Search Results
Found 21 results for "edit"
Creating and Managing Funding Periods
How to create, configure, and manage funding periods
Managing Parents and Families
How to add, link, edit, and manage parents and guardians for children
Navigating the Portal
Learn how to navigate around the portal efficiently
Information Captured Throughout the Process
A comprehensive guide to all data collected during child registration, funding submissions, and parent verification
Setting Up Attendance Sessions
Configure a child's weekly attendance pattern and funded hours
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
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
Funding Codes (30-Hour and 2-Year-Old)
Understanding and managing eligibility codes for funded hours
Understanding the 10-State Submission Workflow
Learn about the different stages a funding submission goes through from creation to export
2-Year-Old Eligibility Code Verification
Understanding and verifying 2-year-old funded childcare eligibility codes with evidence upload
Understanding Eligibility Codes
Guide to 30-hour and 2-year-old eligibility codes for parents
Agreement Templates
Using custom Word templates for funding agreements
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
Notification Templates & Settings
Configure email and SMS notification templates, enable/disable notification types, and manage reminder schedules
Data & Reporting Issues
Resolving issues with missing data, incorrect reports, and data discrepancies