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Adding Key Children to Staff


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#1 Lauren

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Posted 19 July 2016 - 03:28 PM

It is possible to set each staff member up with their own set of 'Key Children' on Tapestry.

One very common reason to add key children to staff is so you can make Tapestry only show a staff member those children (all of the others would be completely hidden) - this is particularly useful if you have a large account and staff members won't be observing all the children on it, or don't have permission to. In this case the key children you assign should be all the children the staff member might observe, for example, a whole class or year group.

Click here for the tutorial explaining how to change your Tapestry settings so that you only see key children.

For those of you that will want to be able to see all the children on your account, setting up key children can still be useful to help you quickly find a small specific set of children. You will be able to filter the children on your Tapestry by their key worker in the page filters, analysis, and snapshot sections, and you will be able to add your own key children to observations all in one go, rather than selecting each individually.

If you have already added staff members to your Tapestry, then you can follow the steps below on how to assign key children to staff. If you are wanting to assign key children to staff as you add them to your Tapestry then you can scroll down the tutorial, to about halfway, to see how you can assign them.

In both cases you will need to start off by signing into the browser version of Tapestry as a manager, clicking on your name and then going your control panel.

 

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From there you will need to go to the Manage Staff section and click on the ‘Manage Key Children’ button.

 

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This will take you a page where you can see a list of your staff members, underneath their names you can see if they already have key children assigned. To attach new children, you just need to click on the ‘Edit Children’ button.

 

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You will then see a pop-up box with a list of all your children’s names. To attach them you just need to select the key children from the boxes (1), you can search for specific children using the ‘Filter’ search bar at the top (2). When you’re finished press the ‘Done’ button (3). 

 

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You will then see these children appear under the staff member’s name.

 

Attaching key children when adding staff or by editing them individually

 

If you haven’t added staff to your account yet you can assign key children as part of the process of adding them.

 

You can do this by clicking on the blue '+Add Staff Member' button at the top of the page (1). 

 

You can get to the same page that that takes you to, but for an exisitng staff member by clicking on the 'Edit' button (2). 

 

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That will take you to the page where you can change details about the staff member such as their name, email address, and password. If you scroll right to the bottom, you'll also see a place to add key children.

 

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Simply click on the 'Attach new child' button to see a list of all the children at your setting. 

 

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When you click on their name they will be added to the staff member as a key child. You can remove them again by clicking on the X next to them. You can add as many children as you would like, and you can add each child to as many different staff members as you like. 

 

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When you're happy with the list, press 'Save'. 

 

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That will take you back to the Manage Staff section where you can see all the staff members at your setting. You should notice that the staff member you have just added/edited now has a box with the number of key children that they have next to their name. 

 

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Best wishes,

Lauren





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