Preparing for your SAR submission – with Kerry Boffey, CEO & Founder at FIN
Led by Kerry Boffey, the session provided practical insights, best practices, and tips for effective SAR submissions. The Aptem team demonstrated how to extract information within Aptem to showcase your provision’s performance effectively.
Q and A transcript
The following is a transcript of the questions asked during the webinar, along with the answers provided by product experts. For any further information, do contact your Implementation Consultant, Customer Success Manager or Aptem Support.
We do eligibility review at the onboarding stage before moving onto the delivery programme. The eligibility review is not visible in the review tab once the learner has moved onto the delivery programme, It's only visible in classic for admin.
Correct, the reviews remain available in the Classic mode in Aptem. This is a great functionality as they are also available as a PDF which can be extracted at any time.
Do you have any tips for brand new providers in preparing for SAR?
Hi, this is a great position to be in. The same process applies, start your journey with the end in mind. Read the EIF and plan your provision with this in mind, ensure that you use your regular reporting cycle to inform the QIP. You may not be in a position to provide evidence of impact but you can set your intent. Be careful here though to be ambitious but realistic.