Filtering Relatives

[WoodsidePrimary]

Please could you add a filter to sort relatives according to their child's keyworker group? Each week I check their viewing history and it would be much quicker if I could just see parents listed from my class rather than all classes. Thanks!

[OlayaTapestrySupport]

Hi WoodsidePrimary,

Thank you for getting in touch with us!

Certainly, there's a couple of things you can do for this:

You can assign the children in your class as your key children by going to control panel > manage staff > manage key children (a green button on the top right hand side of the staff list). You will then be able to assign your class as your key children. Once you have done this, then you have two more options:

• You can change your default page filters to only showing you your key children. This means that, wherever you go, by default you will only see your key children. If you needed to access other children you'd need to change the filters to set the 'key person' field to 'any' as it will be set to you by default. You can do this by clicking on your profile's drop down menu on the top right hand side corner > edit preferences > change key children preferences > ticking the only box available here > save.
• You can leave your page filters to accessing all children, and whenever you want to check your key children only you can click on the filter & sort bar and change the 'key person' field from 'any' to you. 

Alternatively, if you don't want to assign yourself with key children then you can simply create a group from control panel > manage groups. You can then add your children to this group, and whenever you want to filter by your key children you'll be able to access the filter & sort bar and select your group from the 'group' field. 

I hope this was helpful, but do let me know if you have any queries our doubts about this!

Best wishes,

Olaya