Guidance

ILR data: provider data self-assessment toolkit (PDSAT)

Provider data self-assessmentself assessment toolkit (PDSAT) and reports to help FE providers make accurate and complete individualised learner record (ILR) data returns.

Applies to England

Documents

Provider data self-assessmentself-Assessment toolkit (PDSAT) online: user guide 2022 to 2023

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Reviewing provider data self-assessmentself assessment toolkit (PDSAT) reports for 2021 to 2022: user guide

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Reviewing provider data self-assessmentself assessment toolkit (PDSAT) reports for 2020 to 2021: user guide

This file may not be suitable for users of assistive technology.

Request an accessible format.
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email ESFA.GOVUK-ENQUIRIES@education.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Details

Details

PDSAT is a tool for analysing learner and learning delivery data. It interrogates individual learner record (ILR) data and produces reports on this data, so that providers can identify and investigate potential anomalies in the ILR data.

We have developed PDSAT:

  • to include new functionality for the 20232021 to 20242022 funding year
  • maintain as well as maintaining existing functionality applicable from the 20212016 to 20222017 funding year onwards

onwards. As a result, PDSAT will process ILR data for all such funding yearsyears.

We fromhave 2021designed toit 2022.to:

  • give providers a toolkit to analyse ILR data
  • assist auditors in the audit of providers’ ILR data
  • select audit samples and create a set of audit working papers

It is providers’ responsibility to implement processes to ensure that they return timely and accurate data in their ILRs.

WeWhilst encouragethe providers to use of PDSAT is not mandatory, we strongly recommend its use to regularlyassist checkproviders ILRin their routine data reducingcleansing, theas riskwell of:

  • overclaimingas fundsassisting fromin ESFA
  • repaymenttheir ofpreparation funds
for assurance visits.

Reviewing

We have designed PDSAT reports:to userprocess guide

data that has been validated through the funding information system (FIS). We recommend that all ILR errors and warnings are reviewed and corrected before the ILR file is processed in PDSAT.

ThePDSAT allows the user guideto isimport ILR XML data files and FIS data files for providerseach whofunding areyear. requiredNote tothat maintainreports run from PDSAT using an ILR XML data andfile ensurewill itnot isinclude completefunding andbut accurate.will Thisinclude includes:any non-validated records.

  • colleges
  • independent

    PDSAT trainingdownload

    You providers

  • employer-providers
  • othercan organisations
  • download PDSAT.

TheAll guidefuture isupdates alsoto usedPDSAT will install automatically if the user has an internet connection that allows connection to deliverthe fundingESFA auditswebsite and otherPDSAT reviewsdownload bywebsites.

Installation

To install PDSAT:

  • select the ESFAdownload andlink accountancyabove firmsto begin downloading PDSAT.
  • externalyour andbrowser internalwill auditors

Thisoffer guideyou doesa notchoice explainof howwhether to use“Run” or “Save” the PDSATdownload. software.Select You“Run”.

  • a canmessage accessbox thewill PDSATdisplay, Userasking Guide’if inyou thewish documentationto sectioninstall ofPDSAT. theSelect tool,“Install” withinto theinstall ‘settings’PDSAT.
  • if tab.

    Registeringyou yourdo organisationnot have the necessary prerequisite software for PDSAT

    PDSAT, you will be asked to select “Install” up to three times. If you havedo not yethave registeredadministrator rights, you will need an administrator to useaccept installation of the prerequisites. Please note, PDSAT, youwill mustnot requestrun if the creationprerequisite ofsoftware ais newnot organisation.

    Olderinstalled.

  • once versionsthe ofinstallation is complete, the PDSAT

    A desktopopening versionscreen ofwill appear and will begin the initial set-up.

  • a PDSAT isshortcut availablewill forbe fundingcreated yearson fromyour 2016desktop toand 20217in throughyour tostart 2021menu, which you can use to 2022.

    Furtherstart support

    PDSAT in any future sessions.
  • If you have any problems running PDSAT,PDSAT, or have any queries please contact the PDSAT helpdesk.

    Updates to this page

    Published 29 July 2019
    Last updated 1310 SeptemberJanuary 20242023 + show all updates
    1. Added 'Provider data self-assessment toolkit (PDSAT) online: user guide 2023 to 2024' and 'Privacy policy: Provider data self-assessment toolkit (PDSAT)'.

    2. We have published the Provider data self-Assessment toolkit (PDSAT) online: user guide.

    3. We have published guidance about the updates planned to the PDSAT.

    4. We have updated the Reviewing provider data self assessment toolkit (PDSAT) reports for 2021 to 2022: user guide.

    5. We have published the reviewing provider data self assessment toolkit (PDSAT) reports for 2021 to 2022: user guide.

    6. We have published the latest user guide for reviewing provider data self assessment toolkit (PDSAT) reports for 2020 to 2021.

    7. We have published the user guide for reviewing provider data self assessment toolkit (PDSAT) reports for 2019 to 2020.

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