Early Years 

Manage Monitoring

Monitoring information about a childcare provider can be displayed and updated. To display the monitoring, search for the provider or service and click the Monitoring link.

Display Monitoring for a Childcare Provider

Menu: Focus | Early Years | Search for Provider

  1. Enter one or more search criteria and click the Search button:
    • A full or partial Provider Name.
    • A full or partial Postcode.
    • A DCSF URN.
    • Select a Status.
    • Select a Funded Status. Wildcards of %% can be used.
  2. Select the required provider in the results list and click the Open In New Window button to display the Maintain Provider page.
  3. Click the Monitoring link on the Links panel to display the Monitoring Summary page with a list of any existing monitoring records for the provider.

Display Monitoring for a Service Provision

Menu: Focus | Early Years | Search Service Provision

  1. Enter one or more search criteria and click the Search button:
    • A full or partial Provider Name.
    • A full or partial Service Name.
    • Select a Service Type Description. Wildcards of %% can be used.
  2. Select the required service in the results list and click the Open In New Window button to display the Maintain Service Provision page.
  3. Click the Monitoring link on the Links panel to display the Monitoring Summary page with a list of any existing monitoring records for the service provision.

Update Monitoring Details

To record new monitoring details:

  1. Click the New button to display the Monitoring Details page.
  2. On the Monitoring Details panel, select a Monitoring Type from the drop-down (Lookup Table ID: 0426) and enter a Monitoring Date.
  3. If required, enter a Monitoring Ref., Monitoring Time and Monitoring Duration.
  4. If required, select a Monitoring Outcome from the drop-down (Lookup Table ID: 0425).
  5. If required, click the browse to display the Select Monitoring Officer dialog. Select the required person and click the OK button.
  6. If required, enter the Date of Next Meeting, Date Report Recorded and Action Plan Deadline date.
  7. If required, enter a Certificate No.
  8. If required, click the Monitoring Memo button to record a memo.
  9. If required, enter details on the Monitoring Outcomes panel as follows:
    1. If required, select the Compulsory ChildCare Register Met check box to display a tick.
    2. If required, select the Voluntary Childcare Register Met check box to display a tick.
    3. If required, add a new Monitoring Description:
      1. Click the Add button to display the Monitoring Description Chooser dialog.
      2. Click the Search button to display a list of descriptions.
      3. Select the required description and click the Select button.
  10. If required, click the Add button on the Future Improvements panel and enter Improvement Details.
  11. If required, click the Add button on the Actions panel and enter a new Action. Select the Action By or Completed By and select one or more check boxes.
  12. Click the Save button.
Related Reference Guides: