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Reports info for Beta testers


Lauren
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Thanks for agreeing to be part of this beta! I've put together some instructions for what I'd like you to do and how to navigate around/use this new reports system. If you find any part of reports particularly tricky to understand though, please can you make a note of it? We want it to be as intuitive as possible!

If you've come across this tutorial and aren't a beta for the new reports system but would like to be - get in touch. Just email customer.service@eyfs.info and put 'FAO Lauren' in your subject line.


Turning Reports Off and On Again

By default the new reports system will be turned off, but you can turn it on easily when you're ready. To do that, you need to go to the control panel (1). From there go to 'Features' (2) and scroll down until you see 'Reports'. 


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When you find that, you'll be able to see a button that says 'Enable'. Click on that to turn on the feature and 'Disable' to turn it off again.

 

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Once that's done, you'll see it appear in the blue bar at the top of your page:
 

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Please note that for the purposes of this beta only staff will be able to see it, but when it goes live, relatives will be able to see that section too.

If you want to disable this feature at any point please feel free - it will just hide the reports in there, nothing will be deleted. 


Navigating Reports

Once you've gone into the new reports system. You'll be taken to a page where you can see the most recently made reports (1) and any unsaved reports (which are reports you've started but then left without saving) (2). You'll also have the option to create a new report using one of your active templates (3). I'll come back to how to activate and use templates later in this post. Finally, there is a tab to go to a 'list' view (4); that's where you'll be able to find all of your reports. Can you click on that please? 

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That'll take you to a longer list of reports (if you have already made some). You'll be able to add a new report form here too by clicking on the + Report button. 


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You can also use the 'Filter and Sort Reports' bar to filter down the reports you see in this list. 

 

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And you can use the cog next to each report to carry out a number of options. What those options are will depend on the status of the report, and whether it includes any documents or media. 

 

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Checking the copied over reports 

This is the bit I really want you to look at.

When you go into this new reports system, you should be able to see copies of all your old reports. 

These really are just copies, so if you go to where you would have found them before you'll still see them there too. 

Could you pick a handful and compare how they are on the old system and the new system? The easiest way to do this is to have the same report in the old system open at the same time on a split screen so you can directly compare. 

 

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Key things to look for:

- Are all the dates the same?

- Are the assessment scores the same?

- Does everything you wrote appear?

- Is anything missing?

- Does anything look wrong/jarring to you?


Once you've checked that for a few reports, please could you get back to me to say how it went and any other feedback you have? 


Other Templates and Making New Reports

If you don't have any old reports, or if you'd like to do this as well, please have a play with the new reports and let me know what you think.

You can see the templates you have turned on from the overview page:

 

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Or by adding a report from the list view and choosing the template from the first drop down list:

 

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The templates visible to you are based on the frameworks you have enabled. If you think you might want to make a report in a framework you don't currently have enabled, you just need to turn it on from the Assessments section of the control panel. 

 

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Making the reports themselves is hopefully quite a simple process. Once you've selected your template and child, you will be taken to a report form. Regardless of the template, you will have some text boxes which you can fill in. They're all named so you can fill them with whatever is most appropriate. The only one you have to fill in to save it is the very first one - the title.

To the left of most fields you'll have a little box: '- Hide Field', or '+ Show Field' if you've already clicked to hide it. 

 

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If you choose to hide a field it will not be visible on the report when it's saved. 

If you'd like to leave the box blank, but fill it in by hand when you print the report, then leave the field visible here. After you have saved the report, you can choose to export it. At this point you will have the option to include those empty fields. 

 

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The next option you'll come across which you might not be immediately sure about is this one:
 

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You'll find that in the reports that can be populated with assessment data. The button in the top right allows you to choose the period that the assessment data relates to. You can change it at any point, but it will replace any assessment scores that are already on the account, regardless of whether they were filled in by Tapestry or manually. 

Similarly there is an 'Autofill' button for the next steps section with EYFS reports. You can use it at any point, but it will replace any information currently in the related text box.

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Another new one is to do with adding what the relatives think about the report. It looks like this:

 

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This is useful for if you're with relatives when you're going through the report, and you want to add their contribution then and there.
You simply need to click on the button that says 'Add contribution on behalf of relatives' to reveal a text box. 
They can add their own contributions from their own accounts once the report is published though, so you don't need to fill it in for them. 

 

As you reach the end of the report, you might find a section for getting signatures of a selection of relevant people. To take the signatures, you'll need to click on the blue 'sign' button, then the appropriate person can draw in the box.

 

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Finally you'll find a media box. You can use this to upload any pictures or videos you'd like, but also for any documents. 

 

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So that's about it! Your report will autosave fairly regularly to reduce the risk of any data loss from you leaving the page suddenly (whether that be a loss of power to your device or loss of connection to Tapestry), but it doesn't do it constantly so we'd still really recommend that you save regularly. 

If you come across something that you don't think works very well or isn't clear, please get in touch - just email customer.service@eyfs.info. We'd love to hear your feedback! 

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