Managing Sufficiency Survey Headers

Select from the following:

Adding or Editing a Suffiency Header

To add or edit a sufficiency header, do one of the following:

Navigate to Education > Sufficiency > New Sufficiency Header.
Click the New Sufficiency Survey option in the Tasks panel of a business unit record.

Click the Sufficiency Survey Header(s) option in the Associated Items panel of a business record, and then double-click an existing record to open it.

The Sufficiency Editor is displayed.

Enter or edit the relevant details.

The fields on the Sufficiency Editor are described in the following table:

This field…	Holds this information...
Location	The location for the survey. Click the Location button and select the relevant location in the Location Picker window. This field is mandatory.
LEA designated Early Years and Childcare Provision	Specific details on LEA information.
LEA designated Specially Resourced Facilities
LEA Adult Learning Facilities
Net Capacity	The net capacity.
Export Type	The export type (that is: the business unit container type).
Age Range	The age range of the users of the location from the drop-down list
Number of Sites	The number of sites for the location.
Total Site Area	The total area of the site.
Normal Year Of Admission	The normal year of admission.
Number Of Years	The number of years for the admission. This field is mandatory.
Planned Admission Number	The planned number of admissions. This field is mandatory.
Recorded Date	The date that the record was created.
Recorded By	The user that created the record.
Last Updated	The date that the record was last edited.
Last Updated By	The user that last edited the record.

Click Save.

You can then Import and Export the net capacity data or Update the Net Area Schedule as appropriate.

Exporting the Sufficiency Net Capacity Data

Once a sufficiency header has been saved, you can export the sufficiency header to an Excel document. You can then edit it and Import it back into K2.

To export the sufficiency net capacity data:

Open the relevant sufficiency header.
Click the Export button on the ribbon.

The Export Sufficiency Net Capacity data window is displayed.

Enter the relevant details.

The fields on the Export Sufficiency Net Capacity data window are described in the following table:

This field…	Holds this information...
Spreadsheet template location	The location of the Excel spreadsheet template.
Save export to	Where to export the spreadsheet to.
Link a copy of the exported file to the Sufficiency header	Whether to link a copy of the exported file to the sufficiency survey.
Populate spreadsheet with Room Usage instead of Room Name	Whether to use room usage instead of room names.
Include Room with zero Net Area	Whether to export rooms that have a net area of zero.

Click Export.

The file is then exported to the specified location.

Importing the Sufficiency Net Capacity Data

Once a sufficiency header has been saved, you can import an edited spreadsheet that you exported.

To export the sufficiency net capacity data:

Open the relevant sufficiency header.
Click the Import button on the ribbon.

The Import Sufficiency Net Capacity data window is displayed.

Enter the relevant details.

The fields on the Import Sufficiency Net Capacity data window are described in the following table:

This field…	Holds this information...
Spreadsheet location	The location of the spreadsheet that you want to import.
Assign blocks based on a room number	Whether to assign blocks based on a room number.
Match Room Name column with Room Usage	Whether to match the room name with the room usage.

Click Import.

The file is then imported.

Updating the Net Area Schedule

Once a sufficiency header has been saved, you can update the sufficiency record with the latest room data.

To update the net area schedule:

Open the relevant sufficiency header.
Click the Update Net Area Schedule button on the ribbon.

This button is disabled if the latest data has already been updated.

A confirmation window is displayed.

Click OK.