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Starting With Tapestry

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Starting to use Tapestry is very straightforward but I've put a quick screenshot tutorial to get you kicked off. Please check out the other tutorials for some more in depth descriptions of how to use the various functions.

Basically, setting Tapestry up consists of adding setting details, adding children, adding staff, and then adding observations. You can also add relatives if you like, but you might want to spend a few months getting used to Tapestry before you do that.

Here's how to go about it:

Your front page (with no observations) will look something like this:




Of course there will be no information on it yet, because you haven't added anything, but where it says "There are currently no observations on this page", you will eventually see a list of the observations you have made in chronological order.
You can't start off by clicking that tempting 'Add Observation' button because it will remind you that there are no children to add an observation for, so the first thing to do is to begin to add some initial data, to customise this blank canvas to your own setting. Here's how to start.

Access the main setting management area by clicking on The Admin shown at (1) below.

A drop down box will appear with a number of options. Select (2), 'Control Panel'.




You'll then find yourself at a different screen with a number of different options in a set of tabs down the left hand side. Clicking on (1) 'Settings' will cause that list to expand.




Those are for setting related options, for example which assessment pickers are active on Tapestry. Generally those options won't be changed regularly, but will be needed to set up and customised for your setting.


If you have time, I would recommend going through each of the tabs in turn to see what you can do and changing your preferences accordingly. If you're just trying to get the basics done though and then are either passing it over to someone else, or you just can't wait to start using Tapestry, you can leave most of these sections.


The two settings I will direct you to are selecting which assessment frameworks you want enabled on your account and changing your term dates. First let's look at setting up the assessment frameworks, you can do this by clicking on the 'assessments' (1) option from the settings drop-down. Here you are presented with a list of all available frameworks on Tapestry, you can use the 'enable' tick boxes (2) to select (or deselect) any frameworks. Once you select a framework you will see you then have the option of whether you want display these assessments to relatives (3). This tutorial here talks you through this whole process. 




Once you've done this you can look at setting up your term dates. To do this you just need to go to the 'Summative Assessments' option (1) that is just underneath the assessments one from the settings drop-down. Here you just need to click on the 'Change Assessment Periods' button (2) to add, remove or alter the terms. Please see our specific tutorial for that if you want to find out more: Changing term dates





Okay, I'm not going to go over all of the rest of those sections, instead, I'm going to jump onto adding children and staff.

Adding children is really straightforward and hopefully you'll find it quite intuitive! As this is a management option, you do need to be in the control panel, but this time, rather than going to 'Settings', go to 'Manage Children' (1). From there you can either click on the blue '+ Add Child' button (2), or if you have a CSV with their data in, you can import them all at once by clicking on the 'choose file' button and then 'upload' (3).

If you would like to have a more detailed look at exactly how that is done, please see this tutorial: Adding a child or take a look at the other tutorials in the 'starting up' section of this tutorials list.




When you have added one (or several), you will be able to see that the children then appear in a list on that 'Manage Children' page, along with their date of birth and age, and whether they are Active or not.




Once you have added your children onto the account, we would also recommending set up groups for them. Tapestry automatically creates some based on the information you input for the children, such as whether they are male or female, but you can also set up your own for your classes or ability groups. 

To do this you just need to go to the 'Manage Groups' (1) section on the Control Panel and click on the 'Add Group' (2) button.




Once you've done this you will be presented with the screen below, here you can add a title for the group (1), a description (2) and you can select the children you want to add to the group (3). 




Editing yourself and adding other new staff members is very similar. You simply need to go to the manage staff section of the control panel (1). From there, if you click on (2) 'edit' you will be able to change your details e.g. your name, email address, and password. You will also be able to edit others when they appear in the 'Manage Staff' list. You can also add new staff members by clicking on (3) '+ Add Staff Member' to add them one at a time, or (4) 'Choose File' to upload several at once via CSV. Take a look at our 'Adding a staff member' tutorial for more details on that.




Once you have added staff to your account, you can look at setting up their permissions, so what they have permission to see and to do. You can set these up by selecting 'User Permissions' (1) from the left-hand menu. You'll see at the top there are two tabs (2), one for staff and one for relatives, you will need to stay on the staff one. To change whether staff can see or do something you'll just need to click on the 'Edit' (3) button at the end of the row of a permission. There you will also be able to set the permissions for individual staff as well. For more information on how to do this, you can read this tutorial




So that's it - once you have you your term dates, children, and staff set up, you can get going with making observations!

To do that, click the 'Observations' tab along the top of the page and then 'Add Observation':




This will take you to the page used for adding and editing observations, shown below. You will be able to select a child by clicking on '+ Select Children' (1), and give the observation a title (2). Following that, simply move through the various fields on this page, adding notes, changing the created date if necessary (3), and attaching photos or media (though this needs to be less than 100MB per individual file to meet our single upload allowance) (4). At the bottom you will see all the assessment frameworks you have enabled on your account (5), yours probably won't look like this as this is with all the assessments frameworks available on Tapestry enabled! To make an assessment you just need to click on the framework you want to assess in, then you will get an extra box where you can make your assessment. 




Take some time to play with this.


Once you are happy with your observation press the 'Save' button (6) which you can find at the top or bottom of the observation.


You can then return to the front screen to admire your first observation, or go to the children's tab where you will be able to see it in your child's journal.

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