15 June 2026

UIO details

You can add and maintain the following details for a UIO on the Curriculum Details screen:

Summary

The Summary tab displays general information about the UIO.

Curriculum Details screen - UIO Summary

The fields on the UIO Summary tab are described in the following table.

This field	Holds this information...
UI Code	The UI (course) code assigned to this occurrence. UI codes for new UIOs can be edited if the following conditions are met: The UI code is editable for the UI The UIO has a planned status There are no assessments or exams added to the UIO The Learner Prospectus, Learner Can Enquire/Apply/Enrol, Can Enquire/Apply check boxes on the Details tab are not selected Important.Removing any changes added does not make the UI code editable. When a UI code has been made non-editable in either the Curriculum Details or Curriculum Manager, it cannot then be edited on the other screen.
Board Occurrence	The board occurrence code used for syncing exam grades from Markbook Verification in Ontrack Staff Hub.
Description	The description to be used for this UIO, if it needs to be different from the UI description.
Status	The code to define the status of the UIO that can be used for analysis. The status codes are either curriculum or planned status types.
Maytas E-Track	Whether this UIO is included in the Maytas E-Track export.
Use Child Fees	Whether mandatory child fees are applied at enrolment. For more information on how child fees work, go to Use child fees.
Cal Occ Code	The calendar occurrence code is used to specify the period in which a course will operate. Select the Search button to display the Calendar Occurrence Search window, where you can select the required code. Important.When the Cal Occ Code is selected, the Start and End Date fields are automatically populated with the dates set up in Calendar Types - Occurrences reference data.
Start Date	The date that the UIO is due to start. The format for dates is dd/mm/yyyy. A default start date will be provided from the calendar occurrence selected. This date should be edited to reflect the actual start date of this course occurrence.
End Date	The date that the UIO is due to finish. The format for dates is dd/mm/yyyy. A default end date will be provided from the calendar occurrence selected. This date should be edited to reflect the actual end date of this course occurrence.
Start Time	The start time, using the 24 hour format, for the UIO.
End Time	The end time, using the 24 hour format, for the UIO.
Provider ID	The code of the organisation that is providing the education. This field is automatically populated with the default code specified by the LLWR institution setting. Select another code from the list, if required. Important.Provider records are set up using the LLWR reference data.
Duration	This is a calculated field based on the end time minus the start time to give the duration in minutes.
Day of the Week	The day of the week that the UIO runs. The system is supplied with reference data for the days of the week but institutions can extend the reference data to record the fact that a UIO runs on two days or any combination of days. For example: in the reference data for days of the week, set up a code MT for Monday and Tuesday.
Minimum Places	The minimum number of places that is required for the UIO to be viable. Institutions must reach a consensus internally as to how this field will be used and what is meant by viable.
Target Places	The target number of places for this UIO.
Trigger Places	The number of places that is required to trigger another action, for example: start another UIO.
Total Places	The total places available on the UIO. Completion of this field will enable the system to calculate and display the number of remaining places. Displayed on the Statistics tab.
Over Enrol Action	This will allow the user to configure how EBS deals with over-subscriptions for the course if the Total Places field is used in UIO. Select from the following: L - Create record in waiting list W - Oversubscription warning message N - Oversubscription not allowed Y - Oversubscription allowed
Total Applications	The total number of applications allowed on this UIO. Not interactive with the applications module.
Hours per week	The number of hours per week that the UIO runs.
Possible Hours	This field is calculated from the Number of Hours and the Number of Weeks fields.
Retention Continuing %	The continuing retention percentage. Figures will be used by Business Intelligence for that key performance indicator (KPI).
Achievement %	The achievement percentage. Figures will be used by Business Intelligence for that KPI.
Retention%	The completed retention percentage. Figures will be used by Business Intelligence for that KPI.
Success %	The success percentage. Figures will be used by Business Intelligence for that KPI.
Room Code	The room code for this UIO, if applicable. This field may be used to populate the room code in a register in certain circumstances. Select the Search button to display the Room Search window, where you can select the required code.
Staff Code	The member of staff teaching this UIO, if applicable. The data entered here will also be displayed in the Staff tab and will be linked to a type of Lead Tutor. This field may be used to populate the staff code in a register in certain circumstances. Select the Search button to display the Staff Search window, where you can select the required code.
Target Bookable Places	The target number of places on the course for block bookings.
UK Occ details done?	Used in Curriculum Planning only.
UK Budget done?	Used in Curriculum Planning only.
UK Publicity done?	Used in Curriculum Planning only.
UK Weeks per year	The number of weeks during the calendar occurrence that the UIO runs.
UK Qual Start	The start date of the learning aim(s) associated with this course. Used as a default in People Units Special Details Qual Start date. The date will originally default from the Calendar Occurrence start date but should be edited to use the correct start date for the Learning Aim, or deleted if not required.
UK Qual End	The end date of the learning aim(s) associated with this course. Used as a default in People Units Special Details Qual End date. The date will originally default from the Calendar Occurrence end date but should be edited to use the correct end date for the Learning Aim, or deleted if not required.
UK No of Credits	The number of credits allocated to this UIO.
UK Unit of Length	The duration of the course unit. Select from the drop-down list.
UK Number of Units	The number of units (1 to 99) assigned to the course.
UK UCAS Application Year	The UCAS application year such as 25. Note that this is incremented by one when rolling forward a course occurrence. For example, if the source UCAS application year of 24, that is an entry year of 2024, the target UIO will automatically set the UCAS application year to 26.
WAL Learning Programme Code (LP74)	The learning programme code.
WAL Est Centre Hour (LP69)	The estimated centre based hours at the start of the learning programme.
WAL Est Work Hours (LP70)	The estimated work based hours at the start of the learning programme.
WAL Act Centre Hours (LP71)	The actual centre based hours at the end of the learning programme.
WAL Act Work Hours (LP72)	The actual centre based hours at the end of the learning programme.
WAL Learn Prog Ref (LP75)	The learning programme reference.
WAL LLDD Indicator (LP76)	Additional learning support arising from a learning difficulty and/or disability.
WAL Prog Start Date (LP73)	The start date of the learning programme.
WAL Exp Prog End Date (LP77)	The expected end date of the learning programme.
WAL Expected Asynchronous Hours (LP84)	The total estimated non-tutor-led hours for the entire Learning Programme.
WAL Expected Synchronous Hours (LP85)	The total estimated tutor-led hours for the entire Learning Programme.
WAL Actual Asynchronous Hours (LP86)	The total actual non-tutor-led hours rendered for the entire Learning Programme.
WAL Actual Synchronous Hours (LP87)	The total actual tutor-led hours rendered for the entire Learning Programme.
WAL Welsh Medium Percentage (LP88)	Welsh/bilingual medium delivery indicator at programme level (that is: the percentage of the programme that is delivered in Welsh).
WAL Essential Skills Dispensation (LP89)	Adjustment for the minimum requirement on English, maths or both upon assessment.
NZ Gross weeks per year	The number of weeks during the calendar occurrence that the UIO runs.
NZ Tuition Weeks per year	The number of week’s tuition during the calendar occurrence that the UIO runs.
NZ Maximum Hours	The maximum number of hours a learner can attend for this UIO.
NZ Source of Funding (2.11)	The source of funding for this UIO. Select from the drop-down list.
NZ Comp Costs Fee	The compulsory course costs fee for this UIO.
NZ EFTS Factor (3.10)	The EFTS factor for this UIO.
NZ No of Credits (3.8)	The number of credits allocated to this UIO.
NZ Min Credits Required	The minimum number of credits required for this UIO.
NZ Study Break 1 Start	The start date of the first study break associated with this UIO.
NZ Study Break 1 End	The end date of the first study break associated with this UIO.
NZ Study Break 2 Start	The start date of the second study break associated with this UIO.
NZ Study Break 2 End	The end date of the second study break associated with this UIO.
NZ Generate Fees Automatically	Whether fees are generated automatically on enrolment.
NZ Can Withdraw Prior to Start Date	Whether learners can withdraw from this UIO before the start date.
NI Notional Course hours	The number of notional course hours allocated to this UIO.
NI Year of Course	The number of years the learner has been enrolled on the course.

Details

The UIO Details tab displays the following screen.

Curriculum Details screen - UIO Details tab

The fields on the UIO Details tab are described in the following table.

This field	Holds this information...
Owning Organisation	The owning organisation for this UIO. For example: the School, Faculty, Curriculum Area, and so on. Select the Search button to display the Organisation Search window, if required.
Offering Organisation	The offering organisation for this UIO. For example: the Department, Section, and so on. Select the Search button to display the Organisation Search window, if required.
Study Loc Code	The study location at which the learning will take place. Select the Search button to display the Location Search window, if required. Important.Study location records are set up in reference data.
Register Mode	Used by register generation to indicate the mode in which registers should be generated. Select from the following: Do not Generate Register Generate Child Register Generate Register
Mode of Attendance Code	The mode of attendance (provision) of this UIO. Important.Mode of provision records are set up in reference data.
Can Enquire	Whether learners can enquire against this UIO. Used by EBS Enquiries to determine whether the UIO is available for enquiries.
Can Apply	Whether learners can apply against this UIO. Used by EBS Applications to determine whether the UIO is available for applications.
Can Enrol	Whether learners can enrol against this UIO. Used by EBS Enrolments to determine whether the UIO is available for enrolments.
Learner Prospectus	Whether the UIO is visible in Ontrack Learner Hub.
Learner Can Enquire	Whether learners can enquire in Ontrack Learner Hub.
Learner Can Apply	Whether learners can apply in Ontrack Learner Hub. Important.A course cannot have both the Learner Can Apply and Learner Can Enrol check boxes selected.
Learner Can Enrol	Whether learners can enrol in Ontrack Learner Hub. Important.A course cannot have both the Learner Can Apply and Learner Can Enrol check boxes selected.
Learner Can Apply, Then Enrol	This has been added to support future development and does not currently have functionality attached.
ILP Active	Whether to include the UIO in the Individual Learning Plan (ILP).
ILP Can Override	Whether to determine if any of the administration settings can be overridden at UIO level (that is: checking the box will enable ILP questions to be set as appropriate).
Learner Can Drop	Whether learners can drop the course.
Allow Learner Child Unit Selection	Whether learners can select optional child units for courses they are enrolled on in Ontrack Learner Hub. This is set to N by default.
Allow Learner Child Unit Drop	Whether learners can drop child unit courses they have selected to enrol on in Ontrack Learner Hub. This is set to N by default.
Allow Drop (Days)	The setting used in Ontrack Learner Hub to indicate the number of days after the start date of the course that a learner is allowed to drop child unit courses. When the number of days is exceeded, the course will no longer be available in Ontrack Learner Hub. Important.If this field is completed for the UI, it does not need to be set for the UIO unless the UIO value would be different.
Allow Enrol (Days)	The setting used in Ontrack Learner Hub to indicate the number of days after the start date of the course that a learner is allowed to enrol. When the number of days is exceeded, the course will no longer be available in Ontrack Learner Hub. Important.If this field is completed for the UI, it does not need to be set for the UIO unless the UIO value would be different.
Available for Block Booking	Whether block bookings can be made against the UIO. Important.This check box cannot be selected if the UIO is set to inactive.
Name Block Bookings by (Days before Start)	The length of time prior to the course start date that any unallocated block bookings should be named against a particular UIO. Important.This overrides the Block booking allocate places reminder email (days prior to course start date) institution setting.
Has Online Content	Whether the UIO should be synchronised with an external learning management system (for example: Moodle or Canvas). Important.Refer to Canvas LMS Integration for information on integration between Canvas and EBS.
WAL EMA Awarding	Whether the UIO is included in EMA payment decisions. Important.This is used for historic records only.
WAL EMA Course Type	The course type according to EMA course type definitions (for example: A Level).
WAL Gen Award	Whether to set the Generate LLWR Awards flag (in Enrolment Details) for this UIO by default. Important.You can deselect the check box in Enrolment Details. If the Generate LLWR Awards flag is set for the UIO, and Include in LLWR is also set, then an award dataset is created when the LLWR generation process is run.
NZ LP Ind Start Dates	The setting used in Ontrack Learner Hub to indicate the dates when this course can be started. Important.If this field is completed, the value entered is used instead of the value set against the UI.
NZ LP Ind Costs	The setting used in Ontrack Learner Hub to indicate the costs for this course. Important.If this field is completed, the value entered is used instead of the value set against the UI.
NZ Attainment Required	Whether this UIO requires attainments.
NZ Include in NSI	Whether to include this UIO in the NSI return.
NZ Discounted Course Tuition Fee	The discounted course tuition fee. Note that this field is optional for SDR returns.
NZ Discounted Compulsory Course Costs Fee	The discounted compulsory course costs fee. Note that this field is optional for SDR returns.

Statistics

Select the UIO Statistics tab to display the following screen.

Curriclum Details screen - UIO Statistics

The numbers displayed here are system maintained and based on the various progress codes and statuses being used by the institution in the enquiry, application and enrolment processes.

The fields on the UIO Statistics tab are described in the following table.

This field	Holds this information...
Enquiries: Active	The number of active learner enquiries on this UIO is displayed here. System generated and maintained.
Enquiries: Completed	The number of completed learner enquiries for this UIO is displayed here. System generated and maintained.
Enquiries: Cancelled	The number of learner enquiries which have been cancelled for this UIO is displayed here. System generated and maintained.
Applications: Active	The number of active learner applicants on this UIO is displayed here. System generated and maintained.
Applications: Transferred	The number of transferred learner applicants for this UIO is displayed here. System generated and maintained.
Applications: Withdrawn	The number of learner applicants who have withdrawn their application from this UIO is displayed here. System generated and maintained.
Enrolments: Remaining Places	The number of enrolment places left on this UIO is displayed here. System generated from the total places minus active learners.
Enrolments: Active	The number of active learner enrolments on this UIO is displayed here. System generated and maintained.
Enrolments: Transferred	The number of transferred learner enrolments from this UIO is displayed here. System generated according to progress codes used against the learner enrolment.
Enrolments: Withdrawn	The number of withdrawn learner enrolments from this UIO is displayed here. System generated according to progress codes used against the learner enrolment.
Enrolments: Finished	The number of learner enrolments who have finished the UIO either due to completion or for some other reason defined by the institution is displayed here. System generated according to progress codes used against learner enrolments.
Enrolments: Non Starter	The number of learners who registered for the UIO but did not actually start is displayed here. System generated according to progress codes used against the learner enrolment.
Enrolments: Waiting List	The number of learners on the waiting list for this UIO is displayed here. System generated and maintained according to progress codes used against the learner enrolment.
UK Enrolments: Allocated Bookings	The number of allocated bookings.
UK Enrolments: Remaining Bookable Places	The number of remaining bookable places. This is calculated by subtracting the total booked places from the target bookable places.
NZ Enrolments: Reserved Places	The number of places that have been reserved for this UIO in the Reservations section in organisation management.
NZ Enrolments: Reserved Places (Waiting List)	The number of places that have been placed on a waiting list in the Reservations section in organisation management.
NI Notional Student hours	The number of notional student hours.

Prospectus

Select the UIO Prospectus tab to display the prospectus details for the UIO.

UIO Prospectus tab

You can enter the following details:

Prospectus details for the UIO in the Prosp User 1-12 fields
Course overview details - this is a rich text field
Entry requirements - this is a rich text field
Assessment methods - this is a rich text field
Progression and careers information - this is a rich text field

Enter Content into Rich Text Fields

The Course Overview, Entry Requirements, Assessment Methods and Progression and Careers fields are rich text fields. The Edit button has been added to these fields. Selecting this button opens a rich text editor, which allows you to customise the text which will be displayed in Ontrack Learner Hub.

Rich Text Editor window

Text entered in the rich text editor is not reflected in the field. The text can only be viewed in the rich text editor.

The formatting options at the top of the Rich Text Editor window are described in the following table.

Option Button	Option Name	Does the following...
	Cut	Cuts the selected text from the document body and stores it in the clipboard.
	Copy	Copies the selected text from the document body and stores it in the clipboard
	Paste	Pastes the contents of the clipboard into the document template.
	Undo	Undoes the previous change to the text.
	Redo	Revokes the last Undo function.
	Select Font	The font name for the selected text. Select from the drop-down list.
	Font Size	The font size for the selected text. Select from the drop-down list.
	Bold	Sets the selected text to a bold format.
	Italic	Sets the selected text to an italic format.
	Underline	Underlines the currently selected text.
	Select font colour	Enables you to change the colour of the text. Select the button to select the colour you want to change the text to.
	Align Text	Enables you to align the selected text. Select from the following: Align Left Align Centre Align Right Align Justify
	Bullets	Adds a bulleted list to the template. You can remove the list by selecting the button again while the numbered list is bulleted.
	Numbering	Adds a numbered list to the template. You can remove the list by selecting the button again while the numbered list is selected.
	Increase Indent	Increases the indent of a paragraph. This can also be used to create nested lists by selecting the button while on a numbered or bulleted list.
	Decrease Indent	Decreases the indent of a paragraph if one exists.
	Insert link	Adds a hyperlink to the selected text. Selecting this button displays a field where users can enter the URL.

Add Prospectus Attachments

If required, you can also manage prospectus attachments in the Attachments section on the Prospectus tab.

To add a prospectus attachment:

Select the Add button in the Attachments group of the Curriculum ribbon.

The General Documents window is displayed.

Enter a description, upload the required prospectus attachment file, and select if the prospectus attachment is available in Ontrack Learner Hub.
Select Apply to save the prospectus attachment.
If required, select the Add button at the top of the window to add further prospectus attachments, and complete the attachment details as required.
Select OK to confirm the changes.

The prospectus attachment is displayed in the Attachments section of the Prospectus tab.

Important.If required, you can delete attachments, and view/save (to your local machine) attachments from the Delete and View buttons in the Attachments group on the Curriculum ribbon.

NI CDR

The Unit Instance Occurrence holds information about CDR on the CDR tab.

CDR tab

The fields on the CDR screen are described in the following table.

This field	Holds this information...
CDR Course MOA	The mode of attendance such as full-time, part-time, and so on.
Qualification Number	The qualification number.
Qualification Type	Type of qualification, such as QCF.
Funding Year	The funding year.
Guided Learning Hours	Automatically populated with Register of Regulated Qualifications (RRQ) PL code data when a matching Qualification Number is entered.
RRQ_SSATIER2	Automatically populated with Register of Regulated Qualifications (RRQ) PL code data when a matching Qualification Number is entered.
Session Title (CDR)	Additional, college specific information(for example: the day and/or time the Course is held).
Qualification Level	The level of qualification.
Subject Code	The subject code.
HECOS Code	The HECOS code.
HLA Pathway	The HLA pathway such as Pathway A.
Social Inclusion	Defines whether the UIO is classified as social inclusion.
Total Qualification Time	The duration of the course UIO.
Curriculum Model	The curriculum model such as 1 year, 2 years, and so on.
ETI AOS Code	The ETI AOS code.
RRQ PL Title	The RRQ PL Title.
Board Code	The board code such as RN5217.
Board Name	The board name such as City & Guilds.
CDP KPI	The key performance indicators for the UIO.

HESA Student Alternative

The Unit Instance Occurrence holds information about HESA on the HESA Student Alternative tab.

Curriculum Details HESA Strudent Alternative tab for UIOs

The fields on the HESA Student Alternative screen are described in the following table.

This field	Holds this information...
Location of Study	The learner's study location. Select from the drop-down list.
Mode of Study	An indicator of the mode of study expressed in terms of the HEFCE Higher Education in Further Education: Students survey (HEIFES) definitions. The mode recorded should be the mode at the end of year of programme of study being funded, or, if this is after the end of the ILR year, the mode on 31 July. Select from the drop-down list.
Major Source of Tuition Fees	The organisation providing the major of the funds for the course fee. Select from the drop-down list.
Student Instance FTE	The student instance FTE value.
Year of Course	The year the course takes place.
Include in HESA	Whether to include in the HESA file.