
Education: Admissions Provider Portal Refresher - Live Training
Interested in reviewing the Citizen Portal for In-Year Schools Admissions? Fill out this training request form.
Session 1 (Remote): Refresher Scoping
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 Portal
- Test is recent copy of live
Objectives
- Review how you are using the Provider Portal for School Places
- Understand the challenges you face
- Agree what your training objectives are and what the training should focus on
Audience
- Admissions Managers to understand their service needs
- Support – impact on MRI Education and reporting and support
Standard Agenda
- Review the schools experience via the Test system
- Local challenges – schools and applications
- Review the requirements how the Admissions and Transfer Process (End of Phase, e.g. Primary to Secondary) and Inyear
- Agree training agenda for on-site sessions
Outcomes
- All parties have a mutual understanding of what they want to achieve from the work package
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 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
Standard Agenda
- Configure A&T Backoffice and Bases, copying transfer groups
- Setup features not used currently that are needed for training
- Configure the 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
Key Prerequisites
- Key contact for the Knowledge Specialist to contact who has full systems access to the V4 Client, Online Client
- Venue for session and users have access to Test for both the A&T BackOffice, Provider 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 schools experience
- Know how the schools may process applications
- Have a clear view of what they want to adopt in their live environment
- Understand how to apply changes to the live environment
Audience
- MRI Education coordinator or Key contact with full access to MRI Education
- Admissions team
Standard Agenda
- Viewing applications
- Updating ranks
- Validation of Siblings
- Viewing Offers
- Downloading data
- ATF files
- Hiding schools and features
- Uploading changes
- Reporting
- School updates and
Outcomes
- The admissions team are confident to apply to live
- Feel confident to invite other colleagues to make parent applications