Period Statistics and Monitoring

Period Dashboard

The funding period Details page provides a comprehensive overview of submission progress for that period.

Summary Statistics

• Total Submissions: Number of submissions created for this period
• Completed: Approved + Exported submissions
• Pending: All other submissions (Draft, In Progress, etc.)

Submissions by State

A breakdown showing how many submissions are in each workflow state:

• Draft
• Ready for Parent
• Sent to Parent
• Parent In Progress
• Parent Submitted
• Under Review
• Rejected
• Approved
• Exported

Submissions by Nursery

If you manage multiple nurseries, see the breakdown per nursery:

• Nursery name
• Total submissions
• Completed count
• Pending count

Click a nursery row to filter the submissions list for that nursery.

Monitoring Progress

Use these metrics to track progress towards the submission deadline:

1. Check the Pending count regularly
2. Review submissions in Sent to Parent status - follow up with parents who haven't started
3. Check Parent Submitted - these need staff review
4. Monitor Rejected submissions - parents need to resubmit

Deadline Alerts

The system can send automatic reminders:

• Parent reminders: Remind parents who haven't completed their submissions
• Staff notifications: Alert when submissions are awaiting review

Configure notification settings in Admin > Notifications.