Export Attendance and CoC Files

Loan funded records that need to be exported will have the Need Attention field set to Y on that record, although it is possible to export files where the Need Attention field is set to N.

The Need Attention field will be set to Y as follows:

• Attendance - records can be marked for attention for attendance confirmation as follows:
  • The start date of the learner's enrolment when the loan funded aim is at least two weeks before today’s date
  • The loan status of the loan details record is set to A (Approved)
  • The enrolment is still active

  • The learner record is not marked as included in an attendance confirmation export batch:

    • Created in that period for initial attendance

      OR

    • Created since the last quarterly return date set in the SLC Attendance Confirmation Dates reference data for quarterly attendance
• Change of circumstances - records can be marked for attention for a change of circumstance as follows:
  • Circumstance one
    • The progress date of the learner's enrolment on their course with the loan funded aim is greater than the date they started (which is greater than the course start date and special start date)
    • The loan status of the loan details record is set to A (Approved)
    • The enrolment status of the learner's enrolment on their course with the loan funded aim changed at the progress date

    • The learner record is not marked as included in a CoC export batch created since the progress date of the learner's enrolment on their course

  • Circumstance two
    • The fee charged for the learner's loan funded enrolment has changed since the date they started and the last date on which their record was included in a CoC export batch
    • The loan status of the loan details record is set to A (Approved)
  • Circumstance three
    • The loan amount for the learner's loan funded enrolment has changed since the date they started and the last date on which their record was included in a CoC export batch
    • The loan status of the loan details record is set to A (Approved)
  • Circumstance four
    • The start and end dates of the learner's loan funded enrolment have changed since the date they started and the last date on which their record was included in a CoC export batch
    • The loan status of the loan details record is set to A (Approved)

Note: It is possible that a learner that has applied for a loan decides to no longer attend college and does not need the loan. A learner can then cancel the loan and this can be sent to the SLC in the CoC export. Alternatively, if a user has changed their mind and wants to reinstate their loan application then this can also be done.

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To create an export for learners who have had a change of circumstance:

1. Use the Condition Builder to search for and display the learner loan details you want to export.
2. Do one of the following:

   • Click the check box in the (select) column for each learner loan record that you want to export

     

   • Click the Select All button in the Exports group of the Loan Commands ribbon if you want to export every record in the grid

     

3. Click the Export CoC button in the Export group of the Loan Commands ribbon.

   

   The 24 Plus Loan Export confirmation message is displayed.

   

   The file is exported to the file location displayed on the window.

4. Click OK to close the window.

   The file can then be uploaded to the SLC Provider Portal.

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To create an export for attendance confirmation:

1. Use the Condition Builder to search for and display the learner loan details you want to export.
2. Click the check box in the (select) column for each learner loan record that you want to export or if every record in the grid needs to be exported, click the Select All button in the Exports group of the Loan Commands ribbon.

   • Click the check box in the (select) column for each learner loan record that you want to export

     

   • Click the Select All button in the Exports group of the Loan Commands ribbon if you want to export every record in the grid

     

3. Click the Export Attendance Confirmation button in the Exports group of the Loan Commands ribbon.

   

   The 24 Plus Loan Export confirmation message is displayed.

   

   The file is exported to the file location displayed on the window.

4. Click OK to close the window.

   The file can then be uploaded to the SLC Provider Portal.

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