Education: Grants and Benefits Import Tool - Live Training

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The module currently supports online FSM applications submitted by parents, alongside back-office processes for reviewing, updating, and manually creating entitlement claims.

In recent years, local authorities and schools have increasingly adopted data-driven approaches to identify children who may be eligible for additional support. These include initiatives such as automatic FSM eligibility checks, targeted outreach, and the distribution of Holiday Food Vouchers. While these initiatives deliver significant benefits, they frequently generate large volumes of external data that must be reflected in Grants and Benefits.

At present, entitlement claims can only be created manually within the module. For authorities managing high-volume datasets, this introduces a substantial administrative burden and increases the risk of delays, inconsistency, or missed entitlement.

To address this challenge, Professional Services have developed a bulk import tool for the Grants and Benefits module. The tool allows users to securely upload external datasets and automatically create entitlement claims at scale, ensuring that eligible children receive the support they are entitled to in a timely, accurate, and efficient manner.