Search Results
Found 34 results for "period"
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
Period Statistics and Monitoring
How to monitor submission progress for a funding period
Complete Funding Process: Start to Finish
A comprehensive walkthrough of the entire funding process from period setup to local authority export
Bulk Download Signed Agreements
Download all signed funding agreements for a funding period as a ZIP file
Notification Usage Tracking
Monitor notification usage per funding period and manage soft-limit thresholds
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
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
Capturing & Uploading Document Images
How to take quality photos of documents and upload them successfully
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
Viewing a Child's Funding Submissions
How to view submission history, signed agreements, and create new submissions from a child's profile
Creating Funding Submissions
Step-by-step guide to creating individual or bulk funding submissions
30-Hour Eligibility Code Verification
Understanding and verifying 30-hour childcare eligibility codes with evidence upload
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
Deleting Submissions
How to permanently delete a funding submission (Head Office only)
Your Parent Portal Dashboard
Understanding your parent dashboard, pending declarations, and account features
Understanding Eligibility Codes
Guide to 30-hour and 2-year-old eligibility codes for parents
Agreement Templates
Using custom Word templates for funding agreements
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
Audit Logs
Comprehensive system audit trails, activity tracking, and before/after data changes
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
Address Cleanup Utility
Fix duplicate house numbers in addresses caused by data entry issues
Common Staff Portal Issues
Solutions to frequently encountered problems for nursery staff
Data & Reporting Issues
Resolving issues with missing data, incorrect reports, and data discrepancies
Performance & Speed Issues
Resolving slow loading, timeouts, and performance problems
Understanding Error Messages
What common error messages mean and how to resolve them