Search Results
Found 40 results for "page"
Understanding the Child Details Page
A complete guide to all sections and features on a child's details page
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
Registering a New Child
How to add a new child to the system with all required information
Setting Up Attendance Sessions
Configure a child's weekly attendance pattern and funded hours
Medical Information & Allergies
Recording medical conditions, allergies, dietary requirements, and emergency contacts
Legal ID Documents
Recording and viewing identity documents for funding verification
Capturing & Uploading Document Images
How to take quality photos of documents and upload them successfully
Additional Extras (Chargeable Items)
Managing meals, activities, trips and other chargeable extras for children
Bulk Import Children
Import multiple children at once from a CSV or Excel file with parent matching and validation
Funding Codes (30-Hour and 2-Year-Old)
Understanding and managing eligibility codes for funded hours
Viewing a Child's Funding Submissions
How to view submission history, signed agreements, and create new submissions from a child's profile
Creating Funding Submissions
Step-by-step guide to creating individual or bulk funding submissions
Sending Submissions to Parents
How to send submissions to parents for completion, including validation requirements
Reviewing Parent Submissions
How to review and approve submissions completed by parents
30-Hour Eligibility Code Verification
Understanding and verifying 30-hour childcare eligibility codes with evidence upload
2-Year-Old Eligibility Code Verification
Understanding and verifying 2-year-old funded childcare eligibility codes with evidence upload
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
Deleting Submissions
How to permanently delete a funding submission (Head Office only)
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 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
Period Statistics and Monitoring
How to monitor submission progress for a funding period
GOV PDF Agreement Form
Understanding the official DfE-styled parental declaration form
Custom Report Builder
Create, save, and schedule custom tabular reports across all portal data
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
Data Archival & Retention
Manage data retention policies, archive old submissions, and clean up notification records
Browser Requirements & Technical Issues
Supported browsers, technical requirements, and how to resolve display 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
Performance & Speed Issues
Resolving slow loading, timeouts, and performance problems
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