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Summary

Summary

Education: Admissions and Transfers Citizen Portal - Implementation Package

Interested in learning the Citizen Portal for Admissions and Transfers? Fill out this training request form.

The Citizen Portal for Admissions and Transfers is a powerful extension to the core A&T Module providing a convenient online self-service portal for all school applications across your authority, it simplifies the whole process, empowering parents and carers by giving them access to what they need.

Session 1: Project Launch

Key Prerequisites

  • Access to a workstation with full access to MRI Education Test, with system admin rights for V4 Client, A&T Backoffice and the Citizen Portal

Objectives

  • Review the scope of the software and for all parties to understand how they will benefit, and what the challenges maybe
  • Identify time and resources needed to support the
    implementation

    Audience

  • IT Support – to check and review Technical environment
  • Admissions Managers to understand their service needs
  • Support – impact on MRI Education and reporting and support

    Standard Agenda

  • Demonstrate the module for a Parent, and integration with the back-office
  • Review the RAID log and Technical Pre-requisites, allowing for IT support to understand how The Citizen Portal integrates if this is the first module to be used in the Citizen Portal
  • Review the requirements how the Admissions and Transfer Process (End of Phase, e.g. Primary to Secondary)
  • Test access to the Test environment to check for any missing configuration that will delay successful set up of the Test environment

Outcomes

  • All parties have a mutual understanding of the scope of the software, the service requirements, and resources needed
  • Test environment is ready for setup and configuration

    Session 2: Configuration of Test

    Key Prerequisites
  • Key contact for the Knowledge Specialist to contact who has full systems access to the V4 Client, Online Client, and access to Crystal or permissions to run reports
  • Key contact has can participate in MS Teams, and Webex meetings

    Objectives

  • Set up the Test Environment
  • Skim test it works form Parent application to import into MRI Education

Audience

  • MRI Education coordinator or Key contact with full access to MRI Education
  • Admissions team lead be available for any key questions
  • IT support be available to contact for IIsrests if required

    Standard Agenda

  • Configure A&T Backoffice and Bases
  • Configure the Citizen Portal for School Places
  • Skim test – Registration, Application, Process in the Back Office

    Outcomes

  • Test system is working end to end, ready for training

Session 3: User Training for UAT

Key Prerequisites

  • Key contact for the Knowledge Specialist to contact who has full systems access to the V4 Client, Online Client, and access to Crystal or permissions to run reports
  • Users have access to Test for both the A&T BackOffice, Citizen Portal and emails.
  • If emails are not active in test users will been to register as parents prior to the session to allow for accounts to be activated, users may also prefer to you’re a non-work email account to test access from outside the office.

    Objectives

  • Understand the parents experience
  • Know how to match and process applications
  • Have a clear view of what they want to Test during acceptance testing

    Audience

  • MRI Education coordinator or Key contact with full access to MRI Education
  • Admissions team

    Standard Agenda
  • Registration and orientation within the Citizen Portal
  • Making an application
  • Matching and importing – how it works and behaviours
  • Finding and manging parent enquires
  • Offers to parents

Outcomes

  • The admissions team are confident to test
  • Feel confident to invite other colleagues to make parent applications
  • Commit to testing

Session 4: User acceptance review

Key Prerequisites

  • Key contact for the Knowledge Specialist to contact who has full systems access to the V4 Client, Online Client, and access to Crystal or permissions to run reports
  • Able participate in MS Teams, and Webex meetings
  • Have a log of queries ready for the meeting

    Objectives

  • Review the UAT log
  • Confirm and agree text changes to the Live environment

    Audience

  • MRI Education coordinator or Key contact with full access to MRI Education
  • Admissions team

    Standard Agenda

  • Registration and orientation within the Citizen Portal
  • Making an application
  • Matching and importing – how it works and behaviours
  • Finding and manging parent enquires
  • Offers to parents
  • Check Technical Pre-requites for Live

Outcomes

  • The admissions team are confident to go live

    Session 5: Configuration of Live

    Key Prerequisites
  • Key contact for the Knowledge Specialist to contact who has full systems access to the V4 Client, Online Client, and access to Crystal or permissions to run reports
  • Key contact has can participate in MS Teams, and Webex meetings

    Objectives

  • Set up the Live Environment
  • Skim test it works form Parent application to import into the MRI Education

    Audience

  • MRI Education coordinator or Key contact with full access to MRI Education
  • Admissions team lead be available for any key questions
  • IT support be available to contact for IIreset if required

    Standard Agenda

  • Configure A&T Backoffice and Bases
  • Configure the Citizen Portal for School Places
  • Skim test – Registration, Application, Process in the Back Office

Outcomes

  • Live system is working end to end, ready for the public. Note once setup the Module can be switch off, until the official launch.

    Session 6: Post Go Live Applications

    Key Prerequisites

  • Key contact for the Knowledge Specialist to contact who has full systems access to the V4 Client, Online Client, and access to Crystal or permissions to run reports
  • Able participate in MS Teams, and Webex meetings

    Objectives

  • Review applications made by the public
  • Answer any queries the Admissions team for supporting parents

    Audience

  • MRI Education coordinator or Key contact with full access to MRI Education
  • Admissions team

Standard Agenda

  • E-applications and enquiries
  • Matching and processing conflicts
  • Checking for anomalies
  • Validation of E-applications

    Outcomes

  • The admissions team are confident they are handling applications correctly

    Session 7: Post Go Live Offers

Key Prerequisites

  • Key contact for the Knowledge Specialist to contact who has full systems access to the V4 Client, Online Client, and access to Crystal or permissions to run reports
  • Able participate in MS Teams, and Webex meetings

Objectives

  • Check readiness to publish Offers
  • Answer any queries the Admissions team for supporting parents
  • Review what parents are going to have access to on Offer day

Audience

  • MRI Education coordinator or Key contact with full access to MRI Education
  • Admissions team 

Standard Agenda

  • E-applications and enquiries
  • Technical Setup for Offers
  • Text parents will see
  • Import of acceptances (if using)

    Outcomes

  • Parents will get the offers on the National Offer day