Transcript Webinar - Reporting with HEPCAT Part 1

Reporting with HEPCAT
Part 1
Webpage:
http://heimshelp.education.gov.au/sites/heimshelp/support/pages/webinar-reporting-with-hepcat
Overview
 Key processes for reporting
 HEPCAT
• reporting process
• installation
 HEPCAT Demonstration
• how to create a submission
• how to validate and submit data
• other useful functions
Key processes for
successful reporting
Plan carefully and you will achieve
success!
Know what your data is used for – reconciliation and
publications
Be ready for formal verification! Check your data regularly
Have good quality control procedures in place
Back up your database
ATO
Have technical support for your systems
Have access to your ATO encryption key
Know how to use HEPCAT and other systems you need
Have a trained team – don’t rely on just one person
Know your data requirements and deadlines – plan your reporting calendar
Reporting with HEPCAT to HEIMS
Install HEPCAT
Logon details
required
Create a
submission
and import
data into
HEPCAT
The system
validates data
allowing you
to submit
HEIMS accepts
data after
successful
validation
Check your
data after each
submission
using HEIMS
Online
Formal
Verification
occurs twice a
year
How to use HEPCAT
• HEPCAT user Guides – available on HEIMSHELP
– Part 1 - Installation
– Part 2 – Submission processes
– Part 3 – Database management
• HEPCAT Basics Training videos
Installation of HEPCAT
Two step process
1. Prerequisites
• Installed once
• Database
2. Application
• Regular updates
Accessing HEPCAT
Accessing HEPCAT
Red bar indicates logged in as
a VET Provider
Reporting with HEPCAT to HEIMS
Install HEPCAT
Logon details
required
Create a
submission
and import
data into
HEPCAT
The system
validates data
allowing you
to submit
HEIMS accepts
data after
successful
validation
Check your
data after each
submission
using HEIMS
Online
Formal
Verification
occurs twice a
year
HEPCAT functionality
Save this as my default
column order
Restore back to HEIMS file
structure defaults
Approved VET Courses
for VET providers
Course List for Higher
education providers
What’s in Part 2
HEPCAT demonstration continued
•
Reporting student data
•
Resolving errors
• Understanding validation rules
• HEIMS Online submission reports
• Quality control tips
What’s next?
 30 April - 2015 completions due
o Unit of study
o Course

15 May – Deadline for 2014 verification

31 May - Student submission
(census dates 1 Jan to 31 March 2015)
Our next training sessions
Reporting with HEPCAT - Part 2 – 22 April 2015
Validating your data - 5 May 2015
Reporting – Getting Started – 12 May 2015
Need more help?
For all your data questions contact
Tertiary Information Management
and Analysis Section
[email protected]
Telephone: (02) 6240 7487
For all your policy queries
 Policy and program management
 Administration of FEE-HELP and VET FEE-HELP
 Financial estimates and payments
 HELP IT System (HITS)
Contact: [email protected]