Student Information Service user guide

Version 0.1 - Last Updated: 05 May 2021

This guide will help you to use the Student Information Service (SIS), available through the HE Gateway. This page lists the chapters in each section of the guide.

Introduction

Student Information Service

An introduction to the Student Information Service and what it's used for.

Getting started

How you can access SIS.

SIS access and user roles

An overview of the access rights and roles you need to use SIS.

Student Information Home

An overview of the Student Information Home section.

View student information

How to view student information in SIS.

Student search

How to search for students in SIS.

Course search

How to search for courses in SIS.

General search

How to carry out a general search in SIS.

Filter and display results

How to filter and display your search results.

Filter and export results

How to filter and export your search results.

View detailed student information

How to view detailed student information.

Detailed student information – general details

Where to find general details about students you are searching.

Detailed student information – personal information

Covers what personal information you can search for.

Detailed student information – course information

Details what course information you can search for.

Detailed student information – other information

Find out what other information you can search for.

Detailed student information – actions

Covers the actions you can take from the Detailed Student Information page.

Confirming registration from the Detailed Student Information page

How to confirm registration from the Detailed Student Information page.

Confirming attendance from the Detailed Student Information page

How to confirm attendance from the Detailed Student Information page.

Detailed student information history

How to view changes that have been made to a student's record.

Registration history

How to see historic registration details.

Attendance history

How to see historic attendance details.

Change of Circumstance history

How to view historic Change of Circumstance notifications.

Registration confirmation

Explains what registration confirmation is and why it's needed.

What else does registration confirm?

What else does registration confirm depending on the loan product?

Registration Home

An introduction to the Registration Home page.

Registration worklist

A description of the Registration Worklist page.

Registration confirmation export

How to submit registration confirmations in bulk.

Registration confirmation import

How to import bulk registrations.

Registration import results

How to view the results of a bulk registration import.

Manual registration

How to submit a manual registration.

View manual registrations

How to view manual registrations.

Manual registration search results

Explains the results of a manual registration search.

Combined registration and attendance worklist

How to use the combined worklist to submit registration and attendance.

Combined Home

An overview of the Combined Home page.

Combined worklist

An introduction to the combined worklist.

Combined worklist export

How to export registration and attendance for bulk confirmation using the combined worklist.

Combined worklist import

How to import bulk registration and attendance confirmations from the combined worklist.

Confirming ongoing attendance

How to confirm ongoing attendance.

Attendance code definitions

An overview of the attendance codes on SIS.

Attendance Home

An introduction to the Attendance Home page.

Attendance worklist

An introduction to the attendance worklist.

Manual attendance confirmations

How to confirm attendance manually.

Checking for previous attendance confirmations

How to check for previous attendance confirmations.

Attendance worklist export

How to export the attendance worklist for bulk confirmation.

Attendance worklist import

How to import the attendance worklist for bulk confirmation.

Attendance worklist import – file validation

A description of the file validation that happens when you import the attendance worklist.

Attendance worklist import – format and business rule validation

A description of the detailed format and business rule validation of the attendance worklist import.

Attendance confirmation import results

How to view the attendance confirmation import results.

Negative attendance confirmation

Negative attendance confirmation and attendance codes.

Cooling off – attendance

An explanation of the cooling off period used in attendance submission.

Exceptional arrangements in AY 2020/21

Details the exceptional arrangements that were made for attendance in AY 2020/21.

Change of Circumstance notifications

An introduction to Change of Circumstance notifications.

CoC status definitions

CoC status definitions and what they mean

Transfer CoC reason codes

An explanation of the reason codes used for Transfer CoCs.

Pre-liability Transfer CoC for application corrections

Details of pre-liability Transfer CoCs and how to create them.

Post-liability Transfer CoC for application corrections

Details of post-liability Transfer CoCs and how to create them.

Internal Transfer CoC

How to create an internal transfer CoC notification.

Transfer In CoC

How to create a Transfer In CoC notification.

Full-time Fee Change CoC

How to use a Fee Change CoC to tell us about an incorrect fee amount for full-time students.

Part-time Fee Change CoC

How to submit a Fee Change CoC for part-time students.

Full-time course on a part time basis

How to submit a Fee Change CoC for a full-time student who will do some of their course on a part-time basis.

Mode switchers

How to use a Fee CoC to tell us that a student has changed study mode.

CCG extension

How to submit a CCG extension CoC.

External resit

How to submit a CoC notification if a student's graduation date changes.

Withdrawal CoC reason codes

An explanation of the reason codes used for Withdrawal CoCs.

Withdrawal CoC

How to tell us a student is withdrawing from their course.

Suspension CoC

How submit a Suspension CoC.

Resumption CoC

How to submit a Resumption CoC.

Repetition CoC

How to submit a Repetition CoC.

Credit CoC

How to submit a Credit CoC for SFE and SFW Part-Time Maintenance Loan (PTML) students.

CoC csv import

How to upload CoC notifications in bulk.

View CoC import results

How to view imported CoC results.

Postgraduate change of circumstances

An overview of the postgraduate CoCs where the submission process differs from undergraduate CoCs.

CoC due to Ukrainian conflict

Steps to take to help students affected by the Ukrainian conflict

CoC worklist

How to use the CoC worklist.

Financial reporting

An introduction to the financial reporting section of SIS.

Tuition fee balance report

How to view the tuition fee balance report.

Tuition fee forecast report

How to view the tuition fee forecast report.

Tuition fee remittance report

How to view the tuition fee remittance report.

Blocked maintenance payments report

How to view the blocked maintenance payment report.

Outstanding online declaration report

How to view the outstanding online declaration report.

Negative balance report

How to view the negative balance report.

Targeted bulk erasure of data

Higher education short courses

This section covers the higher education short courses trial running from 1 September 2022 until 31 August 2025.

Higher education short courses

An introduction to using SIS for higher education short courses.

SIS access and user roles

An overview of the access and user roles you need to use SIS for higher education short courses.

SIS homepage

How to view short course applications and financial reports from the SIS homepage

View student information

How to view student information for higher education short course students.

Application search results

How to view application search results.

Attendance confirmations

Confirming attendance on higher education short courses

Change of Circumstance and Corrections notifications

How to submit Change of Circumstance and Corrections notifications

Financial reports

Financial reports available for short courses.

Student Information Service user guide

Introduction

Student Information Service

Getting started

SIS access and user roles

Student information

Student Information Home

View student information

Student search

Course search

General search

Filter and display results

Filter and export results

View detailed student information

Detailed student information – general details

Detailed student information – personal information

Detailed student information – course information

Detailed student information – other information

Detailed student information – actions

Confirming registration from the Detailed Student Information page

Confirming attendance from the Detailed Student Information page

Detailed student information history

Registration history

Attendance history

Change of Circumstance history

Registration confirmation

Registration confirmation

What else does registration confirm?

Registration Home

Registration worklist

Registration confirmation export

Registration confirmation import

Registration import results

Manual registration

View manual registrations

Manual registration search results

Combined registration and attendance worklist

Combined registration and attendance worklist

Combined Home

Combined worklist

Combined worklist export

Combined worklist import

Attendance confirmation

Confirming ongoing attendance

Attendance code definitions

Attendance Home

Attendance worklist

Manual attendance confirmations

Checking for previous attendance confirmations

Attendance worklist export

Attendance worklist import

Attendance worklist import – file validation

Attendance worklist import – format and business rule validation

Attendance confirmation import results

Negative attendance confirmation

Cooling off – attendance

Exceptional arrangements in AY 2020/21

Change of circumstances

Change of Circumstance notifications

CoC status definitions

Transfer CoC reason codes

Pre-liability Transfer CoC for application corrections

Post-liability Transfer CoC for application corrections

Internal Transfer CoC

Transfer In CoC

Full-time Fee Change CoC

Part-time Fee Change CoC

Full-time course on a part time basis

Mode switchers

CCG extension

External resit

Withdrawal CoC reason codes

Withdrawal CoC

Suspension CoC

Resumption CoC

Repetition CoC

Credit CoC

CoC csv import

View CoC import results

Postgraduate change of circumstances