Adam (default)

Understand the key statues your accreditations and enrolments go through, and what actions you need to take.

Accreditation and enrolment status overview

Explanation of where to find downloadable templates on accreditaions and enrolments.

Downloadable templates on accreditations and enrolments

Neha Joshi

Guidance on accreditation processes and enrolment procedures for services.

Accreditations & enrolments

Steps to create and submit a new accreditation for a client.

Create an accreditation

What to do if you do or don't have subcontractors to disclose in your accreditation.

Subcontractors in accreditation

Support for completing and managing accreditations accurately and smoothly.

Accreditations

Steps to create and submit an enrolment for review.

Create an enrolment

Support for completing and managing service enrolments accurately and smoothly.

Enrolments

Steps to edit your enrolment to re-upload documents or add more service categories.

Edit an enrolment

Steps to amend your answers on your enrolment.

Amend answers in an enrolment

Explanation on how the CQC ID can be amended on your enrolment.

Amend the CQC ID on the enrolment

Guidance on how to provide additional services to clients.

Provide additional services to clients

Cancel an enrolment

Instructions for removing, replacing, or updating expired documents on enrolment.

Update expired enrolment documents

Guidance for updating, correcting, and managing enrolment changes efficiently.

Enrolment amendments

Explanation on how an accreditation and enrolment can be prioritised for review, if required.

Review accreditation and enrolment

Steps on how to amend the social worker or social worker assistant name on a service agreement.

Amend a social worker name on service agreement

Step on how to remove a supplier from the supply chain.

Remove supplier from supply chain

Steps on how to configure submission windows for accreditations and enrolments.

Supplier management

Articles designed to support local authorities and clients in managing services effectively.

LA/Clients

📃 Privacy Policy

Useful Links

Local Authority Solutions

Status Hub

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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