Search Results
Found 37 results for "create"
Creating and Managing Funding Periods
How to create, configure, and manage funding periods
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
Custom Report Builder
Create, save, and schedule custom tabular reports across all portal data
Portal Overview
An introduction to the Early Years Funding Portal and its key features
First Steps Guide
Your first steps after logging into the portal
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
Setting Up Attendance Sessions
Configure a child's weekly attendance pattern and funded hours
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
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
Exporting Submissions to Local Authority
How to export approved submissions for your local authority funding claim
Deleting Submissions
How to permanently delete a funding submission (Head Office only)
Parent Portal Overview
An introduction to the parent portal for completing funding declarations
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
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
Report Field Reference
Complete reference of all available fields for custom reports
User Management
Managing user accounts, permissions, roles, and multi-nursery assignments
Session Templates & Auto-Fill Hours
Creating reusable attendance session templates and automatically calculating funded hours
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
Common Staff Portal Issues
Solutions to frequently encountered problems for nursery staff
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
Getting Help & Support
How to get help when you can't resolve an issue yourself