Glossary
Funding monitoring report
A report issued to providers that monitors specific funding risks in submitted data and asks for them to be investigated and explained.
In full
Funding monitoring reports focus on areas where funding is most often claimed incorrectly. They list the records that meet the report's criteria and expect the provider to investigate, correct where wrong, and evidence where right.
The report families and their contents are set by the funding body and change between funding years, so always work from the current report guidance for the year rather than from memory or from last year's approach.
The rules behind this
Appearing on a data-quality or funding-monitoring report usually means a record has been flagged for investigation, not that it is confirmed wrong. Some flagged records are entirely correct and simply need evidence.
Where this comes up
diagnostic
A learner is flagged on a data quality or funding monitoring report
A record meets the criteria of a report that identifies data worth checking. That is a request to investigate, not a statement that the record is wrong. Some flagged records are entirely correct and simply need their evidence to be locatable.
module
Working data quality and funding monitoring reports
Reports that flag records for investigation are the most useful assurance tool available, and the most commonly misread. A flag is a question, not a finding.
diagnostic
Funding dropped this month and nobody can explain why
The funding report for this period shows less than expected, or less than last period. Because every return restates the whole year, a change made this month can move earnings reported in earlier months, so the drop may have nothing to do with this month's delivery.
diagnostic
An aim is on the ILR but generates no funding
The aim validates and appears on the ILR, but generates no earnings. Validation and funding are different tests: a record can be perfectly valid and still not qualify for funding.
scenario
The same records appear on a report every single period
A monitoring report returns the same cluster of records month after month. Each time they are worked and each time they return.
module
From a learner walking in to funding arriving
The full chain: a learner event, the operational action it triggers, the source data it creates, the ILR fields it populates, validation, funding, reports, evidence, performance and audit.
Sources
These are the official documents this page rests on. Where a figure, a deadline or an exact rule matters, the document is the authority and this page is the explanation.
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