Training Request Form
Summary
Summary
Education: Early Years – Provider Portal Headcount - Implementation Package
Interested in the implementation of v4 Early Years Headcount Collection using the MRI Education Provider Portal? Fill out this training request form.
Prerequisite: Pre-Implementation Scoping
Objectives
- You will work with a MRI Education Knowledge Specialist to discuss your EY Headcount Portal implementation needs; this will identify any extra sessions or further requirements necessary for providing an accurate sales brief.
Audience
- MRI Education coordinators and key Early Years stakeholder
- MRI Education Account Manager
- MRI Education Knowledge Specialist
- 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
- Identify areas of variation from this standard EY Headcount Portal Work Package
- Discuss all functionality that a new customer requires as part of the Headcount module implementation
(Please discuss any data migration needs with us in addition to the module implementation. E.g. Historic Children / EYPP / DAF / 30hrs)
Outcomes
- Local Authority and MRI Education Knowledge Specialist / Account Manager have comprehensive knowledge of the Early Years Implementation requirements
Session 1: Demo, Requirements and Planning
Key Prerequisites
- (Optional but recommended) - Access to a recently refreshed TEST instance of MRI Education
Objectives
- Plan for the implementation of the EY Headcount module Universal / Extended funding
- Plan and request the technical work required to configure the Headcount Portal in Live and Test
- Establish the current use of Early Years within the Local Authority
- Overview of Portal functionality
Audience
- MRI Education Coordinator
- Early Years / Finances Team
- Internal I.T. Support Team
- MRI Education Knowledge Specialist
- 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
- Current usage of Early Years module, reviewing all the areas used, how funding is managed and management information reports
- Demonstration of the Provider Portal functionality (Administrator)
- Demonstration of Headcount Collection functionality (User)
- Demonstration of the Provider Data Contention functionality
- Confirmation of local service objectives for Early Years and Provider Services Teams
- Establish project plan
Outcomes
- Capture key business processes in order to make recommendations for implementation approach
- Produce a project plan to consider upgrades and key dates
- Following the WebEx session, the Knowledge Specialist will compile a document to summarise the findings of the session and suggested implementation approach for the Headcount Portal.
- Provider documentation will also be made available that can be edited to suit your requirements and processes, supporting your training of the Service Providers.
Session 2: Headcount TEST Configuration
Key Prerequisites
- System Administration access rights to MRI Education
Objectives
- Setup and establish the Test environment for training users
- Capture the necessary portal setup required for the live system
- Refine the business process requirements
Audience
- MRI Education Coordinator
- Early Years Funding Team Lead accessible by email or phone
- Internal I.T. Support Team
- MRI Education Knowledge Specialist
- 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
- Setting up Pilot users, map to people, User groups and permissions for EY Provider portal Admin, Portal Users and Back Office Conflict Processing
- Configuration of Headcount Portal in Test
- Messages, Title Headers, Images, Portal ContentSetup for Early Years finance
- Years, Terms, Payment Parameters
- Stretched Offer
- Setup for Early Years Data Conflict
- Matching rules
- Reporting
Outcomes
- Test System is ready for Training / User Acceptance Testing (UAT)
- Key module setup is captured and documented
- New Business Processes are defined
Session 3: Training: Collecting & Processing Headcount & Funding
Key Prerequisites
- System Administration access rights to MRI Education
- Training accounts for all delegates
Objectives
- Early Years Funding Team to understand the efficient use of maintaining data
- Early Years Funding Team to understand the usage of Headcount Portal
- Early Years Funding Team to understand the Headcount Collection functionality
Audience
- Early Years Funding Team
- MRI Education Knowledge Specialist
Standard Agenda
- Headcount Portal
- Features
- Security
- Customising Texts
- Providers
- Updating, Portal Access and Tasks
- Tasks
- Creating Headcount Collection Tasks
- Monitoring Progress
- Sending Reminders
- Retracting Tasks
- Supporting Service Providers
- Messages
- Creating & Managing Tasks
- Creating Messages
- Message Templates
- Loading of Data
- Review status of submissions
- Scheduling
- Data Conflict Console for Accepting and Processing Data
- Portal Back Office / Early Years module
- Portal Reports
- Generating, reviewing & publishing payment reports
Outcomes
- Early Years Funding Team understand how to manage their data and are UAT ready
- Key module setup is captured and documented
- New Business Processes are defined
Session 4: User Acceptance Testing Support
Key Prerequisites
- UAT has been carried out in the LA and any Testing feedback has been provided to the Project Manager prior to this session
- System Administration access rights to MRI Education
Objectives
- Knowledge Specialist to provide advice and guidance on issues arising during testing
Audience
- MRI Education Coordinator
- EY Testing Lead
- MRI Education Knowledge Specialist
Outcomes
- All issues arising from testing known and prioritized
- Majority of issues resolved by Knowledge Specialist
- Service Desk calls logged where required
- After the session Project Manager will provide feedback on any issues raised
Session 5: Headcount LIVE Configuration
Key Prerequisites
- Provide access to a LIVE instance of MRI Education
- System Administration access rights to MRI Education
Objectives
- Setup and establish the Live environment
- Refine the business process requirements
Audience
- MRI Education Coordinator
- Early Years Funding Team Lead accessible by email or phone
- Internal I.T. Support Team
- MRI Education Knowledge Specialist
Standard Agenda
- Setting up user groups and permissions for EY Provider portal Admin, Portal Users and Back Office Conflict Processing
- Configuration of Headcount Portal in Live
- Messages, Title Headers, Images, Portal Content
- Setup for Early Years finance
- Years, Terms, Payment Parameters
- Setup for Early Years Data Conflict
- Matching rules
- Reporting
Outcomes
- Test System is ready for Go-Live
Session 6: Post Go-Live Review
Key Prerequisites
- System Administration access rights to MRI Education
- LA has implemented the EY Headcount Module (across all providers or as a pilot)
Objectives
- Review the Live implementation and provide advice / guidance where required
Audience
- MRI Education Coordinator
- Early Years Team Lead
- MRI Education Knowledge Specialist
Outcomes
- Live implementation is fully operational and ready to sign-off