Search Results

Found 25 results for "document"

Children Management

Legal ID Documents

Recording and viewing identity documents for funding verification

Children Management

Capturing & Uploading Document Images

How to take quality photos of documents and upload them successfully

Funding Periods

Agreement Templates

Using custom Word templates for funding agreements

Administration

Certificate Validation

Verify the authenticity of signed funding agreements and detect potentially fraudulent documents

Getting Started

Portal Overview

An introduction to the Early Years Funding Portal and its key features

Getting Started

Complete Funding Process: Start to Finish

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

Getting Started

Information Captured Throughout the Process

A comprehensive guide to all data collected during child registration, funding submissions, and parent verification

Children Management

Registering a New Child

How to add a new child to the system with all required information

Children Management

Understanding the Child Details Page

A complete guide to all sections and features on a child's details page

Children Management

Viewing a Child's Funding Submissions

How to view submission history, signed agreements, and create new submissions from a child's profile

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

Reviewing Parent Submissions

How to review and approve submissions completed by parents

Funding Submissions

Electronic Signatures & Legal Validity

Understanding the legal standing of electronic signatures and fraud prevention measures

Funding Submissions

Submission Validation Rules

Understanding what is validated at each stage and how to resolve validation errors

Funding Submissions

Employee Assisted Submissions

How to complete funding declarations on behalf of parents who need assistance

Funding Submissions

Rejection and Resubmission

How to reject submissions that need corrections and manage the resubmission process

Funding Submissions

Deleting Submissions

How to permanently delete a funding submission (Head Office only)

Funding Submissions

Bulk Download Signed Agreements

Download all signed funding agreements for a funding period as a ZIP file

Parent Portal

Parent Portal Overview

An introduction to the parent portal for completing funding declarations

Funding Periods

Creating and Managing Funding Periods

How to create, configure, and manage funding periods

Reports & Exports

GOV PDF Agreement Form

Understanding the official DfE-styled parental declaration form

Administration

User Management

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

Administration

Audit Logs

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

Administration

Address Cleanup Utility

Fix duplicate house numbers in addresses caused by data entry issues