Skip to content

Training Request Form

Summary

Summary

Education: Early Years – Two Year Old Funding Portal - Implementation Package

Interested in the implementation of the Two Year Old Funding (TYOF) module within the Citizen and Provider Portals? Fill out this training request form.

Prerequisite: Pre-Implementation Scoping

Key Prerequisites

  • TBC
  • Citizen Portal already in use

Objectives

  • You will work with a MRI Education Knowledge Specialist to discuss your Early Years TYOF 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

Standard Agenda

  • Identify areas of variation from this standard Early Years TYOF Work Package
  • Discuss all functionality that a new customer requires as part of the Early Years TYOF Portal implementation.

Please discuss any data migration needs with us in addition to the module implementation. E.g. Historic Children, TYOF checks, EYPP checks, 30 hour checks

Outcomes

  • Local Authority and Account Manager have comprehensive knowledge of the Early Years TYOF Implementation requirements.

Session 1: Project Planning Session

Key Prerequisites

  • The project manager will have taken you through all prerequisites before providing your own Risk, Actions, Issues and Decisions project log
  • These prerequisites must have been completed before the Test system can be configured
  • Early Years is licensed and in use
  • Provide a meeting room with access to a recently refreshed TEST instance of MRI Education

Objectives

  • You will work with a MRI Education Knowledge Specialist to plan your Early Years TYOF implementation.
  • Project dates will be agreed, and any Risks and Actions identified
  • Early Years TYOF Portal will be Demonstrated
  • Local Service requirements will be discussed

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

  • Prerequisites identified and owned
  • Discuss Assigning Project Tasks
  • Agree Any Outstanding Dates
  • Provision of RAID Log
  • Current usage of Early Years module, reviewing the areas used, how funding is managed and management information reports
  • Demonstration of the TYOF module functionality (Administrator)
  • Demonstration of TYOF Collection functionality (User)
  • Demonstration of the Provider Data Contention functionality
  • Demonstration of the TYOF Placement functionality
  • Confirmation of local service objectives for Early Years and TYOF Services Teams

Please discuss any data migration needs with us in addition to the module implementation.

Outcomes

  • All preparation tasks and requirements are identified and planned for
  • Provisional project dates booked for the entire project
  • Discuss Report requirements

Session 2: TEST Configuration

Key Prerequisites

  • Licence installed for Early Years TYOF
  • Provide access to a recently refreshed Test instance of MRI Education
  • System Administration access rights to MRI Education
  • ECS Check set to Mock not Live
  • Test URLs provided for TYOF Portal / Portal Back-Office

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

  • This session is intended for MRI Education Coordinators who will manage the administration of users/permissions
  • Early Years Manager and key members of the TYOF business team should be available by phone/email

Standard Agenda

  • Setting up Pilot users, map to people
  • ECS Check
  • User groups and permissions for:
  • TYOF module Admin and Portal Users, and Back Office Conflict Processing
  • Configuration of TYOF module in Test
  • Messages, Title Headers, Images, Portal Content
  • Setup for Student Data Conflict
  • Matching rules
  • End-to-end EY Test

Outcomes

  • Early Years TYOF Portal is ready for Training / User Acceptance Testing (UAT)
  • Users are set up with the correct permissions required for training

Session 3: TYOF Applications & Placements

Key Prerequisites

  • System Administration access rights to MRI Education
  • Test URLs provided for TYOF Portal / Portal Back-Office
  • Delegate details provided for training
  • Email services running on Test

Objectives

  • TYOF Team to understand the efficient use of maintaining data in EY.
  • TYOF Team to understand the usage of TYOF module
  • TYOF Team to understand the TYOF placement functionality

Audience

  • This session is intended for MRI Education Coordinators who will manage the administration of users/permissions
  • Early Years Manager and key members of the TYOF business team
  • 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

  • TYOF module features
    • Security
    • Site Logo
    • Customising
    • Home Page Help
  • Providers / Citizens
    • 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
    • Portal Back Office / EY

Outcomes

  • Users can navigate the EY TYOF module and to carry out routine tasks Users can confidently carry out UAT

Session 4: UAT Support

Key Prerequisites

  • LA must have completed their User Acceptance Testing

Objectives

  • The Knowledge Specialist will provide help and answers to the LA results of the UAT

Audience

  • Early Years Data Team
  • Early Years Finances Team
  • Early Years TYOF Manager
  • MRI Education Coordinator / 3rd Party Support

Standard Agenda

  • A Question and Answer session based on any questions / issues arising from UAT
  • Demonstrations and advice as necessary

Outcomes

  • The Local Authority Early Years TYOF Support are satisfied that their UAT has been successful and they can sign their testing off, allowing for Live Configuration

Session 5: LIVE Configuration

Key Prerequisites

  • Licence installed for Early Years TYOF
  • Provide access to the Live instance of MRI Education
  • System Administration access rights to MRI Education
  • Live URLs provided for TYOF Portal / Portal Back-Office
  • Sample real TYOF data provided for checking

Objectives

  • The Early Years TYOF Live environment configured and tested according to the recommendations from the previous sessions
  • The users are set up with the correct permissions

Audience

  • This session is intended for MRI Education Coordinators who will manage the administration of users/permissions
  • Early Years Manager and key members of the business team / 3rd Party support should be available by phone/email

Standard Agenda

  • Live Setup and Verification
    • Messages, Title Headers, Images, Portal Content
  • Populate Agreed User Groups
  • Configure EY TYOF
  • Setup for Student Data Conflict
    • Matching rules
  • End-to-end EY Test (as allowed on Live)

Outcomes

  • Live System is ready for Go Live
  • Users are set up with the correct permissions required for EY Roles

Session 6: Go-Live Support

Key Prerequisites

  • LA must be ready for go-live

Objectives

  • The Knowledge Specialist will provide help and support during or post EY go-live

Audience

  • Early Years Data Team
  • Early Years Finances Team
  • Early Years TYOF Manager
  • MRI Education Coordinator / 3rd Party Support by email/phone

Standard Agenda

  • A Question and Answer session based on any questions / issues arising from go-live
  • Demonstrations and advice as necessary

Outcomes

  • The Local Authority Early Years Support are satisfied that they are comfortable with their processes