisation updates • New Report – Ofs HE Quality Report |
| 2122.5 | Friday 12 November | Updated functionality: • Reference data, LARS, and Organisation updates • New Report - Devolved Adult Education Destination & Progression Report |
| 2122.4 | Thursday 14 October | Updated functionality: • Reference data, LARS and Organisation updates • Bug fix - FullyFund value showing as “-1” (should be either 1 or 0) |
| 2122.3 | Monday 20 September | Updated functionality: • Reference data, LARS and Organisation updates |
| 2122.2 | Monday 16 August | Updated functionality: • Reference data, LARS and Organisation updates |
| 2122.1 | Monday 2 August | First release of FIS 21/22 including: Functionality: • Reference data, FALA and Organisation updates |
5. Functions available
| Functions | 2021 to 2022 |
|---|---|
| Import and validate an ILR submission | Y |
| Perform funding calculations | Y |
| Export ILR data as CSV files | Y |
| Export ILR data to SQL | Y |
| Export ILR data to an Access database | Y |
6. Reports available
| Reports | Format | 2021 to 2022 |
|---|---|---|
| 16-19 Funding Claim Report | Excel | Y |
| 16-19 Summary of Funding by Student Report | CSV | Y |
| Adult Funding Claim Report | Excel | Y |
| ALLB Occupancy report | CSV | Y |
| Apps Indicative Earnings Report | CSV | Y |
| CL Summary of Learners by Non-Single Budget Category Report | Excel | Y |
| Devolved Adult Education Occupancy Report | CSV | Y |
| Devolved Adult Education Funding Summary Report | Excel | Y |
| Funding Summary Report | Excel | Y |
| High Needs Students Detail Report | CSV | Y |
| High Needs Students Summary Report | Excel | Y |
| Main Occupancy Report | CSV | Y |
| Maths and English Report | CSV | Y |
| Rule Violation report | CSV | Y |
| Rule Violations Summary report | Excel | Y |
| Summary of Funding Model 35 Funding Report | CSV | Y |
| Trailblazer Apprenticeships Employer Incentives Report | CSV | Y |
| Trailblazer Apprenticeships Occupancy Report | CSV | Y |
7. Known issues
Whilst we try to ensure FIS is accurate, if any issues are identified they will be captured in the ‘FIS known issues 2021 to 2022’ document referring to the ‘Active’ tab. This document is available on GOV.UK.
8. Feedback
If you have a question regarding FIS and its’ functionality then please contact the Service Desk on:
- Email: SDE.Servicedesk@education.gov.uk
- Telephone: 0370 2670001
Before reporting issues, please ensure that you are using the latest available version of FIS and have checked the known issues document as the issue may already be identified.
9. Changes to this document
| Version | Date | Changes made |
|---|---|---|
| V10.0 | 17/08/2022 | Update to release guide for version 2122.13 |
| V9.1 | 28/04/2022 | Update to release guide for version 2122.9, 2122.10, 2122.11 and 2122.12 |
| V8.1 | 17/02/2022 | Addition of Ofs HE Quality Report for version 2122.6 |
| V8.0 | 14/02/2022 | Update to release guide for version 2122.8 |
| V7.0 | 17/01/2022 | Update to release guide for version 2122.7 |
| V6.0 | 13/12/2021 | Update to release guide for version 2122.6 |
| V5.0 | 12/11/2021 | Update to release guide for version 2122.5 |
| V4.0 | 14/10/2021 | Update to release guide for version 2122.4 |
| V3.0 | 20/09/2021 | Update to release guide for version 2122.3 |
| V2.0 | 16/08/2021 | Update to release guide for version 2122.2 |
| V1.0 | 02/08/2021 | New FIS release guide 21/22 produced to support users |