Education: Admissions Provider Portal - Implementation Package

Interested in learning the Admissions Provider Portal? 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
• Key contact has can participate in MS Teams meetings

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
• Skim test the Provider Portal works
  
  Audience
  
• Admissions Managers to understand their service needs
• Support – impact on MRI Education and reporting and support
  
  Standard Agenda
  
  
• Demonstrate the module from a School perspective, and integration with the back-office
• Review the RAID log and Technical Pre-requisites, allowing for IT support to understand how the Portal integrates, if this is the first module to be used in the Provider Portal
• Review the requirements how the Admissions and Transfer team
• 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 (AM)
  
  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
  
  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 up to 5 school user accounts and permissions
• Text changes
• Skim test – accounts work
  
  Outcomes
  
  
• Test system is working end to end, ready for training

Session 3: User Training for UAT (PM)

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
• If emails are not active in test users will been to validate accounts during the session 2 prior to the session to allow for accounts to be activated
  
  Objectives
  
  
• Understand the schools experience
• Review the impact of schools adding ranks, validation of sibling and downloading ATF files
• 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
  
  
• Validation of Portal account
• Viewing applications
• Updating ranks
• Validation of Siblings
• Viewing Offers
• Downloading data

Outcomes

• The admissions team are confident to test
• Feel confident to support their schools
• 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
  
  
• Validation of Portal account
• Viewing applications
• Updating ranks
• Validation of Siblings
• Viewing Offers
• Downloading data

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 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 Portal for School Places
• Permissions groups for schools
• Skim test – Validation of test account with a mapped school, Application, Process in the Back Office

Outcomes

• Live system is working end to end, ready for schools. Session 6 (Remote): Post Go Live Applications
  
  Session 5: 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
  
  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

• Applications
• Ranking
• Siblings
• Offers
• Downloading data
  
  Outcomes
  
  
• The admissions team are confident they can support schools