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Training Request Form

Summary

Summary

Education: Early Years Citizen Portal 30 Hours – Implementation Package

Interested in the implementation of the v4 Citizen 30 Hours Portal? Fill out this training request form.

Session 1: Project Planning

Key Prerequisites

  • Early Years is licensed and migrated
  • Citizen Portal Installed
  • (Optional but recommended) - Access to a recently refreshed TEST instance of MRI Education

Objectives

  • You will work with a MRI Education Knowledge Specialist to plan your EY Citizen Portal 30hrs implementation.
  • Project dates will be agreed, and any Risks and Actions identified
  • Early Years will be Demonstrated
  • Local Service requirements will be discussed e.g. DAF, EYPP

Audience

  • MRI Education coordinators and key members of the Early Years team; it may be useful if a representative of the finance team is also available to discuss their availability
  • It is recommended that LA’s have a representative from any 3rd party IT and network providers available if required to support the implementation

Standard Agenda

  • Review the current use of EY Provider / Service 30 hour / Citizen Portal information within the Local Authority and the objectives for the implementation
  • Demonstration of the Citizen 30 Hours Portal
  • Demonstration of the Provider Portal functionality
  • Demonstration of the Portal Back Office functionality
  • Plan for the implementation of the Citizen 30 Hours Portal
  • Plan and request the technical work required to configure the Citizen Portal in Live and Test
  • Review project plan

Outcomes

  • Capture key business processes in order to make recommendations for implementation approach
  • Update project plan to consider upgrades and key dates

Session 2: Test Portal Configuration

Key Prerequisites

  • System Administration access rights to v4 Client and Portal Test URLs

Objectives

  • Configure the Test environment
  • Capture the necessary portal setup required for the Live system
  • Refine the business process and system recommendations as detailed in the project documentation
  • Creation of Training accounts for all delegates and Testers
  • User permissions requirements agreed and configured

Audience

  • MRI Education Coordinator
  • EY Team Lead (Access to)
  • Internal I.T. Support Team (Access to)
  • MRI Education Knowledge Specialist

Standard Agenda

  • Setting up Pilot users, map to people, User groups; agree and assign permissions for Citizen 30 Hours Portal module Admin, Conflict Processing, and Portal Users
  • Configuration of Citizen 30 Hours Portal in Test
  • Title Headers, Images, Portal Content
  • Setup for Portal Data Conflict
  • Approval / Reject

Outcomes

  • Test System is ready for Training / User Acceptance Testing (UAT)
  • New Business Processes are defined
  • User permissions are assigned
  • Provide documentation to outline the configuration of the portal and the permissions applied

Session 3: Training Citizen 30 Hours Portal

Key Prerequisites

  • System Administration access rights to v4 Client and Test Provider Portal URL
  • Delegates bring sample data

Objectives

  • EY Team to understand the efficient use of maintaining Citizen 30 Hours Portal EY Team to understand the Provider usage of Citizen 30 Hours Portal shared data
  • EY Team to understand data conflict management

Audience

  • EY Team
  • MRI Education Knowledge Specialist

Standard Agenda

  • Citizen 30 Hours Portal module
    • Features
    • Security
    • Site Logo
    • Customising Portal Text
    • Home Page Help
  • Parents/Providers
    • Updating and Adding Portal registration
    • Monitoring Progress
    • Rejection and Acceptance
    • Supporting Parents and Providers
  • Loading of Data
    • Review status of submissions
  • Data Conflict Console for Accepting and Processing Data

Outcomes

  • Team understand how to manage their data
  • Testers have enough knowledge to be able to carry out User Acceptance Testing

Session 4: Live Configuration

Key Prerequisites

  •  Access to live environment of v4 Client, Live and Test Portal URLs via WebEx
  • System Administration access rights to MRI Education

Objectives

  • Configure the Live environment

Audience

  • MRI Education Coordinator
  • EY Team Lead
  • Internal I.T. Support Team
  • MRI Education Knowledge Specialist

Standard Agenda

  • Configuration of Citizen 30 Hours Portal module in Live
  • Title Headers, Images, Portal Content
  • Setup for EY Citizen 30 Hours Portal Data
  • Permissions for User Groups and Reporting

Outcomes

  • Live System is ready for Go Live