FIS release guide 2022 to 2023
Updated 25 April 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-2022-to-2023
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. FIS functions:
- Import and validate an ILR submission
- Perform funding calculations
- Export ILR data as: CSV files, SQL files or to an Access database
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.
4. 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 2022 to 2023 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 2022 to 2023 which can be found on GOV.UK.
5. 2022 to 2023 version history
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 |
|---|---|---|
| 2223.14 | Wednesday 27 September | Functionality: • Reference data, FALA and Organisation updates • Bug Fix - R140 - The rule does not appear to be finding the latest programme aim. • Integrate to FIS – 16-19 Funding Claim Report |
| 2223.13 | Monday 19 June | Functionality: • Reference data, FALA and Organisation updates • Integrate to FIS - New Rule - LearnDelFamType_114 • Integrate to FIS - Update Rule - LearnAimRef_117 |
| 2223.12 | Friday 19 May | Functionality: • Reference data, FALA and Organisation updates • Integrate to FIS - Update Rule - R134 • Integrate to FIS - Update Rule - R138 • Bug Fix - R142 - Value cannot be null |
| 2223.11 | Tuesday 25 April | Functionality: • Reference data, FALA and Organisation updates • Integrate FM25 (version 2223.02.10) • Integrate to FIS - New Rule - R142 • Integrate to FIS - New Rule - Compstatus_09 • Integrate to FIS - New Rule - ProgType_24 • Integrate to FIS - New Rule - LearnAimRef_126 • Integrate to FIS - New Rule - R141 • Integrate to FIS - Update Rule - R139 • Integrate to FIS - Update LearnAimRef_117 • Integrate to FIS - New Rule R142 |
| 2223.10 | Monday 13 March | Functionality: • Reference data, FALA and Organisation updates • Integrate to FIS - New Rule LearnAimRef_114 (ANY) • Integrate to FIS - New Rule LearnAimRef_115 (ANY) • Integrate to FIS - New Rule LearnAimRef_116 (ANY) • Integrate to FIS - New Rule LearnAimRef_118 (MCA_GLA) • Integrate to FIS - New Rule LearnAimRef_119 (MCA_GLA) • Integrate to FIS - New Rule LearnAimRef_120 (MCA_GLA) • Integrate to FIS - New Rule LearnAimRef_121 (MCA_GLA) • Integrate to FIS - New Rule LearnAimRef_122 (1416_EFA) • Integrate to FIS - New Rule LearnAimRef_123 (1416_EFA) • Integrate to FIS - New Rule LearnAimRef_124 (1416_EFA) • Integrate to FIS - New Rule LearnAimRef_125 (1416_EFA) • Integrate to FIS - Update Rule - AchDate_02 • Integrate to FIS - New Rule – OTJActHours_03 • Bug Fix - FIS hanging when multiple reference data files exist (in the same folder) |
| 2223.9 | Tuesday 14 February | Functionality: • Reference data, FALA and Organisation updates • Integrate to FIS - Update CompStatus_05 • Integrate to FIS - Update Outcome_09 • Integrate to FIS - Update Rule LearnAimRef_102 (1619_EFA) • Integrate to FIS - Update rule LearnAimRef_103 (1619_EFA) • Integrate to FIS - Update Rule LearnAimRef_104 (1619_EFA) • Integrate to FIS - Update rule LearnAimRef_105 (1619_EFA) • Integrate to FIS - New rule LearnAimRef_117 (ANY) • Integrate to FIS - Delete Rule LearnAimRef_101 (Apprenticeships) |
| 2223.7 | Wednesday 18 January | Functionality: • Reference data, FALA and Organisation updates • Integrate to FIS - New Rule LearnAimRef_100 (Apprenticeships) • Integrate to FIS - New Rule LearnAimRef_102 (1619_EFA) • Integrate to FIS - New Rule LearnAimRef_104 (1619_EFA) • Integrate to FIS - New Rule LearnAimRef_108 (COMM_LEARN) •Integrate to FIS - New Rule LearnAimRef_110 (ADV_LEARN_LOAN) • Integrate to FIS - New Rule LearnAimRef_111 (ADV_LEARN_LOAN) • Integrate to FIS - New Rule LearnAimRef_112 (ADV_LEARN_LOAN) • Integrate to FIS - New Rule LearnAimRef_113 (ADV_LEARN_LOAN) • Integrate to FIS - Update Rule Fworkcode_07 •Integrate to FIS - New rule LearnAimRef_98 (Apprenticeships) • Integrate to FIS - New rule LearnAimRef_99 (Apprenticeships) •Integrate to FIS - New rule LearnAimRef_101 (Apprenticeships) • Integrate to FIS - New rule LearnAimRef_103 (1619_EFA) • Integrate to FIS - New rule LearnAimRef_105 (1619_EFA) • Integrate to FIS - New rule LearnAimRef_106 (COMM_LEARN) • Integrate to FIS - New rule LearnAimRef_107 (COMM_LEARN) • Integrate to FIS - New rule LearnAimRef_109 (COMM_LEARN) |
| 2223.6 | Wednesday 14 December | Functionality: • Reference data, FALA and Organisation updates •Integrate to FIS - New Rule LearnAimRef_94 •Integrate to FIS - New Rule LearnAimRef_95 •Integrate to FIS - New Rule LearnAimRef_96 •Integrate to FIS - New Rule LearnAimRef_97 •Integrate to FIS - Delete Rule LearnDelFAMType_82 |
| 2223.5 | Monday 21 November | Functionality: • Reference data, FALA and Organisation updates • Bug fix - Export to SQL – File process gets failed with exception in logs • Bug fix - Integrate FM25 (version 2223.02.08) – not updating Rule base version • Integrate to FIS - Update Table 1 to add 1416_EFA • Integrate to FIS - Update FUNDCOMP_01 • Integrate to FIS - Update FUNDLEV_01 • Integrate to FIS - Update FundModel_11 • Integrate to FIS – Update Fworkcode_07 • Integrate to FIS – Update Compstatus_06 |
| 2223.4 | Monday 3 October | Functionality: • Reference data, FALA and Organisation updates • New Rule - Phours_06 • New Rule - ProgType_23 |
| 2223.3 | Thursday 15 September | Functionality: • Reference data, FALA and Organisation updates • Bug fix - Certificate expiry • Bug Fix – TYPEYR_02 validation rule – error when determining academic year |
| 2223.2 | Wednesday 17 August | Functionality: • Reference data, FALA and Organisation updates • New Rule - R137 • New Rule - LearnDelFamType_113 |
| 2223.1 | Monday 01 August | First release of FIS 22/23 including: Functionality: • Reference data, FALA and Organisation updates |
6. Reports available:
| Reports | Format | 2022/23 |
|---|---|---|
| 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 Destination and Progression Report | CSV | Y |
| Devolved Adult Education Funding Summary Report | Excel | Y |
| Devolved Adult Education Occupancy Report | CSV | 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 |
| OfS HE Quality Control Report | Excel | 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 2022 to 2023’ document filtering on the ‘Active’ statuses. This document is available on GOV.K.
8. Contacting us
If you have a question regarding FIS and its’ functionality, then please contact the Service Desk using the ESFA enquiry form.
Before reporting issues, please ensure:
- that you are using the latest available version of FIS
- have followed the installations guidance in the FIS user guide
- reference data is up to date, we usually refresh this twice monthly
- have checked the known issues document as the issue may already be identified
- where possible please send screenshots with any queries and confirm what version of FIS the issue was found in
9. Changes to this document
| Version | Date | Changes made |
|---|---|---|
| V13 | 27/09/2023 | Update to release guide for version 2223.14 |
| V12 | 19/06/2023 | Update to release guide for version 2223.13 |
| V11 | 19/05/2023 | Update to release guide for version 2223.12 |
| V10 | 25/04/2023 | Update to release guide for version 2223.11 |
| V9.0 | 13/03/2023 | Update to release guide for version 2223.10 |
| V8.0 | 14/02/2023 | Update to release guide for version 2223.9 |
| V7.0 | 18/01/2023 | Update to release guide for version 2223.7 |
| V6.0 | 14/12/2022 | Update to release guide for version 2223.6 |
| V5.0 | 21/11/2022 | Update to release guide for version 2223.5 |
| V4.0 | 3/10/2022 | Update to release guide for version 2223.4 |
| V3.0 | 15/09/2022 | Update to release guide for version 2223.3 |
| V2.0 | 17/08/2022 | Update to reflect release guide for version 2223.2 |
| V1.0 | 02/08/2022 | New FIS release guide 22/23 produced to support users |