This guidance illustrates how to view, edit, search, filter and download Institution records.
Firstly login to EANR: https://auth.careersandenterprise.co.uk/eanr
Click on ‘Records’ on the left-hand navigation bar.
Viewing institution records
Click on ‘Institutions’. You will see a list of all Institutions eligible for the network.
Click ‘View’ to view the Institution record.
The record will appear below.
To minimise the record, click ‘View’ again to minimise.
Editing institution records
Click ‘Edit’ to edit the Institution record.
A pop-up window will appear. From here you can edit the following fields of an Institution record:
- Partner(s)
- Provider Access Statement available on Institution website
- Hub type data.
Please note that a Network Operations user can also update headteacher and Career Leader details when an Institution is not in the network as part of the activation process.
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 the Network Operations role. Please submit a support request if any of the information here is incorrect.
Network Operations users can also assign any site which is not the first one on the Institution record to a different Partner, by using the dropdown at the top of the window:
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.
Add the Careers Leader’s details. Click on ‘Edit this Careers Leader’ to minimise this information or click the dustbin to delete the Careers Leader.
The ‘Notes’ section can be used to record operational information only,
Before entering any information into the 'Notes' section, please read this guidance to ensure that only the correct type of information is recorded here > Adding information to the Notes section in EANR records
Click ‘Edit record’ to save your changes.
Searching and filtering Institution records
Click on ‘Institutions’.
You will see a list of Institutions. Click on the ‘Filter’ option to apply filters to your Institution records.
A dropdown list of filters will appear. You can apply more than one filter at the same time (clicking on the same filter again switches it off). 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:
To clear all filters, select ‘All (clears other filters).
You can search for an Institution by typing the Institution name into the search bar.
Downloading Institution records
Click on ‘Institutions’. You will see a list of Institutions.
Click on ‘Download this information’ to download your Institution data:
- If you click ‘Download this information’, without applying any filters, you will download information for all Institutions into an Excel file.
- If you click ‘Download careers leaders’, without applying any filters, you will download information for all Careers Leaders, from all Institutions, into an Excel file.
- You can download information about specific Institutions by searching and/or filtering Institution records:
Click ‘PDF’ to download a report in PDF format that includes data about the Institution and Gatsby Benchmark scores for their last whole institution Compass survey. Please note: this feature is only available for Institutions in the network.
The PDF report features:
- Summary report: overview of the Institution’s data, including summary of Gatsby Benchmark scores.
- Detailed report: this included all sub-Benchmark question scores.
Please note: If the Institution has not yet submitted a whole Compass survey this data won't be included in the report.