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Found 17 results for "overview"
Portal Overview
An introduction to the Early Years Funding Portal and its key features
Parent Portal Overview
An introduction to the parent portal for completing funding declarations
Understanding the Staff Dashboard
A complete guide to the home dashboard, its widgets, statistics, and quick actions
Reports Dashboard & Statistics
Understanding the reports dashboard, available statistics, and analytics charts
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
Bulk Import Children
Import multiple children at once from a CSV or Excel file with parent matching and validation
Viewing a Child's Funding Submissions
How to view submission history, signed agreements, and create new submissions from a child's profile
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
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
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
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