Search Results
Found 22 results for "quick actions"
Understanding the Staff Dashboard
A complete guide to the home dashboard, its widgets, statistics, and quick actions
Navigating the Portal
Learn how to navigate around the portal efficiently
Medical Information & Allergies
Recording medical conditions, allergies, dietary requirements, and emergency contacts
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
Understanding the 10-State Submission Workflow
Learn about the different stages a funding submission goes through from creation to export
Employee Assisted Submissions
How to complete funding declarations on behalf of parents who need assistance
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
Setting Up Attendance Sessions
Configure a child's weekly attendance pattern and funded hours
Bulk Import Children
Import multiple children at once from a CSV or Excel file with parent matching and validation
Sending Submissions to Parents
How to send submissions to parents for completion, including validation requirements
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)
Creating and Managing Your Account
How to register, log in, and manage your parent portal account
Providing Medical Information
How to enter your child's medical details, allergies, and emergency contacts
Custom Report Builder
Create, save, and schedule custom tabular reports across all portal data
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
Common Staff Portal Issues
Solutions to frequently encountered problems for nursery staff