Transfer of learning aim - same provider - double funding

Strictly strictly strictly speaking, this is not a Transfer because it's the same aim. HOWEVER, let those who have never done this due to the inflexibility of Student Record Systems cast the first stone! I can't say this doesn't mean an auditor might not grumble at you though...

Yes, it will double fund it because it will squash the whole value of the qual into the months for the "transferred to" enrolment, as well as leaving the funding on the original enrolment for the months before the transfer. What you need to do is use the Funding Adjustment for Prior Learning field on the "transferred to" aim to reduce it to what is "left" after the first bit.

Thank you so much Steve! Seems in future it would be best to leave the learner on the original course for all intents and purposes, and cross reference the registers and learning etc.  But for where we are now, I'll use the funding adjustment for prior learning field. Not something I've ever had to use before but I had just come across it before you replied. Hopefully the auditor will be understanding!

Su Roberts

We have similar issues when we have 'timetable transfers'. We are using EBS and the best way that we have found to correct the issue of double funding is to withdraw the learner on the first (original course) and remove the record from the ILR/Mark the record as not to be included in the ILR and not to be included in hours calculations - thus removing the double funding from issue.

We then enrol them to the new register and set the ilr start date and expected end date and possible hours (EEP or GLH or planned fm dependant) to match the original record. EBS is good for this as it has both ILR start and End dates as well as register start and end dates but from memory I think Prosolution has something similar but don't quote me.

The advantage of this is the ILR remains correct from a funding perspective and the registers and hours evidence remains.

It also cleans up the learners repeating aims on the PDSAT report. There are many ways to skin this cat though.

HTH

Phil 

Thanks Phil! We are transitioning from Learnertrack to TERMS so will check with them what the capabilities are regarding that. 

Pleasure, as Steve Hewitt says the inflexibility of Student Record Systems can be extremely frustrating. Good luck :-)

Thank you! adjustments made, narrative written, ILR being reprocessed as we speak. Fingers crossed!

We do very similar to Phil, and we get quite a lot of these 😊

It's our internal process/issue that we have multiple codes for the same aim. One of the golden rules in my team is that "You cannot transfer from A to A". We make the change internally, but in the ILR it looks like nothing has changed (except the provider specified fields if you use them for course code). To make audit easy, we attach all register marks from either set of registers, all onto the new enrolment, but that's a software specific thing (we use ProSolution).

Thanks Ruth! Registers ready to evidence and files registers etc already cross referenced. We'll do it differently in future, now that we know!

Re the prior funding adjustment field, I don't have to put anything in the field on the first aim as it will work out from the withdrawal information when to fund up to, is that right?

hehehe, yes that's right Su (I saw your pre-edit question!), the withdrawal stops the funding on the first aim.

oh no!!! It's been a long day, and the funding wasn't looking right! I think I'm overthinking things now! Thank you :) 

Thanks everyone. Just to say that I had to unpick it all for audit and reinstate the learners back on the first course talk about learning the hard way!

Boo, what a bunch of meanies!