News in brief
- End of year resources available
- Update to User Permissions Screen
- Tapestry Training Sessions
- Feature Focus: Downloading children's journals and media
- Reminders for the end of the year
As another academic year draws to a close, we hope it hasn’t been too chaotic for those of you closing for the summer holidays and we hope you enjoy your break!
To help you with your end of year process on your Tapestry account we’ve prepared a wide range of resources that will talk you through the different steps you will need to take and the different things you will need to consider regarding your account.
Earlier in the month we ran two webinars which were open to all our customers; one was on end of year EYFS tracking and the other was on how to sort your account at the end of the year. You can find recordings of both linked below.
If you would prefer to go through the whole process in written steps, then you will need to take a look at our ‘How to prepare your Tapestry account for the next academic year’ article.
Finally, you can find tutorials talking you through each individual stage of this process in the ‘End of Year’ section on our main tutorials page. We hope you find these resources helpful! As ever, if you have any questions, you can contact us by emailing email@example.com.
Update to User Permissions Screen
As we add more features to Tapestry, this results in us having to add more permissions for staff and relatives on our User Permissions page. This is to allow managers to control what staff and relatives can do and see for each new feature. To avoid this list of permissions on the User Permissions page getting too long and unmanageable, we have now made each section collapsible. This means that when you click on one of the headings, all the permissions for this section will then appear below so you can see and edit each one.
To see this new layout and to change any of the permissions for staff and relatives on your account, you can follow the tutorials linked below.
Tapestry Training Sessions
Here at Tapestry we are extremely dedicated with providing you with the best possible customer support. Therefore, as September to mid-October is our busiest time (as we know it is for most of you!), we will not be running any of our remote training sessions from the 1st September-21st October. This is to allow us to focus on replying to customer support tickets as promptly as we can.
If you’re interested in finding out more about our training sessions and booking one before or after this period, please get in touch with us by emailing firstname.lastname@example.org.
Feature Focus: Merging Children
For those of you with children leaving your setting at the end of the year, you can provide their relatives with a wonderful keepsake of their time with you as Tapestry allows you to export their whole journal as a PDF document. You can then either download this yourself or you can make it downloadable for parents from their accounts. To make it as easy as possible for you to do this, you can export children’s journals in bulk, for multiple children at once.
To learn how to do this on your account, you just need to follow this tutorial; remember to look out for what recipient you select when exporting the journals if you want parents to be able to download them from their own accounts.
As the journal is exported in a PDF format, this means any videos you have added for the child won’t be included, but you can also export in bulk any photos and videos for a child. This will export as a ZIP file and if you make this available to relatives, they will also be able to download this through their accounts. This tutorial explains how to export children’s photos and videos in bulk from Tapestry.
If your Tapestry subscription is up for renewal at the moment or it will be coming up for renewal soon, a manager on your package can download a copy of your renewal invoice (and any past invoices) from inside your account. All your invoices can be found by going to the Control Panel -> Overview and clicking where it says ‘Download PDFs of your most recent invoices'. All our invoices include our BACS and cheque details as well as our payment terms.
Please remember that as all BACS payments made to us have to be processed manually, it may take 3-5 working days for us to process them and mark your invoice as paid. We therefore do ask that you take this into consideration when arranging payment by BACS for any Tapestry invoices you have.
For there to be no delay in us being able to mark your invoice as paid, you will need to send a remittance advice to email@example.com and you will also need to include your invoice number in the payment reference.
Generating renewal invoices early
We understand that many of you are keen to get the renewal of your account sorted early before the madness of September begins, especially if your account comes up for renewal over the summer. Unfortunately, it’s not possible for you to do this yourself, but we are happy to do it for you. Therefore, if you would like your renewal invoice generated early then please get in touch with us. The email you will need to contact is firstname.lastname@example.org.
Edited by Emily