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Certificate of Achievement Templates

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Certificate of Achievement Templates document sample

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									Version     Date                                                                                                     Change
     0.1     5/3/2005 Updated BR12, BR22 and BR34 descriptions
     0.1     5/4/2005 Updated 'Education History' values in the following BRS; 03, 04, 07, 08, 11, 12, 13, 14, 15 and 17.
     0.2     5/5/2005 Removed BR19,
                      Added BR37, BR38 and BR39,
                      Amended BR07 and BR30.
     0.3     5/9/2005 Amended BR36 for Continued Funding calculation
                      Amended BR30 and BR37
                      Amended BR22 relating to TOPs travel minus $1.
                      Amended BR32 relating to Outcome Code.
                      Removed BR35 as not needed. Relates to Change Request 1924.
                      Amended BR03 relating to YT eligibility code LQ16/17
     0.4    5/17/2005 Amended rules relating to Training Opportunities Eligibility, I.e. BRs; 11, 12, 13, 14, 15, 16, 17, 18 and 39.
                      Renumbered BR37 Training Eligibility - Learner Start Date to BR40 (as duplicate numbering)
                      Amended BR38 to reflect the new number BR40
                      Amended BR08 to reflect split of NCEA field into two.
                      Amended BR27
                      Amended BR07 from 'Youth Needs Status' to 'Work and Income Youth Client'
     0.5    5/31/2005 Completed BR36 for Continued Funding calculation.
                      Added BR41 for Age < 16.
                      Amended BRs rules relating to Elibility for YT and TO; BR07, BR11, BR12, BR13, BR14, BR15, BR17.
                      Amended BR24 to refer to travel start date not to 'Effective From Date'.
     0.6     6/7/2005 Added content to BR10 for Discretionary Approval and renamed to 'Training Eligibility - EXCPTN'.
                      Added BR42 'Training Eligibility - TEC Discretionary Approval Code (VALIDVALUE)'.
                      Updated BR09 and BR18 to make more sense.
                      Updated BR25, BR26 and BR27 to make more sense.
                      Updated BR38 and BR39 to incorporate new eligibility business rules.
     0.7    6/13/2005 Removed reference to Skill Enhancment from all fields.
                      Updated BR36 'Continued Funding - Positive Outcome'.
                      Update BR21, BR22 and BR23 references to Travel to match the fields in Data Rules.
                      Added BR43 'Amend Travel Details - Learner Status'
     0.8    6/15/2005 Added BR44 'Placement - Learner Start Date'. (JIRA 154)
                      Updated BR42 'Training Eligibility - TEC Discretionary Approval Code (VALIDVALUE)'.
                      Added BR45 'Amend Learner Details - Provider Permission'. (JIRA 154)
                      Added BR46 'Withdrawals - Recess & Withdrawal Dates'. (JIRA 154)
                      Added BR47 'Withdrawals - Recess & Last Attendance Dates'. (JIRA 154)
                      Amended BR27 to include pending status (JIRA 151).
                      Amended BR26 to include learners that did not already exist (JIRA 150).
                      Amended BR38 'Training Eligibility - Order of Rules for YT' and BR39 'Training Eligibility - Order of Rules for TOPs' to only include BRs that derive eligibility codes.
     0.9    6/30/2005 Amended BR26 (again) to make sense this time! (JIRA 150).
                      Amended BR09, BR16 and BR18 to refer to months and not weeks to be consistent with the Funding Guide and code. (no further change required)
                      Amended BR16 to remove age check. Note - this was changed in v0.5 but not noted in the change control. (JIRA 196)
                      Amended BR13 to include JSR Number for both inactive and active learners. This has been confirmed as needed by W&I. (JIRA 193)
                      Amended BR14 to remove "21" from the age check. (JIRA 201)
                      Amended BR45 to be for Travel and Bank details only and for the current provider (Story 153)
    0.10     8/1/2005 Amended BR08, BR13, BR14 from "40 credits or more at Level 1" to new value "40 credits or more at Level 1 or above on the NQF" (JIRA 240)
                      Amended BR03, BR05, BR06, BR07, BR08 to restrict the ages eligible. (JIRA 252)
                      Amended BR14 to include all high qualifications. (JIRA 240)
                      Amended BR04, BR09, BR11, BR16, BR18 for date comparison to use 'Learner Start Date' not today. (JIRA 244)
                      Added BR48 'Training Eligibility - Active NSN' to ensure only learners with active NSNs are able to be placed on programmes. (JIRA 255)
    0.11     8/8/2005 Changed name of spreadsheet to align with amended system name.
                      Amended BR43 'Amend Learner Details' to include reference to programme status. (JIRA 216)
    0.12    9/22/2005 Changed BR44, refer Jira EER-320
                      Changed BR16, refer Jira EER-361
    0.14    9/27/2005 Changed BR14, refer Jira EER-339 and Jira EER-312
    0.15   12/13/2005 Updated BR13 to reflect the new active/inactive status. (JIRA EER-406)
                      Added Eligibility Matrix to spreadsheet
                      Updated all references to "Age" to "age as at 'Learner Start Date'" in the Eligibility BR's (JIRA EER-317)
                      Added "National Certificate at Level 1" to BR14 (JIRA EER-339)
                      Added new business rule BR49 "Withdrawals - Last Date of Attendance" (JIRA EER-388)
                      Updated the description for business rules BR09, BR16 and BR18 to show that days are calculated for persistance to Basil instead of months (JIRA EER-376)
     1.0   12/22/2005 Updated version to 1.0 for moving to Objective.
ERS - Business Rule Validations
ID   Applicable Fund(s)       BR Name                        BR Description                                    BR Rule                                                                                                    Updated    Notes
BR01 Youth Training           Citizenship                    Learners must be one of the following in order to -                                                                                                          21-03-05
     Training Opportunities                                  be placed on a course.;
     Skill Enhancement                                       - NZ, Cook Island, Nuie or Tokelau citizen.
                                                             - NZ permanent residents, currently residing in
                                                             NZ.
                                                             - Australian citizens and permanent resident who
                                                             have an NZ permanent residency stamp and who
                                                             are currently residing in NZ.
                                                             - Refugees with refugee status who are directed
                                                             to study as part of residency requirements.

BR02 Youth Training           Training Eligibility - General A Learner must meet one set of eligibility criteria 'Eligibility Code' needs to be valid.                                                                    21-03-05
     Training Opportunities                                  in order to be placed on a course.
     Skill Enhancement
BR03 Youth Training           Training Eligibility - Code    Aged under 18 years with low qualifications and        Education History' ISIN ("None", "12 credits or less at Level 1", "81 credits or less at Level 1")    21-03-05
                              LQ16/17                        have left or been exempted from school .               AND
                                                                                                                    ((age as at 'Learner Start Date' ISIN ("16", "17") AND 'Date Left School' = VALUE)
                                                                                                                    OR
                                                                                                                    (age as at 'Learner Start Date' = 15 AND 'MoE Certificate of Exemption Date' = VALUE))
BR04 Youth Training           Training Eligibility - SL18+   Aged 18 or over and have left school within last       age as at 'Learner Start Date' >= 18 AND                                                              21-03-05
                                                             26 weeks with low qualifications.                      'Education History' ISIN ("None", "12 credits or less at Level 1", "81 credits or less at Level 1")
                                                                                                                    AND
                                                                                                                    'Date Left School' = within 26 weeks of 'Learner Start Date'
BR05 Youth Training           Training Eligibility -        Aged under 18 years and enrolled with                   age as at 'Learner Start Date' ISIN ("15", "16", "17") AND                                            21-03-05
                              WBR_YT                        Workbridge and referred after an in-depth               'Learner Referred by' = "Workbridge"
                                                            interview.
BR06 Youth Training           Training Eligibility - REF_YT Aged under 18 years and a refugee who has left          age as at 'Learner Start Date' ISIN ("15", "16", "17") AND                                            21-03-05
                                                            the Magere Refugee Center or entered the                'Refugee Status Granted' = TRUE
                                                            country within the last year.
BR07 Youth Training           Training Eligibility -        Aged under 18 and referred by Work and Income           age as at 'Learner Start Date' ISIN ("16", "17") AND                                                  02-06-05   Note - JSR Number
                              YNYOUTH                       as a Youth client or registered unemployed for 13       'Education History' = ("None", "12 credits or less at Level 1", "81 credits or less at Level 1")                 covers the 'referred by
                                                            weeks or more, and with no tertiary                     AND                                                                                                              W&I' part of the
                                                            qualifications.                                         'JSR Number' = VALUE AND                                                                                         description.
                                                                                                                    'Job Seeker Status' = "Active" AND
                                                                                                                    ('Total Number of Weeks Registered with Work and Income' >= 13 OR 'Work and Income
                                                                                                                    Youth Client' = TRUE)
BR08 Youth Training           Training Eligibility - YT_FDS Aged under 18 years of age, have left or been           age as at 'Learner Start Date' ISIN ("15", "16", "17") AND                                            21-03-05
                                                            exempted from school in 2002 or 2003, with              'Education History' ISIN ("82 credits or more at Level 1 or above on the NQF") AND
                                                            higher qualifications (82 or more credits at level      ('Number of Credits for NCEA for English' < 12 OR
                                                            one on the NQF) but have NCEA results that              'Number of Credits for NCEA for Mathematics' < 12) AND
                                                            show fewer than 12 credits in English                   ('Date Left School' = VALUE OR 'MoE Certificate of Exemption Date' = VALUE)
                                                            achievements standards and /or fewer than 12
                                                            credits in Mathematics achievement standards.

BR09 Youth Training           Training Eligibility -         Learners re-entering the Programme within 6            (There exists a placement where                                                                       24-02-06   Value Change from
                              ASSESYT                        months retain eligibility if they have less than 240   training_prog_code = "YOUTH" AND                                                                                 ASSESSYT to
                                                             credits. Please note that this is calculated as        placement_end_date = within 6 months of 'Learner Start Date') AND                                                ASSESYT
                                                             180 days for persistance to Basil.                     credits < 240

BR10 Youth Training           Training Eligibility -         Where a Learner does not meet the eligibility          'TEC Discretionary Approval Code' = VALIDVALUE                                                        07-06-05
     Training Opportunities   EXCPTN                         criteria for a programme, a Provider can apply
                                                             for Discretionary Approval which provides a one-
                                                             time code that overrides the eligibility checks.
                                                             Please refer to the Discretionary Approval
                                                             Process for details.
BR11 Training Opportunities   Training Eligibility - SL18/19 Registered with W&I, aged 18 or 19, with low           age as at 'Learner Start Date' ISIN ("18", "19") AND                                                02-06-05
                                                             qualification, and have left school in the last 26     'Education History' ISIN ("None", "12 credits or less at Level 1", "1-2 School Certificate passes",
                                                             weeks.                                                 "81 credits or less at Level 1", "6th From Cert. with 1-2 SC passes") AND
                                                                                                                    'JSR Number' = VALUE AND
                                                                                                                    'Job Seeker Status' = "Active" AND
                                                                                                                    'Date Left School' = within 26 weeks of 'Learner Start Date'



                                                                                                                         Page 2 of 12
ERS - Business Rule Validations
ID   Applicable Fund(s)       BR Name                        BR Description                                         BR Rule                                                                                               Updated    Notes
BR12 Training Opportunities   Training Eligibility - WI18+   Registered with W&I as an unemployed                   age as at 'Learner Start Date' >= 18 AND                                                              02-06-05
                                                             jobseeker for at least 26 weeks, and have low          'Education History' ISIN ("None", "12 credits or less at Level 1", "1-2 School Certificate passes",
                                                             qualifications.                                        "81 credits or less at Level 1", "6th From Cert. with 1-2 SC passes") AND
                                                                                                                    'Total Number of Weeks Registered with Work and Income' >= 26 AND
                                                                                                                    'JSR Number' = VALUE AND
                                                                                                                    'Job Seeker Status' = "Active"
BR13 Training Opportunities   Training Eligibility - ATRSK   Registered with W&I as an unemployed job               age as at 'Learner Start Date' >= 18 AND                                                              03-02-06
                                                             seeker for fewer than 26 weeks, or unemployed          'JSR Number' = VALUE AND
                                                             in receipt of a main benefit, have low quals but       (('Job Seeker Status' = "Active" AND 'Total Number of Weeks Registered with Work and
                                                             includes those with 82 or more credits and less        Income' <26 AND
                                                             than 12 credits in literacy and/or numeracy            'Education History'ISIN("None", "12 credits or less at Level 1", "1-2 School Certificate passes",
                                                             achievement standards.                                  "81 credits or less at Level 1", "6th Form Cert. with 1-2 SC passes")))
                                                                                                                    OR
                                                                                                                    (('Job Seeker Status' = "Active" AND 'Total Number of Weeks Registered with Work and
                                                                                                                    Income' <26 AND 'Education History'= "82 credits or more at Level 1 or above on the NQ(**see
BR14 Training Opportunities   Training Eligibility - FDSKLS One of the following;                                   'JSR Number' = VALUE AND                                                                              02-06-05
                                                            - Registered with W&I as an unemployed job              'Job Seeker Status' = "Active" AND
                                                            seeker for at least 26 weeks or aged 16-20 and          'credits' < 240 AND
                                                            registered as a jobseeker for at least 13 weeks.        (('Total Number of Weeks Registered with Work and Income' >= 26) OR ('Age' ISIN ("16", "17",
                                                            - Obtained SC passes in 2 or more subjects or           "18", "19", "20") AND 'Total Number of Weeks Registered with Work and Income' >=13 AND
                                                            40 credits or more (but less than 240 credits).         'Work and Income Youth Client' = TRUE)) AND
                                                                                                                    'Education History' ISIN ("3 or more School Certificate passes", "6th Form Cert. with 3 or more
                                                                                                                    SC passes", "University Entrance", "Bursary/HSC/Scholarship or 13 or more credits at Level 3",
                                                                                                                    "National Certifi(**see BR Text for more**)

BR15 Training Opportunities   Training Eligibility -         Registered with W&I, granted refugee status and age as at 'Learner Start Date' >= 18 AND                                                                     02-06-05
                              REFUGEE                        hold high qualifications.                       'Education History' ISNOTIN ("None", "12 credits or less at Level 1", "1-2 School Certificate
                                                                                                             passes", "81 credits or less at Level 1", "6th From Cert. with 1-2 SC passes") AND
                                                                                                             ''JSR Number' = VALUE AND
                                                                                                             'Job Seeker Status' = "Active" AND
                                                                                                             'Refugee Status Granted' = TRUE

BR16 Training Opportunities   Training Eligibility -         Youth Training learners who have been on a YT 'Program type = 'Youth Training Programme' AND                                                                 24-02-06
                              EXPT_YT                        programme within last 3 months and have been previous attendance date = within 3 months of 'Learner Start Date' AND
                                                             granted TEC approval to enter TOPs to complete 'TEC Discretionary Approval Code' = VALIDVALUE
                                                             their training. Please note that this is calculated
                                                             as 90 days for persistance to Basil.

BR17 Training Opportunities   Training Eligibility - SL16/17 Registered with W&I, aged less than 18 with low 'JSR Number' = VALUE AND                                                                            02-06-05
                                                             qualifications, have left or been exempt from   'Job Seeker Status' = "Active" AND
                                                             school and granted approval by TEC.             ((age as at 'Learner Start Date' ISIN ("16", "17") AND 'Date Left School' = VALUE) OR (age as
                                                                                                             at 'Learner Start Date' = "15" AND 'MoE Certificate of Exemption Date' = VALUE)) AND
                                                                                                             'Education History' ISIN ("None", "12 credits or less at Level 1", "1-2 School Certificate passes",
                                                                                                             "81 credits or less at Level 1", "6th From Cert. with 1-2 SC passes") AND
                                                                                                             'TEC Discretionary Approval Code' = VALIDVALUE

BR18 Training Opportunities   Training Eligibility -         Learners re-entering the programme within 6            (There exists a placement where                                                                       24-02-06
                              ASSESTP                        months retain eligibility if they have less than 240   training_prog_code = "TOP" AND
                                                             credits. Please note that this is calculated as        placement_end_date = within 6 months of 'Learner Start Date') AND
                                                             180 days for persistance to Basil.                     credits < 240

BR19 -                        -                              -                                                      -                                                                                                     05-05-05   Removed as not
                                                                                                                                                                                                                                     needed.
BR20 Youth Training           Travel Costs - Eligibility     Travel Costs may be optionally claimed by any          Travel Costs can be claimed WHERE 'Fund' ISIN ("Youth Training", "Training Opportunities")            07-04-05
     Training Opportunities                                  Learner on a Youth Training or Training
                                                             Opportunities programme.
BR21 Youth Training           Travel Costs - Maximum         The total amount of travel that can be claimed         Maximum 'Total Daily Travel Claimed' ('Daily Public Transport Return Trip' AND 'Daily Private         21-03-05
     Training Opportunities   Amount                         each day is $15.00                                     Transport Return Trip') <= $15.00
BR22 Training Opportunities   Travel Costs - Minus $1        For a Learner on a Training Opportunities              'Total Daily Travel Claimed' (WHERE 'Fund' = "Training Opportunities") = 'Daily Public                13-05-05   Only use to show travel
                                                             programme, travel is calculated in accordance          Transport Return Trip' AND 'Daily Private Transport Return Trip' MINUS $1.00                                     amount in front end,
                                                             with other business rules then $1 is subtracted                                                                                                                         don't implement as this
                                                             from the total daily amount.                                                                                                                                            is done in Basil.



                                                                                                                         Page 3 of 12
ERS - Business Rule Validations
ID   Applicable Fund(s)       BR Name                        BR Description                                       BR Rule                                                                                      Updated      Notes
BR23 Youth Training           Travel Costs - Private         Where a Learner uses their own private               'Daily Private Transport Return Trip' = kms x 0.21                                           21-03-05
     Training Opportunities                                  transport, kilometers can be claimed up to a
                                                             calculated amount of $15.00. This total amount
                                                             must include any public transport costs also.

BR24 Youth Training           Travel Costs - Start Date      Daily travel date from must be between the           'Learner Start Date' <= travel start date <= Programme End Date WHERE travel start date      21-03-05
     Training Opportunities                                  placement start date and the programme               DEFAULTS TO 'Learner Start Date' for Enrolments
                                                             estimated end date inclusive.
BR25 Youth Training           Placement - Same               A Learner may be placed on the same            A Learner can only be added to a programme WHERE                                                   11-04-05
     Training Opportunities   Programme                      programme more than once over a period of      (('Learner Start Date' = VALUE AND 'Learner End Date = VALUE) OR ('Learner Start Date' =
     Skill Enhancement                                       time, but not concurrently. The placements are BLANK AND 'Learner End Date = BLANK)) AND
                                                             distinguished by the sequence number.          (current.'Learner Start Date' > previous.'Learner End Date')
BR26 Youth Training           Placement - Only One           A Learner can have only one placement at a     (A Learner can only be added to a programme where the Learner does not have a placement            11-04-05
     Training Opportunities   Concurrent                                                                    WHERE
                                                             point in time with a status of active or pending.
     Skill Enhancement                                                                                      'Placement Status' ISIN ("Active", "Pending"))
BR27 Youth Training           Placement - Availibility       A Learner can only be placed on a programme if A Learner can only be added to a programme WHERE                                                   11-04-05
     Training Opportunities                                  places are available on that programme i.e.    number of active and pending places < Maximum Approved Places
     Skill Enhancement                                       actual places are less than maximum places.
BR28 Youth Training           Placement - Active or          A Learner can only be placed on a programme    A Learner can only be added to a programme WHERE 'Programme Status' ISIN ("Active",                21-03-05
     Training Opportunities   Pending                        whose status is "active" or "pending".         "Pending")
     Skill Enhancement
BR29 Youth Training           Placement - Recess Dates       A Learner cannot be enrolled to start on a           'Learner Start Date' <> programme recess dates                                               21-03-05
     Training Opportunities                                  programme during the agreed programme's
     Skill Enhancement                                       recess dates.
BR30 Youth Training           Withdrawals - Learner          A Learner can only be withdrawn from a               A Learner can only be withdrawn from a programme WHERE 'Learner Status' = "Active"           10-05-05
     Training Opportunities   Status of Active               programme if their status is active.                 WHERE 'Learner Status' = "Pending" HIDE 'Withdraw' Button
     Skill Enhancement
BR31 Youth Training           Outcomes - Placed in Error Where a Learner has been placed in error it is           WHERE 'Learner Placement Status' = "Error"                                                   08-04-05
     Training Opportunities                              not necessary to record outcomes. TEC can set            HIDE Learner from Attendee List.
     Skill Enhancement                                   a flag to show this.
BR32 Youth Training           Outcomes - Outcome Due A Labour Market Outcome for a Learner is due 2               Outcome Due Date = Learner End Date + 2 Calendar Months                                      00-01-00
     Training Opportunities   Date                       months after the Learner End Date.                       WHERE TODAY => Outcome Due Date SHOW 'Record Outcome' Button
     Skill Enhancement
BR33 Youth Training           Outcomes - Required for        A Labour Market Outcome can only be recorded FOR EACH Learner WHERE 'Outcome Code' = VALUE                                                        8-Apr-2005
     Training Opportunities   Learner                        by a TEO once for each Learner.                HIDE 'Record Outcome' Button
     Skill Enhancement                                                                                      SHOW 'Outcome Code' VALUE
BR34 Youth Training           Outcomes - Required for        A Labour Market Outcome needs to be recorded WHERE 'Programme Status' = "Completed" AND                                                           5-Apr-2005
     Training Opportunities   Programme                      for each Learner on a Programme. This includes FOR EACH Learner 'Outcome Code' = VALUE
     Skill Enhancement                                       each instance of the Learner on the programme, HIDE Programme from Programme List
                                                             e.g. where they have been enrolled on the
                                                             programme more than once.
BR35 -                        -                              -                                              -                                                                                                  16-05-05     Removed as not
                                                                                                                                                                                                                            needed.
BR36 Youth Training           Continued Funding -            Where a Learner withdraws early from a               Continued Funding = TRUE WHERE all other continued funding business rules = TRUE AND         31-05-05     Please refer to WR
                              Positive Outcome               programme and progresses to a positive               (('Learner Destination' = "Employment") OR ('Learner Destination' = "Further Training with                2001/057 for other
                                                             outcome, the TEO may be eligible to receive          Another TEO" AND 'Hours per Week' > "19"))                                                                continued funding
                                                             continued funding.                                                                                                                                             business rules.
BR37 Youth Training           Placement - Deleting a         A Learner can only be deleted from a programme       A Learner can only be deleted from a programme WHERE 'Learner Status' = "Pending"            10-05-05
     Training Opportunities   Learner                        if their status is "pending".                        WHERE 'Learner Status' = "Active" HIDE 'Delete Placement' Button
     Skill Enhancement
BR38 Youth Training           Training Eligibility - Order of A Learner can be eligible for more than one         WHERE 'Fund' = "Youth Training" AND                                                          06-05-05
                              Rules for YT                    eligibility code but some codes have a higher       'BR Name' ISLIKE "Training Eligibility" THEN
                                                              'priority' and therefore should be processed in a   Order of business rules = BR10, BR09, BR06, BR05, BR07, BR08, BR04, BR03
                                                              defined order.
BR39 Training Opportunities   Training Eligibility - Order of A Learner can be eligible for more than one         WHERE 'Fund' = "Training Opportunities" AND                                                  17-05-05
                              Rules for TOPs                  eligibility code but some codes have a higher       'BR Name' ISLIKE "Training Eligibility" THEN
                                                              'priority' and therefore should be processed in a   Order of business rules = BR18, BR11, BR15, BR16, BR17, BR10, BR13, BR14, BR12
                                                              defined order.
BR40 Youth Training           Training Eligibility - Learner The learner start must be on or after the            'Learner Start Date' >= 'Programme Start Date'                                               17-05-05
     Training Opportunities   Start Date                      programme start date.
     Skill Enhancement



                                                                                                                      Page 4 of 12
ERS - Business Rule Validations
ID   Applicable Fund(s)       BR Name                         BR Description                                        BR Rule                                                                                         Updated    Notes
BR41 Youth Training           Training Eligibility - Age <    Learners under the minimum school leaving age         IF age as at 'Learner Start Date' < 16 THEN 'MoE Certificate of Exemption Date' must have       02-06-05
     Training Opportunities   16                              of 16 require a Ministry of Education Certificate     VALUE
     Skill Enhancement                                        of Exemption before their enrolment in the
                                                              programme as they are legally required to attend
                                                              school.
BR42 Youth Training           Training Eligibility - TEC      A TEC Discretionary Approval Code needs to be         IF 'TEC Discretionary Approval Code' = DA_TEC Discretionary Approval Code' AND                  07-06-05
     Training Opportunities   Discretionary Approval          validated against the Discretionary Approval          is unique AND
                              Code (VALIDVALUE)               system for uniqueness and to ensure that the          EduMIS = DA_EduMIS AND
                                                              code is being used in the correct context, I.e. for   Programme Number = DA_Programme Number AND
                                                              the correct provider, programme and learner.          NSN = DA_NSN AND
                                                                                                                    Eligibility Code = DA_Eligibility Code THEN
                                                                                                                    'TEC Discretionary Approval Code' = VALIDVALUE
BR43 Youth Training           Amend Travel Details -          It should only be possible to amend a learner's       WHERE 'Learner Status' ISIN ("Active", Pending") AND                                            09-08-05
     Training Opportunities   Learner Status                  travel and bank details when the learner has a        'Placement Status' ISIN ("Active", "Pending")
                                                              status of active or pending on an programme           SHOW all travel and bank detail fields
                                                              that is active or pending too.
BR44 Youth Training           Placement - Learner Start       The learner start must be at least one day after      ('Learner Start Date' => 'Date Left School') AND ('Learner Start Date' => 'MoE Certificate of   17-06-05
     Training Opportunities   Date                            the learner has either left or been exempted from     Exemption Date')
     Skill Enhancement                                        school.
BR45 Youth Training           Amend Learner Details -         It should only be possible for the provider of the    A Learner's travel and bank account details can only be amended WHERE 'Provider ID' =           20-06-05
     Training Opportunities   Provider Permission             current programme to amend a learner's travel         'Provider ID' of current programme.
                                                              and bank details. This is most relevant to
                                                              amendments received via webservices.
BR46 Youth Training           Withdrawals - Recess &          A Learner cannot have a withdrawal date from a        'Withdrawal Date' <> programme recess dates                                                     30-06-05
     Training Opportunities   Withdrawal Dates                programme during the agreed programme's
     Skill Enhancement                                        recess dates.
BR47 Youth Training           Withdrawals - Recess &          A Learner cannot have a last date of attendance       'Last Date of Attendance' <> programme recess dates                                             30-06-05
     Training Opportunities   Last Attendance Dates           on a programme during the agreed programme's
     Skill Enhancement                                        recess dates.
BR48 Youth Training           Training Eligibility - Active   A Learner must have an NSN with a status of           A Learner can only be placed on a programme WHERE (from NSI message for Learner NSN)            02-08-05
     Training Opportunities   NSN                             active to be enroled on a programme.                  student_status = "active"
     Skill Enhancement
BR49 Youth Training           Withdrawals - Last Date of      A Learner's last date of attendance on a              'Last Date of Attendance' <= "Withdrawal Date"                                                  19-12-05
     Training Opportunities   Attendance                      programme must be on or before their
     Skill Enhancement                                        withdrawal date.




                                                                                                                        Page 5 of 12
Business Rule Text - please don't touch this page
ID   BR Name                        BR Rule Text                          BR Rule with Formula
BR01 Citizenship                    -                                     -
BR02 Training Eligibility - General 'Eligibility Code' needs to be valid. 'Eligibility Code' needs to be valid.

BR03 Training Eligibility - Code      Education History' ISIN ("None",       Education History' ISIN ("None", "12 credits or less at Level 1", "81 credits or less at Level 1") AND
     LQ16/17                          "12 credits or less at Level 1", "81   ((age as at 'Learner Start Date' ISIN ("16", "17") AND 'Date Left School' = VALUE)
                                      credits or less at Level 1") AND       OR
                                      ((age as at 'Learner Start Date'       (age as at 'Learner Start Date' = 15 AND 'MoE Certificate of Exemption Date' = VALUE))
                                      ISIN ("16", "17") AND 'Date Left
                                      School' = VALUE)
                                      OR
                                      (age as at 'Learner Start Date' = 15
                                      AND 'MoE Certificate of
                                      Exemption Date' = VALUE))

BR04 Training Eligibility - SL18+     age as at 'Learner Start Date' >=      age as at 'Learner Start Date' >= 18 AND
                                      18 AND                                 'Education History' ISIN ("None", "12 credits or less at Level 1", "81 credits or less at Level 1") AND
                                      'Education History' ISIN ("None",      'Date Left School' = within 26 weeks of 'Learner Start Date'
                                      "12 credits or less at Level 1", "81
                                      credits or less at Level 1") AND
                                      'Date Left School' = within 26
                                      weeks of 'Learner Start Date'

BR05 Training Eligibility -        age as at 'Learner Start Date' ISIN       age as at 'Learner Start Date' ISIN ("15", "16", "17") AND
     WBR_YT                        ("15", "16", "17") AND                    'Learner Referred by' = "Workbridge"
                                   'Learner Referred by' =
                                   "Workbridge"
BR06 Training Eligibility - REF_YT age as at 'Learner Start Date' ISIN       age as at 'Learner Start Date' ISIN ("15", "16", "17") AND
                                   ("15", "16", "17") AND                    'Refugee Status Granted' = TRUE
                                   'Refugee Status Granted' = TRUE

BR07 Training Eligibility -           age as at 'Learner Start Date' ISIN    age as at 'Learner Start Date' ISIN ("16", "17") AND
     YNYOUTH                          ("16", "17") AND                       'Education History' = ("None", "12 credits or less at Level 1", "81 credits or less at Level 1") AND
                                      'Education History' = ("None", "12     'JSR Number' = VALUE AND
                                      credits or less at Level 1", "81       'Job Seeker Status' = "Active" AND
                                      credits or less at Level 1") AND       ('Total Number of Weeks Registered with Work and Income' >= 13 OR 'Work and Income Youth Client' = TRUE)
                                      'JSR Number' = VALUE AND
                                      'Job Seeker Status' = "Active" AND
                                      ('Total Number of Weeks
                                      Registered with Work and Income'
                                      >= 13 OR 'Work and Income Youth
                                      Client' = TRUE)


BR08 Training Eligibility - YT_FDS age as at 'Learner Start Date' ISIN       age as at 'Learner Start Date' ISIN ("15", "16", "17") AND
                                   ("15", "16", "17") AND                    'Education History' ISIN ("82 credits or more at Level 1 or above on the NQF") AND
                                   'Education History' ISIN ("82             ('Number of Credits for NCEA for English' < 12 OR
                                   credits or more at Level 1 or above       'Number of Credits for NCEA for Mathematics' < 12) AND
                                   on the NQF") AND                          ('Date Left School' = VALUE OR 'MoE Certificate of Exemption Date' = VALUE)
                                   ('Number of Credits for NCEA for
                                   English' < 12 OR
                                   'Number of Credits for NCEA for
                                   Mathematics' < 12) AND
                                   ('Date Left School' = VALUE OR
                                   'MoE Certificate of Exemption
                                   Date' = VALUE)
BR09 Training Eligibility -        (There exists a placement where           (There exists a placement where
     ASSESSYT                      training_prog_code = "YOUTH"              training_prog_code = "YOUTH" AND
                                   AND                                       placement_end_date = within 6 months of 'Learner Start Date') AND
                                   placement_end_date = within 6             credits < 240
                                   months of 'Learner Start Date')
                                   AND
                                   credits < 240
BR10 Training Eligibility -        'TEC Discretionary Approval Code'         'TEC Discretionary Approval Code' = VALIDVALUE
     EXCPTN                        = VALIDVALUE
BR11 Training Eligibility - SL18/19 age as at 'Learner Start Date' ISIN       age as at 'Learner Start Date' ISIN ("18", "19") AND
                                    ("18", "19") AND                          'Education History' ISIN ("None", "12 credits or less at Level 1", "1-2 School Certificate passes", "81 credits or less at Level 1", "6th From Cert. with 1-2 SC passes")
                                    'Education History' ISIN ("None",         AND
                                    "12 credits or less at Level 1", "1-2     'JSR Number' = VALUE AND
                                    School Certificate passes", "81           'Job Seeker Status' = "Active" AND
                                    credits or less at Level 1", "6th         'Date Left School' = within 26 weeks of 'Learner Start Date'
                                    From Cert. with 1-2 SC passes")
                                    AND
                                    'JSR Number' = VALUE AND
                                    'Job Seeker Status' = "Active" AND
                                    'Date Left School' = within 26
                                    weeks of 'Learner Start Date'

BR12 Training Eligibility - WI18+    age as at 'Learner Start Date' >=        age as at 'Learner Start Date' >= 18 AND
                                     18 AND                                   'Education History' ISIN ("None", "12 credits or less at Level 1", "1-2 School Certificate passes", "81 credits or less at Level 1", "6th From Cert. with 1-2 SC passes")
                                     'Education History' ISIN ("None",        AND
                                     "12 credits or less at Level 1", "1-2    'Total Number of Weeks Registered with Work and Income' >= 26 AND
                                     School Certificate passes", "81          'JSR Number' = VALUE AND
                                     credits or less at Level 1", "6th        'Job Seeker Status' = "Active"
                                     From Cert. with 1-2 SC passes")
                                     AND
                                     'Total Number of Weeks
                                     Registered with Work and Income'
                                     >= 26 AND
                                     'JSR Number' = VALUE AND
                                     'Job Seeker Status' = "Active"
BR13 Training Eligibility - ATRSK    age as at 'Learner Start Date' >=        age as at 'Learner Start Date' >= 18 AND
                                     18 AND                                   'JSR Number' = VALUE AND
                                     'JSR Number' = VALUE AND                 (('Job Seeker Status' = "Active" AND 'Total Number of Weeks Registered with Work and Income' <26 AND
                                     (('Job Seeker Status' = "Active"         'Education History'ISIN("None", "12 credits or less at Level 1", "1-2 School Certificate passes",
                                     AND 'Total Number of Weeks                "81 credits or less at Level 1", "6th Form Cert. with 1-2 SC passes")))
                                     Registered with Work and Income'         OR
                                     <26 AND                                  (('Job Seeker Status' = "Active" AND 'Total Number of Weeks Registered with Work and Income' <26 AND 'Education History'= "82 credits or more at Level 1 or
                                     'Education History'ISIN("None",          above on the NQ(**see BR Text for more**)
                                     "12 credits or less at Level 1", "1-2
                                     School Certificate passes",
                                      "81 credits or less at Level 1", "6th
                                     Form Cert. with 1-2 SC passes")))
                                     OR
                                     (('Job Seeker Status' = "Active"
                                     AND 'Total Number of Weeks
                                     Registered with Work and Income'
                                     <26 AND 'Education History'= "82
                                     credits or more at Level 1 or above
                                     on the NQF" AND
                                        ('Number of Credits in NCEA
                                     Literacy' < 12 OR 'Number of
                                     Credits in NCEA Numeracy' < 12)))
                                     OR
                                     (('Job Seeker Status' = "Inactive"
                                     AND 'Total Number of Weeks
                                     Registered with Work and Income'
                                     >=0 AND
                                     'Education History'ISIN("None",
                                     "12 credits or less at Level 1", "1-2
                                     School Certificate passes",
                                      "81 credits or less at Level 1", "6th
                                     Form Cert. with 1-2 SC passes")))
BR14 Training Eligibility - FDSKLS 'JSR Number' = VALUE AND                 'JSR Number' = VALUE AND
                                   'Job Seeker Status' = "Active" AND       'Job Seeker Status' = "Active" AND
                                   'credits' < 240 AND                      'credits' < 240 AND
                                   (('Total Number of Weeks                 (('Total Number of Weeks Registered with Work and Income' >= 26) OR ('Age' ISIN ("16", "17", "18", "19", "20") AND 'Total Number of Weeks Registered with Work
                                   Registered with Work and Income'         and Income' >=13 AND 'Work and Income Youth Client' = TRUE)) AND
                                   >= 26) OR ('Age' ISIN ("16", "17",       'Education History' ISIN ("3 or more School Certificate passes", "6th Form Cert. with 3 or more SC passes", "University Entrance", "Bursary/HSC/Scholarship or 13 or
                                   "18", "19", "20") AND 'Total             more credits at Level 3", "National Certifi(**see BR Text for more**)
                                   Number of Weeks Registered with
                                   Work and Income' >=13 AND
                                   'Work and Income Youth Client' =
                                   TRUE)) AND
                                   'Education History' ISIN ("3 or
                                   more School Certificate passes",
                                   "6th Form Cert. with 3 or more SC
                                   passes", "University Entrance",
                                   "Bursary/HSC/Scholarship or 13 or
                                   more credits at Level 3", "National
                                   Certificate at Level 1", "National
                                   Certificate at Level 2", "Trade
                                   Certificate", "Degree", "Other", "82
                                   credits or more at Level 1 or above
                                   on the NQF"



BR15 Training Eligibility -          age as at 'Learner Start Date' >=      age as at 'Learner Start Date' >= 18 AND
     REFUGEE                         18 AND                                 'Education History' ISNOTIN ("None", "12 credits or less at Level 1", "1-2 School Certificate passes", "81 credits or less at Level 1", "6th From Cert. with 1-2 SC
                                     'Education History' ISNOTIN            passes") AND
                                     ("None", "12 credits or less at        ''JSR Number' = VALUE AND
                                     Level 1", "1-2 School Certificate      'Job Seeker Status' = "Active" AND
                                     passes", "81 credits or less at        'Refugee Status Granted' = TRUE
                                     Level 1", "6th From Cert. with 1-2
                                     SC passes") AND
                                     ''JSR Number' = VALUE AND
                                     'Job Seeker Status' = "Active" AND
                                     'Refugee Status Granted' = TRUE


BR16 Training Eligibility - EXPTYT 'Program type = 'Youth Training          'Program type = 'Youth Training Programme' AND
                                    Programme' AND                          previous attendance date = within 3 months of 'Learner Start Date' AND
                                    previous attendance date = within       'TEC Discretionary Approval Code' = VALIDVALUE
                                    3 months of 'Learner Start Date'
                                    AND
                                    'TEC Discretionary Approval Code'
                                    = VALIDVALUE
BR17 Training Eligibility - SL16/17 'JSR Number' = VALUE AND                'JSR Number' = VALUE AND
                                    'Job Seeker Status' = "Active" AND      'Job Seeker Status' = "Active" AND
                                    ((age as at 'Learner Start Date'        ((age as at 'Learner Start Date' ISIN ("16", "17") AND 'Date Left School' = VALUE) OR (age as at 'Learner Start Date' = "15" AND 'MoE Certificate of Exemption Date'
                                    ISIN ("16", "17") AND 'Date Left        = VALUE)) AND
                                    School' = VALUE) OR (age as at          'Education History' ISIN ("None", "12 credits or less at Level 1", "1-2 School Certificate passes", "81 credits or less at Level 1", "6th From Cert. with 1-2 SC passes")
                                    'Learner Start Date' = "15" AND         AND
                                    'MoE Certificate of Exemption           'TEC Discretionary Approval Code' = VALIDVALUE
                                    Date' = VALUE)) AND
                                    'Education History' ISIN ("None",
                                    "12 credits or less at Level 1", "1-2
                                    School Certificate passes", "81
                                    credits or less at Level 1", "6th
                                    From Cert. with 1-2 SC passes")
                                    AND
                                    'TEC Discretionary Approval Code'
                                    = VALIDVALUE

BR18 Training Eligibility -          (There exists a placement where        (There exists a placement where
     ASSESTP                         training_prog_code = "TOP" AND         training_prog_code = "TOP" AND
                                     placement_end_date = within 6          placement_end_date = within 6 months of 'Learner Start Date') AND
                                     months of 'Learner Start Date')        credits < 240
                                     AND
                                     credits < 240

BR19 Travel Costs - Effective        -                                      -
     From Date
BR20 Travel Costs - Eligibility   Travel Costs can be claimed          Travel Costs can be claimed WHERE 'Fund' ISIN ("Youth Training", "Training Opportunities")
                                  WHERE 'Fund' ISIN ("Youth
                                  Training", "Training Opportunities")

BR21 Travel Costs - Maximum       Maximum 'Total Daily Travel            Maximum 'Total Daily Travel Claimed' ('Daily Public Transport Return Trip' AND 'Daily Private Transport Return Trip') <= $15.00
     Amount                       Claimed' ('Daily Public Transport
                                  Return Trip' AND 'Daily Private
                                  Transport Return Trip') <= $15.00
BR22 Travel Costs - Minus $1      'Total Daily Travel Claimed'           'Total Daily Travel Claimed' (WHERE 'Fund' = "Training Opportunities") = 'Daily Public Transport Return Trip' AND 'Daily Private Transport Return Trip' MINUS $1.00
                                  (WHERE 'Fund' = "Training
                                  Opportunities") = 'Daily Public
                                  Transport Return Trip' AND 'Daily
                                  Private Transport Return Trip'
                                  MINUS $1.00
BR23 Travel Costs - Private       'Daily Private Transport Return        'Daily Private Transport Return Trip' = kms x 0.21
                                  Trip' = kms x 0.21
BR24 Travel Costs - Start Date    'Learner Start Date' <= travel start   'Learner Start Date' <= travel start date <= Programme End Date WHERE travel start date DEFAULTS TO 'Learner Start Date' for Enrolments
                                  date <= Programme End Date
                                  WHERE travel start date
                                  DEFAULTS TO 'Learner Start
                                  Date' for Enrolments
BR25 Placement - Same             A Learner can only be added to a       A Learner can only be added to a programme WHERE
     Programme                    programme WHERE                        (('Learner Start Date' = VALUE AND 'Learner End Date = VALUE) OR ('Learner Start Date' = BLANK AND 'Learner End Date = BLANK)) AND
                                  (('Learner Start Date' = VALUE         (current.'Learner Start Date' > previous.'Learner End Date')
                                  AND 'Learner End Date = VALUE)
                                  OR ('Learner Start Date' = BLANK
                                  AND 'Learner End Date = BLANK))
                                  AND
                                  (current.'Learner Start Date' >
                                  previous.'Learner End Date')
BR26 Placement - Only One         (A Learner can only be added to a      (A Learner can only be added to a programme where the Learner does not have a placement WHERE
     Concurrent                   programme where the Learner            'Placement Status' ISIN ("Active", "Pending"))
                                  does not have a placement
                                  WHERE
                                  'Placement Status' ISIN ("Active",
                                  "Pending"))
BR27 Placement - Availibility     A Learner can only be added to a       A Learner can only be added to a programme WHERE
                                  programme WHERE                        number of active and pending places < Maximum Approved Places
                                  number of active and pending
                                  places < Maximum Approved
                                  Places
BR28 Placement - Active or        A Learner can only be added to a       A Learner can only be added to a programme WHERE 'Programme Status' ISIN ("Active", "Pending")
     Pending                      programme WHERE 'Programme
                                  Status' ISIN ("Active", "Pending")

BR29 Placement - Recess Dates     'Learner Start Date' <> programme 'Learner Start Date' <> programme recess dates
                                  recess dates
BR30 Withdrawals - Completed      A Learner can only be withdrawn   A Learner can only be withdrawn from a programme WHERE 'Learner Status' = "Active"
     Programme                    from a programme WHERE            WHERE 'Learner Status' = "Pending" HIDE 'Withdraw' Button
                                  'Learner Status' = "Active"
                                  WHERE 'Learner Status' =
                                  "Pending" HIDE 'Withdraw' Button

BR31 Outcomes - Placed in Error   WHERE 'Learner Placement               WHERE 'Learner Placement Status' = "Error"
                                  Status' = "Error"                      HIDE Learner from Attendee List.
                                  HIDE Learner from Attendee List.
BR32 Outcomes - Outcome Due       Outcome Due Date = Learner End         Outcome Due Date = Learner End Date + 2 Calendar Months
     Date                         Date + 2 Calendar Months               WHERE TODAY => Outcome Due Date SHOW 'Record Outcome' Button
                                  WHERE TODAY => Outcome Due
                                  Date SHOW 'Record Outcome'
                                  Button
BR33 Outcomes - Required for      FOR EACH Learner WHERE                 FOR EACH Learner WHERE 'Outcome Code' = VALUE
     Learner                      'Outcome Code' = VALUE                 HIDE 'Record Outcome' Button
                                  HIDE 'Record Outcome' Button           SHOW 'Outcome Code' VALUE
                                  SHOW 'Outcome Code' VALUE
BR34 Outcomes - Required for      WHERE 'Programme Status' =             WHERE 'Programme Status' = "Completed" AND
     Programme                    "Completed" AND                        FOR EACH Learner 'Outcome Code' = VALUE
                                  FOR EACH Learner 'Outcome              HIDE Programme from Programme List
                                  Code' = VALUE
                                  HIDE Programme from
                                  Programme List
BR35 Outcomes - Expired           -                                      -
BR36 Continued Funding -             Continued Funding = TRUE              Continued Funding = TRUE WHERE all other continued funding business rules = TRUE AND
     Positive Outcome                WHERE all other continued             (('Learner Destination' = "Employment") OR ('Learner Destination' = "Further Training with Another TEO" AND 'Hours per Week' > "19"))
                                     funding business rules = TRUE
                                     AND
                                     (('Learner Destination' =
                                     "Employment") OR ('Learner
                                     Destination' = "Further Training
                                     with Another TEO" AND 'Hours per
                                     Week' > "19"))
BR37 Placement - Deleting a          A Learner can only be deleted         A Learner can only be deleted from a programme WHERE 'Learner Status' = "Pending"
     Learner                         from a programme WHERE                WHERE 'Learner Status' = "Active" HIDE 'Delete Placement' Button
                                     'Learner Status' = "Pending"
                                     WHERE 'Learner Status' = "Active"
                                     HIDE 'Delete Placement' Button

BR38 Training Eligibility - Order of WHERE 'Fund' = "Youth Training"       WHERE 'Fund' = "Youth Training" AND
     Rules for YT                    AND                                   'BR Name' ISLIKE "Training Eligibility" THEN
                                     'BR Name' ISLIKE "Training            Order of business rules = BR10, BR09, BR06, BR05, BR07, BR08, BR04, BR03
                                     Eligibility" THEN
                                     Order of business rules = BR10,
                                     BR09, BR06, BR05, BR07, BR08,
                                     BR04, BR03
BR39 Training Eligibility - Order of WHERE 'Fund' = "Training              WHERE 'Fund' = "Training Opportunities" AND
     Rules for TOPs                  Opportunities" AND                    'BR Name' ISLIKE "Training Eligibility" THEN
                                     'BR Name' ISLIKE "Training            Order of business rules = BR18, BR11, BR15, BR16, BR17, BR10, BR13, BR14, BR12
                                     Eligibility" THEN
                                     Order of business rules = BR18,
                                     BR11, BR15, BR16, BR17, BR10,
                                     BR13, BR14, BR12
BR40 Training Eligibility - Learner 'Learner Start Date' >=                'Learner Start Date' >= 'Programme Start Date'
     Start Date                      'Programme Start Date'
BR41 Training Eligibility - Age <    IF age as at 'Learner Start Date' <   IF age as at 'Learner Start Date' < 16 THEN 'MoE Certificate of Exemption Date' must have VALUE
     16                              16 THEN 'MoE Certificate of
                                     Exemption Date' must have
                                     VALUE
BR42 Training Eligibility - TEC      IF 'TEC Discretionary Approval        IF 'TEC Discretionary Approval Code' = DA_TEC Discretionary Approval Code' AND
     Discretionary Approval          Code' = DA_TEC Discretionary          is unique AND
     Code (VALIDVALUE)               Approval Code' AND                    EduMIS = DA_EduMIS AND
                                     is unique AND                         Programme Number = DA_Programme Number AND
                                     EduMIS = DA_EduMIS AND                NSN = DA_NSN AND
                                     Programme Number =                    Eligibility Code = DA_Eligibility Code THEN
                                     DA_Programme Number AND               'TEC Discretionary Approval Code' = VALIDVALUE
                                     NSN = DA_NSN AND
                                     Eligibility Code = DA_Eligibility
                                     Code THEN
                                     'TEC Discretionary Approval Code'
                                     = VALIDVALUE
BR43 Amend Travel Details -          WHERE 'Learner Status' ISIN           WHERE 'Learner Status' ISIN ("Active", Pending") AND
     Learner Status                  ("Active", Pending") AND              'Placement Status' ISIN ("Active", "Pending")
                                     'Placement Status' ISIN ("Active",    SHOW all travel and bank detail fields
                                     "Pending")
                                     SHOW all travel and bank detail
                                     fields
BR44 Placement - Learner Start       ('Learner Start Date' => 'Date Left   ('Learner Start Date' => 'Date Left School') AND ('Learner Start Date' => 'MoE Certificate of Exemption Date')
     Date                            School') AND ('Learner Start Date'
                                     => 'MoE Certificate of Exemption
                                     Date')
BR45 Amend Learner Details -         A Learner's travel and bank           A Learner's travel and bank account details can only be amended WHERE 'Provider ID' = 'Provider ID' of current programme.
     Provider Permission             account details can only be
                                     amended WHERE 'Provider ID' =
                                     'Provider ID' of current programme.

BR46 Withdrawals - Recess &          'Withdrawal Date' <> programme        'Withdrawal Date' <> programme recess dates
     Withdrawal Dates                recess dates
BR47 Withdrawals - Recess &          'Last Date of Attendance' <>          'Last Date of Attendance' <> programme recess dates
     Last Attendance Dates           programme recess dates
BR48 Training Eligibility - Active   A Learner can only be placed on a     A Learner can only be placed on a programme WHERE (from NSI message for Learner NSN) student_status = "active"
     NSN                             programme WHERE (from NSI
                                     message for Learner NSN)
                                     student_status = "active"
BR49 Withdrawals - Last Date of      'Last Date of Attendance' <=          'Last Date of Attendance' <= "Withdrawal Date"
     Attendance                      "Withdrawal Date"
ERS - Eligibility Matrix
Eligibility Code                              Start Date   Age (as at    Date Left       Ed History   Referred By   JSR number Job Seeker    WINZ Weeks Youth Client NCEA       NCEA       Refugee   DA Code   Early       ELX Date   Previous
                                                           Start Date)   School                                                Status                                Literacy   Numeracy                       Learner                Attendance
                                                                                                                                                                     Credits    Credits                        Exemption
                                                                                                                                                                                                               (ELX)
TOPS
SL 18/19                                                     18, 19       (within 26        *                                Active
                                                                            weeks)
WI 18+                                                         ≥ 18                          *                                Active         ≥ 26
ATRSK         Type 1   • is registered with                    ≥ 18                          *                                Active      < 26 or = 0
                       work and income
                       for less than 26
                       weeks or zero
                       • is 18 years of
                       age or over
                       • has an active job
                       seeker status
                       • has low quals.

              Type 2   • is registered with                    ≥ 18                          *                                Active      < 26 or = 0                < 12      < 12
                       work and income
                       for less than 26
                       weeks or Zero
                       • is 18 years of
                       age or over
                       • has an active job
                       seeker status
                       • has sat NCEA
                       and has more
                       than 40 credits at
                       level 1 but fewer
                       than 8 credits in
                       literacy and / or
                       numeracy
                       achievement
                       standards

              Type 3   • is registered with                    ≥ 18                          *                                Inactive       >=0
                       work and income
                       for any length of
                       time (including
                       Zero weeks)
                       • is 18 years of
                       age or over
                       • has an inactive
                       job seeker status
                       • has low quals.

              Type 4   • is registered with                    ≥ 18                          *                                Inactive       >=0                     < 12      < 12
                       work and income
                       for less any lenght
                       of time (including
                       Zero weeks)
                       • is 18 years of
                       age or over
                       • has an inactive
                       job seeker status
                       • has sat NCEA
                       and has more
                       than 40 credits at
                       level 1 but fewer
                       than 8 credits in
                       literacy and / or
                       numeracy
                       achievement
                       standards
ERS - Eligibility Matrix
Eligibility Code                                  Start Date   Age (as at     Date Left       Ed History   Referred By   JSR number Job Seeker   WINZ Weeks Youth Client NCEA       NCEA       Refugee   DA Code   Early       ELX Date   Previous
                                                               Start Date)    School                                                Status                               Literacy   Numeracy                       Learner                Attendance
                                                                                                                                                                         Credits    Credits                        Exemption
                                                                                                                                                                                                                   (ELX)
FDSKLS        Type 1        • Aged 16 – 20                       16 - 20                          *                                Active        ≥ 13         
                            (inclusive)
                            • Registered with
                            Work and Income
                            for 13 weeks or
                            more
                            • Is a Work and
                            Income Youth
                            Client
                            • Obtained School
                            Certificate passes
                            in three or more
                            subjects or
                            • Has 40 credits or
                            more (but fewer
                            than 240 credits)
                            on the NQF.


              Type 2        • Any age                              ≥ 18                           *                                Active        ≥ 26
                            • Registered with
                            Work and Income
                            for 26 weeks or
                            more
                            • Obtained School
                            Certificate passes
                            in three or more
                            subjects or
                            • Has 40 credits or
                            more (but fewer
                            than 240 credits)
                            on the NQF.


REFUGEE                                                            ≥ 18                           *                                Active                                                      
EXPT_YT                                                                                           *                                                                                                                                    (YT within
                                                                                                                                                                                                                                             last 3
                                                                                                                                                                                                                                           months)
SL 16/17      Type 1        Aged 16 or 17                        16, 17                           *                                Active                                                                
              Type 2        Aged < 16                             15                              *                                Active                                                                                     
ASSESTP                                                                                           *                                                                                                                                     (TO within
                                                                                                                                                                                                                                             last 6
                                                                                                                                                                                                                                            months)
YTH Training
LQ 16/17     Type 1         Aged 16 or 17                        16, 17                          *           
             Type 2         Aged < 16                             < 16                           *                                                                                                                             
SL 18                                                             ≥ 18         (within 26        *           
                                                                                 weeks)
WBR_YT                                                          15, 16, 17                        *       Workbridge
REF_YT                                                          15, 16, 17                        *                                                                                             
YNYOUTH                                                          16, 17                           *                                Active     ≥ 13 or        
YTFDS         Type 1        Aged 16 or 17                        16, 17                          *                                                                       < 12      < 12
              Type 2        Aged < 16                               15                           *                                                                       < 12      < 12                                        
ASSESSYT                                                         16, 17                                                                                                                                                                  (YT within
                                                                                                                                                                                                                                             last 6
                                                                                                                                                                                                                                           months)
*            Please refer to ERS - All Business Rules worksheet the Educational History breakdown

								
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