SIMS 7 - R&A Enquiry format - Overview
NB: An R&A Extended Licence is required for a school to use this functionality.
Field
|
Required
|
Comment
|
Enquirer or contact basic Information
|
Title
|
Optional
|
Match on Code within ‘Title lookup
|
Surname
|
Mandatory
|
60 characters max, 1 character min
|
Forename
|
Mandatory
|
60 characters max, 1 character min
|
Relationship
|
Mandatory
|
Match on Description within ‘Contact Relationship to Student’ lookup
|
Home Address
|
House Name
|
Optional
|
40 characters max
|
House Number
|
Optional
|
40 characters max
|
Street
|
Optional
|
40 characters max
|
District
|
Optional
|
40 characters max
|
Town
|
Optional
|
40 characters max
|
County
|
Optional
|
40 characters max
|
Postcode
|
Optional
|
8 characters max
|
Country
|
Optional
|
40 characters max
|
Contact Information
|
Home Telephone
|
Optional
|
20 characters max
|
Mobile Telephone
|
Optional
|
20 characters max
|
Work Telephone
|
Optional
|
20 characters max
|
Home Email
|
Optional
|
60 characters max
|
Prospective Students Multiple Prospective Students
|
Title
|
Optional
|
Match on Code within ‘Title’ lookup
|
Surname
|
Mandatory
|
60 characters max, 1 character min
|
Forename
|
Optional
|
60 characters max
|
Middle Names
|
Mandatory
|
60 characters max, 1 character min
|
Date of Birth
|
Mandatory
|
YYYY-MM-DD
|
Gender
|
Mandatory
|
1 character, value = M or F
|
Marketing Details
|
Marketing Source
|
Optional
|
Match on Code within ‘Marketing Source’ lookup
|
Comments
|
Optional
|
512 characters max
|
Marketing Reason
|
Optional
|
Match on Code within ‘Enquiry Reason’ lookup
|
Registration Details
|
Year of Entry
|
Mandatory
|
Blank or YYYY
|
Season of Entry
|
Mandatory
|
Match on Description within ‘Admission Season’ lookup
|
Year Group
|
Mandatory
|
Match on Shortname for a yeargroup within Pastoral structure
|
House
|
Optional
|
Match on Shortname for a house within Pastoral structure
|
Boarder Status
|
Optional
|
Match on Code for Boarder Status Lookup
|
Tier 4 Application
|
Optional
|
‘T’ for True or
‘F’ or Null for False
|
Current School
|
Optional
|
Match on School Name within Other Schools. If more than one school exists with the same name the current school will not be imported.
|
Religion
|
Optional
|
Match on Code within ‘Religion lookup for a Student
|
Visits
Multiple Visits but the visit area is optional.
|
Type
|
Mandatory
|
Match on Description within ‘Visit Type’ lookup
|
Date
|
Mandatory
|
YYYY-MM-DD
|
Time
|
Optional
|
HH:MM
|
Comment
|
Optional
|
Upto 250 Characters
|
Tag
|
Mandatory / Optional
|
Comment
|
<?xml version="1.0" encoding="UTF-8"?>
|
|
|
<EnquiryImport>
|
|
|
<Header>
|
M
|
|
<DocumentName/>
|
M
|
“Enquiry Import File”
|
<Version/>
|
M
|
“1.0”
|
<DateTime/>
|
M
|
YYYY-MM-DD or YYYY-MM-DDTHH:MM:SS
|
<DestSchool>
|
M
|
|
<SchoolID/>
|
M
|
SIMS School (School No + LA No), 7 characters. This must match to be imported.
|
</DestSchool>
|
-
|
|
</Header>
|
-
|
|
<EnquiryCollection>
|
M
|
|
<Enquiry>
|
MR
|
|
<EnquiryID/>
|
M
|
Unique ID number within this file, 32bit integer
|
<MarketingSource/>
|
O
|
Match on Code within ‘Marketing Source’ lookup
|
<Comments/>
|
O
|
512 characters max
|
<Enquirer>
|
M
|
|
<Title/>
|
O
|
Match on Code within ‘Title’ lookup
|
<Surname/>
|
M
|
60 characters max, 1 character min
|
<Forename/>
|
M
|
60 characters max, 1 character min
|
<Address>
|
O
|
|
<HouseName/>
|
O
|
40 characters max
|
<HouseNumber/>
|
O
|
40 characters max
|
<StreetDescription/>
|
O
|
40 characters max
|
<District/>
|
O
|
40 characters max
|
<Town/>
|
O
|
40 characters max
|
<County/>
|
O
|
40 characters max
|
<Postcode/>
|
O
|
8 characters max
|
<Country/>
|
O
|
40 characters max
|
</Address>
|
-
|
|
<Relationship/>
|
O
|
Match on Description within ‘Contact Relationship to Student’ lookup
|
<Contact>
|
O
|
|
<HomeEmailAddress/>
|
O
|
60 characters max
|
<HomeTelephoneNumber/>
|
O
|
20 characters max
|
<WorkTelephoneNumber/>
|
O
|
20 characters max
|
<MobileTelephoneNumber/>
|
O
|
20 characters max
|
</Contact>
|
-
|
|
</Enquirer>
|
-
|
|
<ProspectivePupilCollection>
|
O
|
|
<ProspectivePupil>
|
MR
|
|
<Title/>
|
O
|
Match on Code within ‘Title’ lookup
|
<Surname/>
|
M
|
60 characters max, 1 character min
|
<Middlename/>
|
O
|
60 characters max
|
<Forename/>
|
M
|
60 characters max, 1 character min
|
<Gender/>
|
M
|
1 character, value = M or F
|
<DOB/>
|
M
|
YYYY-MM-DD
|
<EnquiryReason>
|
O
|
Match on Code within ‘Enquiry Reason’ lookup
|
<CurrentSchool>
|
O
|
Match on School Name within Other Schools. If more than one school exists with the same name the current school will not be imported.
|
<ProposedYearOfEntry/>
|
O
|
Blank or YYYY
|
<ProposedSeasonOfEntry/>
|
O
|
Match on Description within ‘Admission Season’ lookup
|
<ProposedYearGroup/>
|
O
|
Match on Shortname for a yeargroup within Pastoral structure
|
<BoarderStatus/>
|
O
|
Match on Code for Boarder Status Lookup
|
<Religion/>
|
O
|
Match on Code for Home Religion Lookup
|
<Tier4/>
|
O
|
‘T’ for True or
‘F’ or Null for False
|
</ProspectivePupil>
|
-
|
|
</ProspectivePupilCollection>
|
-
|
|
<Visits>
|
O
|
|
<Visit>
|
MR
|
|
<Type/>
|
M
|
Match on Description within ‘Visit Type’ lookup
|
<Date/>
|
M
|
YYYY-MM-DD
|
<Time/>
|
O
|
HH:MM
|
<Comment/>
|
O
|
Upto 250 Characters
|
</Visit>
|
-
|
|
</Visits>
|
-
|
|
</Enquiry>
|
-
|
|
</EnquiryCollection>
|
-
|
|
</EnquiryImport>
|
-
|
|
NB: Invalid XML characters (as part of general data) are £, ¬, <, >, ?, &, ‘(single quote) and “(double quote)