Guidance

Individualised Learner Record (ILR): check that data is accurate

Information about the Funding Information System (FIS), to help further education (FE) providers validate ILR data.

Documents

2017 to 2018 ILR funding reports

This file may not be suitable for users of assistive technology. Request an accessible format.

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email info@sfa.bis.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

2016 to 2017 ILR funding reports

This file may not be suitable for users of assistive technology. Request an accessible format.

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email info@sfa.bis.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Data returns overview: (June 2017)

This file may not be suitable for users of assistive technology. Request an accessible format.

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email info@sfa.bis.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

ILR Learner Entry Tool 2017 to 2018 Known Issues

This file may not be suitable for users of assistive technology. Request an accessible format.

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email info@sfa.bis.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

FIS and data returns 2017 to 2018 known issues

This file may not be suitable for users of assistive technology. Request an accessible format.

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email info@sfa.bis.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

FIS and data returns 2016 to 2017 known issues: (September 2017)

This file may not be suitable for users of assistive technology. Request an accessible format.

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email info@sfa.bis.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

FIS and data returns 2015 to 2016 known issues (10 March 2016)

This file may not be suitable for users of assistive technology. Request an accessible format.

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email info@sfa.bis.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

FIS and data returns 2014 to 2015 known issues (23 June 2015)

This file may not be suitable for users of assistive technology. Request an accessible format.

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email info@sfa.bis.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

FIS 2013 to 2014 known issues: version 8 (20 August 2014)

This file may not be suitable for users of assistive technology. Request an accessible format.

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email info@sfa.bis.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

FIS user guide: version 1.2 (23 March 2015)

This file may not be suitable for users of assistive technology. Request an accessible format.

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email info@sfa.bis.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

FIS release guide (26 August 2016)

This file may not be suitable for users of assistive technology. Request an accessible format.

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email info@sfa.bis.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

FIS installation guide: version 1.4 (9 September 2016)

This file may not be suitable for users of assistive technology. Request an accessible format.

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email info@sfa.bis.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

FIS uninstallation guide (March 2014)

This file may not be suitable for users of assistive technology. Request an accessible format.

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email info@sfa.bis.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

FIS funding year 2014 to 2015 export database guide: version 1 (5 December 2014)

This file may not be suitable for users of assistive technology. Request an accessible format.

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email info@sfa.bis.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

FIS funding year 2013 to 2014 export database guide: version 1 (20 February 2014)

This file may not be suitable for users of assistive technology. Request an accessible format.

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email info@sfa.bis.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

FIS command line guidance (27 April 2016)

This file may not be suitable for users of assistive technology. Request an accessible format.

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email info@sfa.bis.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

FIS file amalgamation guide: version 1.1 (17 September 2014)

This file may not be suitable for users of assistive technology. Request an accessible format.

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email info@sfa.bis.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

FIS SFA reports guide: version 1 (January 2014)

This file may not be suitable for users of assistive technology. Request an accessible format.

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email info@sfa.bis.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

FIS EFA reports guide for funding year 2016 to 2017

This file may not be suitable for users of assistive technology. Request an accessible format.

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email info@sfa.bis.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

FIS EFA reports guide for funding year 2015 to 2016

This file may not be suitable for users of assistive technology. Request an accessible format.

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email info@sfa.bis.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

FIS EFA reports guide for funding year 2014 to 2015

This file may not be suitable for users of assistive technology. Request an accessible format.

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email info@sfa.bis.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

FIS EFA reports guide for funding year 2013 to 14

This file may not be suitable for users of assistive technology. Request an accessible format.

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email info@sfa.bis.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

FIS providers online (POL) process update: version 24 (13 February 2014)

This file may not be suitable for users of assistive technology. Request an accessible format.

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email info@sfa.bis.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Technical specification of the calculation for further education funding by the Education Funding Agency (EFA) in 2015 to 2016 (June 2015)

This file may not be suitable for users of assistive technology. Request an accessible format.

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email info@sfa.bis.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Technical specification of the calculation for further education funding by the Education Funding Agency (EFA) in 2016 to 2017 (November 2016)

This file may not be suitable for users of assistive technology. Request an accessible format.

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email info@sfa.bis.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Details

Funding Information System (FIS)

FIS is one of a number of software packages freely available to further education providers, to assist with preparing ILR data files prior to submission. It can be used by colleges, training organisations, local authorities and employers (FE providers) to:

  • validate Individualised Learner Record (ILR) data
  • calculate funding and derived variables
  • create a range of reports based on a set of ILR data
  • amalgamate data sets

It also replaces Provider Online (POL) and allows providers with a small number of learners to submit individual learner records by hand for the academic year 2013 to 2014.

Download FIS from the Hub

Submitting ILR data manually

An ILR learner entry tool is available for download. This software is supplied free of charge to providers who will submit ILR data to the Education and Skills Funding Agency but who do not have access to a data management system. It is optional to use ILR Learner Entry to prepare data files prior to submission to the ESFA’s data collection portal. There are now two versions of the software available, one for the funding year 2014 to 2015 and a new version for the funding year 2015 to 2016. You will need to ensure that you are using the version for the correct academic year as the new version has been updated to reflect the ILR changes.

You can download the ILR learner entry tool from the useful links area on the front page of the Hub. The 2015 to 2016 user guide is available on GOV.UK.

Click on the Individualised Learner Record (ILR) collections link below for more ILR topics.

Published 25 February 2014
Last updated 15 February 2018 + show all updates
  1. New version of FIS and data returns known issues 2017 to 2018 uploaded
  2. New version of FIS and data returns known issues 2017 to 2018 uploaded on 2 February 2018.
  3. New version of FIS and data returns known issues uploaded on 30 January 2018.
  4. New version of FIS and data returns known issues 2017 to 2018 uploaded on 19 December 2017.
  5. New version of FIS and data retruns known issues 2017 to 2018 uploaded on 18 December 2017.
  6. Updated 2017 to 2018 ILR funding reports guidance.
  7. New version of FIS and data returns known issues uploaded on 28 November 2017.
  8. New version of FIS date returns known issues 2017 to 2018 uploaded on 21 November 2017.
  9. New version of FIS and data returns known issues uploaded on 13 November 2017.
  10. New version of ILR learner entry tool known issues uploaded on 13 November 2017.
  11. New version of FIS and datas returns known issues 2017 to 2018 uploaded on 26 October 2017.
  12. Updated FIS and data returns 2017 to 2018 known issues.
  13. Added the 2017 to 2018 ILR funding reports guidance.
  14. New version of ILR Learner Entry Tool Known 2017 to 2018 uploaded on 29 September 2017.
  15. New version of FIS and data returns known issues 2017 to 2018 uploaded on 26 September 2017.
  16. New version of FIS and data returns 2016 to 2017 known issuesuploaded on 25 September 2017.
  17. Added the technical specification of the calculation for the further education of young people in 2017 to 2018.
  18. Updated ILR Learner Entry Tool 2017 to 2018 Known Issues file.
  19. New version of FIS and data returns 2017 to 2018 known issues uploaded on 7 September 2017.
  20. Updated FIS and data returns 2017 to 2018 known issues.
  21. New document FIS and data returns 2017 to 2018 known issues uploaded on 25 August 2017. New version of FIS and data returns 2016 to 2017 known issues uploaded on 25 August 2017.
  22. New version of ILR learner entry tool known issues document uploaded on 25 August 2017.
  23. New version of FIS and data returns 2016 to 2017 known issues uploaded on 21 August 2017.
  24. New file titled ILR Learner Entry Tool 2017 to 2018 Known Issues uploaded on 14 August 2017.
  25. New version of FIS data returns known issues (July 2017) uploaded on 1 August 2017.
  26. Published guidance on 2016 to 2017 ILR funding reports.
  27. New version of FIS and Data Returns known issues uploaded on 29 June 2017.
  28. New version of FIS and data returns known issues uploaded on 26 June 2017.
  29. New version of FIS data returns known issues uploaded on 14 June 2017.
  30. New version of Data Returns Overview uploaded on 12 June 2017.
  31. New version of the Data Returns Overview uploaded on 9 June 2017.
  32. New FIS data returns known issues uploaded on 1 June 2017.
  33. New version of FIS data returns known issues uploaded on 26 May 2017.
  34. New version of FIS Date Returns Known Issues uploaded on 18 May 2017.
  35. FIS data returns known issues March 2017 uploaded on 14 March 2017.
  36. FIS and data returns 2016 to 2017 known issues (December 2016) uploaded on 4 January 2017.
  37. FIS EFA reports guide for funding year 2016 to 2017 uploaded on 19 December 2016.
  38. New file titled Technical specification of the calculation for further education funding by the Education Funding Agency (EFA) in 2016 to 2017 uploaded on 29 November 2016.
  39. FIS and data returns 2016 to 2017 known issues uploaded on 22 November 2016.
  40. FIS installation guide v1.4 uploaded on 9 September 2016.
  41. New version of FIS release guide uploaded on 26 August 2016.
  42. New version of FIS command line guidance uploaded on 27 April 2016.
  43. New versions of FIS data returns and known issues and FIS release guide uploaded on 10 March 2016.
  44. New versions of FIS data returns known issues and FIS release guide uploaded on 12 February 2016.
  45. New version of FIS data returns and known issues 2015/16 and FIS release guide uploaded on 25 January 2016.
  46. Business data returns presentation: December 2015 uploaded on 9 December 2015.
  47. New versions of FIS date returns and known issues and FIS release guide uploaded on 23 November 2015.
  48. New file entitled Technical specification of the calculation for further education funding by the Education Funding Agency (EFA) in 2015 to 2016 uploaded on 04 November 2015.
  49. New file entitled FIS EFA reports guide for funding year 2015 to 2016 uploaded on 04 November 2015.
  50. Updated FIS release guide and known issues spreadsheet.
  51. New version of FIS release guide and FIS and data returns known issues uploaded.
  52. New version of FIS and data returns known issues uploaded on 9 October 2015.
  53. New version of FIS release guide uploaded on 29 September 2015.
  54. New version of FIS data returns known issues file uploaded on 28 September 2015.
  55. New version of FIS data returns and known issues document uploaded on 24 September 2015.
  56. New versions of FIS data returns known issues and FIS release guide uploaded on 23 September 2015.
  57. New version of FIS and data returns known issues uploaded on 08 September 2015.
  58. New versions of FIS data return and known issues and FIS release guide uploaded on 26 August 2015.
  59. New version of FIS data returns and known issues 2015 to 2016 uploaded on 14 August 2015.
  60. New version of FIS release guide uploaded on 12 August 2015.
  61. New version of FIS data returns known issues and FIS release guide uploaded on 11 August 2015.
  62. FIS and data returns known issues uploaded 28 July 2015.
  63. New version of FIS and data returns 2015 to 2016 known issues uploaded on 23 July 2015.
  64. FIS and data returns 2015 to 2016 known issues and FIS release guide uploaded on 20 July 2015.
  65. New version of FIS EFA reports guidance 2014 to 2015 uploaded on 07 July 2015.
  66. New FIS data return known issues document and FIS release guide uploaded on 25 June 2015.
  67. Updated version of the Technical specification of the calculation for further education funding by the Education Funding Agency (EFA) in 2014 to 2015.
  68. New FIS release guide uploaded on 21 May 2015.
  69. New FIS release guide uploaded on 29 April 2015.
  70. New version of FIS data returns and known issues uploaded on 23 April 2015.
  71. New version of FIS data returns known issues and FIS release guide uploaded on 21 April 2015.
  72. FIS data returns known issues updated 30 March 2015.
  73. Updated versions of FIS User Guidance, FIS Installation Guidance, FIS Release Guide and FIS Known Issues uploaded on 25 March 2015.
  74. New versions of FIS data returns known issues and FIS release guide uploaded on 18 February 2015.
  75. New FIS data returns known issues and FIS EFA reports guidance documents uploaded on 26 January 2015.
  76. New FIS and Data Returns 2014 to 2015 known issues and FIS Release Guide uploaded on 20 January 2015.
  77. New ILR learner entry user guide uploaded on 16 January 2015.
  78. New FIS data returns user guide known issues file uploaded 17 December 2014. Also FIS EFA reports guide for funding year 2014/15.
  79. New FIS data returns user guide known issues uploaded 10 December 2014.
  80. New FIS Release Guide uploaded on 10 December 2014.
  81. New file entitled FIS Funding Year 2014 to 2015 export database guide: version 1 (5 December 2014) uploaded on 5 December 2014
  82. Data returns overview November 2014 uploaded 27 November 2014
  83. New FIS data returns known issues document uploaded 26 November 2014.
  84. New FIS data returns user guide known issue and FIS release guide uploaded 20 November 2014.
  85. New FIS data returns user guide known issues and FIS release guide uploaded on 18 November 2014.
  86. New FIS release guide uploaded 27 October 2014.
  87. New FIS data returns known issues and FIS release guide uploaded 22 October 2014.
  88. Technical specification of the calculation for further education funding by the Education Funding Agency (EFA) in 2014 to 2015 uploaded on 16 October 2014.
  89. New FIS data return user guide known issues uploaded 15 October 2014.
  90. FIS release guide v1.10 uploaded 13 October 2014.
  91. FIS release guide v1.9 uploaded 9 October 2014.
  92. New FIS data returns user guide known issues and FIS release guide files uploaded 3 October 2014.
  93. New FIS User Guide Known Issues and FIS Release Guide uploaded on 23 September 2014.
  94. FIS user guide known issues v11 uploaded 01 September 2014
  95. New FIS user guide uploaded 29 August 2014
  96. New document added: FIS release guide: version 1.4
  97. New documents added: FIS 2014 to 2015 known issues: version 10 and FIS 2013 to 2014 known issues: version 8
  98. FIS Known Issues v8 published 5 August 2014
  99. FIS known Issues v7 published 5 August 2014
  100. FIS release guide v1.3 31 July 2014 uploaded Friday 01 August 2014.
  101. New FIS installation guidance and FIS release guide uploaded 29 July 2014.
  102. Document added - FIS known issues: version 4 (24 April 2014)
  103. Document added: FIS version 1.2.24 component sets 014 and 015: release guide (23 April 2014)
  104. Version 1.2 of the technical specification of the calculation for further education funding by the Education Funding Agency (EFA) in 2013 to 2014 added
  105. FIS version 1.2.24 component sets 012 and 013: release guide added
  106. Document upload: FIS: POL process update v24.0
  107. Two new documents uploaded: FIS: SFA reports guidance v1.0 January 2014 FIS: EFA reports guidance v1.0 January 2014
  108. FIS uninstallation guidance uploaded Thursday 6 March 2014
  109. FIS Installation Guidance v1.3 uploaded 3 March 2014
  110. First published.