Common questions
What data should be migrated from Smart Assessor?
Learner profile data, programme records, evidence history with KSB mapping, review records and SMART targets, OTJ logs, employer contact records, and current progression state. Behaviour KSB evidence in particular should be reviewed during migration — it's frequently under-documented in older platforms and worth a quality check before carrying it forward.
Should providers run a parallel period after migration?
Yes. A two-to-four week parallel run where both Smart Assessor and the new platform are active allows tutors to validate records before full cutover. It also provides a fallback if any data validation issues surface after migration. Any vendor unable or unwilling to support a parallel window should be treated as a risk.
How do we handle learners mid-programme during migration?
Mid-programme learners require particular care: their cumulative OTJ hours, KSB evidence history, and review records must carry over correctly. Before sign-off, tutors should spot-check a sample of mid-programme learners against their Smart Assessor records to verify data integrity — particularly OTJ totals and evidence-to-KSB mappings.
What about ESFA audit risk during a migration window?
The ESFA expects providers to maintain accurate records at all times — including during platform transitions. Ensure that review records continue to be completed to standard during the migration window, and that the audit trail from both systems is preserved. A well-managed parallel run with clear documentation of the cutover date is your primary protection.