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Check Performance Data - KS2 September 2027 journeys

The decisions and assumptions behind the KS2 change-request journeys. Code comments refer to them by number ("decision 1", "assumption 2"). Keep the numbers stable.

Source: the business requirements document "September 2027 - Go Live timeline" and the KS2 feature comparison spreadsheet. Where those did not answer a question, the assumptions below apply.

Scope

KS2 has two journeys:

  • Remove a pupil, with 11 removal categories (see below). Flow file: Remove_KS2.json.
  • Confirm pupil data is correct. This is the same as on KS4 June.

KS2 has no Merge, Include or Add journey. The requirements say so.

Decisions

  1. The What to change options come from the flow files. An option shows only when {WhatToChange}_{CheckingWindowType}.json exists (IQuestionFlowService.GetPupilDataChangesAsync). This applies to the pupil-data changes only: Merge, Include, Remove, Add. The results changes start from the results-enquiry page. The POST uses the same list, so a posted change with no flow file is refused. This replaces the hard-coded Merge and Remove radios and the IncludeJourney.SupportedWindowTypes and AddPupilJourney.SupportedWindowTypes lists.

    Window Flow files Options shown
    KS4 June Add, Include, Merge, Remove All four (no change)
    Post16 Include, Merge, Remove Include (since #711), Merge, Remove
    KS4 Autumn Add, Merge, Remove Add (since #749, a copy of the KS4 June add flow), Merge (since #747) and Remove (since #748). Before #706 it also showed Merge, Include and Remove, which then had no flow file and went nowhere.
    KS2 Remove Remove only

    To give a window type a journey, add its flow file. Note: the rules engine is keyed by window type too. A new flow file whose reasons have no rules for that window type sends every request to Scrutiny. FlowReasonRuleCoverageTests fails when a flow sends a reason that auto-decides on other window types but has no rule that can auto-decide on the flow's own.

  2. Add_KS2.json is deleted.

  3. The DfeNumber validator stays. It accepts 123/4567 and 1234567. The requirements' "exactly 7 numbers" means 7 digits, with or without the slash.

  4. No school-type differences on KS2. Every school type gets the same options. Remove_KS2.json has no visibleWhen.

  5. KS2 has no add-back pupils (no 403 code). The KS2 rules have no add-back branch.

  6. Dates are for 2027. Every rule date and every hint uses the 2027 exercise.

  7. "Tests", never "exams", on every KS2 page.

  8. Only included pupils can be removed. select-pupil uses pupilFilter: "Included". The KS2 schema stamps INCLUDED for P_INCL 201 only.

Removal categories

Remove_KS2.json starts from Remove_KS4June.json and uses the same page ids where the page is the same. Each file holds its own date rules for those pages. "Evidence" means the shared evidence page.

# Category Option value Evidence Rule
1 Admitted following permanent exclusion permanent-exclusion Evidence AFE-KS2: reject if excluded before 1 Sept 2025
2 Admitted from abroad with English not first language english-not-first-language Evidence EAL-ACC-KS2-*: accept on or after 1 Sept 2024 (see EAL below)
3 Child missing education child-missing-education Evidence PMIE-OTHER-REJ: reject unless Ground H or I
4 Pupil has died pupil-died None DEC-1: accept
5 Elective home education elective-home-education Evidence EHE-KS2: reject if removed on or after 10 May 2027
6 Permanently excluded from current school permanently-excluded Evidence PEX-KS2: reject if excluded on or after 10 May 2027
7 Terminal or critical illness life-limiting-illness Evidence TCI-KS2-REJ if tests sat; terminal illness goes to Scrutiny
8 Permanently left England permanently-left-england Evidence PLE-KS2: reject if removed on or after 10 May 2027
9 Social care involvement including police social-care-involvement Evidence SCI-KS2-REJ if tests sat
10 End-of-key-stage assessments deferred by a year assessments-deferred evidence-with-comments None: Scrutiny only (ASD-DEF)
11 Pupil added to school roll after start of summer term added-after-summer-term evidence-with-comments PAS-REJ: reject if arrived before 1 April 2027

evidence-with-comments asks for a file and "Additional comments", both mandatory.

KS4 June reasons that KS2 does not have: dual registered or moved school, not on roll, year group change, completed KS4 elsewhere, Other (add-back).

EAL

The boundary for a "new admission" in 2027 is 1 Sept 2024. On or after it, the request is auto-accepted (EAL-ACC-KS2-ALL, EAL-ACC-KS2-ARRIVAL). Before it, the request goes to Scrutiny (EAL-DEF). The four KS4 accept rules (EAL-ACC-NEWADM-2022-*, EAL-ACC-ADDBACK-2021-*) had no window-type condition, so they also fired on KS2. They are now limited to KS4June. The two reject rules stay shared.

AFE-PRE2023 had no window-type condition either. It is now limited to KS4June, and AFE-KS2 is the KS2 rule.

The rule dates only work in 2027

The KS2 rule dates are written into rules.json for the 2027 exercise. Before then:

  • PAS-REJ rejects every request, because the arrival date must be in the past and so is before 1 April 2027.
  • EHE-KS2, PEX-KS2 and PLE-KS2 never reject, because no past date is on or after 10 May 2027.

So in dev and QA these outcomes do not show what schools will see. Test them with a rule context that has a 2027 date, not by a browser walk.

Assumptions

These questions are not answered. We use the assumptions below and change them if the business answers differently.

  1. Elective home education and terminal illness wording. The requirements say the elective home education wording differs from KS4 June but do not give it. Use the KS4 June wording, with "tests", "year 6" and 2027 hints.
  2. No EAL cohort check on KS2. On KS4, the date-pupil-started question has an onOrAfter cohort.start date rule. It rejects a "started at your school" date before the cohort started (scenario 007). The requirements give no such rule for KS2, so Remove_KS2.json does not have this rule. The flow file decides, not the window type, as for decision 1. A KS2 pupil who started at the school before the cohort also started in England before 2024, so the request goes to Scrutiny with evidence. It does not need a hard error.
  3. Child missing education uses the current KS4 June page (Ground H, Ground I, other).
  4. Terminal illness when tests were sat goes to Scrutiny (TCI-TERM-SCR), as on KS4 June, not to auto-accept.

Zendesk fields for the KS2 reasons

ZendeskTicketFieldOptions maps both KS2 reasons. The correction codes come from the LDS CYPMD data specification (Remove (No Addback) tab, Correction_Reason).

Removal reason "Reason for removal" value "Correction reason (31)" value
assessments-deferred one_or_more_end_of_key_stage_assessments_deferred_by_a_year 41_31
added-after-summer-term pupil_added_to_school_roll_after_start_of_summer_term 109_31