Search Results
Found 14 results for "reference"
Report Field Reference
Complete reference of all available fields for custom reports
Information Captured Throughout the Process
A comprehensive guide to all data collected during child registration, funding submissions, and parent verification
Registering a New Child
How to add a new child to the system with all required information
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
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)
Bulk Download Signed Agreements
Download all signed funding agreements for a funding period as a ZIP file
Your Parent Portal Dashboard
Understanding your parent dashboard, pending declarations, and account features
Completing the Funding Declaration
Step-by-step guide to completing your funding declaration
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
Understanding Error Messages
What common error messages mean and how to resolve them