Education: Early Years – Self Update Provider Portal (SUPP) - Implementation Package

Interested in the implementation of the SUPP module? Fill out this training request form.

Prerequisite: Pre-Implementation Scoping

Objectives

• You will work with a MRI Education Knowledge Specialist to discuss your Self Update Provider Portal implementation needs. This will identify any extra sessions or further requirements necessary for providing an accurate sales brief.

Audience

• MRI Education coordinator
• Key Early Years / FIS stakeholders
• 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 Self Update Portal Work Package
• Discuss all functionality that a new customer requires as part of the Self Update module implementation
• Please discuss any data migration needs with us in addition to the module implementation. E.g. Historic Services

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 Self Update Provider Portal
• Plan and request the technical work required to configure the Self Update Provider 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 / FIS 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 Services, reviewing all areas used
• Demonstration of the Self Update Provider Portal functionality (Administrator)
• Demonstration of Service Collection functionality (User)
• Demonstration of the Provider Data Contention functionality
• Confirmation of local service objectives for Early Years / 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 Self Update Provider 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: SUPP TEST Configuration

Key Prerequisites

• Provide access to a recently refreshed Test instance of MRI Education
• System Administration access rights to MRI Education
• URL for Test Provider Portal

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 / FIS 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 Self Update Provider Portal Admin, Portal Users
• Configuration of Self Update Provider Portal in Test
• Messages, Title Headers, Images, Portal Content
• Setup for Early Years Services
• Census Collection

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

Key Prerequisites

• System Administration access rights to MRI Education
• Training accounts for all delegates

Objectives

• EY SUPP Team to understand the efficient use of maintaining data in EY and how this links with SUPP
• EY SUPP Team to understand the Provider usage of SUPP module
• EY SUPP Team to understand the SUPP data conflict management.

Audience

• EY SUPP Team
• MRI Education Knowledge Specialist

Standard Agenda

• SUPP module
  • Features
  • Security
  • Site Logo
  • Customising Portal Text
  • Home Page Help
• Providers
  • Updating and Adding Portal access
  • Monitoring Progress
  • Rejection and Acceptance
  • Supporting Service Providers
• Loading of Data
  • Review status of submissions
• Data Conflict Console for Accepting and Processing Data

Outcomes

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

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 / FIS 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: SUPP 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 / FIS 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 SUPP Admin and Portal Users
• Configuration of Self Update Provider Portal in Live
  • Messages
  • Title Headers
  • Portal Content
• Setup for Early Years Services

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 SUPP 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 / FIS Team Lead
• MRI Education Knowledge Specialist

Outcomes

• Live implementation is fully operational and ready to sign-off