Children Management
Viewing a Child's Funding Submissions
How to view submission history, signed agreements, and create new submissions from a child's profile
Submissions Section Overview
The Funding Submissions section on a child's details page provides a complete history of all funding submissions for that child. This is a quick way to see the status of past and current funding claims.
Information Displayed
Each submission shows:
- Reference Number - Unique identifier (clickable to view details)
- Funding Period - Which term the submission covers
- Status Badge - Current workflow state with colour coding:
- Grey - Draft
- Blue - Sent to Parent / Parent In Progress
- Orange - Parent Submitted / Under Review
- Green - Approved
- Purple - Exported
- Red - Rejected
- Timeline Dates - Created, Signed (with parent name), Approved, Exported
Quick Actions
Each submission has quick action buttons:
- View - Opens the full submission details page
- Agreement - Opens the signed PDF agreement in a viewer (only shown for signed submissions)
Creating a New Submission
To create a new funding submission for the child:
- Click the New Submission button in the page header
- Select the funding period
- The child's details will be pre-populated from their record
- Complete the submission form and send to parent for signing
PDF Agreement Viewer
Clicking the 'Agreement' button opens the signed PDF in a document viewer overlay. From here you can:
- View the complete signed agreement
- Download the PDF
- Close the viewer and return to the child's details
Tip: The submissions section is scrollable if there are many submissions. Use the submission count badge to see how many submissions exist for this child.
Last updated: January 26, 2026
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