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Found 47 results for "details"
Understanding the Child Details Page
A complete guide to all sections and features on a child's details page
Providing Medical Information
How to enter your child's medical details, allergies, and emergency contacts
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
Complete Funding Process: Start to Finish
A comprehensive walkthrough of the entire funding process from period setup to local authority export
Information Captured Throughout the Process
A comprehensive guide to all data collected during child registration, funding submissions, and parent verification
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
Medical Information & Allergies
Recording medical conditions, allergies, dietary requirements, and emergency contacts
Legal ID Documents
Recording and viewing identity documents for funding verification
Capturing & Uploading Document Images
How to take quality photos of documents and upload them successfully
Additional Extras (Chargeable Items)
Managing meals, activities, trips and other chargeable extras for children
Bulk Import Children
Import multiple children at once from a CSV or Excel file with parent matching and validation
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
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
Reviewing Parent Submissions
How to review and approve submissions completed by parents
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
Employee Assisted Submissions
How to complete funding declarations on behalf of parents who need assistance
Rejection and Resubmission
How to reject submissions that need corrections and manage the resubmission process
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
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
Creating and Managing Your Account
How to register, log in, and manage your parent portal account
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
GOV PDF Agreement Form
Understanding the official DfE-styled parental declaration form
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
Report Field Reference
Complete reference of all available fields for custom reports
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
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
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