Search Results

Found 32 results for "data quality"

Troubleshooting

Data & Reporting Issues

Resolving issues with missing data, incorrect reports, and data discrepancies

Administration

Data Archival & Retention

Manage data retention policies, archive old submissions, and clean up notification records

Administration

Address Cleanup Utility

Fix duplicate house numbers in addresses caused by data entry issues

Getting Started

Information Captured Throughout the Process

A comprehensive guide to all data collected during child registration, funding submissions, and parent verification

Children Management

Capturing & Uploading Document Images

How to take quality photos of documents and upload them successfully

Reports & Exports

Custom Report Builder

Create, save, and schedule custom tabular reports across all portal data

Administration

Audit Logs

Comprehensive system audit trails, activity tracking, and before/after data changes

Funding Submissions

Submission Validation Rules

Understanding what is validated at each stage and how to resolve validation errors

Getting Started

Portal Overview

An introduction to the Early Years Funding Portal and its key features

Getting Started

Understanding the Staff Dashboard

A complete guide to the home dashboard, its widgets, statistics, and quick actions

Getting Started

Complete Funding Process: Start to Finish

A comprehensive walkthrough of the entire funding process from period setup to local authority export

Children Management

Bulk Import Children

Import multiple children at once from a CSV or Excel file with parent matching and validation

Children Management

Understanding the Child Details Page

A complete guide to all sections and features on a child's details page

Funding Submissions

Understanding the 10-State Submission Workflow

Learn about the different stages a funding submission goes through from creation to export

Funding Submissions

Electronic Signatures & Legal Validity

Understanding the legal standing of electronic signatures and fraud prevention measures

Funding Submissions

Exporting Submissions to Local Authority

How to export approved submissions for your local authority funding claim

Funding Submissions

Deleting Submissions

How to permanently delete a funding submission (Head Office only)

Parent Portal

Parent Portal Overview

An introduction to the parent portal for completing funding declarations

Parent Portal

Completing the Funding Declaration

Step-by-step guide to completing your funding declaration

Funding Periods

Agreement Templates

Using custom Word templates for funding agreements

Funding Periods

Period Statistics and Monitoring

How to monitor submission progress for a funding period

Reports & Exports

GOV PDF Agreement Form

Understanding the official DfE-styled parental declaration form

Reports & Exports

Reports Dashboard & Statistics

Understanding the reports dashboard, available statistics, and analytics charts

Administration

User Management

Managing user accounts, permissions, roles, and multi-nursery assignments

Administration

Nursery Configuration

Setting up and configuring nurseries, signatures, local authority settings, and custom agreement terms

Administration

Certificate Validation

Verify the authenticity of signed funding agreements and detect potentially fraudulent documents

Administration

Notification Templates & Settings

Configure email and SMS notification templates, enable/disable notification types, and manage reminder schedules

Troubleshooting

Common Staff Portal Issues

Solutions to frequently encountered problems for nursery staff

Troubleshooting

Login & Account Issues

Resolving login problems, password resets, and account access issues

Troubleshooting

Performance & Speed Issues

Resolving slow loading, timeouts, and performance problems

Troubleshooting

Understanding Error Messages

What common error messages mean and how to resolve them

Troubleshooting

Getting Help & Support

How to get help when you can't resolve an issue yourself