How to use UIP: All reference documents
Below is a full list of the documents referenced within the PTE preparation phase, SMS compliance phase and Go live phase pages under 'How to use the application' section.
Submitting files to the UIP Data Collection Portal (including the Tour Group Portal)
| Title | Description | Phase |
|---|---|---|
| UIP Portal Guidelines [PDF, 554KB] | A set of guidelines to help Tertiary Education Providers record and verify information for the UIP file upload portal. | All phases |
| Tour Group Portal Guidelines [PDF, 608KB] | A set of guidelines to help Tertiary Education Providers to record and verify tour group (group study tour) information for the Tour Group portal. | All phases |
| UIP Portal Submission File Template [XLSX, 11KB] | A template which can be used to create the files to be uploaded to the UIP Portal. | All phases |
| Quick Reference Guide 1 - Creating submission files for the UIP upload portal [PDF, 200KB] | A reference guide to assist the use of the Submission File Template. | All phases |
| Quick Reference Guide 2 - Using the UIP upload portal [PDF, 973KB] | A reference guide to assist the use of the UIP Upload Portal, including the Tour Group Portal. | All phases |
| UIP Business Rules [PDF, 12 KB] | Description of the business rules to extract data and calculate EEL. | All phases |
Submitting data by integrating your SMS with the UIP System
| Title | Description | Phase |
|---|---|---|
| PTE Guide to integrating your SMS with UIP [PDF, 634KB] | Description of the three phases involved in integrating with the automated data collection process. | All phases |
| UIP Data Collection – SMS Specifications version 2.23 [PDF, 1.9MB] |
Full detail of the technical aspects of the system integration to be used by SMS development teams. Includes details on the data elements for business understanding. This document is targeted towards Group 1 providers; however, Group 2 providers may also use it if they wish to integrate their SMS with the UIP data system. |
All phases |
| Current version of XSD [ZIP, 5KB] | The current version of the XSD file (version 5) is available in a zipped file, which will need to be downloaded, saved and unzipped. Contact UIP.DataCollection@education.govt.nz if you have issues accessing the document. | SMS Compliance and UIP BAU |
| Compliant Vendor List (Refer to the UIP SMS vendors section of the page) |
A list of SMS Vendors who have established an interface with the UIP system. Will be updated as new SMS Vendors come on board. | PTE Preparation |
| Business Integration Document [PDF, 926KB] | An overview of the UIP data collection system for Private Training Establishments. | PTE Preparation |
| UIP.XsdValidator [ZIP, 9KB] | Simple .Net based executable for validation of XML files. Please read the included ReadMe.txt first for instructions on how to use it. This is a zipped file which will need to be downloaded, saved and unzipped - contact UIP.DataCollection@education.govt.nz if you have issues accessing the document. | SMS Compliance and UIP BAU |
| Data mapping template [XLS; 60KB] | Tool to establish any impacts the data collection may have on a PTE. | PTE Preparation |
| SMS InfoHub Interface Specification [PDF, 494KB] | Details on the role of InfoHub in the automated data collection process. |
PTE Preparation (SMS) |
| SMS Compliance | ||
| Checklist - PTE [DOC; 41KB] | Checklist for TEO owners. | All phases |
| Checklist - SMS [DOC; 46KB] | Checklist for developers. | All phases |
| Test scripts [XLS; 104KB] | Test scripts to be used in development of the UIP data collection system. | SMS Compliance |
| ESL 13 UIP Machine Account Request form - compliance [PDF, 108KB] | To be completed by SMS development to request access to the UIP system compliance environment (used for testing changes). | SMS Compliance Go Live |
| ESL 14 UIP Machine Account request form - production [PDF, 107KB] | To be completed by PTEs to request access to the UIP system Production environment (used for real-time data collection) | SMS Compliance Go Live |
| UIP Compliance Completion Request form [PDF, 509KB] | To be completed by SMS development and used to request MoE acceptance of SMS compliance testing. | SMS Compliance |
| UIP Design Approval form [PDF, 549KB] | To be completed by SMS development prior to requesting compliance access. | SMS Compliance |
| UIP Initial Load form [PDF, 516KB] | To be completed by SMS development for initial load approval of each PTE’s data into compliance and production. | Go Live |
| UIP Business Rules [PDF, 12 KB] | Description of the business rules to extract data and calculate EEL. | All phases |
If you have any issues downloading any documents, contact us at UIP.DataCollection@education.govt.nz.