Search Results

Found 16 results for "configure"

Funding Periods

Creating and Managing Funding Periods

How to create, configure, and manage funding periods

Children Management

Setting Up Attendance Sessions

Configure a child's weekly attendance pattern and funded hours

Administration

Notification Templates & Settings

Configure email and SMS notification templates, enable/disable notification types, and manage reminder schedules

Getting Started

Complete Funding Process: Start to Finish

A comprehensive walkthrough of the entire funding process from period setup to local authority export

Children Management

Additional Extras (Chargeable Items)

Managing meals, activities, trips and other chargeable extras for children

Funding Submissions

Understanding the 10-State Submission Workflow

Learn about the different stages a funding submission goes through from creation to export

Funding Submissions

Creating Funding Submissions

Step-by-step guide to creating individual or bulk funding submissions

Funding Submissions

Sending Submissions to Parents

How to send submissions to parents for completion, including validation requirements

Funding Submissions

30-Hour Eligibility Code Verification

Understanding and verifying 30-hour childcare eligibility codes with evidence upload

Funding Periods

Period Statistics and Monitoring

How to monitor submission progress for a funding period

Reports & Exports

GOV PDF Agreement Form

Understanding the official DfE-styled parental declaration form

Reports & Exports

Custom Report Builder

Create, save, and schedule custom tabular reports across all portal data

Administration

User Management

Managing user accounts, permissions, roles, and multi-nursery assignments

Administration

Nursery Configuration

Setting up and configuring nurseries, signatures, local authority settings, and custom agreement terms

Administration

Session Templates & Auto-Fill Hours

Creating reusable attendance session templates and automatically calculating funded hours

Administration

Audit Logs

Comprehensive system audit trails, activity tracking, and before/after data changes