Search Results

Found 26 results for "start"

Getting Started

Complete Funding Process: Start to Finish

A comprehensive walkthrough of the entire funding process from period setup to local authority export

Getting Started

First Steps Guide

Your first steps after logging into the portal

Getting Started

Understanding the Staff Dashboard

A complete guide to the home dashboard, its widgets, statistics, and quick actions

Getting Started

Information Captured Throughout the Process

A comprehensive guide to all data collected during child registration, funding submissions, and parent verification

Children Management

Setting Up Attendance Sessions

Configure a child's weekly attendance pattern and funded hours

Children Management

Additional Extras (Chargeable Items)

Managing meals, activities, trips and other chargeable extras for children

Children Management

Understanding the Child Details Page

A complete guide to all sections and features on a child's details page

Funding Submissions

Understanding the 10-State Submission Workflow

Learn about the different stages a funding submission goes through from creation to export

Funding Submissions

Creating Funding Submissions

Step-by-step guide to creating individual or bulk funding submissions

Funding Submissions

Employee Assisted Submissions

How to complete funding declarations on behalf of parents who need assistance

Parent Portal

Parent Portal Overview

An introduction to the parent portal for completing funding declarations

Parent Portal

Your Parent Portal Dashboard

Understanding your parent dashboard, pending declarations, and account features

Parent Portal

Completing the Funding Declaration

Step-by-step guide to completing your funding declaration

Funding Periods

Understanding Funding Periods

How funding periods work, key dates, and managing the funding calendar

Funding Periods

Creating and Managing Funding Periods

How to create, configure, and manage funding periods

Funding Periods

Period Statistics and Monitoring

How to monitor submission progress for a funding period

Reports & Exports

Reports Dashboard & Statistics

Understanding the reports dashboard, available statistics, and analytics charts

Reports & Exports

Custom Report Builder

Create, save, and schedule custom tabular reports across all portal data

Reports & Exports

Report Field Reference

Complete reference of all available fields for custom reports

Administration

Session Templates & Auto-Fill Hours

Creating reusable attendance session templates and automatically calculating funded hours

Administration

Audit Logs

Comprehensive system audit trails, activity tracking, and before/after data changes

Administration

Notification Templates & Settings

Configure email and SMS notification templates, enable/disable notification types, and manage reminder schedules

Administration

Address Cleanup Utility

Fix duplicate house numbers in addresses caused by data entry issues

Troubleshooting

Common Staff Portal Issues

Solutions to frequently encountered problems for nursery staff

Troubleshooting

Data & Reporting Issues

Resolving issues with missing data, incorrect reports, and data discrepancies

Troubleshooting

Performance & Speed Issues

Resolving slow loading, timeouts, and performance problems