If a learner aim is to continue into the following funding year then the following associated records from the previous funding year also need to be taken into consideration:
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LLDD Health - these records are returned on the basis of relevance (that is: if the health problem persists into the following year or there is no end date then the record will be returned)
If a learner has any health issues which start in the following year then they will also be returned.
- Employment - these records are returned as follows:
Duplicate records are not returned
A duplicate is considered to be where only the Date Status Applies field value may differ but the two records run consecutively.
Only one record immediately prior to the learner aim's funding year is returned along with all subsequent records in the following funding year
This will return the employment record from the previous year with the earliest learner aim start date.
- Funding and Monitoring - these records need to be duplicated from the previous funding year and associated with a UIO_QUAL_AIMS record for the following funding year to return them
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HE - these records are generated for the following funding year in the same manner as for the initial enrolment funding year
The values used for the HE record are taken from either Special Details or the UIO_QA record, as these by default will be the same for the previous funding year as for the following funding year. The resultant HE records should be identical for each funding year return, unless you have populated the UIO_QA HE fields differently.
- Work Placement - the records that have been created for the previous funding year cannot be linked to another learning aim/funding year directly so you need to do the following to return these records for the following funding year:
Delete the work placement record in ILR Manager for the previous funding year
This deletes the link between the work placement record and the learner aim for the funding year. The work placement record will still exist against the enrolment.
Generate learner aims for the following year on the ILR Processing screen to create a link between the work placement record to a qualifying learner aim for the following year
If there is more than one learner aim which qualifies against the enrolment and funding year, then you can change the learner aim reference on the Work Placement tab in ILR Manager.
- Apprenticeship Finance - these records need to be duplicated from the previous funding year and associated with a UIO_QUAL_AIMS record for the following funding year to return them
- Destination and Progression - these records are not linked to learner aims (or learners) in a funding year and are unaffected by the process to return continuing aims