General HESA amendments action plan

This guide provides specific detail about working with a HESA action plan.

For general information about action plans, see our guide to action plans.  


Table of contents

How to download the action plan template

The action plan templates are available from the HEFCE extranet.

Once logged in, navigate to the 'HEFCE resources' page, then click on the link for the current exercise. Action plan locations are listed in the year-specific overview pages which are accessible from the FAMD homepage.

How to complete the action plan

The information that we require in the HESA action plan template, for institutions that wish to make amendments to their HESA student data is as follows. (Example action plans are available in the year-specific overview pages which are accessible from the FAMD homepage.)

Column 1

This column should contain a sequential number starting at 1 which is used to reference each area of amendment identified on the action plan. This is provided automatically in the action and implementation plan template.

Column 2

This column should contain a detailed description of the nature of the amendment to HESA student data.

For example:

'Highest qualification on entry returned as not known for some full-time undergraduates that were not recruited through UCAS. We expect this to have an impact on the improving retention allocation.'

Column 3

Either 'CHANGE', 'ADD' or 'DELETE' should be selected to highlight the type of amendments that are being made to the HESA record.

Column 4

Where Column 3 is returned as 'CHANGE', this column should contain a list of the fields that the institution expects to correct (for example 'QUALENT2'). If Column 5 is 'ADD' or 'DELETE' then the words 'All fields' should be entered.

Column 5

The number of records to be amended should be included (for example, '30').

Column 6

This column should contain the date by which amended data will be submitted to HESA.

How to submit the action plan

Action plans should be submitted through the HEFCE extranet.

Once logged in, navigate to the 'HEFCE resources' page, then click on the link for the current exercise, and then navigate to the same page where you downloaded the template. Next click on 'Upload', browse to the location where the action plan is saved and click 'Upload'.

Further details can be found in the year-specific overview pages which are accessible from the FAMD homepage. 

Page last updated 24 July 2012

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