Search Results

Found 31 results for "import"

Children Management

Bulk Import Children

Import multiple children at once from a CSV or Excel file with parent matching and validation

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

Setting Up Attendance Sessions

Configure a child's weekly attendance pattern and funded hours

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

Children Management

Additional Extras (Chargeable Items)

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

Children Management

Managing Parents and Families

How to add, link, edit, and manage parents and guardians for children

Children Management

Funding Codes (30-Hour and 2-Year-Old)

Understanding and managing eligibility codes for funded hours

Funding Submissions

Sending Submissions to Parents

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

Funding Submissions

Reviewing Parent Submissions

How to review and approve submissions completed by parents

Funding Submissions

30-Hour Eligibility Code Verification

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

Funding Submissions

2-Year-Old Eligibility Code Verification

Understanding and verifying 2-year-old funded childcare eligibility codes with evidence upload

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

Exporting Submissions to Local Authority

How to export approved submissions for your local authority funding claim

Parent Portal

Your Parent Portal Dashboard

Understanding your parent dashboard, pending declarations, and account features

Parent Portal

Completing the Funding Declaration

Step-by-step guide to completing your funding declaration

Parent Portal

Providing Medical Information

How to enter your child's medical details, allergies, and emergency contacts

Parent Portal

Understanding Eligibility Codes

Guide to 30-hour and 2-year-old eligibility codes for parents

Funding Periods

Understanding Funding Periods

How funding periods work, key dates, and managing the funding calendar

Funding Periods

Agreement Templates

Using custom Word templates for funding agreements

Reports & Exports

Exporting Funding Claims (Excel)

How to export approved claims to Excel for local authority submission

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

Audit Logs

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

Administration

Certificate Validation

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

Administration

Data Archival & Retention

Manage data retention policies, archive old submissions, and clean up notification records

Administration

Address Cleanup Utility

Fix duplicate house numbers in addresses caused by data entry issues

Troubleshooting

Common Staff Portal Issues

Solutions to frequently encountered problems for nursery staff

Troubleshooting

Data & Reporting Issues

Resolving issues with missing data, incorrect reports, and data discrepancies