Search Results
Found 30 results for "new"
Registering a New Child
How to add a new child to the system with all required information
Creating Funding Submissions
Step-by-step guide to creating individual or bulk funding submissions
Viewing a Child's Funding Submissions
How to view submission history, signed agreements, and create new submissions from a child's profile
Navigating the Portal
Learn how to navigate around the portal efficiently
Understanding the Staff Dashboard
A complete guide to the home dashboard, its widgets, statistics, and quick actions
Complete Funding Process: Start to Finish
A comprehensive walkthrough of the entire funding process from period setup to local authority export
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
Understanding the Child Details Page
A complete guide to all sections and features on a child's details page
Managing Parents and Families
How to add, link, edit, and manage parents and guardians for children
Funding Codes (30-Hour and 2-Year-Old)
Understanding and managing eligibility codes for funded hours
Understanding the 10-State Submission Workflow
Learn about the different stages a funding submission goes through from creation to export
Sending Submissions to Parents
How to send submissions to parents for completion, including validation requirements
Rejection and Resubmission
How to reject submissions that need corrections and manage the resubmission process
Your Parent Portal Dashboard
Understanding your parent dashboard, pending declarations, and account features
Creating and Managing Your Account
How to register, log in, and manage your parent portal account
Providing Medical Information
How to enter your child's medical details, allergies, and emergency contacts
Understanding Eligibility Codes
Guide to 30-hour and 2-year-old eligibility codes for parents
Parent Portal Troubleshooting
Solutions to common problems parents encounter
Understanding Funding Periods
How funding periods work, key dates, and managing the funding calendar
Creating and Managing Funding Periods
How to create, configure, and manage funding periods
Agreement Templates
Using custom Word templates for funding agreements
Reports Dashboard & Statistics
Understanding the reports dashboard, available statistics, and analytics charts
Custom Report Builder
Create, save, and schedule custom tabular reports across all portal data
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
Address Cleanup Utility
Fix duplicate house numbers in addresses caused by data entry issues
Login & Account Issues
Resolving login problems, password resets, and account access issues
Data & Reporting Issues
Resolving issues with missing data, incorrect reports, and data discrepancies