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The HESES11 process

The HESES11 process. Presented by Christine Daniel Analytical Services Group Bristol, 24 August 2011. The HESES11 process. Timetable Accessing the blank workbook Validation checks Credibility checks Estimated grant adjustments for 2011-12 Returning the completed workbook

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The HESES11 process

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  1. The HESES11 process Presented by Christine Daniel Analytical Services Group Bristol, 24 August 2011

  2. The HESES11 process • Timetable • Accessing the blank workbook • Validation checks • Credibility checks • Estimated grant adjustments for 2011-12 • Returning the completed workbook • Data verification period • Further information

  3. Timetable • September 2011 HESES11 guidance published • By early HESES11 workbook available for November 2011 institutions to download • 1 December 2011 Census date • 9 December 2011 Deadline for survey data to be • (noon) uploaded to HEFCE extranet • 13 January 2012 Deadline for return to be signed off • February 2012 Final 2011-12 grant adjustments released • March 2012 Provisional 2012-13 • allocations released

  4. Accessing the blank workbook • Release letter sent to HESES contact and head of institution (by e-mail and post) • Blank workbook available on HEFCE extranet • Instructions for using HEFCE extranet and access keys required for blank workbook contained in release letter • Workbook is password protected to preserve formulae, formats and loading information • Data should not be cut/copied and pasted from cell to cell as this disrupts formulae

  5. Validation checks • Purpose is to ensure invalid data is not submitted • We will not accept completed workbooks with failed validation checks • Invalid data is highlighted in red in the workbook • All validation checks are detailed in Appendix 2 of HESES11 publication

  6. Credibility checks • Purpose is to ensure data is credible and that the HESES guidance has been followed • Two types (both displayed in workbook): • First stage credibility warnings • Automatic highlighting in comparison tables • Institutions can upload workbooks with failed credibility tests, but we need to know the reason why • All credibility checks are detailed in Appendix 4 of HESES11 publication

  7. Estimated grant adjustments for 2011-12 • Three worksheets in the HESES11 workbook related to this: • HBK • STD • F11 • Full details of these worksheets given in Appendix 3 of HESES11 publication • Final grant adjustments for 2011-12 released in February 2012

  8. Returning the completed workbook • Ensure an audit trail is kept, particularly for forecasted figures • Refer to the checklist of questions provided in the workbook release letter • Completed workbook to be uploaded to the extranet (by noon on 9 December 2011) • When processed a message is displayed explaining whether or not the upload was successful

  9. Data verification period • Once completed workbook is uploaded, HEFCE staff will review the data and query where necessary • Data to be signed off by 13 January 2012 • Sarah will explain more….

  10. Further information • HESES11 publication: • Introductory section of document • Annex E for guidance on what to do when the tables have been completed • Appendices for details of validation checks, credibility checks and estimated grant adjustments for 2011-12 • Contact: • Paresh Prema • heses@hefce.ac.uk • 0117 931 7314

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