Search Results
Found 28 results for "email"
Notification Templates & Settings
Configure email and SMS notification templates, enable/disable notification types, and manage reminder schedules
Sending Submissions to Parents
How to send submissions to parents for completion, including validation requirements
Notification Usage Tracking
Monitor notification usage per funding period and manage soft-limit thresholds
Complete Funding Process: Start to Finish
A comprehensive walkthrough of the entire funding process from period setup to local authority export
Information Captured Throughout the Process
A comprehensive guide to all data collected during child registration, funding submissions, and parent verification
Capturing & Uploading Document Images
How to take quality photos of documents and upload them successfully
Bulk Import Children
Import multiple children at once from a CSV or Excel file with parent matching and validation
Managing Parents and Families
How to add, link, edit, and manage parents and guardians for children
Understanding the 10-State Submission Workflow
Learn about the different stages a funding submission goes through from creation to export
Reviewing Parent Submissions
How to review and approve submissions completed by parents
Electronic Signatures & Legal Validity
Understanding the legal standing of electronic signatures and fraud prevention measures
Submission Validation Rules
Understanding what is validated at each stage and how to resolve validation errors
Employee Assisted Submissions
How to complete funding declarations on behalf of parents who need assistance
Rejection and Resubmission
How to reject submissions that need corrections and manage the resubmission process
Parent Portal Overview
An introduction to the parent portal for completing funding declarations
Completing the Funding Declaration
Step-by-step guide to completing your funding declaration
Creating and Managing Your Account
How to register, log in, and manage your parent portal account
Understanding Eligibility Codes
Guide to 30-hour and 2-year-old eligibility codes for parents
Custom Report Builder
Create, save, and schedule custom tabular reports across all portal data
Report Field Reference
Complete reference of all available fields for custom reports
User Management
Managing user accounts, permissions, roles, and multi-nursery assignments
Nursery Configuration
Setting up and configuring nurseries, signatures, local authority settings, and custom agreement terms
Audit Logs
Comprehensive system audit trails, activity tracking, and before/after data changes
Certificate Validation
Verify the authenticity of signed funding agreements and detect potentially fraudulent documents
Common Staff Portal Issues
Solutions to frequently encountered problems for nursery staff
Login & Account Issues
Resolving login problems, password resets, and account access issues
Understanding Error Messages
What common error messages mean and how to resolve them
Getting Help & Support
How to get help when you can't resolve an issue yourself