Search Results
Found 34 results for "head office"
Deleting Submissions
How to permanently delete a funding submission (Head Office only)
Exporting Submissions to Local Authority
How to export approved submissions for your local authority funding claim
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
Managing Parents and Families
How to add, link, edit, and manage parents and guardians for children
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
Bulk Download Signed Agreements
Download all signed funding agreements for a funding period as a ZIP file
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
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 Archival & Retention
Manage data retention policies, archive old submissions, and clean up notification records
Login & Account Issues
Resolving login problems, password resets, and account access issues
Understanding Error Messages
What common error messages mean and how to resolve them
Getting Help & Support
How to get help when you can't resolve an issue yourself
Understanding the Staff Dashboard
A complete guide to the home dashboard, its widgets, statistics, and quick actions
Information Captured Throughout the Process
A comprehensive guide to all data collected during child registration, funding submissions, and parent verification
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
Viewing a Child's Funding Submissions
How to view submission history, signed agreements, and create new submissions from a child's profile
Electronic Signatures & Legal Validity
Understanding the legal standing of electronic signatures and fraud prevention measures
Your Parent Portal Dashboard
Understanding your parent dashboard, pending declarations, and account features
Understanding Funding Periods
How funding periods work, key dates, and managing the funding calendar
Agreement Templates
Using custom Word templates for funding agreements
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
Address Cleanup Utility
Fix duplicate house numbers in addresses caused by data entry issues
Browser Requirements & Technical Issues
Supported browsers, technical requirements, and how to resolve display issues