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Adding and matching Enterprise Advisers to Institution records (Partner user)

This guidance illustrates how to add and match Enterprise Advisers to Institution records.

Firstly login to EANR: https://auth.careersandenterprise.co.uk/eanr

Click on ‘Records’ on the left-hand navigation bar.

Adding an Enterprise Adviser record

Click on ‘Add Record’.

A pop-up window will open.  Click on ’Enterprise Adviser’ and complete the form (note that a greyed-out box means that information cannot be edited).

When adding a new Enterprise Adviser, the following fields are mandatory (asterisked*).

  • Enterprise Co-Ordinators responsible
  • Title
  • First name
  • Last name
  • Email address
  • Date signed-up
  • DBS checked status
  • Highest qualification held
  • Employment status
    • If they are currently employed this will open further fields where you are required to enter further details about the employer where an Enterprise Adviser is employed.
    • 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.
  • Employer sector. 

Please note:

  • Expression of Interest number: there is a form on the CEC website this is completed when people volunteer to become Enterprise Advisers. When this form is completed, it triggers an email that goes to the Partner, and this email contains the EOI number. CEC is able to monitor the number of Enterprise Advisers s that are recruited via the website form.
  • Standard Occupational Classification (SOC) codes that classify occupational information for the UK. Select the most appropriate category..
  • The ‘Notes’ section can be used to record any relevant information about the Enterprise Adviser.

Once you have completed the form with the new Enterprise Adviser’s details, click on ‘Add Record’: 

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Matching an Enterprise Adviser to an Institution record

Click on 'Enterprise Advisers'.

Edit the Enterprise Adviser’s record. If an Enterprise Adviser has been matched to an Institution, click on ‘Yes’ in the ‘Has the Enterprise Adviser been matched to an Institution’ field:

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Enter the URN of an Institution: to find this, search on the Get Information about Schools service or check the institution table.

Please note: 

  • To add an additional Institution, click ‘Add an additional Institution’ if an Enterprise Adviser is matched to more than one Institution.
  • Click on the red trashcan symbol to remove.
  • A greyed-out box means that information cannot be edited.
  • The Institution has to be part of the network to be matched.
  • The date matched has to be after the date the Enterprise Adviser and the Institution each joined the network.
  • The Enterprise Adviser and the Institution have to have an Enterprise Co-Ordinator in common for the Enterprise Adviser to be matched to the Institution. 

Unmatching Enterprise Advisers

To unmatch an Enterprise Adviser from an Institution, enter a left date in the ‘Date Enterprise Adviser left school’ field on the Enterprise Adviser record: the Enterprise Adviser will be unmatched from the Institution. To save your changes, click ‘Edit Record’:

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