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Downloading Journal to PDF


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#1 Hasia

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Posted 27 July 2016 - 03:44 PM

Here's a quick tutorial to explain how to produce PDF files of a child's journal - either for printing, or handing out as an electronic copy.

 

First a quick warning: many of you have told us you're adding a lot of media (300 photos per child per year is not uncommon). I'm sure you can appreciate that this begins to create extremely large files - especially for those of you who have children for four years or so, so we'd recommend that you break down the production of your journals over time. 

 

Secondly, journal creation can take a while at certain times of the year, so we suggest you set notification preferences so you are informed immediately when journals are ready for download. Managers can now also receive a notification when a parent has downloaded a journal themselves, if you've chosen to let parents download them.

 

One more caveat before we begin. It's not possible to include video in PDF files, so these will not be exported. We will be working, over time, on alternative ways to include the videos in a CD as a different type of export, but in the meantime they will need to be exported individually from the individual observation pages. 

OK - let's go:

You'll find the 'Export Journal as PDF' option beside the record of the child in the management area. So, go to 'Control Panel':
 

pdf1new.png

 

Then select the 'Manage Children' tab:

PDF2.png

 

Next, find the child you want to produce a journal for, click the little 'settings' cog to the right, and then 'Export Journal as PDF':
 

newpdf2.png

 

 

Alternatively, if you want to export several at once, you can put a tick in the boxes next to all of the children you want to export a PDF journal for, or tick the 'Select all children' (1) to select all the children on that page (2), then choose 'Export journals as PDFs...' from the pop up options box and press 'Go'(3)

 

pdf4new.png

 

 

Once you've done that. you'll find yourself at a screen offering a set of options (the image below shows you what it will look like for an individual download, but a group one is very similar):

 

pdf%20-%20author%20and%20date%20inclusio
 

 

 

First of all, set up the journal cover page (1). You are given the option here whether to include a cover page or not. If you do include a cover page then the default text to accompany the child's portrait photo is shown in the two fields, but you can edit it as you'd like to see it. Simply replace the text in the two fields with whatever you'd like to see.

 

This is how the default front page will look:
 

pdf8.png

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You can then choose a date range (2) that you'd like to see - for example, you might like to create a file once a term, or once a year, or for specific dates. The default range covers the period from the first observation for that child to the last.

You can also decide whether you want the journal to show all observations, or just a specific type (3). Again this is useful for if you’re downloading it for parents and want to restrict what they can see.

(4) Gives the names of the first and last observations in the period selected, and tells you how many of them there are.

If you want to create journals without all or some of the assessments you've made (e.g. if you're simply creating a memento for your parents, containing notes and photos) then just leave the appropriate boxes at (5) unticked.

The Recipient section (6) will give you the option to choose who the download is for. If you pick the relative’s name and you have your Tapestry set to hide group media, these photos will not be displayed.

(7) Unless this is ticked, the recipient such as another staff member or relatives will not be able to download the PDF journal.

Name the file in the field at (8). The default suggestion simply gives the child's first and last name, but if you wanted to keep a number of journal files for the same child you can change the title to make it easier to find.

(9) Refers to the layout settings. You can have either one observation per page, two per page (where space allows) or split across pages i.e. A whole observation doesn't have to fit on one page.

(10) This allows you to select the format of the export and how it can be printed.
The options available are: Default, Compact and Printer friendly.

Default - this is intended more to be viewed on screen, and reflect the look of Tapestry itself.
As such this will include larger photos and larger text compared to the following formats. Background colours will be maintained with this format.  

Compact -  this option makes the images and text smaller in the observation, but still contains background colours.

Printer friendly - this option makes both the images smaller and removes background colours from observations. This option makes both the images smaller and removes background colours from observations.

If you want to keep the PDF file and look at it on a computer, the default format may be the best option, but if you're going to print it, you'll save ink and paper by using the compact or printer friendly options.

(11) Lets you change how many photos appear in a line - this can help you save paper.

(12)  You may decide that rather than seeing the observation titles in the contents page, you would like to see the dates that they were made.

(13) This allows comments made on observations to be included in the journal. By ticking this box, this allows comments from observations from staff and relatives to be included in the pdf journal.

(14) Allows you to decide whether the observations include the author and date added to Tapestry.

Click (15) the 'Submit' button and the file will be created, following which you can either go back to your Manage Children page, or go to the tab from which you can download your PDFs onto your computer.

 

 

PDF9.png

 

On the PDF downloads tab, you will see which PDFs are still generating, which are ready to download, and how long you have until they are deleted. This does not mean the journals will be deleted, just that you will need to go through the export process again if you want the PDF. 

 

pdf13.png

 

Once you have downloaded the journals you can burn them onto CD or put them onto a USB stick. Please do remember to check that they have copied across properly before you send them out to parents though!  

 

 

Allowing Relative Access Through Tapestry

 

To enable PDF downloads by relatives, you just need to select them as the recipient of the PDF when you export it, and then allow them to download it. 

 

So, first of all select the family member you want to be able to access it from the drop down list in the recipient section, then select the 'allow recipient to download' tick box.

 

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Once the PDF has been generated it will appear on the relative's PDF downloads page for 7 days so that they can download it. There is a notification setting for relatives which allows us to send them a message when a PDF is ready to be downloaded. If you have set Tapestry so that relatives cannot receive notifications however, you will need to let them know that is it waiting for them. 

 

You will see relative PDFs in the same list as the PDFs which are only for staff. If you change your mind and would like stop it from appearing on the relative's PDF downloads page you can either click on (1) 'Change', or (2) tick the box next to it and change your preference in the pop up options box that appears. 

 

2017-03-23_19-18-19.png

 

Relatives can access their PDF downloads page by logging into Tapestry in a web browser, clicking on their name at the top-right and clicking "PDF Downloads".






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