pupil premium csv file import & maintain

80
Pupil Premium CSV File Import & Maintain Jim Haywood Product Manager for Statutory Returns

Upload: keegan

Post on 22-Feb-2016

55 views

Category:

Documents


0 download

DESCRIPTION

Pupil Premium CSV File Import & Maintain. Jim Haywood Product Manager for Statutory Returns. Position before importing Pupil Premium CSV Files. - PowerPoint PPT Presentation

TRANSCRIPT

Page 1: Pupil Premium CSV File Import & Maintain

Pupil Premium CSV FileImport & Maintain

Jim HaywoodProduct Manager for Statutory Returns

Page 2: Pupil Premium CSV File Import & Maintain

Position before importing Pupil Premium CSV Files

Page 3: Pupil Premium CSV File Import & Maintain

The new financial year based Pupil Premium functionality, will automatically update the Pupil Premium Indicator. In

this presentation, we will note the current status of the Pupil Premium

Indicator for a couple of pupils and then compare this with their status after importing a DPP (Deprivation Pupil

Premium) file.

3

Page 4: Pupil Premium CSV File Import & Maintain

Grenetta and Jimmy Abbey are two of the pupils included in our Pupil Premium CSV file,

so we will note their status before the file is imported.

4

Page 5: Pupil Premium CSV File Import & Maintain

5

Page 6: Pupil Premium CSV File Import & Maintain

We can see that Grenetta doesn’t have a Pupil Premium Indicator tick for 2013/14, but

we need to click the magnifying class to see if she

had any indicator ticks for previous years.

6

Page 7: Pupil Premium CSV File Import & Maintain

Now we can see that she doesn’t have any

indicator ticks for previous years either.

7

Page 8: Pupil Premium CSV File Import & Maintain

Jimmy doesn’t have a Pupil Premium Indicator tick for

2013/14 either, but we need to click the magnifying class to see if he had any indicator

ticks for previous years.

8

Page 9: Pupil Premium CSV File Import & Maintain

We can see that Jimmy is currently in a different

position to Grenetta as he has an indicator tick for

academic year 2012/2013.

9

Page 10: Pupil Premium CSV File Import & Maintain

10

Jimmy’s indicator tick will not show here as this tick box represents conditions for the current academic year - 2013/2014 and his indicator is for 2012/2013.

Page 11: Pupil Premium CSV File Import & Maintain

Import DPP (Deprivation Pupil Premium) CSV File

Page 12: Pupil Premium CSV File Import & Maintain

For 2013, the DfE made two files available to schools. One file for

DPP (Deprivation Pupil Premium) and one for SCP (Service Child

Premium). The LA supplied schools with information regarding LAP

(Looked After Premium

The demonstration below is for the import of a DPP file, but the

procedure is the same for an SCP file

12

Page 13: Pupil Premium CSV File Import & Maintain

We’ll start by opening the Import section of the new Pupil Premium

functionality

13

Page 14: Pupil Premium CSV File Import & Maintain

14

Page 15: Pupil Premium CSV File Import & Maintain

15

Page 16: Pupil Premium CSV File Import & Maintain

It is important to note that both DPP and the SCP files should be stored

in a secure folder when downloaded from the Key to Success website.

16

Page 17: Pupil Premium CSV File Import & Maintain

17

Page 18: Pupil Premium CSV File Import & Maintain

18

Page 19: Pupil Premium CSV File Import & Maintain

19

Page 20: Pupil Premium CSV File Import & Maintain

Clicking import will copy the information held on the DfE CSV file to a temporary table so that it can be viewed before being saved to a

permanent table.

20

Page 21: Pupil Premium CSV File Import & Maintain

21

Page 22: Pupil Premium CSV File Import & Maintain

22

Page 23: Pupil Premium CSV File Import & Maintain

The information displayed is exactly as found in the CSV file. The

software has not yet made any attempt to match this with SIMS

pupil data.

23

Page 24: Pupil Premium CSV File Import & Maintain

Clicking Save initiates the matching routine. UPN and DOB are the only items that are not subject to change,

so the matching restricts itself to these two fields.

24

Page 25: Pupil Premium CSV File Import & Maintain

The exception log will tell us if any pupils could not be matched and have not therefore had a Pupil

Premium record stored in SIMS.

25

Page 26: Pupil Premium CSV File Import & Maintain

In a real school we doubt there will be any pupils that aren’t matched,

but for the purposes of the demonstration we have created two

records in the file that can’t be matched

Please make a note of the Name, UPN and DOB for each record so

that we can find out why they haven’t been matched.

26

Page 27: Pupil Premium CSV File Import & Maintain

As you can see, Luke wasn’t matched because his DOB is the

04/08/1999 in SIMS but 05/08/1999 in the DPP file.

27

Page 28: Pupil Premium CSV File Import & Maintain

28

Page 29: Pupil Premium CSV File Import & Maintain

Paul Zeedan doesn’t exist in SIMS, so we can take it that the

match failed on UPN.

29

Page 30: Pupil Premium CSV File Import & Maintain

We can now go back to the Pupil Premium Import

30

Page 31: Pupil Premium CSV File Import & Maintain

31

Page 32: Pupil Premium CSV File Import & Maintain

32

Page 33: Pupil Premium CSV File Import & Maintain

The records are for the DfE financial year 2013/2014, which crosses academic

years 2012/13 and 2013/14. We have used this fact to

ensure that the pupils included have Pupil

Premium Indicator ticks for both 2012/13 and 2013/14.

We can check this by looking at the two pupils we noted the details of at the

start of presentation.

33

Page 34: Pupil Premium CSV File Import & Maintain

34

Page 35: Pupil Premium CSV File Import & Maintain

35

Page 36: Pupil Premium CSV File Import & Maintain

36

Page 37: Pupil Premium CSV File Import & Maintain

37

Page 38: Pupil Premium CSV File Import & Maintain

Grenetta had no ticks before the import, but now has ticks for 2012/13 and

2013/14.

38

Page 39: Pupil Premium CSV File Import & Maintain

39

Page 40: Pupil Premium CSV File Import & Maintain

40

Page 41: Pupil Premium CSV File Import & Maintain

Jimmy only had a tick for 2012/13 before the import,

but now has ticks for 2012/13 and 2013/14.

41

Page 42: Pupil Premium CSV File Import & Maintain

An important point to note is that the Pupil Premium Import will only ever add ticks and will never remove them. This

is important as some schools may choose not to import the files provided by the DfE, e.g. Their LA has already

provided them with the information they need, and others may be obtaining the information from a variety of sources.

42

Page 43: Pupil Premium CSV File Import & Maintain

43

Page 44: Pupil Premium CSV File Import & Maintain

Maintain Pupil Premium Information

Page 45: Pupil Premium CSV File Import & Maintain

We believe that the main use of Maintain Pupil Premium will be for

schools to supplement the DPP and SCP information with LAP (Looked After Premium) information provided by the LA. However, schools could also use the functionality to add DPP and SCP

information manually for their new intake pupils.

Page 46: Pupil Premium CSV File Import & Maintain
Page 47: Pupil Premium CSV File Import & Maintain

Maintain Pupil Premium displays the full picture of what has been stored via the import routine. The Ac Yr 1 and Ac Yr 2 columns show how we have divided the financial year information between the two academic years that it intersects.

This makes it possible for us to provide filters on academic years as well as

financial years

Page 48: Pupil Premium CSV File Import & Maintain

The display can be copied to an HTML report, which can then be

copied to spreadsheets for further analysis.

This information is also available in the reporting dictionary

48

Page 49: Pupil Premium CSV File Import & Maintain

The HTML report needs to be kept just as secure as the CSV files, so you might decide to use the same

folder as used those files.

49

Page 50: Pupil Premium CSV File Import & Maintain

50

Page 51: Pupil Premium CSV File Import & Maintain

51

Page 52: Pupil Premium CSV File Import & Maintain

We can copy the table to a spreadsheet for further

analysis.

52

Page 53: Pupil Premium CSV File Import & Maintain

53

Page 54: Pupil Premium CSV File Import & Maintain

54

Page 55: Pupil Premium CSV File Import & Maintain

Right mouse click to display the options

55

Page 56: Pupil Premium CSV File Import & Maintain

56

Page 57: Pupil Premium CSV File Import & Maintain

57

Page 58: Pupil Premium CSV File Import & Maintain

Right mouse click to display options

58

Page 59: Pupil Premium CSV File Import & Maintain

59

Page 60: Pupil Premium CSV File Import & Maintain

60

Page 61: Pupil Premium CSV File Import & Maintain

We can improve the format and enter formulas for

calculation.

At the moment we only have DPP from the DfE CSV files in

the system, so it is easy to calculate the expected funding.

61

Page 62: Pupil Premium CSV File Import & Maintain

62

Page 63: Pupil Premium CSV File Import & Maintain

We can sum the FTEs

63

Page 64: Pupil Premium CSV File Import & Maintain

The full time funding is £900 at the moment

64

Page 65: Pupil Premium CSV File Import & Maintain

Multiply the FTE by the full time funding

and you get the expected funding

65

Page 66: Pupil Premium CSV File Import & Maintain

We can move the calculation to the top

of the worksheet

66

Page 67: Pupil Premium CSV File Import & Maintain

67

Page 68: Pupil Premium CSV File Import & Maintain

We can manually add records to the Maintain table. We will now add LAP

(Looked After Premium) records to

the table.

68

Page 69: Pupil Premium CSV File Import & Maintain

69

Page 70: Pupil Premium CSV File Import & Maintain

70

Page 71: Pupil Premium CSV File Import & Maintain

Once we’ve selected the pupil, we must enter the

financial year start and end date and the type of

premium Academic years will be populated when Save is

clicked

71

Page 72: Pupil Premium CSV File Import & Maintain

72

Page 73: Pupil Premium CSV File Import & Maintain

73

Page 74: Pupil Premium CSV File Import & Maintain

74

Page 75: Pupil Premium CSV File Import & Maintain

75

Page 76: Pupil Premium CSV File Import & Maintain

76

Page 77: Pupil Premium CSV File Import & Maintain

The academic years have been calculated

and stored

77

Page 78: Pupil Premium CSV File Import & Maintain

Melanie now has a record for DPP and LAP in the same financial year. I doubt

if such multiple Premiums will be common, but they are possible so we

have allowed for them

78

Page 79: Pupil Premium CSV File Import & Maintain

79

Page 80: Pupil Premium CSV File Import & Maintain

Thank you for your time