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Found 9 results for "workflow"
Understanding the 10-State Submission Workflow
Learn about the different stages a funding submission goes through from creation to export
Complete Funding Process: Start to Finish
A comprehensive walkthrough of the entire funding process from period setup to local authority export
Viewing a Child's Funding Submissions
How to view submission history, signed agreements, and create new submissions from a child's profile
Employee Assisted Submissions
How to complete funding declarations on behalf of parents who need assistance
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
Reports Dashboard & Statistics
Understanding the reports dashboard, available statistics, and analytics charts
Report Field Reference
Complete reference of all available fields for custom reports
Data & Reporting Issues
Resolving issues with missing data, incorrect reports, and data discrepancies