Guidance

ILR data: check that it meets standards and quality requirements

Provider data self assessment toolkit (PDSAT) and reports to help FE providers make accurate and complete ILR data returns.

Documents

User guide: reviewing PDSAT reports: version 16.

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Provider data self-assessment toolkit (DSAT) user guide: version 16

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Provider data self-assessment toolkit (DSAT) user guide: version 15

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User guide: reviewing PDSAT reports; version 15

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Individualised Learner Record (ILR) 2013 to 2014 data completeness assessments

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Detail

Colleges, training organisations, local authorities and employers (further education providers) can use a number of reports and tools to test the integrity of Individualised Learner Record (ILR) data and to prepare for audit.

Reviewing PDSAT reports: user guide

The user guide will help users of PDSAT v15 to perform detailed reviews of the suite of PDSAT reports for 2014 to 2015. The guide explains how the Provider Financial Management and Assurance (PFMA) team reviews all of the PDSAT reports so it will be of use to providers in preparing for a PFMA assurance review, as well as part of their routine ILR data checking procedures.

Provider data self assessment toolkit (PDSAT): version 16

PDSAT version 16 is for analysing learner and learning data from the 2015 to 2016 funding year. It interrogates Individualised Learner Record (ILR) data and produces reports on this data, so that providers can identify and investigate potential anomalies in the ILR data.

PDSAT version 16 will only process 2015 to 2016 ILR data for full returns. It has been designed to:

  • give providers a toolkit to analyse ILR data
  • assist auditors in the audit of providers’ ILR data for 2015 to 2016

We do not require providers to use PDSAT, although you may find it useful in your routine data cleansing and helpful when preparing for assurance visits.

PDSAT version 16 has been designed to process data that has been validated through the FIS. It is recommended that all ILR errors and warnings are reviewed and corrected before the ILR file is processed in PDSAT.

This initial version of PDSAT version 16 uses ILR XML data files. Reports run from PDSAT using an ILR XML data file will not include funding but will instead provide an indication whether funding could be expected, under column headers “Funding Flag (SFA)” or “Funding Flag (EFA)” where applicable.

Please be aware that this is an indication for funding only and may not always match with funding shown through FIS.

In addition, any non-validated records will also appear in the reports and funding may be incorrectly indicated for these records.

An update to allow PDSAT v16 to accept the FIS input (Access database) was released on Tuesday, 27 October 2015.

PDSAT Download

There is a 32 bit version and a 64 bit version of PDSAT:

  • the 32 bit version is compatible with any machine running a 32 bit version of Microsoft Access 2007, 2010 or 2013.
  • the 64 bit version should be used with a 64 bit version of Access 2010 or Access 2013.

Find out which version of Access you are running.

If you have any problems running PDSAT, or have any queries please contact the PDSAT helpdesk.

Provider data self assessment toolkit (PDSAT): version 15

PDSAT version 15 is for analysing learner and learning data from the 2014 to 2015 funding year. It interrogates Individualised Learner Record (ILR) data and produces reports on this data, so that providers can identify and investigate potential anomalies in the ILR data.

PDSAT version 15 will only process 2014 to 2015 ILR data for full returns. It has been designed to:

  • give providers a toolkit to analyse ILR data
  • assist auditors in the audit oF providers’ ILR data for 2014 to 2015

We do not require providers to use PDSAT, although you may find it useful in your routine data cleansing and helpful when preparing for assurance visits.

PDSAT version 15 has been designed to process data that has been validated through the FIS. It is recommended that all ILR errors and warnings are reviewed and corrected before the ILR file is processed in PDSAT.

Unlike the previous year, PDSAT version 15 makes use of both FIS and ILR XML data files. Reports run from PDSAT using an ILR XML data file will not include funding but will instead provide an indication whether funding could be expected, under column headers “Funding Flag (SFA)” or “Funding Flag (EFA)” where applicable.

Please be aware that this is an indication for funding only and may not always match with funding shown through FIS.

In addition, any non-validated records will also appear in the reports and funding may be incorrectly indicated for these records.

If you wish to view actual funding values or make use of the audit working papers, please use PDSAT with a FIS data file.

PDSAT version 15 was updated on 28 August 2015.

There is a 32 bit version and a 64 bit version of PDSAT:

  • the 32 bit version is compatible with any machine running a 32 bit version of Microsoft Access 2007, 2010 or 2013.
  • the 64 bit version should be used with a 64 bit version of Access 2010 or Access 2013.

Find out which version of Access you are running.

If you have any problems running PDSAT, or have any queries please contact the PDSAT helpdesk