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Merging 2 accounts


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#1 Lauren

Lauren

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Posted 17 August 2016 - 04:04 PM

You may have children in your setting who have been accidentally added to your Tapestry account twice, or you may have received a journal from their old setting after creating one for them yourself.

 

It is possible in these cases for you to manually merge the two accounts:

 

  1. Edit (from their cog on the Manage Children page) the child record with the fewest observations so their name has 'New' on the end.
  2. Open the 'New' child's journal.
  3. For each observation, click on the cog to edit it, and change the version of the child associated with the observation from the drop down menu. You can delete the 'New' child from the observation by using the cross next to their name.
  4. Check for unapproved observations using the page filter on the Obs screen.  Edit any you find.
  5. From the Children tab, check no observations remain for the 'New' child and print reports/All About Me forms.
  6. Delete this version of the child by ticking the box next to their cog and selecting 'delete' from the pop-up menu that will appear.

Do make sure any relatives are then attached to the remaining record!

 

Let's go through this in more detail:

 

First head to your Control Panel and then click on the Manage Children tab.

 

merg1.png

 

Find the record of the child with the fewest observations and select to edit them from the 'Edit' button next to their name.

 

merg2.png

 

Add 'New' to the end of their name and 'submit' this amendment.

 

merg3.png

merg4.png

 

Open the 'New' child's journal from your Children tab.

 

merg5.png

 

For each observation, click on the 'Edit' button to edit it.

 

merg6.png

 

Select the other 'version' of the child from the dropdown menu (1). Click 'Add Child' (2).  You can delete the 'New' child from the observation by using the cross next to their name (3).  Again, 'submit' this amendment from the bottom of the page.

 

merg7.png

 

Once there are no remaining observations for the 'New' child's journal, you can check for unapproved obs by setting the page filter on the Obs tab to show obs 'not in journal' for the child.  If any appear, edit these as before to change the child.

 

merg8.png

 

You can then check that there are no observations left for that version of the child and if there are any reports or About Me forms for them that you wish to print so you can keep them.  You can do this from their profile on your Children tab.

 

merg9.png

merg10.png

 

Finally, delete them by ticking the box next to their cog on your Manage Children page and selecting 'delete' from the pop-up menu that will appear. (See tutorial here).

 

It sounds quite long-winded, but it's actually surprisingly quick to achieve!


Best wishes,

Lauren





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