This is guidance illustrates how to view, edit, search, filter and download a Institution records.
Firstly login to EANR: https://auth.careersandenterprise.co.uk/eanr
Viewing institution records
Click on ‘Records’ on the left-hand navigation bar
Click on ‘Institutions’. You will see a list of Institutions that have been assigned to you
Click ‘View’ to view the Institution record
The record will appear below. To minimise the record, click ‘View’ again:
Editing institution records
Click ‘Edit’ to edit the Institution record
A pop-up window will open. From here you can edit the following fields of an Institution record (grey-out fields cannot be edited):
- Headteacher email address
- Provider Access Statement available on Institution website
- Date institution was offered opportunity to join the network
- Whether the Institution declined the offer of an Enterprise Adviser
- Institution MIS
- Date Institution Left (if the Institution leaves the Hub)
Recording a site visit to the institution
An Enterprise Co-Ordinator can record a site visit to an Institution. To add a site visit, click on ‘Add institution visit’
Click ‘Edit this visit’ and input the relevant information:
Please note that there are four types of visit and you can select multiple options for one visit:
- Headteacher
- Senior Leadership
- Careers Leader
- Governor.
To minimise the visit entry, click ‘Edit this visit’ again.
If the Institution has more multiple sites
To add an additional site to an Institution record, click ‘Add an additional site’
Click ‘Edit this optional site’:
Enter the name of the site, ensure this is spelt correctly as site names are used in Compass+ to record learner destinations.
Click ‘Add a Careers Lead’ and enter the relevant information.
Please note: Greyed-out boxes are system generated and cannot be edited by an Enterprise Co-Ordinator. Please submit a support request any of the information here is incorrect:
Click ‘Edit this optional site’ again to minimise this information.
If a site needs to be assigned to a different Partner then contact partners@careersandenterprise.co.uk with the subject line ‘Institution site to change Partner’.
Adding additional Careers Leaders to a site
To add an additional Careers Leader to a site, click on ‘Add additional Careers Leader’ within the site record
Click on ‘Edit this Careers Leader’ to add the additional Careers Leader’s details:
Click on ‘Edit this Careers Leader’ again to minimise this information or click the white dustbin to delete the Careers Leader.
Click ‘Edit record’ to save your changes
Making institution sites Sub-Contractor specific
If a Partner user doesn’t assign an institution record to a Sub-Contractor, the SC and EC will no longer be able to see it.
Instructions for Partner users to assign sites to a Sub-Contractor:
- Log in to EANR – https://auth.careersandenterprise.co.uk/eanr
- Click on ‘Records’ on the left-hand navigation bar
- Click on ‘Institutions’
- Use the search function to find the institution record you want to edit. You can search by institution name or URN
- Click ‘edit’ in the Actions column
- The institution record will appear on screen, scroll down the institution record to the site section
- Assign the relevant site to the Sub-Contractor
Searching and filtering institution records
Click on ‘Records’ on the left-hand navigation bar
Click on ‘Institutions’. You will see a list of Institutions that have been assigned to you
Use the ‘Filter’ option to apply filters to your Institution records. You can apply more than one filter at the same time. To clear all filters, select ‘All':
The following filters generate secondary filters:
- Managed by = Sub-filter by Co-Ordinators
- HUB = Sub-filter by Wave
- Opportunity Area = Sub-filter by Opportunity Area (Check with your Hub Lead if you are unsure about Institutions in Opportunity Areas)
- CEC Institution type = Sub-filter by AP, Mainstream, FE, SEND or Other
- Multi Academy Trusts = Sub-filter by MAT.
You can search for an Institution by typing the Institution name into the search box:
Downloading institution records
If you click ‘Download this information’ now, without applying any filters, you will download information for all Institutions assigned to you into an Excel file.
If you click ‘Download careers leaders’ now, without applying any filters, you will download information for all Careers Leaders, from all Institutions assigned to you, into an Excel file:
Click ‘PDF’ to download a report in PDF format that includes all the data about the Institution and Gatsby Benchmark scores for their last whole institution Compass survey.
Please note: If the Institution has not yet submitted a whole Compass survey, this data won't be included in the report.