UKBA SMS Bulk Reporting/Export
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UKBA SMS Bulk Reporting/Export

Relevant details from Visa-dependent enrolments can be exported, creating a file for uploading to the UKBA website.
Infospeed has maximised what can be achieved in relation to the limited functionality provided by the UKBA.

Prior to using this facility, ensure the following have been set up:

School Record:
Under Maintenance/Settings > Schools.


Check UKBA details are correct.

Country/Nationality ISO codes validity:
Maintenance/Settings > General Settings > Company > International > Nationalities.

Maintenance/Settings > General Settings > Company > International > Countries.

Use the link at the bottom of the screen to get a full list of available codes and manually update accordingly.
Wrongly entered codes will be checked when the export is prepared and any invalid codes will need correcting.

Report/Export Browse

For UK schools, the upgrade will attempt to create the following reports.
Note: Child and adult files for each school are required.

Please remember to enter filters at the bottom of the selection screen.
Returned results can be exported to Excel, prior to export.

For a manual or file update to the UKBA SMS system, select "Export".
Note: The Excel button (prior to export) provides limited detail. (Export first then use Excel if manual update is required).

The sample screen below shows export records (in red) failing UKBA validation, and must be corrected before the export file can be created.
Even if the update to the UKBA website is to be done manually, records should be corrected to ensure their integrity prior to producing the Excel report.

Validation failures are shown in a notepad (double click 'Failure' cell).
The notepad can be moved/minimised whilst correcting records (double-click row to correct record).

After correcting validation failures, users wishing to create a file for upload to the UKBA SMS website should follow the following instructions.
Please note UKBA have not provided a means of directly sending the file to them, and the process below is the only method provided.

Create/Upload Instructions

Before clicking "Create Upload File", ensure that the 'Category' of either 'Child' or 'General' has been selected from the dropdown list and that the 'Destination Path' has been specified.

Once the file has been successfully created at the 'Destination Path' location, the enrolments linked to the export records will have their Sponsorship Status field automatically updated to 'Requested'.

After the creating of the file, a message will indicate successful creation and also give the option to open up the UKBA SMS website login screen.

Browse to the XML file using 'Windows Explorer' or 'My Computer'.

The export file needs to be sent to the UKBA website in a compressed .zip format.
This can be done using a compression tool such as WinZip, or alternatively you can use the built-in compression utility with Windows XP.
Right-click on the xml file in Windows Explorer and select 'Send To' from the pop-up menu, and then select 'Compressed (zipped) folder'.

The subsequently generated .zip file can now be imported into, and then viewed from within, the SMS website using the functionality provided online.


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