Guidance Notes

Guidance text can be configured to display on specific screens so that Local Authority administrators can give instructions to help providers when they are submitting changes for approval. The Guidance notes are configured for each screen using the Text customisation facility. If no text is saved, the Guidance Notes header is not displayed.

Local Authority can configure Guidance notes in areas such as Travel, Availability and Capacity, Travel and Cost as follow:

  1. On the Home Page, select : Administration | Text Customisation
  2. Select the dropdown arrow next to Choose a text Category.
  3. Scroll down and select the option you would like to update under Self Update Guidance or Thirty Hour Entitlement.

To Update the Guidance Note

  1. Select Administration | Site Setup | Text Customisation to display the Text Customisation page.

  1. Click the drop-down to display a list of available text that can be customised.
  2. Scroll to the required list of screens e.g. Self Update Guidance.
  3. Select the required screen.

  1. Click the Edit button.

  1. Make the required changes and click the Save button.