Children Management

Viewing a Child's Funding Submissions

How to view submission history, signed agreements, and create new submissions from a child's profile

Submissions Section Overview

The Funding Submissions section on a child's details page provides a complete history of all funding submissions for that child. This is a quick way to see the status of past and current funding claims.

Information Displayed

Each submission shows:

  • Reference Number - Unique identifier (clickable to view details)
  • Funding Period - Which term the submission covers
  • Status Badge - Current workflow state with colour coding:
    • Grey - Draft
    • Blue - Sent to Parent / Parent In Progress
    • Orange - Parent Submitted / Under Review
    • Green - Approved
    • Purple - Exported
    • Red - Rejected
  • Timeline Dates - Created, Signed (with parent name), Approved, Exported

Quick Actions

Each submission has quick action buttons:

  • View - Opens the full submission details page
  • Agreement - Opens the signed PDF agreement in a viewer (only shown for signed submissions)

Creating a New Submission

To create a new funding submission for the child:

  1. Click the New Submission button in the page header
  2. Select the funding period
  3. The child's details will be pre-populated from their record
  4. Complete the submission form and send to parent for signing

PDF Agreement Viewer

Clicking the 'Agreement' button opens the signed PDF in a document viewer overlay. From here you can:

  • View the complete signed agreement
  • Download the PDF
  • Close the viewer and return to the child's details

Tip: The submissions section is scrollable if there are many submissions. Use the submission count badge to see how many submissions exist for this child.

Last updated: January 25, 2026
Was this helpful?