Student Record Return: Instance Entity

If you select the Include Student Entities check box on the Create Extract Data page, the Create Extract process creates Instance entities based on distinct student careers and the related HESA Instance.

The process includes a student career as an Instance entity if the following three conditions are met:

The process has included the plan (or the subplan if the subplan rather than the plan is being reported) of the student program record as a Course entity in the extract. Note that if the student has multiple active plans the process considers the plan defined in the HESA Instance record.
A related HESA Instance record exists for the career and academic institution with the Report To HESA check box selected.
The student must be a continuing student (that is, the derived commencement date is prior to the start of the reporting period) or a new student (that is, the derived commencement date falls on or after the start of the reporting period).

If the student is a continuing student, then one of the following conditions must be satisfied:

The student is in the HIN Population. That is, a HIN Population Year value exists in the HESA Instance record that matches the Reporting Period Year.
You have not selected the HIN Population Only check box and the student has not left or completed prior to the reporting period. To determine whether the student has not left or completed prior to the reporting period, the process first selects the Student Program record that has an effective date nearest to the Reporting Period Start Date. Then, it checks whether the selected record has a Program Status that matches one of the eligible Program Statuses defined for the return on the HESA Returns page.

Note: If you have selected the check box, for each student career, the process only evaluates whether the first condition is met (that is, student is in the HIN population) and does not evaluate the second condition (that is, the student has not left or completed prior to the reporting period). In other words, if you select the check box and if the first condition is not met, the student career is not included.

If the student is a new student, then one of the following conditions must be satisfied:

The student is in the HIN Population.
The student has been term activated for at least one term that begins within the reporting period and the student has at least one enrolled class related to that term.
The student has an FTE of greater than zero for the reporting period.

Note: The HIN Population Year value in the HESA Instance record may not exist for new students. Therefore, the process does not consider the HIN Population Only check box for selection of new students. It includes a new student based on either the class enrollment condition or the FTE condition, if the student is not in the HIN population.

The Create Extract process uses the following fields set up on the HESA Instance page for a student career:

Academic Plan: Indicates the plan to report if the student has multiple active plans.
Linked Career and Linked Career Number: Indicates that the student instance is associated with another instance.
Report To HESA: If the check box is cleared, the process does not include the instance data.
Start Date of Instance: The system calculates a value but you can use this field to override the calculated value.
HIN Population Year: Indicates the reporting year for which the system should include the Instance in the return. You must manually enter the HIN Population Year on the HESA Instance page or import the values using the Import HIN Target List process.
Year of Course: Indicates the year of course the student is undertaking for reporting in Instance.YEARPRG. You must update this value for each subsequent reporting period when the student has progressed to the next year of the program.
Year of Student: Indicates the number of years the student has been undertaking the program for reporting in Instance.YEARSTU. You must update this value for each subsequent reporting period when the student has progressed to the next year of the program.

The system does not automatically calculate the Year of Course and Year of Student values on the HESA Instance page. You must use the HESA Instance page to manually enter the Year of Course and Year of Student values.

The Create Extract process derives the fields relevant to further education (FE) students only if the Include FE check box is selected on the HESA Returns page. Although you can include or exclude individual FE fields using the derived value for FESTUMK, the Include FE check box enables you to skip derivation of FE fields completely.

While creating Instance entities, the process checks if the student's External System ID records has a HUSID. If no records are found, the process creates a HUSID External System ID for the student with an Effective Date of the reporting period start date.

If you have selected the Null Errors Only check box for the Include Student Entities on the Create Extract Data page, the Create Extract process selects distinct EMPLIDs from the existing active extract data, where at least one field in the Instance, EntryProfile, QualificationsOnEntry, QualificationsAwarded, RAEData, StudentOnModule or Student extract data has a derived value of NULL ERROR. The process then selects all the Instance entity records for these EMPLIDs (if an EMPLID has multiple instances and if at least one instance has a NULL ERROR, then all the instances are selected).

If you have selected the Validation Errors Only check box for the Include Student Entities, the Create Extract process first deletes any Validation Error staging records where all of the COURSEID, MODID and EMPLID fields are blank. Then, it selects distinct EMPLIDs from the Validation Error staging table where the EMPLID is not blank. The process selects Instance entity records for these EMPLIDs. Finally, the process deletes records from the Validation Error staging table where EMPLID is populated.

Return: Student Record

Entity: Instance

Page Used:

Page	Page Element
HESA Instance	ACTPROGROUTE

Field Derivation Rule: Derive only if the Include FE check box is selected.

Derive a value if the following conditions are met:

Country = England
Instance.REDUCEDI = 00 or 01
Instance.FESTUMK = 1, 3, or 4
Instance.ENDDATE value exists
Instance.PROGTYPE = 02, 03, 10, 19, 20 or 21
Instance.AIMTYPE = 1

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Use constant.
Derive from the HESA Instance page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Page Used:

Page	Page Element
HESA Instance	ADDSUPCT

Field Derivation Rule: Derive only if the Include FE check box is selected.

Derive a value if the following conditions are met:

Country = England
Instance.FESTUMK = 1, 3, or 4
Instance.REDUCEDI = 00 or 01
Instance.FUNDMODEL = 25, 35, 81 or 82

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Use constant.
Derive from the HESA Instance page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Pages Used:

Page	Page Element
Program HESA Data	AIMTYPE
Plan HESA Data	AIMTYPE
Sub-Plan HESA	AIMTYPE
HESA Instance	AIMTYPE

Field Derivation Rule: Derive only if the Include FE check box is selected.

Derive a value if the following conditions are met:

Country = England
Instance.REDUCEDI = 00 or 01
Instance.FESTUMK = 1, 3 or 4

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Use constant.
Derive from the HESA Instance page.
If Instance.COURSEID is based on a subplan, derive from the Sub-Plan HESA page.
Derive from the Plan HESA Data page.
Derive from the Program HESA Data page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Pages Used:

Page	Page Element
Program HESA Data	BRIDGE
Plan HESA Data	BRIDGE
Sub-Plan HESA	BRIDGE

Field Derivation Rule: Derive a value if one of the following conditions is met:

Country = England, Northern Ireland, or Scotland AND Instance.REDUCEDI = 00.
Country = Wales, REDUCEDI = 00, AND COURSEAIM does not begin with P, Q, R, S or X.

Derivation Steps:

Use constant.
If Instance.COURSEID is based on a subplan, derive from the Sub-Plan HESA page.
Derive from the Plan HESA Data page.
Derive from the Program HESA Data page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Pages Used:

Page	Page Element
Student Program	Campus
Campus select (Records and Enrollment, then select HESA Reporting, then select Codes and Mappings, then select Code Mappings, then select Campus)	HESA Campus

Field Derivation Rule: Include for all Instance entities.

Derivation Steps:

Use constant.
Use the mapping to derive the HESA Campus code for the Campus value entered in the Student Program page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Page Used:

Page	Page Element
HESA Instance	CSTAT

Field Derivation Rule: Derive only if the Include FE check box is selected.

Derive a value if the following conditions are met:

Country = England or Wales
Instance.FESTUMK = 1, 3, or 4
Instance.REDUCEDI = 00 or 01

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Use constant.
Derive from the HESA Instance page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Page Used:

Page	Page Element
HESA Instance	Start Date of Instance Effective Date

Page

Page Element

HESA Instance

Start Date of Instance

Effective Date

Field Derivation Rule: Include for all Instance entities.

Derivation Steps:

Derive as the Start Date of Instance from the HESA Instance page.
Use the following process to calculate the earliest class start date for enrolled classes related to the Instance being reported. This selection is similar to that done for StudentOnModule except that it is not restricted to classes overlapping the reporting period and considers enrollments for linked careers.
1. Select all activated terms for the student career of the Instance.
2. From each activated term, select classes that satisfy the following conditions:
  
  – Status = Enrolled
  
  – Units Taken value is greater than zero.
  
  – Grading basis value matches one of the values defined in the Grading Basis Inclusion region with the Extract check box selected on the HESA Configuration page.
  
  – Repeat Code value does not exist or does not match a value defined in the Repeat Code Exclusion region with the Extract check box selected on the HESA Configuration page.
  
  – If the student has multiple careers with the same Academic Career value as the career being processed (that is, the same career value with different career numbers), then apply a further filter to the class enrollments. In such a case, select the class only if the program value of the enrollment record is does not exist or matches one of the program values in the Student Program records for that career and career number.
3. If the Instance has been linked to a prior student career using the Linked Career and Linked Career Number fields in the HESA Instance record, then also consider classes for the previous career.
4. Derive the earliest Class Start Date from all the selected classes as COMDATE.
The earliest Effective Date of the HESA Instance records.

For steps 2 and 3, the system stores the derived date as the Start Date of Instance value in the HESA Instance record.

Return: Student Record

Entity: Instance

Pages Used: None

Field Derivation Rule: Include for all Instance entities.

Derivation Steps:

If the student's subplan is reported in the Course extract, derive from the student's subplan.
Derive from the student's plan.

Return: Student Record

Entity: Instance

Page Used:

Page	Page Element
HESA Instance	DESTIN

Field Derivation Rule: Derive only if the Include FE check box is selected.

Derive a value if the following conditions are met:

Country = Wales
Instance.FESTUMK = 1, 3, or 4
Instance.REDUCEDI = 00 or 01
Course.COURSEAIM begins with P, Q, R, S or X.

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Use constant.
Derive from the HESA Instance page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Pages Used:

Page	Page Element
Program Offering/Year HESA	DESTOCM, DESTOCM2, DESTOCM3 (Program Year HESA Data group box)
Plan Offering/Year HESA	DESTOCM, DESTOCM2, DESTOCM3 (Plan Year HESA Data group box)
Sub-Plan Offering/Year HESA	DESTOCM, DESTOCM2, DESTOCM3 (Sub-Plan Year Data group box)
HESA Instance	DESTOCM, DESTOCM2, DESTOCM3

Field Derivation Rule: Derive a value if the following conditions are met:

Country = England, Wales, or Northern Ireland
Instance.REDUCEDI = 00
(Instance.EXCHANGE = 7, B, C, D, or E) or (Instance.LOCSDY = F, G or S)

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Use constant to create a single DESTOCM field.
Derive from the HESA Instance page.
If Instance.COURSEID is based on a subplan, derive from the Sub-Plan Offering/Year HESA page for the combination of academic load and YEARPRG of the student instance.
Derive from the Plan Offering/Year HESA page for the combination of academic load and YEARPRG of the student instance.
Derive from the Program Offering/Year HESA page for the combination of academic load and YEARPRG of the student instance.
Use default to create a single DESTOCM field.
Derive a single DESTOCM field as NULL ERROR.

Note: The system can derive up to three values. Each of the values is included as a separate DESTOCM field in the XML file.

Return: Student Record

Entity: Instance

Pages Used:

Page	Page Element
Program HESA Data	DHFUND
Plan HESA Data	DHFUND
Sub-Plan HESA	DHFUND
HESA Instance	DHFUND

Field Derivation Rule: Derive a value if the following conditions are met:

Country = England
Instance.REDUCEDI = 00 or 01
Related Course.MSFUND = 37 or 38

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Use constant.
Derive from the HESA Instance page.
If Instance.COURSEID is based on a subplan, derive from the Sub-Plan HESA page.
Derive from the Plan HESA Data page.
Derive from the Program HESA Data page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Page Used:

Page	Page Element
External System ID	External System ID

Field Derivation Rule: Derive a value if the following conditions are met:

Instance.REDUCEDI = 00 or 01
Related Course.REGBODY = 06 or 07 or is in the range 40 to 55 inclusive
Related Course.COURSEAIM = M16, M26, M76, M86, H16, H62, H76, I16, I76, J26 or J76

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Select External System ID records for the person with the External ID Type defined for DHREGREF in the HESA Types page.
Use default.
Derive as NULL ERROR.

You can define a default of 99999999 for this field.

Return: Student Record

Entity: Instance

Page Used:

Page	Page Element
HESA Instance	DISALL
Impairment AUS select (Campus Community, then select Personal Information, then select Health Information, then select Impairment AUS)	Support Services Request
Disability (Records and Enrollment, HESA Reporting, Codes and Mappings, Code Mappings, Disability)	HESA Disability Allowance

Field Derivation Rule: Derive a value if one of the following conditions is met:

Country = England, Northern Ireland, or Scotland, Instance.REDUCEDI = 00 AND Student.DISABLE = 02 to 96 inclusive.
Country = Wales, Instance.REDUCEDI = 00, Student.DISABLE = 02 to 96 inclusive, AND Course.COURSEAIM does not begin with P, Q, R, S or X.

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Use constant.
Derive from the HESA Instance page.
If the student has a Support Services Request value defined on the Impairment AUS page, use the mapped HESA Disability Allowance code from the Disability page.
Use default.
Derive as NULL ERROR.

Note: The system derives Student.DISABLE before creating the Student entity in order to derive the Student.DISALL field.

Return: Student Record

Entity: Instance

Pages Used:

Page	Page Element
HESA Instance	DISUPFAC

Field Derivation Rule: Derive only if the Include FE check box is selected.

Derive a value if the following conditions are met:

Country = England
Instance.FESTUMK = 1, 3, or 4
Instance.REDUCEDI = 00 or 01

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Use constant.
Derive from the HESA Instance page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Pages Used:

Page	Page Element
Program HESA Data	DISTLEARNSLN
Plan HESA Data	DISTLEARNSLN
Sub-Plan HESA	DISTLEARNSLN
HESA Instance	DISTLEARNSLN

Field Derivation Rule: Derive only if the Include FE check box is selected.

Derive a value if the following conditions are met:

Country = England
Instance.REDUCEDI = 00 or 01
Instance.FESTUMK = 1 or 3
Instance.AIMTYPE = 2, 3 or 4

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Use constant.
Derive from the HESA Instance page.
If Instance.COURSEID is based on a subplan, derive from the Sub-Plan HESA page.
Derive from the Plan HESA Data page.
Derive from the Program HESA Data page.
Use default.
If Instance.FUNDMODEL = 21 or 22, derive as NULL ERROR.
Do not derive a value and leave the field blank.

Return: Student Record

Entity: Instance

Page Used:

Page	Page Element
HESA Instance	ELIDISUP

Field Derivation Rule: Derive only if the Include FE check box is selected.

Derive a value if the following conditions are met:

Country = England
Instance.FESTUMK = 1, 3, or 4
Instance.REDUCEDI = 00

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Use constant.
Derive from the HESA Instance page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Page Used:

Page	Page Element
HESA Instance	ELIGENFD

Field Derivation Rule: Derive only if the Include FE check box is selected.

Derive a value if the following conditions are met:

Country = England
Instance.FESTUMK = 1, 3, or 4
Instance.REDUCEDI = 00

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Use constant.
Derive from the HESA Instance page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Page Used:

Page	Page Element
HESA Instance	ELQ

Field Derivation Rule: Derive a value if the following conditions are met:

Country = England
Instance.REDUCEDI = 00 or 01
Instance.FEEELIG = 1
Related Course.COURSEAIM begins E, M, H, I, J or C

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Derive from the HESA Instance page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Page Used:

Page	Page Element
HESA Instance	EMPROLE

Field Derivation Rule: Derive only if the Include FE check box is selected.

Derive a value if the following conditions are met:

Country = Wales
Instance.FESTUMK = 1, 3, or 4
Instance.REDUCEDI = 00 or 01

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Use constant.
Derive from the HESA Instance page.
Use default.
Do not derive a value and leave the field blank.

Return: Student Record

Entity: Instance

Pages Used:

Page	Page Element
Student Program	Program Action Action Reason Effective Date
HESA Action Reasons	Reason for Ending Instance Mapping

Page

Page Element

Student Program

Program Action

Action Reason

Effective Date

HESA Action Reasons

Reason for Ending Instance Mapping

Field Derivation Rule: Include for all Instance entities.

Derivation Steps:

Derive the effective date of the record formatted to YYYY-MM-DD if the most recent effective dated Student Program record has Program Action/Reason values mapped to a HESA Reason for Ending Instance code on the HESA Action Reasons page and, either Instance.INTERCALATE is not 01, or the mapped HESA RSNEND value is not 01.
Do not derive a value, leave the field blank and set ReasonForNull = 9.

Return: Student Record

Entity: Instance

Pages Used:

Page	Page Element
Program HESA Data	EXCHANGE
Program Offering/Year HESA	EXCHANGE (Program Year HESA Data group box)
Plan HESA Data	EXCHANGE
Plan Offering/Year HESA	EXCHANGE (Plan Year HESA Data group box)
Sub-Plan HESA	EXCHANGE
Sub-Plan Offering/Year HESA	EXCHANGE (Sub-Plan Year HESA Data group box)
HESA Instance	EXCHANGE

Field Derivation Rule: Derive a value if one of the following conditions is met:

Country = England, Northern Ireland, or Scotland AND Instance.REDUCEDI = 00, 03 or 09.
Country = Wales, Instance.REDUCEDI = 00, 03 or 09 AND Course.COURSEAIM does not begin with P, Q, R, S or X.

Derivation Steps:

Use constant.
Derive from the HESA Instance page.
If Instance.COURSEID is based on a subplan, derive from the Sub-Plan Offering/Year HESA page for the combination of academic load and YEARPRG of the student instance.
If Instance.COURSEID is based on a subplan, derive from the Sub-Plan HESA page.
Derive from the Plan Offering/Year HESA page for the combination of academic load and YEARPRG of the student instance.
Derive from the Plan HESA Data page.
Derive from the Program Offering/Year HESA page for the combination of academic load and YEARPRG of the student instance.
Derive from the Program HESA Data page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Pages Used:

Page	Page Element
Residency Official 1 (Campus Community, Personal Information (Student), Identification (Student), Residency Data, Residency Official 1)	Residency
Program HESA Data	FEEELIG
Program Offering/Year HESA	FEEELIG (Program Offering HESA Data group box)
Plan HESA Data	FEEELIG
Plan Offering/Year HESA	FEEELIG (Plan Offering HESA Data group box)
Sub-Plan HESA	FEEELIG
Sub-Plan Offering/Year HESA	FEEELIG (Sub-Plan Offering HESA Data group box)
HESA Instance	FEEELIG
Fee Eligibility (Records and Enrollment, HESA Reporting, Codes and Mappings, Code Mappings, Fee Eligibility)	HESA Fee Eligibility

Field Derivation Rule: If Instance.REDUCEDI = 00, 01 or 09 derive a value. Otherwise, do not derive a value and leave the field blank.

Derivation Steps:

Use constant.
Select the residency records for the EMPLID, institution, and academic career combination for the most recent effective term that starts on or before the end of the reporting period. Use the HESA Fee Eligibility code mapped to the selected residency value. If the mapping does not exist, log an error message and skip to the next step.
Derive from the HESA Instance page.
If Instance.COURSEID is based on a subplan, derive from the Sub-Plan Offering/Year HESA page for the academic load of the student instance.
If Instance.COURSEID is based on a subplan, derive from the Sub-Plan HESA page.
Derive from the Plan Offering/Year HESA page for the academic load of the student instance.
Derive from the Plan HESA Data page.
Derive from the Program Offering/Year HESA page for the academic load of the student instance.
Derive from the Program HESA Data page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Page Used:

Page	Page Element
HESA Instance	FEEREGIME

Field Derivation Rule: Derive a value if one of the following sets of conditions is met. Otherwise, do not derive a value and leave the field blank.

Set	Conditions
England Postgraduate	Country = England, and Related Course.COURSEAIM begins with E or M excluding M22, M26 or M28, and Instance.REDUCEDI = 00 or 01, and Instance.FEEELIG = 1 or 3, and Instance.EXCHANGE is not 4 or G, and (Instance.MODE = 01, 02, 23, 24, 25, 31, 73, or 74) or (Instance.MODE = 43 or 44 and Instance.MCDATE is in the reporting period)
England Undergraduate	Country = England, and Related Course.COURSEAIM begins with H, I, J, C or is M22, M26 or M28, and Related Course.TTCID is not F, and Instance.REDUCEDI = 00 or 01, and Instance.FEEELIG = 1 or 3, and Instance.EXCHANGE is not 4 or G, and Instance.MODE = 01, 02, 23, 24, 25, 31, 43, 44, 73, or 74
Northern Ireland Postgraduate	Country = Northern Ireland, and Related Course.COURSEAIM is M71 or M88 Instance.REDUCEDI = 00 or 01, and Instance.FEEELIG = 1 or 3, and Instance.EXCHANGE is not 4 or G, and Instance.SSN value does not exist, and (Instance.MODE = 01, 02, 23, 24, or 25) or (Instance.MODE = 43 and Instance.MCDATE is in the reporting period)
Northern Ireland Undergraduate	Country = Northern Ireland, and Related Course.COURSEAIM begins with H, I, J, C or is M22, M26 or M28 Instance.REDUCEDI = 00 or 01, and Instance.FEEELIG = 1 or 3, and Instance.EXCHANGE is not 4 or G, and Instance.SSN value does not exist, and Instance.MODE = 01, 02, 23, 24, 25, or 43
Scotland	Country = Scotland, and Instance.REDUCEDI = 00 or 01, and Instance.FEEELIG = 1 or 3, and Instance.EXCHANGE is not 4, G, Y or Z, and Instance.SSN value does not exist, and Instance.MODE = 01, 02, 23, 24, or 25, and Related Course.COURSEAIM is C20, C30, H00, H11, H16, H18, H22, H23, H50, I00, I11, I16, J20, J26, J30, M22, M26, M28, M71 or M88
Wales	Country = Wales, and Instance.REDUCEDI = 00, and Instance.FEEELIG = 1 or 3, and Instance.EXCHANGE is not 4 or G, and Instance.SSN value does not exist, and Instance.MODE = 01, 02, 23, 24, 25, or 43, and Related Course.COURSEAIM begins H, I, J, C or is M22, M26, M28, M71 or M88

Derivation Steps:

Derive from the HESA Instance page.
If Instance.COMDATE is before 01-SEP-2012, derive as 10.
If Instance.COMDATE is on or after 01-SEP-2012 and Country = Scotland and either DOMICILE is Scotland (XH) or DOMICILE is European Union (excluding England, Northern Ireland and Wales), derive as 10.

The DOMICILE value is derived in the same way as EntryProfile.DOMICILE and is derived even if an EntryProfile is not being included in the extract (that is, for new and continuing students).

The check on European Union includes countries where the EU Member State check box is selected in the Country Table plus also the generic EU code (European Union not otherwise specified) and specifically excludes the individual country codes for England (XF), Northern Ireland (XG), Wales (XI) and UK not specified (XK).
If COMDATE is on or after 01-SEP-2012 and Country = Northern Ireland and either DOMICILE is Northern Ireland (XG) or DOMICILE is European Union (excluding England, Scotland and Wales), derive as 10.
If Instance.COMDATE is on or after 01-SEP-2012, derive as 20.

Return: Student Record

Entity: Instance

Page Used:

Page	Page Element
HESA Instance	FEOUTCOME

Field Derivation Rule: Derive only if the Include FE check box is selected.

Derive a value if the following conditions are met:

Country = England
Instance.REDUCEDI = 00 or 01
Instance.FESTUMK = 1, 3, or 4

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Use constant.
Derive from the HESA Instance page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Pages Used:

Page	Page Element
Program HESA Data	FESTUMK
Plan HESA Data	FESTUMK
Sub-Plan HESA	FESTUMK
HESA Instance	FESTUMK
HESA Returns	Include FE

Field Derivation Rule: Derive a value if the following conditions are met:

Country = England or Wales
Instance.REDUCEDI is 00, 01, 03 or 04

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Derive as 2 if Include FE check box is not selected on the HESA Returns page.
Derive from the HESA Instance page.
If Instance.COURSEID is based on a subplan, derive from the Sub-Plan HESA page.
Derive from the Plan HESA Data page.
Derive from the Program HESA Data page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Page Used:

Page	Page Element
HESA Instance	FUNDADJOTH

Field Derivation Rule: Derive a value if the following conditions are met:

Country = England
Instance.FESTUMK = 1, 3, or 4
Instance.REDUCEDI = 00 or 01
Instance.FUNDMODEL = 35 or 81

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Use constant.
Derive from the HESA Instance page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Page Used:

Page	Page Element
HESA Instance	FUNDADJPRIOR

Field Derivation Rule: Derive a value if the following conditions are met:

Country = England
Instance.FESTUMK = 1, 3, or 4
Instance.REDUCEDI = 00 or 01
Either Instance.FUNDMODEL = 35 or 81 OR Instance.FUNDMODEL = 99 and LearningDeliveryFAM.LEARNDELFAMTYPE = ADL

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Use constant.
Derive from the HESA Instance page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Pages Used:

Page	Page Element
Program HESA Data	FRANPART
Plan HESA Data	FRANPART
Sub-Plan HESA	FRANPART
HESA Instance	FRANPART

Field Derivation Rule: Derive only if the Include FE check box is selected.

Derive a value if the following conditions are met:

Country = Wales
Instance.FESTUMK = 1, 3, or 4
Instance.REDUCEDI = 00

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Use constant.
Derive from the HESA Instance page.
If Instance.COURSEID is based on a subplan, derive from the Sub-Plan HESA page.
Derive from the Plan HESA Data page.
Derive from the Program HESA Data page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Pages Used:

Page	Page Element
Program HESA Data	FROUTARR
Plan HESA Data	FROUTARR
Sub-Plan HESA	FROUTARR
HESA Instance	FROUTARR

Field Derivation Rule: Derive only if the Include FE check box is selected.

Derive a value if the following conditions are met:

Country = England
Instance.FESTUMK = 1, 3, or 4
Instance.REDUCEDI = 00 or 01

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Use constant.
Derive from the HESA Instance page.
If Instance.COURSEID is based on a subplan, derive from the Sub-Plan HESA page.
Derive from the Plan HESA Data page.
Derive from the Program HESA Data page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Pages Used:

Page	Page Element
Program HESA Data	FTEMETHOD
Program Offering/Year HESA	FTEMETHOD (Program Offering HESA Data group box)
Plan HESA Data	FTEMETHOD
Plan Offering/Year HESA	FTEMETHOD (Plan Offering HESA Data group box)
Sub-Plan HESA	FTEMETHOD
Sub-Plan Offering/Year HESA	FTEMETHOD (Sub-Plan Offering HESA Data group box)
HESA Instance	FTEMETHOD

Field Derivation Rule: Derive a value if the following conditions are met:

Country = Scotland
Instance.REDUCEDI = 00, 01, or 03

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Use constant.
Derive from the HESA Instance page.
If Instance.COURSEID is based on a subplan, derive from the Sub-Plan Offering/Year HESA page for the academic load of the student instance.
If Instance.COURSEID is based on a subplan, derive from the Sub-Plan HESA page.
Derive from the Plan Offering/Year HESA page for the academic load of the student instance.
Derive from the Plan HESA Data page.
Derive from the Program Offering/Year HESA page for the academic load of the student instance.
Derive from the Program HESA Data page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Pages Used:

Page	Page Element
Program HESA Data	FUNDCODE
Plan HESA Data	FUNDCODE
Sub-Plan HESA	FUNDCODE
HESA Instance	FUNDCODE

Field Derivation Rule: Derive a value if one of the following conditions is met:

Country is Northern Ireland, Scotland or Wales, and Instance.REDUCEDI = 00 or 01
Country is England, and Instance.REDUCEDI = 00 or 01, and Instance.FESTUMK is not 1 or 4

Do not derive a value and leave the field blank, if the condition is not met.

Derivation Steps:

Use constant.
Derive from the HESA Instance page.
If Instance.COURSEID is based on a subplan, derive from the Sub-Plan HESA page.
Derive from the Plan HESA Data page.
Derive from the Program HESA Data page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Page Used:

Page	Page Element
HESA Instance	FUNDCOMP

Field Derivation Rule: Derive a value if the following conditions are met:

Country = England, Wales, or Northern Ireland
Instance.REDUCEDI = 00 or 01

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Use constant.
Derive from the HESA Instance page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Pages Used:

Page	Page Element
Program HESA Data	FUNDLEV
Program Offering/Year HESA	FUNDLEV (Program Year HESA Data group box)
Plan HESA Data	FUNDLEV
Plan Offering/Year HESA	FUNDLEV (Plan Year HESA Data group box)
Sub-Plan HESA	FUNDLEV
Sub-Plan Offering/Year HESA	FUNDLEV (Sub-Plan Year HESA Data group box)
HESA Instance	FUNDLEV

Field Derivation Rule: Derive a value if the following conditions are met:

Country = England or Northern Ireland
Instance.REDUCEDI = 00 or 01

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Use constant.
Derive from the HESA Instance page.
If Instance.COURSEID is based on a subplan, derive from the Sub-Plan Offering/Year HESA page for the combination of academic load and YEARPRG of the student instance.
If Instance.COURSEID is based on a subplan, derive from the Sub-Plan HESA page.
Derive from the Plan Offering/Year HESA page for the combination of academic load and YEARPRG of the student instance.
Derive from the Plan HESA Data page.
Derive from the Program Offering/Year HESA page for the combination of academic load and YEARPRG of the student instance.
Derive from the Program HESA Data page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Pages Used:

Page	Page Element
Program HESA Data	FUNDMODEL
Plan HESA Data	FUNDMODEL
Sub-Plan HESA	FUNDMODEL
HESA Instance	FUNDMODEL

Field Derivation Rule: Derive only if the Include FE check box is selected.

Derive a value if the following conditions are met:

Country = England
Instance.REDUCEDI = 00 or 01
Instance.FESTUMK = 1, 3, or 4

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Use constant.
Derive from the HESA Instance page.
If Instance.COURSEID is based on a subplan, derive from the Sub-Plan HESA page.
Derive from the Plan HESA Data page.
Derive from the Program HESA Data page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Page Used:

Page	Page Element
HESA Instance	FWORKCODE

Field Derivation Rule: Derive only if the Include FE check box is selected.

Derive a value if the following conditions are met:

Country = England
Instance.REDUCEDI = 00 or 01
Instance.FESTUMK = 1, 3 or 4
Instance.PROGTYPE is not blank

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Use constant.
Derive from the HESA Instance page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Pages Used:

Page	Page Element
Program HESA Data	GLHRS
Program Offering/Year HESA	GLHRS (Program Offering HESA Data group box)
Plan HESA Data	GLHRS
Plan Offering/Year HESA	GLHRS (Plan Offering HESA Data group box)
Sub-Plan HESA	GLHRS
Sub-Plan Offering/Year HESA	GLHRS (Sub-Plan Offering HESA Data group box)
HESA Instance	GLHRS

Field Derivation Rule: Derive only if the Include FE check box is selected.

Derive a value if the following conditions are met:

Country = England or Wales
Instance.FESTUMK = 1, 3, or 4
Instance.REDUCEDI = 00 or 01

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Use constant.
Derive from the HESA Instance page.
If Instance.COURSEID is based on a subplan, derive from the Sub-Plan Offering/Year HESA page for the academic load of the student instance.
If Instance.COURSEID is based on a subplan, derive from the Sub-Plan HESA page.
Derive from the Plan Offering/Year HESA page for the academic load of the student instance.
Derive from the Plan HESA Data page.
Derive from the Program Offering/Year HESA page for the academic load of the student instance.
Derive from the Program HESA Data page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Pages Used:

Page	Page Element
Program HESA Data	GOVINIT
Plan HESA Data	GOVINIT
Sub-Plan HESA	GOVINIT
HESA Instance	GOVINIT

Field Derivation Rule: Derive only if the Include FE check box is selected.

Derive a value if the following conditions are met:

Country = England
Instance.FESTUMK = 1, 3, or 4
Instance.REDUCEDI = 00

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Use constant.
Derive from the HESA Instance page.
If Instance.COURSEID is based on a subplan, derive from the Sub-Plan HESA page.
Derive from the Plan HESA Data page.
Derive from the Program HESA Data page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Pages Used:

Page	Page Element
HESA Returns	Account Type Tuition
Fees After Calculation (Student Financials, Tuition and Fees, Review Fees After Calculation)	Amount
Program HESA Data	GROSSFEE
Program Offering/Year HESA	GROSSFEE (Program Offering HESA Data group box)
Plan HESA Data	GROSSFEE
Plan Offering/Year HESA	GROSSFEE (Plan Offering HESA Data group box)
Sub-Plan HESA	GROSSFEE
Sub-Plan Offering/Year HESA	GROSSFEE (Sub-Plan Offering HESA Data group box)
HESA Instance	GROSSFEE

Field Derivation Rule: if Instance.FEEREGIME = 20 derive a value. Otherwise, do not derive a value and leave the field blank.

Do not derive a value and leave the field blank, if the conditions are not met.

Note: FEEREGIME is derived depending on FEEELIG, EXCHANGE, MODE and COURSEAIM values and for Scotland, Northern Ireland and Wales only, if SSN value does not exist.

Derivation Steps:

Derive from the HESA Instance page.
Derive as total of all the tuition fee charges for the student career for terms that start within the reporting period. Fee records where the Item Type Code is Charge and the Account Type is one of those defined with the Tuition check box selected on the HESA Returns page. The derived value is rounded to the nearest pound.
If Instance.COURSEID is based on a subplan, derive from the Sub-Plan Offering/Year HESA page for the academic load of the student instance.
If Instance.COURSEID is based on a subplan, derive from the Sub-Plan HESA page.
Derive from the Plan Offering/Year HESA page for the academic load of the student instance.
Derive from the Plan HESA Data page.
Derive from the Program Offering/Year HESA page for the academic load of the student instance.
Derive from the Program HESA Data page.
Use default.
Do not derive a value and leave the field blank.

Return: Student Record

Entity: Instance

Pages Used:

Page	Page Element
Program HESA Data	IMPRATE
Program Offering/Year HESA	IMPRATE (Program Offering HESA Data group box)
Plan HESA Data	IMPRATE
Plan Offering/Year HESA	IMPRATE (Plan Offering HESA Data group box)
Sub-Plan HESA	IMPRATE
Sub-Plan Offering/Year HESA	IMPRATE (Sub-Plan Offering HESA Data group box)
HESA Instance	IMPRATE

Field Derivation Rule: Derive only if the Include FE check box is selected.

Derive a value if the following conditions are met:

Country = England
Instance.FESTUMK = 1, 3, or 4
Instance.REDUCEDI = 00
Related Course.MSFUND = 86, 87, 88, AA, AB, AC, or AD

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Use constant.
Derive from the HESA Instance page.
If Instance.COURSEID is based on a subplan, derive from the Sub-Plan Offering/Year HESA page for the academic load of the student instance.
If Instance.COURSEID is based on a subplan, derive from the Sub-Plan HESA page.
Derive from the Plan Offering/Year HESA page for the academic load of the student instance.
Derive from the Plan HESA Data page.
Derive from the Program Offering/Year HESA page for the academic load of the student instance.
Derive from the Program HESA Data page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Pages Used:

Page	Page Element
Student Program	Campus
Campus (Records and Enrollment, HESA Reporting, Codes and Mappings, Code Mappings, Campus)	HESA Campus

Field Derivation Rule: Include for all Instance entities.

Derivation Steps:

Use constant.
Use the mapping to derive the HESA Campus code for the Campus value entered in the Student Program page.
Use default.
If Country = Wales and Course.COURSEAIM = X41, X42, X43, X44, X45 or X46 then derive as NULL ERROR.
Do not derive a value and leave the field blank.

Return: Student Record

Entity: Instance

Pages Used:

Page	Page Element
Program HESA Data	INITIATIVES, INITIATIVES2
Plan HESA Data	INITIATIVES, INITIATIVES2
Sub-Plan HESA	INITIATIVES, INITIATIVES2
HESA Instance	INITIATIVES, INITIATIVES2

Field Derivation Rule: Derive a value if Country = England or Wales.

Do not derive a value and leave the field blank, if the condition is not met.

Derivation Steps:

Derive from the HESA Instance page.
If Instance.COURSEID is based on a subplan, derive from the Sub-Plan HESA page.
Derive from the Plan HESA Data page.
Derive from the Program HESA Data page.
Do not derive a value and leave the field blank.

Return: Student Record

Entity: Instance

Pages Used:

Page	Page Element
Program HESA Data	INTERCALATE
Program Offering/Year HESA	INTERCALATE (Program Year HESA Data group box)
Plan HESA Data	INTERCALATE
Plan Offering/Year HESA	INTERCALATE (Plan Year HESA Data group box)
Sub-Plan HESA	INTERCALATE
Sub-Plan Offering/Year HESA	INTERCALATE (Sub-Plan Year HESA Data group box)
HESA Instance	INTERCALATE

Field Derivation Rule: If Instance.REDUCEDI = 00, 01 or 03 derive a value. Otherwise, do not derive a value and leave the field blank.

Derivation Steps:

Derive from the HESA Instance page.
If Instance.COURSEID is based on a subplan, derive from the Sub-Plan Offering/Year HESA page for the combination of academic load and YEARPRG of the student instance.
If Instance.COURSEID is based on a subplan, derive from the Sub-Plan HESA page.
Derive from the Plan Offering/Year HESA page for the combination of academic load and YEARPRG of the student instance.
Derive from the Plan HESA Data page.
Derive from the Program Offering/Year HESA page for the combination of academic load and YEARPRG of the student instance.
Derive from the Program HESA Data page.
Use default.
Do not derive a value and leave the field blank.

Return: Student Record

Entity: Instance

Pages Used:

Page	Page Element
Program HESA Data	ITTPHSC
Plan HESA Data	ITTPHSC
Sub-Plan HESA	ITTPHSC
HESA Instance	ITTPHSC

Field Derivation Rule: Derive a value if the following conditions are met:

Country = England or Wales
Related Course.TTCID = 1, 2, 8, F, G, H, L, M, N or P
Related Course.REDUCEDC = 00, 01, 04 or 07

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Use constant.
Derive from the HESA Instance page.
If Instance.COURSEID is based on a subplan, derive from the Sub-Plan HESA page.
Derive from the Plan HESA Data page.
Derive from the Program HESA Data page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Pages Used:

Page	Page Element
Program HESA Data	ITTSCHMS
Plan HESA Data	ITTSCHMS
Sub-Plan HESA	ITTSCHMS
HESA Instance	ITTSCHMS

Field Derivation Rule: Derive a value if the following conditions are met:

Country = England
Instance.REDUCEDI = 00, 01, or 04
Related Course.TTCID = 1, 2, 8, G, H, L, M, N or P

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Use constant.
Derive from the HESA Instance page.
If Instance.COURSEID is based on a subplan, derive from the Sub-Plan HESA page.
Derive from the Plan HESA Data page.
Derive from the Program HESA Data page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Page Used:

Page	Page Element
HESA Instance	LEARNDIF

Field Derivation Rule: Derive only if the Include FE check box is selected.

Derive a value if the following conditions are met:

Country = England
Instance.FESTUMK = 1, 3, or 4
Instance.REDUCEDI = 00 or 01

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Use constant.
Derive from the HESA Instance page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Page Used:

Page	Page Element
HESA Instance	LEARNPLANENDDATE

Field Derivation Rule: Derive only if the Include FE check box is selected.

Derive a value if the following conditions are met:

Country = England
Instance.FESTUMK = 1, 3, or 4
Instance.REDUCEDI = 00 or 01

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Use constant.
Derive from the HESA Instance page (in YYYY-MM-DD format).
End Date of the Expected Graduation Term defined for the Student Program, converted to YYYY-MM-DD format
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Pages Used: None

Field Derivation Rule: Derive a value if the following conditions are met:

Country = England or Northern Ireland
Instance.INSTAPP = 1
Instance.TYPEYR = 2, 3, 4, or 5
Instance.REDUCEDI = 00 or 01
Course.COURSEAIM does not begin D, L, P, Q, R, S or X

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Step:

Note: For this release, this field is derived as NULL ERROR.

Return: Student Record

Entity: Instance

Pages Used: None

Field Derivation Rule: Derive a value if the following conditions are met:

Country = England or Northern Ireland
Instance.INSTAPP = 1
Instance.TYPEYR = 2, 3, 4, or 5
Instance.REDUCEDI = 00 or 01
Course.COURSEAIM does not begin D, L, P, Q, R, S or X

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Step:

Note: For this release, this field is derived as NULL ERROR.

Return: Student Record

Entity: Instance

Pages Used:

Page	Page Element
Program HESA Data	LOCSDY
Program Offering/Year HESA	LOCSDY (Program Year HESA Data group box)
Plan HESA Data	LOCSDY
Plan Offering/Year HESA	LOCSDY (Plan Year HESA Data group box)
Sub-Plan HESA	LOCSDY
Sub-Plan Offering/Year HESA	LOCSDY (Sub-Plan Year HESA Data group box)
HESA Instance	LOCSDY

Field Derivation Rule: If Instance.REDUCEDI = 00, 01 or 09 derive a value. Otherwise, do not derive a value and leave the field blank.

Derivation Steps:

Use constant.
Derive from the HESA Instance page.
If Instance.COURSEID is based on a subplan, derive from the Sub-Plan Offering/Year HESA page for the combination of academic load and YEARPRG of the student instance.
If Instance.COURSEID is based on a subplan, derive from the Sub-Plan HESA page.
Derive from the Plan Offering/Year HESA page for the combination of academic load and YEARPRG of the student instance.
Derive from the Plan HESA Data page.
Derive from the Program Offering/Year HESA page for the combination of academic load and YEARPRG of the student instance.
Derive from the Program HESA Data page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Pages Used:

Page	Page Element
Student Program	Program Action Action Reason
HESA Instance	MCDATE
HESA Action Reasons	HESA Mode Direction (Change of Mode Mapping group box)

Page

Page Element

Student Program

Program Action

Action Reason

HESA Instance

MCDATE

HESA Action Reasons

HESA Mode Direction (Change of Mode Mapping group box)

Field Derivation Rule: Derive a value if the following conditions are met:

Country = England or Northern Ireland
Instance.REDUCEDI = 00 or 04
Related Course.COURSEAIM begins with D, E, L, or M (excluding M22, M26 or M28)

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

If MODE derivation step = 1 (that is derived from HESA Instance page), then derive MCDATE from HESA Instance page.
If MODE derivation step = 2 and the most recent record was selected to derive MODE, select any other earlier change of mode from the Student Program records where effective end date is within the reporting period.

For each record, determine from the Mode Direction mapping whether the MODE changed from Active to Inactive or vice versa.

If any one of the following three conditions is met, derive MCDATE as the effective date of the record that was used to derive MODE, formatted to YYYY-MM-DD:
- The earliest Mode Direction From = Active and the latest Mode Direction To = Inactive.
- The earliest Mode Direction From = Inactive and the latest Mode Direction To = Active.
- The earliest Mode Direction From = Inactive, the latest Mode Direction To = Inactive, and a minimum of one of the selected records for the reporting period has a Mode Direction To = Active (that is, student was active at some point).
Do not derive a value, leave the field blank and set ReasonForNull = 9.

Return: Student Record

Entity: Instance

Pages Used:

Page	Page Element
Program Offering/Year HESA	MODE (Program Year HESA Data group box)
Plan Offering/Year HESA	MODE (Plan Year HESA Data group box)
Sub-Plan Offering/Year HESA	MODE (Sub-Plan Year Data group box)
Student Program	Program Action Action Reason
Student Program	Acad Load
HESA Instance	MODE
Mode of Study select (Records and Enrollment, then select HESA Reporting, then select Codes and Mappings, then select Code Mappings, then select Mode of Study)	HESA Mode of Study
HESA Action Reasons	Change of Mode Mapping
Term/Session Table (Set up SACR, Foundation Table, Term Setup, Term/Session Table)	Term
Enrollment Limit (Records and Enrollment, Student Term Information, Term Activate a Student, Enrollment Limit)	Approved Academic Load

Field Derivation Rule: Include for all Instance entities.

Derivation Steps:

Derive from the HESA Instance page.
Select the Student Program record that has Program Action/Reason values mapped to a HESA Mode in the HESA Action Reasons page. Derive the mapped HESA mode value. If the derived value is 73 or 74 and the effective date of the record is prior to the reporting period start date, convert 73 to 63 and 74 to 64.
If Instance.COURSEID is based on a subplan, and the MODE value from the Sub-Plan Offering/Year HESA page for the combination of Academic Load and YEARPRG of the student instance equals 23, 24, or 25 (sandwich placement year), then derive the Sub-Plan Offering/Year HESA MODE value.
If the MODE value from the Plan Offering/Year HESA page for the combination of Academic Load and YEARPRG of the student instance equals 23, 24, or 25, then derive the Plan Offering/Year HESA MODE value.
If the MODE Value from the Program Offering/Year HESA page for the combination of Academic Load and YEARPRG of the student instance equals 23, 24, or 25, then derive the Program Offering/Year HESA MODE value.
Select the most recent activated student term record that overlaps the reporting period. That is, the process selects the record with the latest term begin date from terms where the term begin date or the term end date falls within the reporting period. Select the approved academic load from the most recent term record and use the mapping on the Mode of Study page to retrieve the corresponding HESA mode for the selected academic load.
Select the academic load from the Student Program record. Derive the mapped HESA code for the selected academic load from the Mode of Study page.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Pages Used:

Page	Page Element
Program HESA Data	MSTUFEE
Program Offering/Year HESA	MSTUFEE (Program Offering HESA Data group box)
Plan HESA Data	MSTUFEE
Plan Offering/Year HESA	MSTUFEE (Plan Offering HESA Data group box)
Sub-Plan HESA	MSTUFEE
Sub-Plan Offering/Year HESA	MSTUFEE (Sub-Plan Offering HESA Data group box)
HESA Instance	MSTUFEE

Field Derivation Rule: If Instance.REDUCEDI = 00 or 01 derive a value. Otherwise, do not derive a value and leave the field blank.

Derivation Steps:

Use constant.
Derive from the HESA Instance page.
If Instance.COURSEID is based on a subplan, derive from the Sub-Plan Offering/Year HESA page for the academic load of the student instance.
If Instance.COURSEID is based on a subplan, derive from the Sub-Plan HESA page.
Derive from the Plan Offering/Year HESA page for the academic load of the student instance.
Derive from the Plan HESA Data page.
Derive from the Program Offering/Year HESA page for the academic load of the student instance.
Derive from the Program HESA Data page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Pages Used:

Page	Page Element
HESA Returns	Account Type Waiver
Fees After Calculation (Student Financials, Tuition and Fees, Review Fees After Calculation)	Amount
Program HESA Data	NETFEE
Program Offering/Year HESA	NETFEE (Program Offering HESA Data group box)
Plan HESA Data	NETFEE
Plan Offering/Year HESA	NETFEE (Plan Offering HESA Data group box)
Sub-Plan HESA	NETFEE
Sub-Plan Offering/Year HESA	NETFEE (Sub-Plan Offering HESA Data group box)
HESA Instance	NETFEE

Field Derivation Rule: If Instance.FEEREGIME = 20 derive a value. Otherwise, do not derive a value and leave the field blank.

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Derive from the HESA Instance page.
If Instance.GROSSFEE is derived from Step 2, NETFEE is derived as the rounded GROSSFEE minus the total of all waivers for the Student Career for terms that start within the reporting period. Fee records where the Item Type Code is Waiver and the Account Type is one of those defined with the Waiver check box selected in HESA Returns page. The derived value is then rounded to the nearest pound.
If Instance.COURSEID is based on a subplan, derive from the Sub-Plan Offering/Year HESA page for the academic load of the student instance.
If Instance.COURSEID is based on a subplan, derive from the Sub-Plan HESA page.
Derive from the Plan Offering/Year HESA page for the academic load of the student instance.
Derive from the Plan HESA Data page.
Derive from the Program Offering/Year HESA page for the academic load of the student instance.
Derive from the Program HESA Data page.
Use default.
Do not derive a value and leave the field blank,

Return: Student Record

Entity: Instance

Pages Used:

Page	Page Element
Program HESA Data	NHSEMP
Plan HESA Data	NHSEMP
Sub-Plan HESA	NHSEMP
HESA Instance	NHSEMP

Field Derivation Rule: Derive a value if the following conditions are met:

Country = England
Instance.REDUCEDI = 00 or 01
Related Course.COURSEAIM = M76, H76, I76, or J76

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Use constant.
Derive from the HESA Instance page.
If Instance.COURSEID is based on a subplan, derive from the Sub-Plan HESA page.
Derive from the Plan HESA Data page.
Derive from the Program HESA Data page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Page Used:

Page	Page Element
HESA Instance	NONPAY

Field Derivation Rule: Derive only if the Include FE check box is selected.

Derive a value if the following conditions are met:

Country = England
Instance.FESTUMK = 1, 3, or 4
Instance.REDUCEDI = 00
Course.MSFUND does not equal 91

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Use constant.
Derive from the HESA Instance page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Pages Used:

Page

Page Element

Student Program

Program Action

Action Reason

HESA Instance

NOTACT

HESA Action Reasons

Suspension of Active Studies Mapping

Field Derivation Rule: If Instance.RSNEND and Instance.ENDDATE values do not exist, derive a value. Otherwise, do not derive a value and leave the field blank.

Derivation Steps:

Derive from the HESA Instance page.
If the most recent effective dated Student Program record has Program Action/Reason values mapped to the a HESA Suspension of Studies code on the HESA Action Reasons page, then derive the mapped HESA code value.
Do not derive a value and leave the field blank.

Note: For correct derivation, ensure that if you have mapped a Program Action/Reason to a MODE of 73 or 74, map the same Program Action/Reason to a NOTACT value of 1 on the HESA Action Reasons page.

Return: Student Record

Entity: Instance

Pages Used:

Page	Page Element
Program HESA Data	NOUNTACH
Plan HESA Data	NOUNTACH
Sub-Plan HESA	NOUNTACH
HESA Instance	NOUNTACH

Field Derivation Rule: Derive only if the Include FE check box is selected.

Derive a value if the following conditions are met:

Country = Wales
Instance.FESTUMK = 1, 3, or 4
Instance.REDUCEDI = 00

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Use constant.
Derive from the HESA Instance page.
If Instance.COURSEID is based on a subplan, derive from the Sub-Plan HESA page.
Derive from the Plan HESA Data page.
Derive from the Program HESA Data page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Page Used:

Page

Page Element

HESA Instance

Instance Identifier

Linked Career

Linked Career Number

Academic Career

Student Career Nbr

Field Derivation Rule: Include for all Instance entities.

Derivation Steps:

Derive from HESA Instance page as Instance Identifier.
Derive from HESA Instance page as Linked Career and Linked Career Number.
Derive from HESA Instance page as Academic Career and Student Career Nbr, for example, UGRD1.

Return: Student Record

Entity: Instance

Page Used:

Page	Page Element
HESA Instance	NUMUNITS

Field Derivation Rule: Derive only if the Include FE check box is selected.

Derive a value if the following conditions are met:

Country = Wales
Instance.FESTUMK = 1, 3, or 4
Instance.REDUCEDI = 00

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Derive from the HESA Instance page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Page Used:

Page	Page Element
HESA Instance	OWNINST

Field Derivation Rule: Include for all Instance entities.

Derivation Steps:

Derive from the HESA Instance page.
Use default.
Do not derive a value and leave the field blank.

Return: Student Record

Entity: Instance

Page Used:

Page	Page Element
HESA Instance	PARTNERUKPRN

Field Derivation Rule: Derive a value if the following conditions are met:

Country = England
Instance.FESTUMK = 1, 3, or 4
Instance.REDUCEDI = 00 or 01 and, either Instance.FUNDMODEL is not 25 or 82, or Instance.AIMTYPE is not 1

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Derive from the HESA Instance page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Pages Used:

Page

Page Element

Student Program

Program Action

Action Reason

HESA Instance

PHDSUB

HESA Action Reasons

Phd Submission Action Reason Mapping

Field Derivation Rule: Derive a value if the following conditions are met:

Instance.REDUCEDI = 00 or 04
Related Course.COURSEAIM = D00 or D01

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Derive from the HESA Instance page.
If there is a Research Candidate record for the instance, select the earliest effective dated thesis record where Actual Submission Date has a value and the effective date is on or before the reporting period end date. Derive as the Actual Submission Date formatted to YYYY-MM-DD.

Note: The process matches the Research Candidate record (SSR_RS_CAND_HDR) to the instance on EMPLID, Institution, Career and Career Number to find the Research Candidate Number (SSR_RS_CANDIT_NBR). The process associates the thesis records (SSR_RS_THESIS) with the Research Candidate record by EMPLID, Institution and Research Candidate Number. It selects the earliest Research Candidate record (by EFFDT, EFFSEQ) that has an Actual Submission Date (SSR_RS_ACT_SUB_DT).
Select the earliest Student Program record (exclude records with an effective date greater than the end date of the reporting period) that has Program Action/Reason values mapped in the Phd Submission Action Reason Mapping group box. Derive as the effective date of the record formatted to YYYY-MM-DD.
Do not derive a value, leave the field blank and set ReasonForNull = 9.

Return: Student Record

Entity: Instance

Page Used:

Page	Page Element
HESA Instance	PLANEEPHOURS

Field Derivation Rule: Derive a value if the following conditions are met:

Country = England
Instance.FESTUMK = 1, 3, or 4
Instance.REDUCEDI = 00 or 01
Instance.FUNDMODEL = 25 or 82

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Derive from the HESA Instance page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Page Used:

Page	Page Element
HESA Instance	PLANLEARNHOURS

Field Derivation Rule: Derive a value if the following conditions are met:

Country = England AND Instance.FESTUMK = 1, 3, or 4 AND Instance.REDUCEDI = 00 or 01
Instance.FUNDMODEL = 25 or 82 OR Instance.FUNDMODEL = 35 and Related LearningDeliveryFAM.LEARNDELFAMTYPE is not WPL

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Derive from the HESA Instance page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Page Used:

Page	Page Element
HESA Instance	PROGRESS

Field Derivation Rule: Derive only if the Include FE check box is selected.

Derive a value if the following conditions are met:

Country = Wales
Instance.FESTUMK = 1, 3, or 4
Instance.REDUCEDI = 00

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Use constant.
Derive from the HESA Instance page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Pages Used:

Page	Page Element
Program HESA Data	PROGTYPE
Plan HESA Data	PROGTYPE
Sub-Plan HESA	PROGTYPE
HESA Instance	PROGTYPE

Field Derivation Rule: Derive only if the Include FE check box is selected.

Derive a value if the following conditions are met:

Country = England
Instance.FESTUMK = 1, 3, or 4
Instance.REDUCEDI = 00 or 01

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Use constant.
Derive from the HESA Instance page.
If Instance.COURSEID is based on a subplan, derive from the Sub-Plan HESA page.
Derive from the Plan HESA Data page.
Derive from the Program HESA Data page.
Use default.
If Instance.FUNDMODEL = 35, derive as NULL ERROR.
Do not derive a value and leave the field blank.

Return: Student Record

Entity: Instance

Pages Used:

Page	Page Element
Program HESA Data	PROPFUNDREMAIN
Plan HESA Data	PROPFUNDREMAIN
Sub-Plan HESA	PROPFUNDREMAIN
HESA Instance	PROPFUNDREMAIN

Field Derivation Rule: Derive only if the Include FE check box is selected.

Derive a value if the following conditions are met:

Country = England
Instance.FESTUMK = 1 or 3
Instance.REDUCEDI = 00 or 01
Instance.AIMTYPE = 2, 3 or 4
Instance.FUNDMODEL = 21, 22 or 45

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Use constant.
Derive from the HESA Instance page.
If Instance.COURSEID is based on a subplan, derive from the Sub-Plan HESA page.
Derive from the Plan HESA Data page.
Derive from the Program HESA Data page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Pages Used:

Page	Page Element
Program HESA Data	PWAYCODE
Plan HESA Data	PWAYCODE
Sub-Plan HESA	PWAYCODE
HESA Instance	PWAYCODE

Field Derivation Rule: Derive only if the Include FE check box is selected.

Derive a value if the following conditions are met:

Country = England
Instance.FESTUMK = 1, 3 or 4
Instance.REDUCEDI = 00 or 01
Instance.PROGTYPE = 02, 03, 10, 20, 21, 22 or 23

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Use constant.
Derive from the HESA Instance page.
If Instance.COURSEID is based on a subplan, derive from the Sub-Plan HESA page.
Derive from the Plan HESA Data page.
Derive from the Program HESA Data page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Pages Used:

Page	Page Element
Program HESA Data	QTS
Plan HESA Data	QTS
Sub-Plan HESA	QTS
HESA Instance	QTS

Field Derivation Rule: Derive a value if the following conditions are met:

Country = England or Northern Ireland
Instance.REDUCEDI = 00, 01, or 04
Related Course.TTCID = 5

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Use constant.
Derive from the HESA Instance page.
If Instance.COURSEID is based on a subplan, derive from the Sub-Plan HESA page.
Derive from the Plan HESA Data page.
Derive from the Program HESA Data page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Page Used:

Page	Page Element
External System ID	External System ID

Field Derivation Rule: Derive a value if the following conditions are met:

Instance.REDUCEDI = 00 or 04
Instance. RCSTDNT is not 99

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Select External System ID records for the person with the External ID Type defined for RCSTDID in the HESA Types page.
Do not derive a value and leave the field blank.

Return: Student Record

Entity: Instance

Pages Used:

Page	Page Element
Program HESA Data	RCSTDNT
Plan HESA Data	RCSTDNT
Sub-Plan HESA	RCSTDNT
HESA Instance	RCSTDNT

Field Derivation Rule: Derive a value if the following conditions are met:

Instance.REDUCEDI = 00 or 04
Related Course.COURSEAIM begins D, E, L, or M (except M22, M26 or M28)

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Use constant.
Derive from the HESA Instance page.
If Instance.COURSEID is based on a subplan, derive from the Sub-Plan HESA page.
Derive from the Plan HESA Data page.
Derive from the Program HESA Data page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Page Used:

Page	Page Element
HESA Instance	RECFEE

Field Derivation Rule: Derive a value only if the Include FE check box is selected.

Derive a value if the following conditions are met:

Country = England
Instance.FESTUMK = 1, 3, or 4
Instance.REDUCEDI = 00 or 01

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Use constant.
Derive from the HESA Instance page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Page Used:

Page	Page Element
HESA Instance	REDUCEDI

Field Derivation Rule: Include for all Instance entities.

Derivation Steps:

Use constant.
Derive from the HESA Instance page.
If Country = England, Scotland, or Northern Ireland and Instance.STULOAD is 10.0 or less, derive as 01.
If Instance.EXCHANGE is 2, 4, 8, 9, A or G, derive as 03.
If Instance.MODE = 63 or 64, derive as 04.
Derive as 00.

Return: Student Record

Entity: Instance

Pages Used:

Page

Page Element

Student Program

Program Action

Action Reason

HESA Action Reasons

Reason for Ending Instance Mapping

Field Derivation Rule: Derive a value if the following conditions are met:

Instance.REDUCEDI = 00, 01, 04, 07, 08 or 09
Instance.ENDDATE is completed.

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

If the most recent effective dated Student Program record has Program Action/Reason values mapped to a HESA Reason for Ending Instance code on the HESA Action Reasons page, then derive the mapped HESA code value.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Page Used:

Page	Page Element
HESA Instance	SASDAYS

Field Derivation Rule: Derive a value if the following conditions are met:

Country = England
Course.REDUCEDC = 06 (SAS) or Course.TTCID = E (SAS)

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Use constant.
Derive from the HESA Instance page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Page Used:

Page	Page Element
HESA Instance	SASSCHL

Field Derivation Rule: Derive a value if the following conditions are met:

Country = England
Course.REDUCEDC = 06 (SAS) or Course.TTCID = E (SAS)

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Use constant.
Derive from the HESA Instance page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Page Used:

Page	Page Element
HESA Instance	SKEITT

Field Derivation Rule: Derive a value if the following conditions are met:

Country = England
Course.REDUCEDC = 07 (SKE) or Course.TTCID = F (SKE)

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Use constant.
Derive from the HESA Instance page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Pages Used:

Page	Page Element
Program Offering/Year HESA	SPECFEE (Program Year HESA Data group box)
Plan Offering/Year HESA	SPECFEE (Plan Year HESA Data group box)
Sub-Plan Offering/Year HESA	SPECFEE (Sub-Plan Year HESA Data group box)
HESA Instance	SPECFEE

Field Derivation Rule: Derive if one of the following conditions is met:

Country = Northern Ireland or Scotland AND Instance.REDUCEDI = 00
Instance.REDUCEDI = 00 AND Country = England or Wales AND Course.COURSEAIM does not begin with P, Q, R, S or X

Derivation Steps:

Use constant.
Derive from the HESA Instance page.
If Instance.COURSEID is based on a subplan, derive from the Sub-Plan Offering/Year HESA page for the combination of academic load and YEARPRG of the student instance.
Derive from the Plan Offering/Year HESA page for the combination of academic load and YEARPRG of the student instance.
Derive from the Program Offering/Year HESA page for the combination of academic load and YEARPRG of the student instance.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Pages Used:

Page	Page Element
Program HESA Data	SPLENGTH
Program Offering/Year HESA	SPLENGTH (Program Offering HESA Data group box)
Plan HESA Data	SPLENGTH
Plan Offering/Year HESA	SPLENGTH (Plan Offering HESA Data group box)
Sub-Plan HESA	SPLENGTH
Sub-Plan Offering/Year HESA	SPLENGTH (Sub-Plan Offering HESA Data group box)
HESA Instance	SPLENGTH

Field Derivation Rule: If Instance.REDUCEDI = 00, 01 or 09 derive a value. Otherwise, do not derive a value and leave the field blank.

Derivation Steps:

Use constant.
Derive from the HESA Instance page.
If Instance.COURSEID is based on a subplan, derive from the Sub-Plan Offering/Year HESA page for the academic load of the student instance.
If Instance.COURSEID is based on a subplan, derive from the Sub-Plan HESA page.
Derive from the Plan Offering/Year HESA page for the academic load of the student instance.
Derive from the Plan HESA Data page.
Derive from the Program Offering/Year HESA page for the academic load of the student instance.
Derive from the Program HESA Data page.
Use default.
Do not derive a value, leave the field blank and set ReasonForNull = 9 .

Return: Student Record

Entity: Instance

Pages Used:

Page	Page Element
SSAR (Financial Aid, Student Loans Company, View SLC Student Data, SSAR)	Student Support Nbr
HESA Instance	SSN

Field Derivation Rule: Derive a value if the following conditions are met:

Related Course.COURSEAIM begins with H, I, J, C, P, Q, R, S or X, or is M22, M26, M71 or M88
Related Course.COURSEAIM does not end with 90 or 99

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Derive from the HESA Instance page.
Derive the SSN from the most recent Attendance Confirmation Report (ACR) record (that is, highest sequence number) for the EMPLID and Institution where the Aid Year (AID_YEAR) starts in the reporting period and where at least one row exists for the ACR with Attendance Indicator set to any value other than S or X.

This derivation also looks for an SSN from the ACR record when there is no SSAR record. This is because only students who apply for Maintenance Loans and Grants get SSAR records; and only students who apply for Tuition Loan and Grants get ACR records – so students will have one and not the other.
Derive the SSN from the most recent SSAR record (that is, highest sequence number) for the EMPLID and institution where the Financial Aid Year starts in the reporting period and then validate if all of the following are true:
- A related first attendance confirmation record exists.
- If the UCAS Course Code is defined in the SSAR, then the UCAS Course Code should be linked via a UCAS Course Mapping to the same career and program as the Instance. If the UCAS Course code is not defined in the SSAR, or if there are no UCAS Course Mapping records for the UCAS Course Code, then the SSAR record is assumed to be relevant to the Instance. You perform UCAS Course Mapping on the UCAS Courses page (Set Up SACR, Product Related, Recruiting and Admissions, UCAS, Mappings, UCAS Course).
Do not derive a value and leave the field blank.

Note: The SSN derivation does not currently consider whether Instance.MSTUFEE is reported as SLC full or partly funded (02, 03, 04, 52, 53 or 54).

Return: Student Record

Entity: Instance

Page Used:

Page	Page Element
HESA Instance	ST13

Field Derivation Rule: Derive a value only if the Include FE check box is selected.

Derive a value if the following conditions are met:

Country = Wales
Instance.FESTUMK = 1 or 3
Instance.REDUCEDI = 00

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Use constant.
Derive from the HESA Instance page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Page Used:

Page

Page Element

HESA Instance

Calculated FTE

Report Zero

Override FTE

Field Derivation Rule: If Instance.REDUCEDI = 00, 01, 03 or 09, derive a value. Otherwise, do not derive a value and leave the field blank.

Derivation Steps:

Derive as zero, if the Report Zero check box is selected on the HESA Instance page for the reporting period.
Derive as the Override FTE value on the HESA Instance page for the reporting period.
Derive as the Calculated FTE value on the HESA Instance page for the reporting period.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Page Used:

Page	Page Element
External System ID	External System ID

Field Derivation Rule: Derive a value if the following conditions are met:

Country = England, Scotland, or Wales
Instance.REDUCEDI = 00 or 04
Related Course.TTCID = 1, 8, G, H, L, M, N or P

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Select External System ID records for the person with the External ID Type defined for TREFNO in the HESA Types page.
Use default.
Do not derive a value and leave the field blank.

Return: Student Record

Entity: Instance

Pages Used:

Page	Page Element
Program HESA Data	TYPEYR
Program Offering/Year HESA	TYPEYR (Program Year HESA Data group box)
Plan HESA Data	TYPEYR
Plan Offering/Year HESA	TYPEYR (Plan Year HESA Data group box)
Sub-Plan HESA	TYPEYR
Sub-Plan Offering/Year HESA	TYPEYR (Sub-Plan Year Data group box)
HESA Instance	TYPEYR

Field Derivation Rule: If Instance.REDUCEDI = 00, 01 or 09 derive a value. Otherwise, do not derive a value and leave the field blank.

Derivation Steps:

Use constant.
Derive from the HESA Instance page.
Derive as 1 if Instance.COURSEID is based on a subplan, and a TYPEYR value of 1 is defined on the Sub-Plan Offering/Year HESA page for the combination of academic load and YEARPRG of the student instance.
Derive as 2 if Instance.COURSEID is based on a subplan, a TYPEYR value of 2, 3, 4, or 5 is defined on the Sub-Plan Offering/Year HESA page for the combination of academic load and YEARPRG of the student instance, and COMDATE is within the reporting period.
Derive as 3 if Instance.COURSEID is based on a subplan, a TYPEYR value of 2, 3, 4, or 5 is defined on the Sub-Plan Offering/Year HESA page for the combination of academic load and YEARPRG of the student instance, COMDATE is prior to the reporting period, and ENDDATE value does not exist or is not within the reporting period.
Derive as 4 if Instance.COURSEID is based on a subplan, a TYPEYR value of 2, 3, 4, or 5 is defined on the Sub-Plan Offering/Year HESA page for the combination of academic load and YEARPRG of the student instance, COMDATE is prior to the reporting period, and ENDDATE is within the reporting period.
Derive as 1 if Instance.COURSEID is based on a subplan and a TYPEYR value of 1 is defined on the Sub-Plan HESA page.
Derive as 2 if Instance.COURSEID is based on a subplan, a TYPEYR value of 2, 3, 4, or 5 is defined on the Sub-Plan HESA page, and COMDATE is within the reporting period.
Derive as 3 if Instance.COURSEID is based on a subplan, a TYPEYR value of 2, 3, 4, or 5 is defined on the Sub-Plan HESA page, COMDATE is prior to the reporting period, and ENDDATE value does not exist or is not within the reporting period.
Derive as 4 if Instance.COURSEID is based on a subplan, a TYPEYR value of 2, 3, 4, or 5 is defined on the Sub-Plan HESA page, COMDATE is prior to the reporting period, and ENDDATE is within the reporting period.
Derive as 1 if a TYPEYR value of 1 is defined on the Plan Offering/Year HESA page for the combination of academic load and YEARPRG of the student instance.
Derive as 2 if a TYPEYR value of 2, 3, 4, or 5 is defined on the Plan Offering/Year HESA page for the combination of Academic Load and YEARPRG of the student instance, and COMDATE is within the reporting period.
Derive as 3 if a TYPEYR value of 2, 3, 4, or 5 is defined on the Plan Offering/Year HESA page for the combination of Academic Load and YEARPRG of the student instance, COMDATE is prior to the reporting period, and ENDDATE value does not exist or is not within the reporting period.
Derive as 4 if a TYPEYR value of 2, 3, 4, or 5 is defined on the Plan Offering/Year HESA page for the combination of Academic Load and YEARPRG of the student instance, COMDATE is prior to the reporting period, and ENDDATE is within the reporting period.
Derive as 1 if a TYPEYR value of 1 is defined on the Plan HESA Data page.
Derive as 2 if a TYPEYR value of 2, 3, 4, or 5 is defined on the Plan HESA Data page, and COMDATE is within the reporting period.
Derive as 3 if a TYPEYR value of 2, 3, 4, or 5 is defined on the Plan HESA Data page, COMDATE is prior to the reporting period, and ENDDATE value does not exist or is not within the reporting period.
Derive as 4 if a TYPEYR value of 2, 3, 4, or 5 is defined on the Plan HESA Data page, COMDATE is prior to the reporting period, and ENDDATE is within the reporting period.
Derive as 1 if a TYPEYR value of 1 is defined on the Program Offering/Year HESA page for the combination of Academic Load and YEARPRG of the student instance.
Derive as 2 if a TYPEYR value of 2, 3, 4, or 5 is defined on the Program Offering/Year HESA page for the combination of Academic Load and YEARPRG of the student instance, and COMDATE is within the reporting period.
Derive as 3 if a TYPEYR value of 2, 3, 4, or 5 is defined on the Program Offering/Year HESA page for the combination of Academic Load and YEARPRG of the student instance, COMDATE is prior to the reporting period, and ENDDATE value does not exist or is not within the reporting period.
Derive as 4 if a TYPEYR value of 2, 3, 4, or 5 is defined on the Program Offering/Year HESA page for the combination of Academic Load and YEARPRG of the student instance, COMDATE is prior to the reporting period, and ENDDATE is within the reporting period.
Derive as 1 if a TYPEYR value of 1 is defined on the Program HESA Data page.
Derive as 2 if a TYPEYR value of 2, 3, 4, or 5 is defined on the Program HESA Data page and COMDATE is within the reporting period.
Derive as 3 if a TYPEYR value of 2, 3, 4, or 5 is defined on the Program HESA Data page, COMDATE is prior to the reporting period, and ENDDATE value does not exist or is not within the reporting period.
Derive as 4 if a TYPEYR value of 2, 3, 4, or 5 is defined on the Program HESA Data page, COMDATE is prior to the reporting period, and ENDDATE is within the reporting period.
Use default.
Derive as NULL ERROR.

The derivation logic can use the TYPEYR values of 3, 4, or 5 set up for year, program, plan, or subplan. However, it is expected that only values 1 (Course academic year contained within the HESA reporting year 1 August - 31 July) or 2 (Course academic year not contained within the HESA reporting year 1 August - 31 July) are relevant because the remaining values of 3, 4, and 5 apply to the student instance rather than the year as a whole.

The system repeats Steps 3 to 6, depending on the level at which the TYPEYR value is defined in the academic structure.

Return: Student Record

Entity: Instance

Pages Used:

Page	Page Element
Program HESA Data	UNITLGTH
Program Offering/Year HESA	UNITLGTH (Program Offering HESA Data group box)
Plan HESA Data	UNITLGTH
Plan Offering/Year HESA	UNITLGTH (Plan Offering HESA Data group box)
Sub-Plan HESA	UNITLGTH
Sub-Plan Offering/Year HESA	UNITLGTH (Sub-Plan Offering HESA Data group box)
HESA Instance	UNITLGTH

Field Derivation Rule: If Instance.REDUCEDI = 00, 01 or 09, derive a value. Otherwise, do not derive a value and leave the field blank.

Derivation Steps:

Use constant.
Derive from the HESA Instance page.
If Instance.COURSEID is based on a subplan, derive from the Sub-Plan Offering/Year HESA page for the academic load of the student instance.
If Instance.COURSEID is based on a subplan, derive from the Sub-Plan HESA page.
Derive from the Plan Offering/Year HESA page for the academic load of the student instance.
Derive from the Plan HESA Data page.
Derive from the Program Offering/Year HESA page for the academic load of the student instance.
Derive from the Program HESA Data page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Page Used:

Page	Page Element
HESA Instance	WITHDRAWNREASON

Field Derivation Rule: Derive only if the Include FE check box is selected.

Derive a value if the following conditions are met:

Country = England
Instance.REDUCEDI = 00 or 01
Instance.FESTUMK = 1, 3 or 4
Instance.CSTAT = 3 (withdrawn)

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Use constant.
Derive from the HESA Instance page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Pages Used:

Page	Page Element
Program HESA Data	YEARLGTH
Program Offering/Year HESA	YEARLGTH (Program Year HESA Data group box)
Plan HESA Data	YEARLGTH
Plan Offering/Year HESA	YEARLGTH (Plan Year HESA Data group box)
Sub-Plan HESA	YEARLGTH
Sub-Plan Offering/Year HESA	YEARLGTH (Sub-Plan Year Data group box)
HESA Instance	YEARLGTH

Field Derivation Rule: Derive a value if one of the the following conditions is met:

Country = Scotland AND Instance.REDUCEDI = 00.
Country = Wales, Instance. REDUCEDI= 00 AND Course.COURSEAIM does not begin with P, Q, R, S or X

Do not derive a value and leave the field blank, if the conditions are not met.

Derivation Steps:

Use constant.
Derive from the HESA Instance page.
If Instance.LOCSDY = D, F or T, do not derive a value, leave the field blank and set ReasonForNull = 9.
If Instance.COURSEID is based on a subplan, derive from the Sub-Plan Offering/Year HESA page for the combination of Academic Load and YEARPRG of the student instance.
If Instance.COURSEID is based on a subplan, derive from the Sub-Plan HESA page.
Derive from the Plan Offering/Year HESA page for the combination of Academic Load and YEARPRG of the student instance.
Derive from the Plan HESA Data page.
Derive from the Program Offering/Year HESA page for the combination of Academic Load and YEARPRG of the student instance.
Derive from the Program HESA Data page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Page Used:

Page	Page Element
HESA Instance	Year of Program

Field Derivation Rule: Derive a value if one of the following conditions is met:

Country = England, Northern Ireland, or Scotland AND Instance.REDUCEDI = 00, 01 or 09
Country = Wales, Instance.REDUCEDI = 00, 01 or 09 AND Course.COURSEAIM does not begin with P, Q, R, S or X

Derivation Steps:

Derive from the HESA Instance page.
Use default.
Derive as NULL ERROR.

Return: Student Record

Entity: Instance

Page Used:

Page	Page Element
HESA Instance	Year of Student

Field Derivation Rule: Derive a value if one of the following conditions is met:

Country = England, Northern Ireland, or Scotland AND Instance.REDUCEDI = 00 or 01
Country = Wales, Instance.REDUCEDI = 00 or 01 AND Course.COURSEAIM does not begin with P, Q, R, S or X

Derivation Steps:

Derive from the HESA Instance page.
Use default.
Derive as NULL ERROR.

Student Record Return: Instance Entity

Actual Progression Route (ACTPROGROUTE)

Learning Support Cost (ADDSUPCT)

The Type of Aim Recorded (AIMTYPE)

Foundation Degree to Degree Bridging Course (BRIDGE)

Campus Identifier (CAMPID)

Completion Status (CSTAT)

Start Date of Instance (COMDATE)

Course Identifier (COURSEID)

Destination (DESTIN)

Destination of Outward Credit Mobile Students (DESTOCM)

Department of Health Funding Body (DHFUND)

Regulatory Body Reference Number (DHREGREF)

Disabled Student Allowance (DISALL)

Disadvantage Uplift Factor (DISUPFAC)

Distance Learning SLN (DISTLEARNSLN)

Eligibility for Disadvantaged Uplift (ELIDISUP)

Eligibility for Enhanced Funding (ELIGENFD)

Aiming for an Equivalent or Lower Qualification (ELQ)

Employer Role (EMPROLE)

End Date of Instance (ENDDATE)

Exchange Programmes (EXCHANGE)

Fee Eligibility (FEEELIG)

Fee Regime Indicator (FEEREGIME)

Outcome (FEOUTCOME)

FE Student Marker (FESTUMK)

Other Funding Adjustment (FUNDADJOTH)

Funding Adjustment for Prior Learning (FUNDADJPRIOR)

Franchise Partner (FRANPART)

Franchised Out Arrangements (FROUTARR)

FTE Method (FTEMETHOD)

Fundability Code (FUNDCODE)

Completion of Year of Instance (FUNDCOMP)

Level Applicable to Funding Council HESES (FUNDLEV)

Funding Model (FUNDMODEL)

Framework Code (FWORKCODE)

Guided Learning Hours (GLHRS)

Government Initiatives (GOVINIT)

Gross Fee (GROSSFEE)

Implied Rate of Council Partial Funding (IMPRATE)

Institution's Own Campus Identifier (INSTCAMP)

Initiatives (INITIATIVES)

Intercalation (INTERCALATE)

ITT Phase/Scope (ITTPHSC)

ITT Schemes (ITTSCHMS)

Learning Difficulty (LEARNDIF)

Learning Planned End Date (LEARNPLANENDDATE)

FTE in Year A (LOADYRA)

FTE in Year B (LOADYRB)

Location of Study (LOCSDY)

Change of Mode Date (MCDATE)

Mode of Study (MODE)

Major Source of Tuition Fees (MSTUFEE)

Net Fee (NETFEE)

NHS Employer (NHSEMP)

Reason for Partial and Full Non-payment of Tuition (NONPAY)

Suspension of Active Studies (NOTACT)

Number of Units to Achieve Full Qualification (NOUNTACH)

Student Instance Identifier (NUMHUS)

Number of Units Completed (NUMUNITS)

Institution's Own Instance Identifier (OWNINST)

Subcontracted or Partnership UKPRN (PARTNERUKPRN)

PhD Submission Date (PHDSUB)

Planned Employability, Enrichment and Pastoral Hours (PLANEEPHOURS)

Planned Learning Hours (PLANLEARNHOURS)

Good Standing Marker (PROGRESS)

Programme Type (PROGTYPE)

Proportion of Funding Remaining (PROPFUNDREMAIN)

Apprenticeship Pathway (PWAYCODE)

Qualified Teacher Status (QTS)

Research Council Student Identifier (RCSTDID)

Research Council Student (RCSTDNT)

Amount of Tuition Fees Received/Expected for the Student (RECFEE)

Reduced Instance Return Indicator (REDUCEDI)

Reason for Ending Instance (RSNEND)

Number of Student Associates Scheme Days Completed (SASDAYS)

Student Associates Scheme Placement (SASSCHL)

Subject Knowledge Enhancement Institution (SKEITT)

Special Fee Indicator (SPECFEE)

Expected Length of Study (SPLENGTH)