This guidance illustrates how to view, edit, search, filter and download Enterprise Adviser records.
Firstly login to EANR: https://auth.careersandenterprise.co.uk/eanr
Click on ‘Records’ on the left-hand navigation bar.
Viewing an Enterprise Adviser record
Click on ‘Enterprise Advisers’.
You will see a list of all Enterprise Advisers in your Partner area. You can re-order how Enterprise Adviser records appear 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 being renewed:
Click ‘View’ to view the Enterprise Adviser’s record - the record will appear below (to minimise the record, click ‘View’ again).
Editing an Enterprise Adviser record
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 window 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. You can edit the following fields of an Enterprise Adviser record:
- Title
- First Name
- Last Name
- Email address
- Date Signed Up
- Expression of Interest ID Number:
Please note: Where an EA has previously left the Network, Partner Users are able to click the “rejoin” button and input a new join date for the EA.
Once you have edited the record, click on 'Edit Record’ to save it.
Search and filter an Enterprise Adviser record
Click on ‘Enterprise Advisers’.
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 an Enterprise Adviser record
Click on ‘Enterprise Advisers’.
You will see a list of Enterprise Advisers in your Partner area:
- Click on the ‘Download this information’ button to download information for all Enterprise Advisers into an Excel file
- Alternatively, search and/or filter the Enterprise Adviser records, then click on ‘Download this information’ to download information for the filtered table: