Training Request Form
Summary
Summary
Education: Admissions in Year Citizen Portal Refresher - Live Training
Interested in reviewing how to managing In-Year requests? Fill out this training request form.
Session 1 (On Site): Project Launch
Key Prerequisites
- Location for a meeting with access to screen
- Access to a workstation with full access to MRI Education Test, with system admin rights for V4 Client, A&T Backoffice and the Citizen Porta
Objectives
- Review the scope of the functionality 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 if this a new implantation of the Citizens Portal for School Places
- 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 In Year applications
- 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 (Remote): 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 (Onsite): 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
- Responses 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(Remote): 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
- Responses to parents
- Check Technical Pre-requites for Live
Outcomes
- The admissions team are confident to go live
Session 5 (Remote): 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 (Remote): 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