Search Results
Found 39 results for "submissions"
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
Exporting Submissions to Local Authority
How to export approved submissions for your local authority funding claim
Employee Assisted Submissions
How to complete funding declarations on behalf of parents who need assistance
Deleting Submissions
How to permanently delete a funding submission (Head Office only)
Data Archival & Retention
Manage data retention policies, archive old submissions, and clean up notification records
Information Captured Throughout the Process
A comprehensive guide to all data collected during child registration, funding submissions, and parent verification
Rejection and Resubmission
How to reject submissions that need corrections and manage the resubmission process
Portal Overview
An introduction to the Early Years Funding Portal and its key features
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
Registering a New Child
How to add a new child to the system with all required information
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
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
Submission Validation Rules
Understanding what is validated at each stage and how to resolve validation errors
Bulk Download Signed Agreements
Download all signed funding agreements for a funding period as a ZIP file
Your Parent Portal Dashboard
Understanding your parent dashboard, pending declarations, and account features
Completing the Funding Declaration
Step-by-step guide to completing your funding declaration
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
Exporting Funding Claims (Excel)
How to export approved claims to Excel for local authority submission
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
Session Templates & Auto-Fill Hours
Creating reusable attendance session templates and automatically calculating funded hours
Address Cleanup Utility
Fix duplicate house numbers in addresses caused by data entry issues
Common Staff Portal Issues
Solutions to frequently encountered problems for nursery staff
Data & Reporting Issues
Resolving issues with missing data, incorrect reports, and data discrepancies
Understanding Error Messages
What common error messages mean and how to resolve them