EmilyTapestrySupport Posted May 11, 2020 Share Posted May 11, 2020 In this tutorial I'll explain how children that have been added as 'enrolling' on Tapestry can be activated either individually or in bulk. To learn how to add children as enrolling to your account, you can take a look at our tutorials on how to add children linked below: Adding children individually Adding children in bulk via CSV (spreadsheet) file Children that are enrolling do not contribute to the number of active children on your account and you can't use the full functionality of Tapestry with them. The following actions can be completed with enrolling children: Add them as key children for staff Link them to relatives Add them to groups Fill in their All About Me Add name labels for them Add memos for them Please note when you change the status of a child from enrolling to active, it's not possible to change them back to enrolling. To activate a child or children that are enrolling on your account you will need to go to the Control Panel (1) -> Manage Children (2). At the top of this page you can see how many enrolling, active, inactive and awaiting deletion children you have, as well as the total number of children and how many free enrolling and active child spaces you have on your account (3). By default you will see all children you but if you just want to see enrolling, active, inactive or awaiting deletion children, you can click on the appropriate button. As we are looking for enrolling children here, you'll need to click the 'Enrolling' button (4). Alternatively, you can select to only view enrolling children by setting your page filters. You can do this where it says 'Filter & Sort Children' at the top of the list of children (5). Clicking 'Filter & Sort Children' will bring up a pop-up menu from which will need to select 'Enrolling' from the 'Status' drop-down (1) and then press 'Submit' (2). You will then see only children that are 'enrolling' on this page. It is possible to activate enrolling children individually or in bulk. We'll look at how to activate individual children first. To skip to the section on activating enrolling children in bulk click here. How to activate enrolling children individually To activate children individually you just need to click on the cog button at the end of the row of their name (1) and select 'Make [child's name] active' from the drop-down (2). You will then be presented with a pop-up box asking you to confirm this action. This is important as once you make an enrolling child active, it's not possible to change them back to enrolling. If you are happy to proceed, click on the 'OK' button (1). If you aren't ready yet, you can press 'Cancel' and return to this later. Once you've clicked OK, the page will refresh. As you have your page filters set to only see children that are enrolling, you will no longer be able to see this child in the list. How to activate enrolling children in bulk To activate several children at once you will need to select their names from the tick boxes (1). When you do this, a pop-up box will appear in the bottom right-hand corner. From there you just need to select 'Make Active' from the drop-down box (2) and press 'Go' (3). After pressing 'Go', you will be taken to a page where you can see the names of all the children you selected. For each child they will automatically have the option 'Make active' selected. If any children were selected by mistake and you do not want to make them active, you can click on the drop down (1) and select the option 'Do nothing' (2). It's important to note that when you make an enrolling child active, it's not possible to make them enrolling again. To proceed with making the children active, click on the 'Make Children Active' button (3). If you don't want to continue, click on the 'Back to Manage Children' button (4). After making the children active you will be taken back to the Manage Children page where you will see a message at the top confirming this action (1), and you will be taken back to the page where you can view all children on the account (2). If you chose to set your filters to display only enrolling children, click to reset the filters (3). So, that's how you make children that are enrolling active on your account. I hope you found this tutorial helpful. Go back to Main Tutorials Page Link to comment Share on other sites More sharing options...
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