Training Request Form

Summary

Education: Grants & Benefits with Citizen Portal for Free School Meals - Implementation Package

Interested in the implementation of the Grants and Benefits module within the Citizen Portal for Free School Meals? Fill out this training request form.

Session 1: Project Launch

Key Prerequisites

Access to a workstation with full access to MRI Education Test, with system admin rights for V4 Client, V4 Online for
Grants and Benefits and the Citizen Portal

Objectives

Review the scope of the software and for all parties to understand how they will benefit, and what the challenges maybe.
Identify time and resources needed to support the implementation

Audience

IT Support – to check and review technical environment.
Free School Meal Managers to understand their service needs.
Support – impact on MRI Education and reporting and support

Standard Agenda

Demonstrate the module for a Parent, and integration with the Grants and Benefits module.
Review the RAID log and Technical Pre-requisites, allowing for IT support to understand how The Citizen Portal integrates if this is the first module to be used in the Citizen Portal.
Review the requirements for the business process to support applications, parents, and schools.
Test access to the Test environment to check for any missing configuration that will delay successful set up of the Test environment.

Outcomes

All parties have a mutual understanding of the scope of the software, the service requirements, and resources needed.
Test environment is ready for setup and configuration

Session 2: 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

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
Admissions team lead be available for any key questions
IT support be available to contact for IIsrests if required

Standard Agenda

Configure Grants and Benefits module and Bases
Configure the Citizen Portal for Free School Meals
Skim test – Registration, Application, importing the claim

Outcomes

Test system is working end to end, ready for training

Session 3: User Training for UAT

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
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
Manual Applications – how to add and check
Searching and updating claims
Module Admin for G&B
Have a clear view of what they want to Test during acceptance testing

Audience

MRI Education coordinator or Key contact with full access to MRI Education
Grants and Benefits team

Standard Agenda

Registration and orientation within the Citizen Portal
Making an application
Matching and importing – how it works and behaviours
Finding and manging parent enquires
Adding manual claims
Searching and updating claims
Batch Update routines
Module Admin for Grants and Benefits
Module Setup in the Citizen Portal

Outcomes

The Grants and Benefits team are confident to test
Feel confident to invite other colleagues to make parent applications
Commit to testing

Session 4: User acceptance review

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
Able participate in MS Teams meetings
Have a log of queries ready for the meeting

Objectives

Review the UAT log
Check the knowledge gained from Training
Confirm and agree text changes to the Live environment

Audience

MRI Education coordinator or Key contact with full access to MRI Education
Grants and Benefits team

Standard Agenda

Registration and orientation within the Citizen Portal
Making an application
Matching and importing – how it works and behaviours
Finding and manging parent enquires
Messages to Parents
Navigation around Grants and Benefits
Check Technical Pre-requites for Live

Outcomes

Confidence to go live

Session 5: Configuration of Live

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

Objectives

Set up the Live 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
Admissions team lead be available for any key questions
IT support be available to contact for IIreset if required

Standard Agenda

Configure Grants and Benefits, Bases and V4 Client for permissions and lookup codes
Configure the Citizen Portal for Free School Meals
Skim test – Registration, Application, Process in the Back Office

Outcomes

Live system is working end to end, ready for the public. Note once setup the Module can be switch off, until the official launch.

Session 6: Post Go Live Applications

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
Able participate in MS Teams meetings

Objectives

Review applications made by the public
Answer any queries the Grants and Benefits team for supporting parents

Audience

MRI Education coordinator or Key contact with full access to MRI Education
Grants and Benefits team

Standard Agenda

FSM applications and enquiries
Matching and processing conflicts
Checking for anomalies
Working with Claims within the module

Outcomes

The team are confident they are handling applications correctly