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System & Service Overview

HEAT’s shared system provides the platform for collaboration, and enables us to share the tools and data needed to generate meaningful and robust evaluation.

Select a tab to learn more about the data and tools that support each stage of the evaluation cycle.

Icon with a database server and cog representing the HEAT Service and System.

Data and Tools

We provide a system, data and tools that cover all parts of evaluation – from planning, to effectively targeting, to efficiently recording and monitoring the data needed to evaluate, to providing data and dashboards to analyse impact on student outcomes.

HEAT Service Overview diagram, listing the data and tools that support member evaluation and tracking. There are five main boxes, with smaller boxes following in a line, representing the Evaluation Process broken down by HEAT feature. The first stage of the process, Plan, has the following features listed: Field Lists, Evaluation Plans Tool, TASO's MOAT, Peer Evaluation, Assessment of Performance Dashboard. The second stage of the process, Target, has the following features listed: Institution Record, Institution Profile Report, Institution Profile Dashboard, Postcode Profiler, Student Profiler, Coverage Data. The third stage of the process, Record & Monitor, has the following features listed: Activity Record, Student Record, Ambassador Record, Event Programmes & Applications, Referee Portal, Surveys, Evaluation Group Field, Monitoring Dashboard, Infographic, Delivery Report, Event Report. The fourth stage of the process, Analyse Impact, has the following features listed: Surveys, Key Stage 4 Data and Dashboard, Key Stage 5 Data and Dashboard, Higher Education/HESA Data and Dashboard, Contextualised Higher Education Entry Data and Dashboard, Aggregate Reports. The fourth section of this diagram, Data Management, has the following features listed: Data Sharing, Data Protection & Compliance, Retention Tools, Custom Data & Settings, API, File Store, Student Ambassador Programme.

 

Planning Stage: Tools and Data

Build theories of change and link them with delivery data.

 

Graphic illustration of a lightbulb and refresh arrows, representing the functionality for members to create their own values for fields in the database.Field Lists

This functionality allows members to determine and manage a list of values for specific fields within the database, thus helping with consistent data capture and coding for future evaluation reporting.

 

 

Graphic illustration depicting a targeting plan.

Evaluation Plans Tool

This tool enables members to create evaluation plans integrated into the database. Aims, targets and methodologies can be recorded and seamlessly evaluated against data held on the system.

 

 

Graphic illustration of a map, representing TASO's Mapping Outcomes and Activities Tool integrated into the HEAT database.TASO’s Mapping Outcomes and Activities Tool

TASO’s MOAT is a practical evaluation resource that has been integrated into our Theory of Change builder to support members in selecting the most appropriate outcomes for their interventions, based on the available evidence.

 

Graphic illustration of a group of people contributing to a conversation, representing the peer review functionality on the HEAT database.Peer Evaluation

The Evaluation Plans Tool provides functionality for peer evaluation, allowing members to share their plans with named users from different institutions via a secure URL link. This draws on our strengths as a collaboration, providing a system to share knowledge and expertise across the membership.

 

 

Graphic illustration of a hand holding out a target with an arrow at the centre, representing the purpose of the HEAT Assessment of Performance Dashboard.Assessment of Performance Dashboard

This dashboard helps to visualise member’s Office for Students (OfS) Portal data, assisting in planning and monitoring an Access and Participation Plan (APP). 

Targeting Stage: Tools and Data

Identify target schools and colleges, and target participants.

 

Graphic illustration of an Institution, school or college, representing the Institution records on the database.Institution record

HEAT provides an up-to-date database of school and college Institution records to help members target activities where there is most need.

 

 

Graphic illustration of an Institution, school or college, representing the Institution Profiles and report options on the database.Institution Profile Report and Dashboard

This data and dashboard can be used to identify target schools based on background characteristics of the learners attending those schools and school-level performance and destination data, as easily as possible.

 

 

Graphic illustration depicting an house with a location icon.Postcode Profiler

This tool can be used to profile individuals by their postcode. Output tables provide a range of indicators for each postcode, including: TUNDRA and POLAR metrics, HESA Deprivation metrics and UK wide deprivation metrics.

 

 

Graphic illustration depicting a hand selecting a figure from a group.Student Profiler

This tool allows members to see whether their organisation has already added an individual’s detail to the database and, subject to permission, whether they have participated in outreach delivered by other HEAT members.

 

 

Graphic illustration of a map with pin locations in it, representing the purpose of the Institution Coverage data on the database.Institution Coverage Data

Building on our strengths as a collaboration, HEAT members can view information about what other HEAT members have delivered in a school or college, allowing them to work collaboratively and identify hot and cold spots in coverage.

Recording & Monitoring Stage: Tools & Data

Streamline data capture and monitor data collection.

 

Graphic illustration of three blocks stacked on top of each other. The first block has a calendar on it, representing the Activity records, and the bottom two blocks have figures, representing Student and Ambassador records.Activity, Student and Ambassador records

Members utilise three main types of records on the HEAT System which underpin their evaluation: Activity, Student and Ambassador.

 

 

Event Programmes

Graphic illustration depicting an online register of participants to an activity.This tool can be used to invite individuals to sign up for an event, issue electronic invitations, receive online acceptances and capture detailed, high quality, data. It includes the option to work with referees to verify application information via a Referee Portal.

 

 

Surveys

Graphic illustration depicting question and answer session.This tool is an integrated questionnaire facility, allowing members to design and deliver electronic surveys that can be linked to participant and activity data for evaluation purposes.

 

 

Evaluation Group Field

Graphic illustration of a figure and a plus sign, representing the functionality to assign Student records as part of a Comparison, Control or Participant group on the database.Once students are recorded on the database, they can be assigned to an Evaluation Group, marking them as a participant or part of a comparison or control group. This functionality support members to meet higher standards of evidence, such as quasi experimental and experimental research designs.

 

 

Graphic illustration of a figure standing in front of a presentation with a chart or graph, representing the functionality of the HEAT Monitoring Dashboard.Monitoring Dashboard

This dashboard is designed to help you monitor your data captured on the system, and the progress being made towards the evaluation of your outreach activities. It provides instant analytics based on Activity, Student, and associated data members have recorded on the database.

 

 

Graphic illustration of a report with a calendar and figure, representing the Activity and Student data available through the HEAT Infographic report.Infographic

This report provides a summary of member’s Activities with an individual Institution or a group of Institutions, along with Student characteristics of the cohort involved.

 

 

Graphic illustration of two figures sharing data, with a cog in the middle, representing the HEAT Delivery Report.Delivery Report

This report provides a breakdown of Activity delivery and Student cohort characteristics for sharing with internal and external stakeholders. There are various filters available to configure bespoke reports as required.

 

 

Graphic illustration of a report with a calendar and cog, representing the Activity data available through the HEAT Event Report.Event Report

This report can be used to help members deliver Activities by providing a resource containing logistical information.

Analysing Impact Stage: Tools & Data

Report on short, medium and long term outcomes, and contribute to HEAT’s aggregate research.

Graphic illustration depicting question and answer session.Surveys

This tool is an integrated questionnaire facility, allowing members to design and deliver electronic surveys that can be linked to participant and activity data for evaluation purposes. Using this integrated tool on the database captures responses alongside activity participation data, meaning all relevant data is in one place and linked together, making analysis much easier.

 

 

Graphic illustration of a magnifying glass inspecting data, representing the HEAT Track Data and Dashboards.HEAT Track Data and Dashboards

HEAT members receive annual tracking datasets relating to attainment, higher education access and success, and employment of their tracked students, sourced from the National Pupil Database (NPD) and the Higher Education Statistics Agency (HESA). Each dataset is associated with a dedicated dashboard, through which members can access quick, interactive reporting on the outcomes of students registered to their interventions and tracked comparison groups. We track through the NPD to receive Key Stage 4 and 5 exam attainment, and through HESA’s entry database to access data on entry to and success in higher education.

 

 

Graphic illustration of a bar chart, representing the HEAT Aggregate Reports.Aggregate Research

The Student and Activity data members record on the database contribute to a rich longitudinal tracking dataset. This ‘aggregated’ dataset is used to conduct research on the impact of outreach on participants’ outcomes from Key Stage 4 through to access to higher education and subsequent employment, as well as generating thematic reports, and thereby furthering the sector’s knowledge and understanding.

Data Management: Tools & Data

Fully operationalise each stage of evaluation.

 

Graphic illustration of a cog connecting to different data points, representing the data sharing functionality on the HEAT System.Data Sharing

This functionality allows HEAT members to share data with each other and keep a single source, which all partners can access remotely. This sharing is highly secure and customisable.

 

 

Graphic illustration of a shield, representing the data protection resources available from HEAT.Data Protection and Compliance

As data protection is a top priority, HEAT provides a suite of resources to support members ensure they comply with data protection legislation.

 

 

Graphic illustration depicting a technical warning about creating duplicate Student records.Student Duplicate Clean Tool

This tool helps members to identify duplicate Student records quickly and easily. By combining automation with manual final-verification control, this tool eases the burden of the often difficult – yet essential – task of maintaining the integrity of data.

 

 

Graphic illustration depicting a technical warning about managing Student retention.Retention Tools

These tools help members to identify and delete Student and Ambassador records where the retention time period has expired. By combining automation with manual final-verification control, the tool eases the burden of maintaining the integrity of member data and ensures our members remain compliant with GDPR.

 

 

Graphic illustration of a cog and filter, representing the HEAT Custom Data and Settings options.Custom Data Fields and Settings

This functionality allows members to collect and record additional bespoke data if they would like to. This helps to minimise the unnecessary use of other systems and ensure all relevant data are in one secure place.

 

 

Graphic illustration depicting information processing journey.Application Programming Interface (API)

The API allows members to synchronise and share data between the database and their own records systems, reducing duplication of effort and expanding the possible uses of the rich data available.

 

 

Graphic illustration depicting an open book containing guidance information.File Store

This integrated repository within the system provides a safe and convenient way to share files amongst our members. It is used by the HEAT Service to share files with members, who can also use it to share resources.

 

 

Graphic illustration depicting a Student Ambassador in a group of figures.Student Ambassador Programme

The Student Ambassador Programme is integrated within the HEAT System to facilitate the recruitment and management of Student Ambassadors. It includes a portal through which Ambassadors can view and apply to Work Opportunities.

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Data Management

Introducing the HEAT Student Ambassador Programme

How the HEAT Service can support you to manage your Ambassadors and Work Opportunities.

 

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Discover more about Evaluation & Tracking

Overview

Learn more about the different stages of the evaluation and tracking process, and how HEAT provides tools and features to help members capture and link this data.