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Training Request Form

Summary

Summary

Education: Free School Meals Citizen Portal Refresher - Live Training

Interested in reviewing your use of Citizen Portal for 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, and the Citizen Portal
  • Test is recent copy of live

Objectives

  • Review how you are using the Citizen Portal for Free School Meals
  • Understand the challenges you face
  • Agree what your training objectives are and what the training should focus on

Audience

  • Grants and Benefits Managers to understand their service needs
  • Support – impact on MRI Education and reporting and support

Standard Agenda

  • Review the parents experience via the Test system
  • Local challenges – schools, parents and data needed for applications
  • Review the requirements how the Grants and Benefits and Transfer Process (End of Phase, e.g. Primary to Secondary)
  • 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
  • Grants and Benefits team lead be available for any key questions

Standard Agenda

  • Configure Grants and Benefits, Bases and Citizen Portal for FSM
  • Setup features not used currently that are needed for training
  • Configure the Citizen Portal for new features
  • Skim test – Registration, Application, Process in MRI Education

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, and access to Crystal or permissions to run reports
  • Venue for session and users have access to Test for both the V4 Online, Citizen 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 parents experience
  • Know how to match and 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
  • Grants and Benefits team

Standard Agenda

  • Overview of end-to-end application
  • Parent experience – Applications
  • Parent experience – Messages to screen
  • Additional Questions
  • Changing text and how to find it
  • Latest changes in the module

Outcomes

  • The Grants and Benefits team are confident to apply new knowledge to live