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QR.C15051.Instance.LOADYRA.1

Instance.LOADYRA must exist where Institution.INSTAPP is coded 1 and Instance.TYPEYR = 2, 3, 4 or 5 and Instance.REDUCEDI = 00, 01 or 03 and Course.COURSEAIM does not begin D, L, P, Q, R, S, X.
Business RuleErrorCarried Forward
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Plain English
N/A
Further Guidance
N/A
Reason for Change
N/A
Previous Name of Rule
QR.C14051.Instance.LOADYRA.1

QR.C15051.Instance.LOADYRB.1

Instance.LOADYRB must exist where Institution.INSTAPP is coded 1 and Instance.TYPEYR = 2, 3, 4 or 5 and Instance.REDUCEDI = 00, 01 or 03 and Course.COURSEAIM does not begin D, L, P, Q, R, S, X.
Business RuleErrorCarried Forward
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Plain English
N/A
Further Guidance
N/A
Reason for Change
N/A
Previous Name of Rule
QR.C14051.Instance.LOADYRB.1

QR.C15051.Instance.Mobility.3

Where Instance.MODE = 23 and Instance.TYPEYR = 1 and any associated Mobility.MOBSCHEME = 02 then all associated Mobility.MOBSCHEME must = 02.
Business RuleErrorCarried Forward
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Plain English
Where the student is on a sandwich mode of study and undertakes a mobility in the year it is expected that the mobility scheme will relate to a sandwich placement.
Further Guidance
N/A
Reason for Change
N/A
Previous Name of Rule
QR.C14051.Instance.Mobility.3

QR.C15051.Instance.MODE.14

Instance.MODE must not be coded 01, 23 or 24 where Instance.COMDATE > Y2-02-13 and Instance.ENDDATE is null and Instance.TYPEYR = 1.
Business RuleErrorCarried Forward
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The instance cannot be returned as full-time or sandwich where the instance year is contained within the reporting period and the start date is within 24 weeks of the end of the reporting period.
Further Guidance
N/A
Reason for Change
N/A
Previous Name of Rule
QR.C14051.Instance.MODE.14

QR.C15051.Instance.STULOAD.4

For institutions in England, Northern Ireland and Wales, Instance.STULOAD should be less than 100 where Instance.TYPEYR is not equal to 1 and Instance.COMDATE > Y1-07-31
Business RuleWarningCarried Forward
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Plain English
Where the student has started studies in the reporting year and is studying on an instance year that is not contained within the reporting period, the full-time equivalence should be less than 100 as some activity will be continuing into the next reporting year.
Further Guidance
N/A
Reason for Change
N/A
Previous Name of Rule
QR.C14051.Instance.STULOAD.4

QR.C15051.Instance.STULOAD.5

For institutions in England, Northern Ireland and Wales, Instance.STULOAD should be less than 100 where Instance.TYPEYR is not equal to 1 and Instance.ENDDATE > Y1-07-31
Business RuleWarningCarried Forward
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Plain English
Where the student has finished studies in the reporting year and is studying on an instance year that is not contained within the reporting period, the full-time equivalence should be less than 100 as some activity will be continuing into the next reporting year.
Further Guidance
N/A
Reason for Change
N/A
Previous Name of Rule
QR.C14051.Instance.STULOAD.5

QR.C15051.Instance.STULOAD.7

For institutions in Scotland, Instance.STULOAD must not be 0 where Instance.MODE = 01, 02, 23, 24, 25, 38 or 39 and Instance.TYPEYR = 1 , unless Instance.LOCSDY = S.
Business RuleErrorCarried Forward
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Plain English
The full-time equivalence of the student cannot be 0 where the student is on an active mode of study and the activity is contained within the reporting period.
Further Guidance
N/A
Reason for Change
N/A
Previous Name of Rule
QR.C14051.Instance.STULOAD.7

QR.C15051.Instance.TYPEYR.1

Instance.TYPEYR must exist where Instance.REDUCEDI = 00 or 01 unless provider in Wales and Course.COURSEAIM begins with P, Q, R, S or X.
Business RuleErrorCarried Forward
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Plain English
The type of instance year must be returned for all instances except FE in Wales.
Further Guidance
N/A
Reason for Change
N/A
Previous Name of Rule
QR.C14051.Instance.TYPEYR.1

QR.C15051.Instance.TYPEYR.2

Instance.TYPEYR must be coded 1 or 2 by institutions in Scotland or Wales.
Business RuleErrorCarried Forward
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Plain English
The code returned for the type of instance year is not valid for providers in Scotland or Wales.
Further Guidance
N/A
Reason for Change
N/A
Previous Name of Rule
QR.C14051.Instance.TYPEYR.2

QR.C15051.Instance.TYPEYR.3

Instance.TYPEYR should not be coded 1 where Instance.FUNDCOMP = 3 unless the student is on a sandwich placement spanning a reporting year, but the normal programme of study is a standard year.
Business RuleWarningCarried Forward
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Plain English
It is not expected that the instance year would be contained within the reporting year where the student has not yet completed the year of programme unless the student is on a sandwich placement that spans reporting years but would otherwise be on a standard year.
Further Guidance
N/A
Reason for Change
N/A
Previous Name of Rule
QR.C14051.Instance.TYPEYR.3

QR.C15051.Instance.TYPEYR.4

Instance.TYPEYR must be coded 1 where Instance.COMDATE is greater than or equal to 1 August of the reporting period and Instance.ENDDATE (if not null) is less than or equal to 31 July of the reporting period and Instance.FUNDCOMP =1 and Instance.RSNEND = 01 or 98.
Business RuleErrorCarried Forward
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Plain English
The course years must be contained within the reporting period where the instance starts in the reporting year, the student has completed the year of instance and an end date has been returned.
Further Guidance
N/A
Reason for Change
N/A
Previous Name of Rule
QR.C14051.Instance.TYPEYR.4

QR.C15051.Instance.TYPEYR.5

Instance.TYPEYR must be coded 1 where Instance.COMDATE in range 01 August - 31 December (regardless of year) and Instance.ENDDATE in range 01 January - 31 July (regardless of year) and Instance.RSNEND is coded 01 or 98.
Business RuleErrorCarried Forward
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Plain English
Course years must be contained within the reporting period where the start date is between 01 August - 31 December and the instance has ended between 01 January - 31 July.
Further Guidance
N/A
Reason for Change
N/A
Previous Name of Rule
QR.C14051.Instance.TYPEYR.5

QR.C15051.Instance.TYPEYR.6

Instance.TYPEYR should not be coded 1 where Instance.FUNDLEV = 11, 21 or 31 and anniversary of Instance.COMDATE in academic year > 20 September and Instance.MODE = 01.
Business RuleWarningCarried Forward
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Plain English
It is not expected that the course years would be contained within the reporting period where the course has long instance years and the anniversary of the start date is after 20 September and the mode of study is full-time.
Further Guidance
N/A
Reason for Change
N/A
Previous Name of Rule
QR.C14051.Instance.TYPEYR.6

QR.C15051.Instance.TYPEYR.8

Instance.TYPEYR must not be coded 3 where Instance.COMDATE < Y1-08-01.
Business RuleErrorCarried Forward
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Plain English
The student cannot be returned as starting a course that runs across reporting years where the instance started in a previous reporting period.
Further Guidance
N/A
Reason for Change
N/A
Previous Name of Rule
QR.C14051.Instance.TYPEYR.8

QR.C15051.Instance.TYPEYR.9

Instance.TYPEYR must not be coded 4 or 5 where Instance.COMDATE > Y1-07-31.
Business RuleErrorCarried Forward
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Plain English
The student cannot be either continuing or finishing a course that started in a previous year where the start date for the instance is in the current reporting year.
Further Guidance
N/A
Reason for Change
N/A
Previous Name of Rule
QR.C14051.Instance.TYPEYR.9

QR.C15051.Instance.YEARSTU.3

Instance.YEARSTU must not equal 1 where Instance.TYPEYR = 1 and Instance.COMDATE < Y1-08-01 and Instance.MODE is not equal to 63, 64, 73 or 74
Business RuleErrorCarried Forward
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Plain English
Where the student is actively studying on standard instance years, and the instance started in a previous reporting year then they must be on at least their second year as a student.
Further Guidance
N/A
Reason for Change
N/A
Previous Name of Rule
QR.C14051.Instance.YEARSTU.3

QR.C15051.StudentOnModule.MODYR.1

StudentOnModule.MODYR must exist where Institution.INSTAPP =1 and Instance.TYPEYR = 2, 3, 4 or 5 and StudentOnModule.MODSTAT not coded 4
Business RuleErrorCarried Forward
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Providers can choose to give additional information to HEFCE to be used for the HESES survey. Where providers opt to give this information, for students whose instance years are not contained within the current HESA reporting year (01 August-31 July), a module year must be returned for any modules active during the reporting year.
Further Guidance
N/A
Reason for Change
N/A
Previous Name of Rule
QR.C14051.StudentOnModule.MODYR.1

QR.C15051.Instance.GROSSFEE.24

Instance.GROSSFEE > 0 where Instance.TYPEYR = 2, 3, 4 or 5 and Instance.COMDATE < Y1-08-01 and Instance.ENDDATE > Y1-07-31 and Instance.ENDDATE < the anniversary of Instance.COMDATE and Instance.MODE is not equal to 43 or 44. In line with the published guidance, please check these fees are correct as it is expected that the full-fee for the year of instance will be returned in the reporting year within which the year of instance commenced.
ExceptionWarningCarried Forward
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The fees for students studying on course years that are not contained within the reporting period should be front loaded. It is not expected that a student completing the end of a non-standard year would have a fee returned.
Further Guidance
N/A
Reason for Change
N/A
Previous Name of Rule
QR.C14051.Instance.GROSSFEE.24

QR.C15051.Instance.NETFEE.5

Instance.NETFEE = 0 where Instance.MODE = 01, 02, 23, 24, 25, 43 or 73 and Student.SSN does not exist and (Instance.TYPEYR = 1 or (Instance.TYPEYR > 1 and Instance.ENDDATE is null)) and ((Instance.SPECFEE = 0, 1, 2, 4, 5, 6 or 9 or Instance.SPECFEE does not exist) and (Instance.MSTUFEE = 01-04, 06-26, 32-61, 96, 97 or 99) and (Course.MSFUND = 01-06, 11-29, 32-35, 38-91 and Instance.FUNDCODE = 2, 3, 5 or 7)). Please check it is correct that the net fee is zero for these instances.
ExceptionWarningAmended
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Plain English
N/A
Further Guidance
N/A
Reason for Change
Rule text updated to reflect the move of the SSN field from the Instance to the Student entity.
Previous Name of Rule
QR.C14051.Instance.NETFEE.5

QR.C15051.Instance.NETFEE.6

Instance.NETFEE = 0 where Instance.MODE = 31, 44 or 74 and Student.SSN does not exist and (Instance.TYPEYR = 1 or (Instance.TYPEYR > 1 and Instance.ENDDATE is null)) and ((Instance.SPECFEE = 0, 1, 2, 4, 5, 6 or 9 or Instance.SPECFEE does not exist) and (Instance.MSTUFEE = 01-04, 06-26, 32-61, 96, 97 or 99) and (Course.MSFUND = 01-06, 11-29, 32-35, 38-91 and Instance.FUNDCODE = 2, 3, 5 or 7)). Please check it is correct that the net fee is zero for these instances.
ExceptionWarningAmended
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Plain English
N/A
Further Guidance
N/A
Reason for Change
Rule text updated to reflect the move of the SSN field from the Instance to the Student entity.
Previous Name of Rule
QR.C14051.Instance.NETFEE.6

QR.C15051.Instance.STULOAD.15

For institutions in England, Northern Ireland and Wales, more than 5% of instances have Instance.STULOAD greater than or equal to 100 where Instance.TYPEYR not equal to 1 and Instance.COMDATE > Y1-07-31. For further information please see the documentation in the coding manual - Further guidance on FTE reporting.
ExceptionWarningCarried Forward
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Plain English
More than 5% of non-standard instances have an average instance FTE that is greater than or equal to 100. It is not expected that students starting in the reporting year on a year that spans HESA reporting periods will have an average instance FTE of 100 or more.
Further Guidance
N/A
Reason for Change
N/A
Previous Name of Rule
QR.C14051.Instance.STULOAD.15

QR.C15051.Instance.STULOAD.16

For institutions in England, Northern Ireland and Wales, more than 5% of instances have Instance.STULOAD greater than or equal to 100 where Instance.TYPEYR not equal to 1 and Instance.ENDDATE > Y1-07-31. For further information please see the documentation in the coding manual - Further guidance on FTE reporting.
ExceptionWarningCarried Forward
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Plain English
The average instance returned is higher than expected. More than 5% of instances have an average instance FTE that is greater than or equal to 100 where the student is on an instance year that spans reporting years and has ended.
Further Guidance
N/A
Reason for Change
N/A
Previous Name of Rule
QR.C14051.Instance.STULOAD.16

QR.C15051.Instance.STULOAD.17

Instance.STULOAD < 100 where (Course.COURSEAIM begins H, I, J or C or is M22, M26 or M28) and Instance.TYPEYR = 1 and Instance.MODE = 01 and Instance.COMDATE between Y1-08-31 and Y1-10-31 inclusive and Instance.ENDDATE is null and Instance.NOTACT does not exist. Please check that the correct FTE has been reported for these instances.
ExceptionWarningCarried Forward
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Plain English
The average instance FTE returned is lower than expected. For students on full-time undergraduate level courses starting between 01 August and 31 October in the reporting year the average instance FTE is expected to be 100 if the student has not completed studies.
Further Guidance
N/A
Reason for Change
N/A
Previous Name of Rule
QR.C14051.Instance.STULOAD.17

QR.C15051.Instance.STULOAD.19

For institutions in England, Northern Ireland and Wales, Instance.STULOAD > 80 where Instance.MODE = 31 and Instance.TYPEYR = 1. Please check that the correct FTE has been reported for these instances.
ExceptionWarningCarried Forward
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Plain English
The average instance FTE returned is higher than expected. For part-time students on instance years that are contained within the reporting period it is not expected that the FTE would be greater than 80.
Further Guidance
N/A
Reason for Change
N/A
Previous Name of Rule
QR.C14051.Instance.STULOAD.19

QR.C15051.Instance.STULOAD.20

For institutions in England, Northern Ireland and Wales, Instance.STULOAD > 80 where Instance.MODE = 31 and Instance.TYPEYR = 2, 3, 4 or 5. Please check that the correct FTE has been reported for these instances.
ExceptionWarningCarried Forward
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Plain English
The average instance FTE returned is higher than expected. For part-time students on instance years that are not contained within the reporting period it is not expected that the FTE would be greater than 80.
Further Guidance
N/A
Reason for Change
N/A
Previous Name of Rule
QR.C14051.Instance.STULOAD.20

QR.C15051.Instance.TYPEYR.7

Instance.TYPEYR should not normally be coded 1 where Course.COURSEAIM begins D or L and Instance.RSNEND is not coded 12 and (Instance.ENDDATE is null or less than or equal to the anniversary of Instance.COMDATE within the current academic year).
ExceptionWarningAmended
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Plain English
It is not expected that course years for postgraduate research courses will be contained within the HESA reporting period.
Further Guidance
N/A
Reason for Change
Rule updated to move to exception and exclude where Instance.RSNEND is coded 12 (Transferred out as part of collaborative supervision arrangements).
Previous Name of Rule
QR.C14051.Instance.TYPEYR.7

QR.C15051.Instance.YEARSTU.4

More than 5% of instances where Instance.TYPEYR = 1 have Instance.YEARSTU less than the difference in years between Instance.COMDATE and Y2-07-31.
ExceptionWarningCarried Forward
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Plain English
More than 5% students on standard instance years have been returned as being active on the instance for less than the elapsed time between the start of the instance and the end of the reporting years.
Further Guidance
N/A
Reason for Change
N/A
Previous Name of Rule
QR.C14051.Instance.YEARSTU.4

QR.C15051.Instance.LOADYRB.4

For providers in England and Northern Ireland, where a year-on-year link has been made to the Continuity Register, Instance.LOADYRB must exist and must be > 0 where Institution.INSTAPP=1 and Instance.TYPEYR on input = 1 and TYPEYR on the Continuity Register = 2, 3, 4 or 5. Dormant students (Instance.MODE = 63 or 64) can be excluded.
ContinuityErrorCarried Forward
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Plain English
N/A
Further Guidance
N/A
Reason for Change
N/A
Previous Name of Rule
QR.C14051.Instance.LOADYRB.4