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Series 1300 Filesets for SIMS Summer Release 2019

15 Jul 14:45 SIMS Newsfeed – Series 1300 Filesets for SIMS Summer Release 2019


Updated 15/07/2019 at 14.45 – Fileset 1302

Fileset 1302 is available from SOLUS 3 and as a download from Here.  It includes the following changes compared to Fileset 1300, which was included with the SIMS 7 Summer Release 2019.


School Census Autumn 2019 (State Schools in England)

Updated 01/08/2019 at 11:55 – Fileset 1302

Fileset 1302 is available from SOLUS 3 and as a download from My Account. It includes the following changes compared to Fileset 1300.

School Census Autumn 2019 (State Schools in England)

Beta version of the DfE validation (Beta of the DfE summary report is not included)

School Workforce Census 2019 (State School in England)

No change.


Deals with the problem caused to the Exams PI report by Fileset 1301.


School Census Autumn 2019 (State Schools in England)

No change

School Workforce Census 2019 (State School in England)

No change.


Deals with the problem caused to the Exams PI report by Fileset 1301.

Updated 17/07/2019 at 14:50 – Fileset 1301

*** Withdrawn ***

We have received a report that importing Fileset 1301 breaks the PI Report, which will be used by many secondary schools.  We are withdrawing the fileset while we investigate.  Such a problem with Fileset 1301 could be solved by the import of a replacement fileset (1302).

Fileset 1301 is available from SOLUS 3. It includes the following changes compared to Fileset 1300, which was included with the SIMS 7 Summer Release 2019.

School Census Autumn 2019 (State Schools in England)

Beta version of the DfE validation and summary report.

School Workforce Census 2019 (State School in England)

No change.


SIMS FMS Spring (6.186) 2019 CFR 2018/2019

We have been made aware of a an issue relating to CFR 2018/2019 and balances appearing against B06 Community Focused School Revenue Balances since the upgrade to FMS Spring (6.186) 2019


Update 4th April 2019

What is the issue?
Since the spring release of FMS6, we have been made aware that customers are experiencing an issue with the figures appearing on Tab 5 Balances against B06 Community Focused School Revenue Balances incorrectly.

How are we fixing this?

We have a solution which has completed testing and is now available on SOLUS. The solution will be able to be applied to the financial year 2018/2019 in any state being Open, Preliminary Closed or Finalised,  Note – we are assuming that a school will not be submitting a CFR file if they have an error within B06.

What is the SOLUS3 Patch Name?
Patch 24825 CFR formula patch

CES Census 2019 (Catholic Schools in England and Wales)

KB-422783 – CES Return Error 1014
Routines | Statutory Returns | Schools CES Census

When running the CES Catholic Return error 1014 appears: “There are pupils without a religion”.

Unfortunately this error will not show for each individual student that does not have a religion. Run the Student Detail Report and check those that have ‘-‘ entered underneath Religion. The dash means they do not have one entered into their student record.

Go to to Focus | Student | Student Details and select the required student. In Panel 8 Ethnic/Cultural ensure that the correct Religion has been entered for the student for the duration of their time at the School.

In order to check this, click the ‘History’ button in Panel 8. Double click the orange bar next to Religion and a new window will pop-up. Then, locate the student’s Religion in the list and double click the orange bar. In the Start Date field, please enter the student’s Admission Date.

In Routines | Statutory Returns | Schools CES Census click ‘Create and Validate’ to resolve the error. It is also important to check the Student Detail Report once again, as the student’s should no longer have a ‘-‘ underneath Religion.

If no students have a ‘-‘ in the report then one of the Religions used in SIMS does not have an associated category. Go to Tools | Lookups | Maintain and open Home Religion. Each lookup that is currently active must have a category as the Catholic Education Service collect these. You will need to open each lookup that does not have a category and choose the suitable one. Once amended, please save and log out of SIMS so the changes take effect.

Log back in and ‘Create & Validate’ the return. Error 1014 should be resolved.

Updated 09/01/2019 at 11:20 – Fileset 1102 includes an improvement to the pupil detail report

The improvement to the pupil detail report ensures that the totals reported take account of the changes made by patch 24483.  All improvements provided by fileset 1101, including the correct to validation error 1005, are included in this new fileset.  Similarly, all improvements provided by fileset 1102 will be including an any future fileset in the 1100 series

Fileset 1102 is now available from SOLUS 3 and as a download from My Account.  Further details and the link to the download from Fileset_1102

Updated 17/12/2018 at 09:10 – Patch 24483 to correct mistakes related to enrolment status and to the classification of Polish ethnicity

This patch provides the following improvements.s

  1. Ensures that pupil enrolments status on census reference date is obtained from the history of changes rather than enrolment status as displayed for the current date.  This can be regarded as a relatively minor bug fix, as the old and new methods are unlikely to yield a different result.
  2. Ensures that pupils with an ethnicity of Polish are counted as ‘White Other’ rather than ‘Not Known’.  This is a more significant bug fix, as there are many pupils with an ethnicity of Polish attending Catholic schools.

Patch 24483 is available from SOLUS 3.  Further details are available from the Fileset_1102

Updated 21/11/2018 at 18:30 – Validation Error 1015 (The totals of pupils by ethnicity and pupils by religion are different)

Unfortunately, there was a mistake in our first version of the validation that will trigger this error message in most schools and there are no legitimate actions for schools to take to resolve this.

Our revised version of the validation corrects this mistake and has been included in Fileset 1101, which is now available from SOLUS 3 and as a download from My Account.  Further details and the link to the download from Fileset_1102

Added 08/11/2018 at 12:40 – Census reference date

  • England: 17/01/2019 (in line with School Census Spring 2019)
  • Wales: 15/01/2019 (in line with PLASC 2019)

Product Development for Data Retention

Product Development for Data Retention

Updated with a new video of the bulk student delete process for Autumn


Notification Updates

25/09/2018: After we packaged the Autumn 2018 release together for the Beta version, we continued further deep integrated testing on the last part of the student delete. This last step is to delete the central Person Record if the student role was the only role that Person had, this is explained in the video below at the point of 3 minutes and 50 seconds. Therefore, for the Autumn 2018 release of SIMS we will still include the last three data domains in the bulk student delete option, but felt it was safer to not deliver in the main customer release the last ‘Delete All Student Data’ option. We raise your awareness to this now as this option is present in the beta but will not be delivered in the release in November. If you need further clarification, please contact

28/08/2018: We have now completed the development of the bulk student delete routine in SIMS.  This builds on the initial phase which we released in the Summer version of SIMS and now allows for the complete delete of student records.

How will this work?

To help explain the process, I have recorded a video for SIMS customers to review what has been completed.  While the development is complete, we are now working on other GDPR priorities, the team would welcome feedback on the updates.  So please review the video and then provide your comments in the feedback form below.

The Video…

Additional Information

Please feel free to share this video with anyone who will benefit from knowing what new functionality will be available in the Autumn release.  The direct link is:

The developers are now working of some GDPR features to do with PLinks between SIMS and FMS and then will start to relax some of the rules prohibiting users to delete members of staff from SIMS.


Knowing what you think about this routine is important, even if it is to know we are doing it right.  Please use the form below to submit your comments.

Key Stage Assessment Returns

Important information for Key Stage Returns

Instructions for 2018 Key Stage Assessment Returns via Capita SIMS .

CTF Workstation Fix

Please close SIMS and click here for the Workstation Fix

Summer Census 2017

Please find below the information on creating and publishing the summer 2017 Pupil Census which will be held on Thursday 18th of May.

Your SIMS version will need to be 7.174 (can be seen via help/about SIMS) and the latest fileset issued by the DfE is 602, which will be deployed automatically to your server over the next couple of days but please ensure you have this fileset before you complete and publish your census.

Capita has released  Fileset_602 to address changes made by the DfE in the upcoming census on the 18th May 2017

Added 15th May 2017 at 16:00 Problem with DfE validation query 2010Q

This validation should be counting how many pupils are not taught in the normal year for their age and then dividing this by the total number of pupils to identify the situation where more than 10% of pupils are taught outside of the normal year for their age.  Unfortunately, this validation can be triggered incorrectly in schools with nursery age pupils, as the DfE coding will count all nursery age pupils that aren’t taught in E1 or E2 as not taught in the normal year for their age.

We believed that the DfE were going to provide an update to their school validation to deal with this sort of mistake, but we now understand that this will not happen and that the schools involved will have to ignore the query in these circumstances.



Please find the user guides below which provides information on preparing and producing the autumn 2016 census return.

New Data collected and changes to existing data:

Resources to support the production of the summer census are now available from the web site.

Key dates for the summer census are:

  • Census reference date: 18/05/2017
  • Attendance collection: 01/01/2017 – 16/04/2017 (inc)
    • Only pupils aged 4 to 15 on 31/08/2016
  • Exclusion collection: 01/09/2016 – 31/12/2016 (inc)
  • FSM eligibility records: 20/01/2017 – 18/05/2017 (inc)
  • Secondary Schools Learning Support: 01/08/2016 – 18/05/2017 (inc)
  • The return will include information on all pupils on roll on census reference date and leavers with
    • attendance in the Spring Term 2017
    • and/or, exclusions in the Autumn Term 2016
    • and/or, learner support to report since the start of the 2016/17 academic year

Important Changes to the Summer Census

Known Issues

  • Validation query 1870Q is being reported where it does not seem to apply.  We have reported this to the DfE.

Essential docs:

Preparing for the Census (Primary & Special Schools)

Preparing for the Census (Secondary & PRU)

Preparing for the Independent Schools Statutory Returns 2017

Preparing for Census (Post 16)

Producing the Summer Census:

Producing the School Census (English Nursery Schools)

Producing Summer Census Primary

Producing Summer Census Secondary

Producing Summer Census Special

Producing School Census Reports


Errors and Validation:

Census Validation Errrors

Please ensure you check the Essential Reading section of our website for any last minute information on census day before you publish your census to the local authority or DfE.

If you have any questions please don’t hesitate to contact us on 0113 2105008.

Key Stage Assessment Data

This Year CS System Leeds (Data management as was) have requested that the Key Stage 1 and 2 Teacher Assessment Data Returns are made by entering the data in your MIS system.  For the majority of customers this will be Capita SIMS.  In previous years they have always provided a spreadsheet version but have not offered this option this time around.

Connect-Up have already import the Template mark sheets in your SIMS system ready for you to enter the required data.  You do not need to be using SIMS for your curriculum assessment data, although Capita SIMS does have an excellent free Assessment Without Levels package built into it.

Please find below links to our guidance notes on how to make the returns.  If you have any problems following these notes then please contact the SIMS team on 0113 2105008.

Key Stage Assessment Returns via Capita SIMS

Key Stage Entry Explained

Workforce Census 5th November 2015

The staff workforce census is due to be run on the 5th November.

Connect-Up will be updating your SIMS with updates as they are released by Capita and the DfE however please ensure you check for the latest fileset version in the essential reading section of our website ( before you submit your final census version.

The census documents can be seen via the links below:

Preparing for the workforce census 2015

Producing the workforce census 2015

Workforce census 2015 validation errors with resolutions


Support Team

Connect-Up Support Services Ltd


SIMS Year End 2015 Information Page

With schools now preparing for their year end within the SIMS software it’s important for pupils to be recorded in the correct classes, year groups and structures. The information contained below has a number of useful guides and quick reference sheets which you may find useful for completing your year end.


We also offer interactive courses on the year end process along with how to deal with admissions and CTF’s, these can be booked via our SIMS Crowd Booking Page.

Adding School Academic Year Dates 2015-2016





Dealing With CTF’s

QRS- Admissions

QRS – House_Keeping_Routines

QRS- Managing_Common_Transfer_Files

Date Of Birth Chart for 2015 Year