Search Results
Found 34 results for "complete"
Complete Funding Process: Start to Finish
A comprehensive walkthrough of the entire funding process from period setup to local authority export
Completing the Funding Declaration
Step-by-step guide to completing your funding declaration
Understanding the Staff Dashboard
A complete guide to the home dashboard, its widgets, statistics, and quick actions
Reviewing Parent Submissions
How to review and approve submissions completed by parents
Employee Assisted Submissions
How to complete funding declarations on behalf of parents who need assistance
Report Field Reference
Complete reference of all available fields for custom reports
Understanding the Child Details Page
A complete guide to all sections and features on a child's details page
Portal Overview
An introduction to the Early Years Funding Portal and its key features
Information Captured Throughout the Process
A comprehensive guide to all data collected during child registration, funding submissions, and parent verification
Capturing & Uploading Document Images
How to take quality photos of documents and upload them successfully
Viewing a Child's Funding Submissions
How to view submission history, signed agreements, and create new submissions from a child's profile
Understanding the 10-State Submission Workflow
Learn about the different stages a funding submission goes through from creation to export
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
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
Rejection and Resubmission
How to reject submissions that need corrections and manage the resubmission process
Bulk Download Signed Agreements
Download all signed funding agreements for a funding period as a ZIP file
Parent Portal Overview
An introduction to the parent portal for completing funding declarations
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
Understanding Eligibility Codes
Guide to 30-hour and 2-year-old eligibility codes for parents
Understanding Funding Periods
How funding periods work, key dates, and managing the funding calendar
Agreement Templates
Using custom Word templates for funding agreements
Period Statistics and Monitoring
How to monitor submission progress for a funding period
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
Notification Templates & Settings
Configure email and SMS notification templates, enable/disable notification types, and manage reminder schedules
Common Staff Portal Issues
Solutions to frequently encountered problems for nursery staff
Performance & Speed Issues
Resolving slow loading, timeouts, and performance problems
Getting Help & Support
How to get help when you can't resolve an issue yourself