Find out how to register learners for vocational programmes using Edexcel Online and Electronic Data Interchange (EDI).
For more information about why and when you need to register learners, see the vocational registrations page.
The videos at the bottom of this page give a step-by-step guide to making individual and bulk registrations. If you're not a registered Edexcel Online user, find out how to get an Edexcel Online account here.
If you can't make a registration electronically, due to special circumstances, you'll need to submit your request in writing by emailing all the details to email@example.com, or firstname.lastname@example.org if you're a work-based learning customer.
Registrations that you won't be able to make online include:
- special registrations (S type)
- learners with an enrolment date before September of the current academic year.
Before making registrations
Before you begin making the initial registrations (individual or bulk), you need to enter the information below that will apply to a whole group of learners on a particular programme or unit.
|Full Award||Choose this when the learner will be completing a full programme.
Choose this when the learner is completing particular units from a programme.
Don't choose this if you intend the learner to complete the full programme. For more information, please see 'Customising a list of individual units' below.
Choose this when registering learners for an Apprenticeship scheme.
Apprenticeship schemes link two or more programmes together as a package. You'll need to have approval for an Apprenticeship scheme before you can register learners.
It's important that the enrolment date accurately reflects the time when the group started the programme, because it defines the due date for registrations for roll-on, roll-off programmes.
The default enrolment date will be the start of the current academic year. If learners aren't following the academic year, it's important to amend this.
By clicking on the ‘Next’ button you're confirming that the enrolment date accurately reflects the learner start date for the purposes of fees, quality assurance and certification.
The order number will be printed on the invoice that arises from the registrations. It may be up to 12 characters (alphanumeric) and can be whatever you choose.
The order number can be left blank, but you should have a system in place to ensure that invoices can be reconciled to the registrations.
If you enter a purchase order number here, it will be quoted on the resulting invoice.
Before selecting the individual unit to be registered for a learner, you'll need to add that unit to the list of units available. By selecting which individual units you'll be registering for, you won't need to choose from all your approved units each time you register.
Select ‘Customised Units’ from the ‘Qualifications’ menu on the left-hand side, and you'll see a list of all currently approved BTEC units in alphabetical unit title order. By choosing the units required and clicking the ‘Save’ button, you'll update your profile of customised units to be used later.
After clicking the ‘Next’ button, you'll be given the choice of which programme or Apprenticeship you wish to register the learners for.
Simply select the required programme or Apprenticeship from the drop-down list of all those you're currently approved for, and click ‘Next’ to proceed.
If the programme you wish to register for isn't listed, please check your currently approved programmes in the ‘Qualifications’ menu.
If you should make any errors at the time of registration, it's important you correct them as soon as possible and before claiming certification.
The learner details screen can be found through the ‘Candidate’ menu, using either the ‘Search by Candidate’ option or ‘Search by Course’:
By clicking the ‘Edit’ button at the bottom of the screen, you can amend all of the fields shown above, as well as claim certification.
To prevent one learner being substituted for another, you can only change one of the first name, last name or date of birth fields, and then only once. If you have any further amendments, please email the details to email@example.com, or firstname.lastname@example.org if you're a work-based learning customer.
Once your changes have been saved, any certificates issued will reflect the details on our database.
Any changes to a learner's registered programme should be made on the screen shown below, which you'll find in the ‘Candidate’ menu of the BTEC section. There's no extra charge for transfers of registration between programmes of the same qualification type.
This screen allows you to transfer groups of learners or individual learners to any of your currently approved BTEC programmes. A new completion date is mandatory when transferring.
Groups of 20 or more learners will be transferred overnight. All other transfers should take place almost immediately.
If you can't transfer a particular learner, please email email@example.com and we'll let you know if the transfer needs to be submitted in writing.
You'll find this option under the ‘Candidates’ menu.
To validate the identity of a learner transferring into your centre, you'll need to provide their date of birth along with their registration number. If these details match, you'll be able to choose which currently approved BTEC programme you wish the learner to be transferred to.
Before transferring a learner to your centre, it's important to ensure that any units completed at the previous centre have been reported. The receiving centre should confirm the units completed by the learner by checking the unit certificate gained at the previous centre.
When you've selected the programme to be transferred to, just click ‘Transfer’.
After selecting the information that applies to all learners in a group, you're now ready to enter the individual learner details or, for large groups of registrations, register learners by spreadsheet. Remember to check all details carefully, as this information will be used for certification.
The information you'll need to enter is:
This field allows you to enter a reference for your own administrative convenience. It should be alphanumeric and up to a maximum of 10 digits long.
The first name must be no more than 20 characters including spaces.
The last name should be no more than 30 characters, including spaces.
Select either ‘M’ for male, or ‘F’ for female.
This is a required field and should be in the format dd/mm/yyyy.
This date must be in the future and should be in the format dd/mm/yyyy.
Many programmes have a completion date at the end of one, two or three academic years.
It's important to enter a planned completion date, as it's used to allocate an external verifier/external examiner and arrange verification or review of the programme’s assessment.
For NVQ programmes, this date should be a reasonable estimate of when the assessment may be completed.
The ULN is a learner identifier that's allocated by the government agency LRS (Learning Records Service). It's used in the aggregation of learner results across awarding bodies for QCF programmes to allow credit transfer between awarding bodies.
We accept the ULN in EDI entry, amendment and registration files. We also plan to accept the ULN through any entries or registrations made through Edexcel Online.
You don't need to provide the ULN with entries or registrations for learners who aren't taking QCF programmes.
The ULN is a 10-digit number. It's important that you validate the ULN against the LRS database before submitting the learner’s entry or registration to us. Please ensure that the personal details (name, gender and date of birth) provided with the learner’s entry or registration match exactly the details on the LRS.
We will check the ULN against the LRS, and if there is a mismatch the ULN will not be accepted and a query will be raised with you.
For further information about the ULN, and to find out how to obtain ULNs for your learners, see the LRS website.
For individual registrations, choose the main mode of study from the drop-down list.
If you're making bulk registrations by spreadsheet, it's important to enter the correct letter for each learner in the study mode column:
|B||Short full time|
|K||Open and/or distance learning|
|Z||Assessment only (APL). This is only available in cases where a learner has approached you on the basis of a complete portfolio of previous qualifications or experience.|
This is used for centres in collaborative arrangements and should be left blank unless the learner is attending a franchisee institution approved to offer the programme. This will enable us to ensure that the appropriate external verification or external examination processes are complete.
Every programme should include a combination, which will be a single letter. For most programmes there is only one combination, which will usually be A. If you're not sure, please check the programme definition for combinations, which can be found in the ‘Qualifications’ menu under the ‘Reports’ option.
Any errors relating to the data you've entered will be displayed with instructions in red to tell you what the problem is – for instance, invalid characters in the name field, or a completion date in the past. You'll have a chance to correct the data before uploading it again.
The registration will also be rejected if it's found that a registration already exists for that learner and programme. If this is the case, the learner will be highlighted in green and their existing registration number will be displayed. You'll need to remove this learner from the list to be registered before continuing.
Where a record is highlighted in green you can view the specific error message by hovering the mouse pointer over the highlighted record.
This option allows you to make registrations using an Excel spreadsheet template that you can download and complete offline. Learner details can be added to the spreadsheet either by the person who'll be making the registrations, or by another member of staff, so it's a convenient way of registering large numbers of learners on different programmes.
The information required for these fields is the same, and in the same format, as for registering individual candidates (see above). You shouldn't change the format of the spreadsheet, or the data may not upload correctly.
Once you've completed and uploaded your registrations, the registration numbers of the learners will be listed in the right-hand column and you will be able to access the confirmation report for your records if you wish.
Any errors in the data you've entered will be displayed with instructions in red advising you of the problem - for instance, invalid characters in the name field, or a completion date in the past. You will have an opportunity to correct the data before uploading the spreadsheet again.
Possible reasons for errors are:
- column added or deleted from spreadsheet
- column headings deleted or amended (must be in bold font)
- required field not completed
- DOB or completion date not in dd/mm/yyyy format
- sex entered as Male or Female, rather then a single letter M or F
- study mode not entered as letters (for example, FT for full time)
- LSC code entered when course is not LSC funded.