This is guidance illustrates how to view, edit, search, filter and download an Enterprise Advisor record.
Firstly login to EANR: https://auth.careersandenterprise.co.uk/eanr
Click on ‘Records’ on the left-hand navigation bar
Click on ‘Enterprise Advisers’. You will see a list of Enterprise Advisers that have been assigned to you
You can re-order how Enterprise Adviser records appear on screen by clicking the arrows next to the ID Number, Contractor, Personal Information and DBS Status headings:
- ID Number Incomplete = The Enterprise Adviser record is missing required information
- DBS Status Checked = The Enterprise Adviser has a valid DBS check
- DBS Status Unchecked = The Enterprise Adviser does not have a valid DBS check
- DBS Status Underway = The DBS check for the Enterprise Adviser is currently underway
- DBS Status Renewal underway = The DBS check for the Enterprise Adviser is in the process of getting renewed:
Click ‘View’ to view the Enterprise Adviser’s record - the record will appear below (to minimise the record, click ‘View’ again).
Editing Enterprise Adviser records
To edit an Enterprise Adviser record, click ‘Edit’ to edit on the row beside their name
Please note: If there is information missing on EANR, a pop-up box will appear with instructions on what you need to do next to enter the missing information. The questions that appear depend on what information is missing.
The editable record will open in a pop-up window. Please note that greyed-out fields are not editable by the Enterprise Co-Ordinator:
For information:
-
Expression of Interest ID Number:
- There is a form on the CEC website that’s completed when people volunteer to become an Enterprise Adviser. When this form is completed, it triggers an email that goes to the Partner - this email contains the EOI number. We are able to monitor the number of Enterprise Advisers that are recruited via the website form.
-
Date Memorandum of Understanding received:
- An Enterprise Adviser must complete a Memorandum of Understanding to join the network. Please speak to your Hub Lead if you are unsure about this.
-
Employer status:
- If the Enterprise Adviser is in full-time or part-time employment, additional fields are required
-
New Employer:
- Start typing the Enterprise Adviser’s employer into the ‘New Employer field’, if it doesn’t come up, please see Using Companies House to add Employers on EANR.
- If you select the wrong employer by mistake, you will need to submit a support request.
-
Existing Employer:
- This is a search field only, you can either enter the Employer name or the Employer company number (from Companies House) to search and select an employer from the drop-down.
-
Soc Code:
- Standard Occupational Classification (SOC) codes that classify occupational information for the UK. Select the most appropriate category.
- Date Enterprise Adviser left the network (when you enter a date, you must also enter a Left Reason):
- Date Enterprise Adviser left school: this date must be after the Institution was matched to the Enterprise Adviser and no later than the date the Enterprise Adviser leaves the network).
Once you have edited the record, click on 'Edit Record’ to save it.
Search and filter Enterprise Adviser records
Use the ‘Filter’ option to filter Enterprise Advisers by status:
- Current
- Matched (1-2-1)
- Agile Support (not 1-2-1) - (We will continue to have Enterprise Advisers matched to one or more Institution, but Enterprise Advisers can also offer ‘Agile Support’ to Institutions; offering specific support for an activity or event to an Institution that they may not be matched with)
- Matched & Agile Support
- Unlinked Enterprise Advisers (this replaces 'Not Matched')
- With no DBS
- With old DBS
- Lapsed
- By Co-ordinators
- All
You can also search for an Enterprise Adviser by typing their First Name or their Surname into the search box:
Download Enterprise Adviser records
If you click ‘Download this information’, without applying any filters, you will download information for all Enterprise Advisers into an Excel file:
Click 'Download this information' after applying filters, to download your filtered table into an Excel file.