Starting With Tapestry

[JoeG]

We have made starting up with Tapestry as straightforward as possible by creating easy set up screens which enable you to get everything ready for when your setting begins using Tapestry.

The set up process consists of adding your settings details, assessment periods, assessment frameworks, adding staff, relatives, children, and more. These are just some of the things that are added to a simple ticklist of actions to complete. You are guided through the setup of your account when completing these steps but, if you did need any further support, please get in touch with us at customer.service@eyfs.info.

Below are some helpful screenshots to guide you through the process.

When you first log in to your Tapestry account you will be taken through to some introductory screens. To begin with, you will be asked to enter your First (1) and Last (2) name, set up a password (3) and create a PIN (4). This will be for the first 'Manager' user on the account. 

 

 

Next, you will get taken through to the start of the setup screens. First, begin by selecting the setting type/s that suit you best. You can select more than one type or, if selecting 'Other' (1), you will need to enter your setting type in order to proceed. 

 

 

You will then be asked to select whether you are a member of a chain or trust. If you are not, keep the 'No' (1) box selected, this will be the default. If 'Yes' (2) tick this box and enter the name of your chain or trust (3). Click 'Next' (4) to continue.

 

 

The next page will allow you to select your time zone (1). If you are happy with all details entered so far, click 'Done' (2). If you wish to make amendments, click 'Back' (3). Please note, you will not be able to come back to these screens once you have selected done. But, you will still be able to amend you setting type in the final setup screen. 

 

 

The last page you are taken to is where you will be able to finish adding your information and enabling features useful to your setting.

At the top of this screen you will see the ability to 'Add Admin' (1). By clicking this button, a pop up will appear where you can enter the details of other staff you wish to add as managers on the account. Manager users have full access to the Tapestry account so they will be able to help you with the setup. To understand more about staff user types, look at our tutorial on this here. 

Once the details have been filled out, click 'Send Invite' (2) which will send an activation email to that user. They will then be able to create a login for their account and help you finish setting up your Tapestry. Alternatively, you can click cancel (3) if you don't wish to proceed. 

 

 

Throughout the rest of this page you will be guided through the final steps to set up your Tapestry account. Whilst you progress through this screen, you will see your steps tracked through the progress bar (1) on the top right of the page. 

 

 

You will also see a tick appear next to the completed sections. For some of the screens, you will see the tick automatically appear after you have clicked through into the screen and come back to the ticklist, even if you haven’t added any information or changed any of the settings. This is because you might already be happy with the default settings. You can always come back to these areas at a later time and amend them through the Control Panel. 

 

 

 

When you click into each of the sections, you are able to add the necessary information to it. Once completed, you can get back to the setup screen by clicking 'Back to your setup list'. You can also get back there by clicking 'Setup' (1) or 'Let's finish setting up your Tapestry account' (2). 

 

 

There are some sections which you will be able to skip such as adding 'Staff members' (1), 'Groups and classes' (2) and 'Relatives' (3). This is because this information may not be something you are ready to add just yet. By clicking 'Skip' will tick off these sections automatically. 

 

 

You can leave the setup screen at any time however, until it is completed, you will see the 'Setup' tab at the top of the page and the message 'Let's finish setting up your Tapestry account'. This allows you to easily return to the setup screen. Once your account setup has been completed, these will disappear from the page.

Next to the 'Flags' feature, where we feel you may benefit from more information, you can click on the ‘i’ icon and this will bring up an explanation of what flags are and how they can be used. Further information on the use of Flags can be found in this tutorial here. 

 

 

When you select your setting type, certain 'Assessment Frameworks', 'Flag Sets' and 'Features' will be automatically enabled. For example, if you are a Montessori setting, you will see the 'Montessori' and 'SEND' frameworks enabled, as well as the 'Care Diary' and 'Booking' features. These are just a few examples but we hope this saves you time enabling them all yourself. You can check or amend these by clicking 'Assessment Frameworks' (1), 'Flag sets' (2) and 'Features and tools for your team' (3). 

 

 

You will also be able to amend this information through the 'Control Panel' if you choose to change it at a later date. 

When you have finished setting up all the areas in the list, you will see your progress bar is complete (1). You will also see a message at the top of the page confirming this (2). 

 

 

At the bottom of the page you will also notice another message summarising the set up of your account. By clicking 'Save and Continue' (3), this will take you through to the 'Observations' screen. Please note, after this point you will no longer be able to come back to the setup screen. But, as mentioned before, everything can be amended through the Control Panel. If you want to explore this straight away, click the link (4). 

 

 

So, that is setting up your account. We hope you enjoy your time using Tapestry!

 

 

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