Guest Posted July 27, 2016 Share Posted July 27, 2016 In this tutorial I will show you how to add, edit and delete a report on Tapestry. If you would like to see how to add a report using the templates for the EYFS, KS2/KS2, SEND, Montessori, EYLF or VEYLDF frameworks, please follow the appropriate tutorial linked below. This tutorial is general, so will not focus on any particular framework. EYFS 2021 KS SEND Montessori EYLF VEYLDF You can also use the links below to navigate to a specific section of this tutorial. Enabling the Reports feature Adding a report Unsaved reports Making changes to a report We'll start by looking at how to enable the Reports feature on your account. Enabling the Reports feature By default, the Reports function is enabled on all accounts, but if you did have it disabled and wanted to enable it or vice versa, a manager just needs to go to the Control Panel (1), Features (2) and select the enable/disable button for Reports (3). You then just need to select the ‘Reports’ option at the top of the page. Adding a report On this main screen for Reports you will see any recent reports that have been added (1). To see all reports, you can either select the ‘All Reports’ button (2) or choose the ‘List’ tab (3). Here you might also see a section that says ‘Unsaved reports’ (4). We’ll come back to this later in the tutorial. For now, I’m going to select a template from the right-hand list to add a report (5). The frameworks you see in this list will depend on the frameworks you have enabled on your account. Once you have selected a template you will then be presented with a pop-up box. Here you can change your template (1) and you can select the child you want to make the report for (2). Once you’re happy with this, click ‘Add’ (3). At the top of the report you will see you need to set a title (1). It will not be possible to save the report without this. In the ‘Options’ section you can choose the status of the report (2). There are three options available: Draft – You can save a report as a draft whilst you are still working on it. Relatives will not be able to see these. Published – Once a report is published, relatives can then view them. Staff only – This shows the report is complete but only staff members can see them. If you are backdating a report, you can also change the date and time (3). At the top of this page there is a ‘Save’ button (4) - do remember to save your work regularly. In the next section you might see some details about the child you are creating a report for or some fields where you can enter certain information, this will all depend on which assessment framework you choose (1). If you don’t want to include one of the questions or specific pieces of information, you can select the ‘Hide Field’ option (2). If you don’t want to include a whole section, you just need to select the ‘Hide section’ option (3). Once you have hidden a field or a section, you will then see a message appear confirming you have done so (1). If you change your mind or pressed the hide button by mistake, you can show the field again by clicking on the 'Show field' button (2). Depending on the report template you have chosen, the options you get throughout will be different. You will, however, have a section in every report for each subject/area of learning/aspect of learning, depending on how the framework is broken up (1). As I mentioned above, you can choose to not include a whole section or a sub-section if it is not appropriate for your report. For some frameworks you might have the option to fill in your assessments based on your observations, such as in the Key Stage 1 report pictures below. If you have this choice you will see a button saying ‘Fill Assessments’ at the top of all the assessments (2). Once you have filled in the information you want for each subject/area/aspect, at the bottom there will be some different text boxes which you can also fill in. The headings of these boxes will depend on the framework template you have chosen. They will allow you to add additional information such as child’s voice (1), a contribution on behalf of the child's relatives (2), or signatures for staff or relatives (3). Below this you will find the 'Media' section. This will allow you to add any supporting documents, photos, videos or audio files. You can do this by clicking ‘Add Files’(1), selecting the files from your computer, and then clicking ‘Start Upload’ (2). You can also remove any files you have added using the Delete button (3), or you can change the order of the files using the arrows on the right (4). Your order will be honoured once saved, but do note that documents show up in a different section to photos, videos and audio files. Once you have finished remember to click 'Save Report' at the bottom of the page (5). Unsaved reports If you leave the page before you have saved your report, it will go into an ‘Unsaved reports’ section. Reports are only saved here for 30 days. You’ll only be able to see this if you have any unsaved reports on your account. To see them, you just need to click where it says ‘Unsaved reports’. Here it will show you what child the report is for (1) and how many days the report has before being deleted (2). There are three options you have of how to proceed with the report. The ‘X’ button will delete the report (3), the ‘Continue Adding’ button (4) will take you back into the report where you can keep editing. Finally, selecting ‘Review’ will allow you to see what is included in the report (5). After selecting 'Review', you will then be able to see the unsaved changes (1). To collapse this section, you just need to click on 'Review' (2). Making changes to a report If you want to come back to a report to make some changes to it, you just need to click on the ‘Edit’ button (1) from the main page. If you click on the cog button (2) you will have the options to change the status of it to the other two statuses other than the one it currently is (3). You can also lock the report or unlock a locked report (4). This means the option to edit the report is taken away and comments are not permitted for it. You also have the option to delete a report (5). When you delete a report, it is moved to an awaiting deletion section for 90 days. To learn how to restore a deleted report, you can follow this tutorial. Finally, if a report has any media attached, you will be presented with the option to download it (6). So, that’s how to add, edit and delete a report from Tapestry. If you would like to learn how to export reports both individually and in bulk, you just need to follow this tutorial. 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