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EmilyTapestrySupport

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Posts posted by EmilyTapestrySupport

  1. Hi Weavers,

    This post is just to let you know that as of the 1st March 2023, we are increasing the price of Tapestry.

    Any invoices that are created before the 1st March 2023 will have the old price honoured with our normal payment terms of 30 days. 

    If you have any questions about this, please contact us by emailing customer.service@eyfs.info. 

    You can see the new prices for all our packages below:

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  2. The Care Diary has now been added to the Android app! Please note that you will need to be using the latest version of the Tapestry app to access the Care Diary- version 4.2.0. 

    In this tutorial we will look at viewing, editing and deleting entries from the Care Diary, as well as permitting access and notifying relatives of these entries. 

     

    Quick links:

     

    To begin, log into the Tapestry app on your device and select the Care Diary option at the bottom of the screen.

     

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    Viewing your Care Diary entries

    Once on the Care Diary screen, you will see your list of children. To see the list of entries for a child, select the 'Entries' option (1). If you are looking for an active Accident report (an accident that needs approving by a manager or an accident that's not yet marked as discussed), you can instead use the 'Accidents' option at the top of the screen (2).

    To see more information on how to record accidents on the Android app, please see this tutorial here. Next to the 'Accidents button', you will also see the 'Drafts' option; for help on how to view, edit, delete and publish your drafts, please look at this tutorial.

     

    image.png

     

    The entries screen will show you all the entries made on a particular day. You can use the calendar option to change the day you are viewing; you can either use the arrows to go between immediate days (1) or you can tap the date itself (2) to see a calendar pop up (3).

     

    image.png

     

    If there are multiple entries on the child entry screen, these will be grouped by type (Meal, Toileting, Sleep Check etc.) and may have different coloured titles:

    • Red titled entries have not been permitted for relative access. (1)
    • Green titled entries have have been approved for relative access. (2)
    • Blue titled entries have been approved for relative access and the relatives have been notified. (3)

     

    image.png

     

     

    Permitting relative access and notifying relatives

    If you want relatives to be able to view Care Diary entries, then you will first need to permit them access. You can do this using the 'Permit' button at the top of a particular child's entry screen (1), above the listed entries. Permitting access will allow that child's relative(s) to see the entries made by staff when they go into the Care Diary on Tapestry.

    Entries that have been permitted for relatives will appear in green.

    If you want to notify relatives as well, you can do so using the 'Notify relative' button, again at the top of the screen (2). When selected, this will send a notification using the relative's preferred method (internal notification, immediate email, daily email etc.), which will contain a link to the Care Diary entry. Note: the Care Diary is only available for staff on the app at this time. The link in the notification email will take them to the browser, where they can log in and view the entries made.

    Entries that have been permitted for relatives and have had notifications sent out to relatives will appear in blue.

     

    image.png

     

    If a relative is not receiving notifications at all, then do take a look at these tutorials:

    1. Not receiving email notifications
    2. What to do if a user isn't receiving push notifications

     

     

    Editing and deleting entries

    To change or remove any of these entries, you can select either the 'Edit' (1) or 'Delete' (2) option under the entry.

     

    image.png

     

    If you choose the 'Edit' option, you will be taken to the Update Entry screen, where you can make changes to your existing entry - just remember to tap 'Save' when you're done. 

     

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    Note: you won't be able to change the date of an entry. If you need to change the date, you will need to delete the entry using the second option above and add the entry to the correct date.

    If you choose the 'Delete' option, a pop-up will appear asking if you're sure you want to delete. Select 'OK' (1) to continue with deleting the entry, or you can select 'CANCEL' (2) to return to the Entries screen without removing the entry.

     

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    We hope you found this helpful! If you have any questions please get in touch at customer.service@eyfs.info.

     

     

    Back to Main Tutorials Page

  3. This tutorial will take you through how to use the Comments Tool available in the Care Diary on the Android app.

    To add comments to the Care Diary using the web browser version of Tapestry please see this guide here

     

    Adding a comment

    Comments are messages you can send to relatives through the Care Diary on Tapestry, intended for communicating with the relatives of a single child at a time, rather than something you can send to the parents of a whole group or a class.

    If relatives have access to the Care Diary they can view your Care Diary comments and add their own comments. These comments are attached to a particular day's Care Diary entry for that child.

    To add a Care Diary comment through the Android app, login to the Tapestry app and open the Care Diary section:

     

    Screenshot_20221012-161832_Tapestry.jpg

     

    On the next screen you'll see the date currently selected for your entry, which will usually default to the current date (1), though you can change this to a previous date if you want to comment on a past day's entry.

    Scroll through the list, filter or search to locate the child you want to add the comment to and tap on the 'Comments' button adjacent to their record (2).

     

    Screenshot_20221012-161840_Tapestry.jpg

     

    Type your comment into the comments box (1) and tap the paper aeroplane icon (2) to send it.
    You can also change the date you are viewing entries for by taping the left and right chevrons (3):

     

    Screenshot_20221013-145555_Tapestry.jpg

     

    Once you've added the comment you can tap on the comment to see the option to Like, Reply or Delete the comment.

     

    Screenshot_20221013-145635_Tapestry.jpg

     

     

    Replying to a comment

    Replies to existing comments will show as dark purple in colour instead of blue, and the 'tail' of the speech bubble will be pointing to the right instead of to the left.

    In the below example a relative user called 'Aunt Lady' has replied to the staff member's comment (1), and also added a comment independently of other comments (2).

     

    Screenshot_20221018-143527_Tapestry.jpg

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

    Back to Main Tutorials Page

  4. In this tutorial we will look at how to add, edit, delete and publish draft Care Diary entries using the Android Tapestry app. Using drafts can be helpful if you would like to start an entry, then finish it later, or if you would like to write an entry, but publish it later.

    It's worth noting that drafts are local to both the user and the device they were created on. So if you sign into your account in a different device your drafts will not appear. Similarly, if a different user signs in on the device you used to create a draft entry, this will not be visible to them.

    There are two ways you can add Care Diary entries.

    The first way is to open the Care Diary (1) then go to a child's entries (2).

     

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    You will then need to select 'Add Entry' (1) and choose the type of entry you would like to create (2).

     

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    The second way to add an entry from the Care Diary screen is to tap the portrait(s) (1) of any children you would like to add an entry for, or press 'Select All' (2) to add an entry for all children, then select 'Add Entry' (3).

     

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    You will then just need to select the type of entry you would like to add.

     

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    To save your entry as a draft, click 'Save Draft' at the top of the page. Bear in mind that if you don't have any children attached to your entry it won't be possible to publish it, so you will need to save it as a draft.

     

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    You should then be able to view your draft by either going back to the child's entries (1) of by clicking the 'Draft' button (2) on the main Care Diary page.

     

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    You will then have the option to edit (1) or delete (2) your draft entry.

     

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    To publish your entry you will need to select to edit it, then once you have completed it, click 'Save' in the top right.

     

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    Back to Main Tutorials Page

  5. In this tutorial we're going to cover how to add an accident entry, how managers can approve accidents and finally how accidents can be marked as discussed. 

    You can use the links below to skip to the different sections of the tutorial:

    Adding an accident entry

    Approving an accident and marking it as discussed

    To access the Care Diary on the app you will firstly need to make sure you using the most up to date version of the Android app (4.2.0). You can check which version of the Android app you are on by going to the app login screen, at the bottom you should see some writing at the bottom that starts 'Version...'. You'll need to make sure the version number you are on is 4.2.0.

    You will also need to make sure you have the Care Diary enabled on your account, this tutorial talks you through how to do this. 

    Once you have done both of these things, you'll see the Care Diary icon at the bottom of the screen. If you just have Accidents enabled instead you will see the same icon but it will say 'Accidents'. This tutorial talks you through how to enable Accidents only. 

     

    Screenshot_20221011-114357.png

     

    Adding a Care Diary Entry

    To add an entry for a child or children, tap on their profile icons along the left-hand side (1). Once they are selected a blue tick will appear by their profile photo. 

    After selecting a child or children, a pop-up will appear at the bottom of the screen. From there tap on '+ Add Entry' (2). 

     

    Screenshot_20221011-114706.png

     

    After doing this a menu will appear, from there choose 'Add Accident'. 

     

    Screenshot_20221011-114716.png

     

    You'll now be on the screen where you can add the accident entry. Here you can:

    1. Alter the date/time of the accident.
    2. Input the details of the accident - what happened, what first aid was administered, who the first aiders were and any additional information.
    3. See the child or children the accident entry is for.
    4. Add or remove any children.
    5. Add or change any details of the entry for an individual child.
    6. Save the entry.

     

    Screenshot_20221011-114816.png

     

    Once you have added an accident entry you will see the number of accidents pending approval or to be marked as discussed at the top change. 

     

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    Approving an accident and marking it as discussed

    Accidents created by staff will need approval before they can be marked as discussed. If there are any accident entries that have been created by staff, these will appear for a manager at the top of the 'Accidents requiring further action' page in the 'Accidents requiring approval' section (1).

    Accidents created by managers, or ones that have been approved by a manager, will appear in the 'Accidents requiring a discussion with child's carer' section (2). 

     

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    For managers to approve an accident entry they just need to tap on a particular entry. Here they will be able to see details of the accident (A). They then need to select 'Approve' in the top right-hand corner (B). 

     

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    Once an accident has been approved by a manager, or if it was an accident created by a manager, it will then need to be marked as discussed to allow parents to see it. 

    To do this a staff member needs to tap on an accident in the 'Accidents requiring a discussion with child's carer' section (2). Here you can again review the accident details (C). The option to mark it as discussed is then in the top right-hand corner (D). 

     

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    You will then be asked how a signature of the accident will be collected. You can either collect a hardcopy yourself (1) or a digital signature through Tapestry (2). 

     

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    Selecting the 'hardcopy will be signed' option will bring up another pop-up box where you can enter the signee name (A) and then either submit (B) or cancel (C). Submitting this will mark the accident as discussed.

     

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    If you choose to collect a digital signature you will need to enter the signee name (E) and then tap into the 'Signature' box (F). 

     

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    Tapping into the signature box will take you to another screen, and will open horizontally on your device, where the parent can enter their signature (G). Then you can either cancel this if it needs to be redone (H) or save it (I). 

     

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    After saving the digital signature you will see the signee name and signature box filled in (J) and you can either cancel (K) or submit it (L). Submitting this will mark the accident as discussed. 

     

    Screenshot_20221014-160606.png

     

    You can go and view an accident entry at any point by selecting the entries for that child and if necessary changing the date at the top (1). 

    This will show you all the entries for a child for the day you are viewing. The entry type of each one is shown at the top of the entry (2). Here you can also edit (3) and delete (4) each entry.

    For more information about viewing a Care Diary entry on the Android app, please see this tutorial.

     

    Screenshot_20221011-121143.png

     

     

     

    Back to Main Tutorials Page

  6. The Care Diary has now been added to the Android app! Please note that you will need to be using the latest version of the Tapestry app to access the Care Diary- version 4.2.0 or higher. Once you have enabled the Care Diary from the browser version of Tapestry (see our tutorial here if you need to do this), you'll access the feature by clicking the Care Diary icon at the bottom. If you have Accidents Only enabled then this will read 'Accidents', and you can refer to this tutorial to skip straight to adding Accidents.

     

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    Once you navigate to the Care Diary you'll see a list of the children that are visible to you. You can scroll down the page, search for children by name (1), or use the filters (2) to narrow down the list.

    You can see today's date and use the arrows to navigate to a different date (3). This will set the default date of entries you add, and also show you current entries or comments (4) from that date. To find out about comments you can check out this tutorial here

    At the top you'll notice some buttons which will allow you to view draft entries (please see our tutorial on this here) (5), and accidents requiring action (6). One other thing to note, before we get into adding the actual entries, is the ability to add drinks that are available throughout the day (7). 

     

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    There are two ways that you can add a Care Diary entry. From the main Care Diary page you can click on a child's photo to select them (1), or use the 'Select All' button (2) to select all children from the list. You'll notice that a child is selected by their name and tick in their photo turning blue. Some options will appear at the bottom where you can mark the selected child/ren as 'In Bed' or 'Out of Bed' (3) (a bed symbol (4) will appear for children marked as 'In Bed'), and add an entry for them (5).

    Clicking that '+ Add Entry' button (5) will expand a list of the different entry types you can add (6). Clicking on one of these will take you to the relevant add entry page that we'll go through below.

     

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    The other way to add an entry is by clicking on that child's 'Entries' button (1), which will take you to their entries page. And from here select '+ Add Entry' (2). This will expand a list of the types of entries that you can add for the child (3). To do this, simply click on the entry type. We'll now go through each of entry types. 

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    Meal icon.jpg  Meal

    You can select a pre-set meal time (1) (which you can add from your Control Panel) and add their food (2). Clicking on the 'All' drop-down (3) will allow you to change the amount of each food item eaten. You can add a drink (4), the quantity of their drink in numeric values (5), and change the volume type from the drop-down (6). If you'd like to add additional information then you can do this in the bottom box (7).

    Once you've filled out the child/rens meal entry you can add this by clicking 'Save' (8). Otherwise, you can cancel or save it as a draft instead (9).

     

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    Toilet icon.jpg  Toileting

    When adding a Toileting entry you can tick options for Nappy (1), Potty (2), and/or Toilet (3). If you want to specify anything outside of these tick boxes then this can be done in the 'Additional info' box (4). 

    Once you're done you can add this entry by clicking 'Save' (5). Otherwise, you can cancel or save it as a draft instead (6).

     

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    Sleep care icon.jpg  Sleep Check

    You can add in the child/rens sleep condition (1) and location (2). Instead of having just one time for the entry, Sleep Check entries have a start and end time (3). A little further down this tutorial we'll look at how to change the date and time for all entry types. 

    As usual, you can add additional information (4) and then save the entry once complete (5), or cancel or save as a draft (6).

     

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    Milk feeds icon.jpg  Milk Feed

    You can type or select an auto-complete milk feed (1) and add the quantity (2). You can change the volume from the drop-down if required (3). Any extra information can be added to the 'Additional info' box (4). 

    Once you've filled out the child/rens milk feed entry you can add this by clicking 'Save' (5). Otherwise, you can cancel or save it as a draft instead (6).

     

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    Accident-Incident icon.jpg  Accident

    When adding an accident, you can detail what happened (1), along with information about the type of first aid administered (2) and who it was administered by (3). Any additional information can be entered below (4). 

    As always, you can add the entry by saving (5), or save as a draft or cancel completely (6).

    This tutorial will show you how to approve accidents and mark them as discussed.

     

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    Other details icon.jpg  General Log

    The general log allows you to enter a general entry for your child/ren, so you can give the entry a name (1) and add information about it (2). General logs have a start and end time (3) which will default to the same time; we'll have a look at editing the time in the next part of this tutorial. 

    Once this entry is completed it can be saved (4), or cancelled or saved as a draft instead (5).

     

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    Setting the date and time

    If you need to make any changes to the date or time, which will default to the time you add the entry, then you can change this on the Add Entry page. Scroll through the dates (1) to select a new one, or click on the current time to amend this (2). This will open up a new page to make the changes. Simply click on the hour or minute you want to amend (3) and use the time picker to select the new time (4). Once you've made your changes, click on 'Submit' (5). 

     

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    Adding multiple child entries

    When adding an entry, if you want to change the child/ren attached then you can do this from the 'Add / Remove' button (1). This will open up a child picker where you click on a child's name to add or remove them, as shown by the tick and their name turning blue or grey respectively (2). You can use the 'Select All' button at the top to select all children shown (3), and use the filter and search function to narrow down the list (4). Once you've selected your children, click on 'Done' (5).

     

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    You'll see that this is now a multiple child entry (1) and you can continue to add your entry which will be for both children. If you wish to personalise this entry for one of the children, then simply click on their name (2) and this will allow you to modify the entry for that child (3). You can also see at the bottom that 'x Children' is no longer in red and that the child's name is instead in blue (4). 

    You can see, at a glance, which children are using the group entry and which children have a customised entry (5). To go between the group entry and a child's customised entry, just click on 'x Children' or the child's name respectively (4). Alternatively, you can return to the group entry by selecting 'Back to overview' (6). As with any entry, you can 'Save' once you're done (7). 

     

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    We hope you found this helpful! For information on viewing, editing, and deleting entries you can checkout this tutorial here.
    If you have any questions please get in touch at customer.service@eyfs.info.

     

     

     

    Go back to Main Tutorials Page

  7. Hi,

    We're delighted to announce that we have now released the first stage of this in beta, Booking!

    In an effort to get it out as quickly possible, we will be releasing each element of the Tapestry Management System in stages. This means the Booking feature as it is now is not the final product and we will be adding lots more to it and the rest of the Management System.

    Future releases will include: capacity, staff ratios, billing & invoicing, an online register, as well as lots of smaller additional functionality as part of each feature.

    Booking will automatically be enabled on your account and you can follow this tutorial for instructions on how to set it up.

    This post will also provide you with more information about Booking on Tapestry.

    Do let us know if you have any questions about this. 

    Best wishes,

    Emily

  8. In this tutorial we'll look at how you can create, edit and delete rooms within Booking on Tapestry. Creating rooms can make it easier to view and manage children's schedules as you can view bookings for each room separately. You can also view the total number of bookings in each room to help you manage capacity and staffing.

    If you are using Booking for the first time, when you go to the Booking tab (1) you will be given a list of things you can do, including adding your rooms (2).

     

    2024-01-08_10-24-23.png

     

    This will take you to the 'Rooms' set up page. To continue, click the 'Add Room' button.

     

    2023-06-22_15-35-03.png

     

    If the Booking set up screen has already been completed on your account, then to create a new room you will need to go to Booking (1) > Config (2) > Rooms (3), then click the 'Add Room' button (4). Your current rooms will also be listed here and you will notice you can see your chosen age range (5), capacity (6) and staff ratio (7) for each of your existing rooms on this page as well.

     

    2023-06-22_15-51-26.png

     

    After clicking the 'Add Room' button, you will then be able to select a name (1), description (2) and colour (3) for your room. Both the description and colour are optional. If you add a description this will appear under the room on the Configuration page. Making your rooms different colours will make them a bit easier to identify when looking at the bookings for your whole setting.

    You can also choose the age range for your room (4), your maximum room capacity and the staff ratio (5). Once you are done click 'Save' (6).

     

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    Your room will then be created and should appear on the Config page. You can use the buttons to the right to view the bookings for that room (1), or to edit (2) or delete (3) the room.

     

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    You will also be able to view the bookings for your room or your whole setting, by going to the main Rooms section on the left (1) and selecting your room (2). However, before you do this you may need to assign children to your room.

    On this page at the top you will be able to see (3):

    • Peak Occupancy - this tells you the maximum number of children you will have in that room for the time scale shown (in the example below, we are looking at Daily Bookings, so the numbers refer to the 6th September 2022).
    • Peak Staff Required - this is the highest number of staff members who will need to be in the room at any point in the day.
    • Room Capacity - the total number of children the room can hold. 
    • Staff Ratio - the staff to child ratio the room requires.

    In the Daily Bookings view, you can also see your Peak Occupancy (4) and Peak Staff Required (5) specified by hour in the table itself.

    Any numbers that take you over your capacity or ratio will display in red (6).

     

    image.png

     

     

    Now let's take a look at the Weekly Bookings view. Once again, you will need to go to Rooms (1), select the room you wish to view (2) but this time navigate to the second tab at the top of the page (3).

    As with the Daily Bookings view, you can see your Room Capacity and Staff Ratio on this page for reference, but this time they are represented by their symbols underneath the room name on the left hand side of the table (4). As before you can also see your Peak Occupancy (5) and Peak Staff Required (6) in the table as well, although you can change Peak Occupancy to Total Children using the buttons above if you would like to (7). Peak Occupancy and Total Children differ slightly - you can click the little 'i' symbol next to each of them to see an explanation of what each represents, so you can choose which view you prefer. 

    Numbers that take you over your set capacity and ratio are again displayed in red on this page (8). We have also included a symbol key to help you interpret the table if needed; you can find this at the top and bottom of the page (9).

     

    image.thumb.png.b819d15a25643195382401849b9bf707.png

     

     

    To see a more detailed explanation of our Daily and Weekly Bookings screens, which will take you through the other options you have on these pages, you can take a look at our tutorial here.

     

     

    Back to Main Tutorials Page

  9. This guide explains how to set (and change) your opening hours for the Tapestry Booking system.

    The opening hours you configure for your setting are used as guidelines to create schedules for children and booking in extra sessions. You can override the opening hours on a individual basis if you want to book outside of regular opening times.

    Note that school holidays and planned closures are added to Tapestry separately. Please see this other guide to configure those.

    Part A) Click here for setting your opening hours as part of the Booking setup process

    Part B) Click here for changing your opening hours when Booking is already setup

     

     

    Part A) Setting your opening hours

    Setting Opening Hours is one of the tasks you need to complete as part of the Booking setup process. Before starting make sure Booking is enabled on your account, which is explained in this separate guide.

    On the Booking setup screen click 'Set Opening Hours' in the list of tasks:

     

    2023-12-11_10-59-30.png

     

     

    You'll then see the Opening Hours screen. Initially each day will be blank indicating that the setting is not scheduled to be open that day:

     

    2022-06-23_14-43-45.jpg

     

    You choose your opening hours for each day separately.

    First, tick a day you want the setting to be open on (1) and then you should see the Opens and Closes fields appear, with the default opening and closing time of 08:00AM to 17:30PM prefilled (2):

     

    2022-06-23_14-44-56.jpg

     

    To change the opening and closing hours, just click the field and select the time from the drop down (1), or manually type in a new time, though you must type in the format "HH:MM" for it to be accepted by the field. For example for two o'clock you must type "14:00" in the box, not "1400" or "2pm".

    When you have selected all the days and hours you want to be open press Save Changes (2) at the bottom of the screen.
     

    2022-06-23_14-52-26.jpg

     

    You'll then see the Set Opening Hours task is shown as completed, and you can complete the rest of the booking setup:

     

     

    Part B) Changing your opening hours

    You can easily change your opening hours to reflect changes at your setting.

    It's worth bearing in mind that changing the hours or days your setting regularly opens won't alter any existing schedules you've setup for your children, so you may want to create new regular schedules for your children to match the new opening pattern.



    You can do this from the 'Booking' section of Tapestry:


    2022-06-21_13-36-35.jpg.2dd088f66caffaf8920f10394bc1191c.jpg

     

    Then click on 'Config' (1) from the left-hand menu and select 'Opening Hours' (2).

     

    image.png

     

     

    You can make the following changes on the Opening Hours screen:

    1) Enable/Disable day: Check the box by a particular day to set that day as 'Open' and uncheck the box to change it to closed. In this example Monday to Friday are 'Open' and Saturday and Sunday are 'Closed' but checking the box by those days would set them as 'Open'.

    2) Change Opening or closing times:

    To change Opening and Closing times just click the field and select the time from the drop down (2), or manually type in a new time, though you must type in the format "HH:MM" for it to be accepted by the field. For example for two o'clock you must type "14:00" in the box, not "1400" or "2pm".

    When you have selected all the days and hours you want to be open press Save Changes (3) at the bottom of the screen.

     

    2022-06-23_15-11-26.jpg

     

     


    Go back to Main Tutorials Page

  10. This tutorial will guide you through adding and editing Closures & School Holidays.

    If you have not yet enabled and set up Booking then this tutorial will guide you through doing so.

    Then to access the Booking screen you'll need to click on the Booking tab (1). If this is your first time using the Booking system, you'll be presented with the following set up screen which lists everything you need to do to set up Booking, including any Closures or School Holidays (2). 

     

    2023-12-11_11-43-28.png

     

     

    Once you have completed all the mandatory actions on the booking setup page you will no longer be shown this page when you access Booking. If you didn't set up your Closures & School Holidays from this page then you can do this by going to Config (1) and Closures & School Holidays (2).

     

    2022-06-17_14-58-21.png

     

    To add a Closure and/or a School Holiday you'll just need to click on 'Add' and then select either 'Closure' or 'School Holiday' (1). Once you're done you can head back to the Booking setup screen by clicking 'Go Back to the Setup Screen' (2).

     

    image.png

     

     

    Adding a School Holiday

    First, I'll you how to add a school holiday. Once you've clicked 'Add' in the screenshot above and selected 'School Holiday', you will see the following screen where you will need to enter the name (1) and the start and end date of the holiday (2). Once you've done that you'll need to click Save (3).

     

    image.png

     

    Adding a Closure

    For a closure you'll just need to select this option after clicking on the 'Add' button. Just like creating a holiday, you will need to enter the name (1) and the start and end date of the closure (2).

    If you have a closure that is only for a half day for example, then you can deselect the Whole Days box (3) and then enter in the relevant start date and time and the end date and time (4). Once you've done that you'll need to click Save (5).

     

    image.png

     

    You'll then be able to see the holiday and/or closure you created.

     

    image.png

     

    If you have created holidays and closures that are dated before today's date then you'll just need to click on the Hide past closures/holidays box (1). This will show you all holidays and closures that predate today's date, which are listed in chronological order. You can also choose to only see either Closures or School Holidays by clicking on the relevant tabs (2).

     

    image.png

     

     

    Finally, you can also edit a closure or holiday by clicking on the pencil icon (1) as well as delete any closures or holidays by clicking on the bin icon (2).

     

    image.png

     

     

    Back to Main Tutorials Page

  11. Hi all,

    We are delighted to announce the beta release of our latest Tapestry feature, and the first part of our management system, Booking! 

    We know a lot of you have been requesting a management system on Tapestry to allow you to access all your software in one place, so in an effort to get it to you as quickly possible, we will be releasing each element of the Tapestry Management System in stages. This means the Booking feature as it is now is not the final product and we will be adding lots more to it and the rest of the Management System. 

    Future releases will include: capacity, staff ratios, billing & invoicing, an online register, as well as lots of smaller additional functionality as part of each feature.

    We do have a roadmap of what we plan to include in each release but if you have something specific you would like to see included, please do get in touch with us at customer.service@eyfs.info. We would love to hear your thoughts!

    Booking will be turned on automatically on for all accounts so you don't need to do anything in order to be able to access it but it can be turned on and off as required by a manager from the Features page on the Control Panel.

     

    2022-06-17_14-58-21.png

     

    Before you start using the booking system we do recommend considering how it will work with your current billing system as you will need to continue using that until the Tapestry Billing is released (and if you would like to use that of course!). 

    The most important thing you need to consider when setting up Booking on your Tapestry account is your sessions. How your sessions are set up will impact the data that you can export from Booking and ultimately how this will work with your current mode of billing. This tutorial here goes into more depth about setting up your sessions. 

     

    The first time you access the Booking system on your account you will be presented with a set up screen. Before you are able to start using Booking you will need to complete the three non-optional actions listed on this page: have children set up on your account (1), set your opening hours (2) and add your sessions (3). There are also two optional actions which you can complete from this page: add rooms (4) and add closures or school holidays (5).

    Once you have completed the non-optional actions(1-3 in the screenshot below), you will then be able to use Booking on your account. This tutorial talks you through the full process of configuring Booking on your account.

     

    2022-06-17_14-59-37.png

     

    To help you with then getting to grips with the booking system itself, I've linked below are other tutorials which will talk you through how to navigate the system and how to use all the different features within it.

     

    How to navigate the booking system

    Setting a regular schedule for a child

    Adding an extra booking or planned absence for a child

    Assigning/moving children between rooms

    Daily & weekly room views

    Printing a register

    Exporting data

  12. In this tutorial we'll look at how to export your booking data into a CSV file.

     After accessing Tapestry Booking (1) go to 'Exports' (2), and then click on 'Booking Data Export' (3).

     

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    The first thing to do is select the date range of bookings that you would like the export to include. You can input the start and end date manually by clicking on a date (4) and then either typing out the date, or navigating the calendar to find and click on your preferred date (5). Alternatively, you can choose pre-set date ranges from the last calendar month or for the month to date (6). Please note that the end date is inclusive. 

     

    2.png

     

    Next, you can choose which child/ren's data to export. This will be set to 'All Children' by default, so if you'd like to change this to a specific child then click on the current child selection (7) and then a popup will appear. From this popup just scroll through the list of children on your account and then click on the preferred child (8).

     

    3.5.png

    4.png

     

    After selecting the child you can then choose whether to include data within your date range that contains closures and / or absences. Absences will be selected by default. If you want to select or unselect either option then just click in the relevant box.

     

    5.png

     

    The final option is to include extra detail in the export. If preferred, you can choose to include granular data by ticking the box (9). This will show detail about individual bookings for each child, consisting of the room, booking type, the date, start and end times, and the duration.

    Once you're happy with all of your export preferences, click on 'Generate CSV' (10). The CSV file will then be downloaded straight to your device (you won't find it within the downloads section on Tapestry).

     

    6.png

     

    Depending on what you've selected, it will look something like this without granular data:

     

    7.png

     

    And it will look something like this with granular data (the extra granular data is highlighted green):

     

    Snag_b35da9e.png

     

    If you have any questions, please get in touch with us at customer.service@eyfs.info.

     

     

    Go back to Main Tutorials Page

  13. This guide covers how to export and print a PDF register to use as a Paper Register from the Tapestry Booking system, using some data that may have been collected through the Online Register, if this is used. This tutorial provides more information on the Online Register feature.

    Before you export a register from Tapestry you need to enable Booking and setup your children and schedules in the Booking system. Please see this guide to do this.

    Once your Booking is setup, you are ready to export registers. Tapestry can generate registers based on bookings you have made for a single day or extended period.

    To export a register first navigate to the Booking section of Tapestry:

    2022-06-21_13-36-35.jpg

     

    Once Booking is open, select Registers (1) from the Booking menu, and then select Paper Register (2).

    This will first show you the Export Options. We will cover the Layout options (7) later in the tutorial:-

    (3) & (4) Start Date and End Date:  Choose the date you want the register to start and finish on. By default the Start Date and the End Date are the current date. Leave these as they are to export just today's register, or set a period of days or weeks to export several registers at once in the same document. You can also select a start date in the past if you need to backdate a register.

    (5) &( 6) Rooms: A pair of radio buttons lets you choose between exporting a register for all children at your setting or exporting a register for a particular selection of rooms at your setting. Create combined register for all children creates a single register for each selected day.

     

    image.thumb.png.cda7978fe8abc72f0b0af0e7497307a0.png

     

    If you choose to create separate registers for each room (1), you will be able to select which rooms you want to print registers for (2). When you have chosen the export options, then select Layout Options (3) to configure the layout of the register.

     

    image.thumb.png.14fca341935425b940e2fa4aaa6c9e64.png

     

    At the top of the Paper Register page, you will be able to select your Layout Options. Here you will be able to choose whether you would like to download a daily or a weekly register (1). You will also be able to select whether you would like the times to show each individual session for children, or just the times they will arrive and leave (2), (3).

    Below this, you will be given a selection of optional fields you can choose to add to your paper register (4). You will also be able to select if you display the Booking notes and the Dropped by/Collected by information which may have been collected via the Online Register (5). Finally, you will be able to choose the order in which the children are listed on the register (6).

     

    image.thumb.png.0886d480c0e29a035f0bb9fb2b0110e2.png

     

    Once you have selected the Export and Layout options, you can select Generate PDF (1) to print the register.

     

    image.thumb.png.640867a84caa0b0bbaa24879ad5890de.png

     

    In the next example we started with the 'Pre-school' room instead of 'Whole Setting', so Create separate register for each room is pre-selected, and that room is ticked (1). 

    As described above, Create separate register for each room is used to create a register for a single room, or separate registers for different rooms on the same PDF document.

    If desired you can tick all the rooms which will create a PDF with separate registers for each room included on the same document, or untick the 'Pre-school' room and select a different room for export.

    When you are done just click Generate PDF (2).

     

    image.thumb.png.a6255143d26c86884c32f90606ec6d50.png

     

    Your generated PDF will look something like this:

     

    2022-06-17_14-41-22.jpg

     

    You can then print this document using the normal method of printing for your PDF viewer and operating system.

     


     

    Go back to Main Tutorials Page

  14. In this tutorial we will look at the “Daily Bookings” and “Weekly Bookings” screens within the Booking functionality.

    These screens show you the children you have booked in and the sessions they are booked in for. You can see this information for your whole setting, or broken down into your rooms. If you haven't set up your rooms yet, this tutorial will talk you through how. 

    Let’s start by navigating to these screens. Once you have clicked “Booking” in the top task bar (1), you should be on the Rooms page by default (2).

     

     

    image.thumb.png.8c4ee170d9f75b00fac4e82df0bf865b.png

     

    Here you can specify what you would like to see. From the top you can choose between “Daily bookings” and “Weekly Bookings” (1) and from the left-hand side you can choose to see bookings for your whole setting or a specific room (2).

     

    image.thumb.png.87b8889d42f3f63c520fbb01422edd3e.png

     

     

    Let’s look at my Daily Bookings for my Whole Setting as an example:

    Down the left hand-side you will see all the children in your setting that have a booking today (1). Because we are looking at “Whole Setting”, it will also tell you what Room they are in underneath their name.

    Along the top is an hour by hour breakdown of your opening times (2). You can see I am open from 7 A.M. to 5 P.M.

    You will also see a number above each time (3). This is your Peak Occupancy each hour. For example, Between 7 A.M and 8 A.M. I'll have 7 children in my setting. Between 8 A.M and 9 A.M I'll have 42 children in my setting. 

    The green blocks represent a session that the child is attending (4).

     

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    Clicking on any of the green session blocks gives you more information about it:

     

    image.thumb.png.d4538ed1e7f4831ddf1ad34123f03aab.png

     

     

    The Daily Bookings screen will also clearly show any holidays (1) or illnesses (2) that you have recorded for the children:

     

    image.thumb.png.005d83956863a9f1b6d1be7bc9996438.png

     

    Now let’s take a look at the Weekly Booking screen:

    By default it will start on the Monday of whichever week you are currently in, but you can change which week you want to see by using the “From: Week Commencing” box at the top (1)

    The table has your Rooms down the left-hand side (if looking at Whole Setting) (2) and your days of the week, further broken down into AM and PM, along the top (3). Again, these are based on your Opening Hours.

     

    image.thumb.png.08d0f1a9da271bee4b5b8fde74f58c72.png


    By default the AM/PM split time happens at 12:00 (noon). But you can change that by clicking the pencil icon here:

     

    image.png

     

    Within each AM and PM block you will see two numbers. The top number will be either your Peak Occupancy or your Total Children. You can change which one is shown using the buttons at the top (1) I will explain both of these in more detail below. 

    The bottom number will be Staff Required (2). This is decided when you configure your Rooms and set a Staff Ratio. 

    A red number (3) indicates I am over capacity in that room. You can see the capacity for my "0-2 year olds" room is 9, but in the morning on Monday the 5th I have 10 children booked. 

     

    image.png

     

    The other important thing to consider is these two options at the top: “Peak Occupancy” and “Total Children”.

    Depending on what sessions you offer, these two selections might show you different things so let me explain what each one of them means.

    • Peak Occupancy is going to show you the number of children attending at the SAME time. (1)
    • Total Children is going to show you the number of children attending during the whole AM or PM period of time (2).
       

    image.png

     

    These figures might differ if you offer multiple different sessions during the AM or PM slots.

    For example, If I offer two morning sessions: Morning 1 is from 8 – 10. Morning 2 is from 10 – 12. Both of these sessions fall within the AM period.

    So if I have one child coming in for Morning 1, and another child coming in for Morning 2 then my Peak Occupancy is going to be 1 because I only ever have a maximum of 1 child in at any one time.

    My Total Children is going to be 2 because across my whole morning session I would have looked after 2 children in total.

    Keeping this in mind, select whichever option is most helpful to you and the table will automatically update the figures if needed. Please note, Peak Occupancy is the default so if you navigate away from this screen while viewing Total Children, when you come back it will have reverted back to showing Peak Occupancy numbers.

     

    You can click on any of the sessions to get more details. Here you can see what I mentioned earlier:

    Peak Occupancy is 21, but total children is 22. This is because I have two different sessions in the morning. I have Breakfast Club which runs from 7 AM to 8AM and then I have Morning Session which runs from 8 AM to 12 PM. 

    I have 1 child who is only attending Breakfast Club and not the Morning Session, making my Total Children one higher than Peak Occupancy. This is also telling me I have too many children booked into this room because the number is in red. 

     

    image.png

     

    So, those are the daily and weekly room views within the Booking system. We hope you found this tutorial helpful!

     

     

    Back to Main Tutorials Page

  15. In this tutorial we're going to go through the main sections of the nursery management system on Tapestry. Once you've set this up on your account (see our tutorial on this here), start by going to the 'Booking' tab at the top of the page. 

     

    1.png

     

    On the left-hand side menu you can see the six main tabs that you'll be using to navigate the nursery management system. The first one that you land on is 'Rooms', so we'll have a look at that first. If you'd like to skip straight to a different section then you can use the links below:

    A) Rooms
    B) Children
    C) Registers
    D) Finance
    E) Exports
    F) Config

     

    2023-06-09_16-21-16.png

     

    A) Rooms

    When on the Rooms tab (1), you can view either the Whole Setting (2), or click on each room to view the bookings for that room specifically (3). These pages give an overview of the number of children that are booked in for a day. You can choose to view bookings for a day (4) or for a week (5). For a more in-depth view at the daily and weekly view, you can take a look at our tutorial on this here.

    You will also be able to access the 'Extra Charges' overview screen (6). To get a better understanding of the use of this screen, take a look at this tutorial.

     

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    B) Children

    From the Children tab (1) you can access an overview of each child. Clicking on their name (2) takes you through to their Dashboard where you can see information on their age and the room they're assigned to (3). 

    From the options at the top you can choose to see their regular schedule, extras & absences, finance and room moves (4). Below I've linked tutorials that cover each of these features in more depth.

    Below this you can see an overview of their schedule (5), their account balance (6), a calendar overview of their bookings (7) and any extras and absences they have (8).

     

    image.png

     

    C) Registers 

    Selecting 'Registers' (1) from the left-hand menu presents you with two different register options: Online Register (2) and Paper Register (3).

    The Online Register allows you to mark children in (4) and out (5) digitally within Tapestry. See this tutorial for more information on this.

     

    image.png

     

    The Paper Register (1) allows you to generate a PDF which you can print off to manually take a register. 

    Here you just need to choose what is included on the PDF and the format of it (2) and then generate the PDF (3). This tutorial provides more information about how to do this.

     

    2023-06-09_16-40-30.png

     

    D) Finance

    From the Finance tab (1) you can access 'Invoices' (2) which is where you can view and generate invoices of children's bookings to provide to parents. Along the tab across the top you have the option to see 'All Invoices', 'Unsent Invoices' and invoices 'Awaiting Payment' (3). You also have the option to 'Show Cancelled' (4).  This tutorial talks you through the process of generating an invoice on Tapestry. 

    You can also use this screen to record payments for children. To see how to do this, take a look at this tutorial.

     

    image.png

     

    Through the 'Finance' tab (1) you can also reach the 'Account Balances' screen (2). This is where you can view children's account balances (3), the date of their last invoice (4) and the date the last payment for them was made (5). This tutorial goes through 'Account Balances' in more detail.

     

    image.png

     

    Clicking the child's name will take you through to the 'Finance' tab on the child's overview page (6). Here you will be able to see the details of transactions (7) and invoices (8). 

     

    image.png

     

    E) Exports

    In the 'Exports' section (1) you can export 'Booking Data' (2), 'Online Register' data (3) and 'Invoice Data' (4). 

    For the Booking Data export, as the name suggests, you can export booking information. On this screen there are a few options you can go through to decide what exactly what you want to include in the CSV export (5). 

    Once you're happy with what you want to include in the export, click on the 'Generate CSV' button (6).

    You can have a look at this tutorial for a closer look on exporting data.

     

    image.png

     

    If you select the Online Register option (1) you can choose what data from the Online Register you want to export (2). Once you've gone through these format options, click 'Generate PDF' (3). 

    For further details on the Online Register export, take a look at this tutorial.

     

    image.png

     

    Within the 'Invoice Data Export' screen (1), you have the option to choose which children you are exporting invoice data for (2). You can narrow down the data by date range (3) and you are also able to choose which format you would like the export in (4). When you are happy with your options, click 'Generate PDF' (5).

    For a closer look at exporting invoice data, have a look at this tutorial.

     

    image.png

     

    F) Config

    The final tab you'll see on the left is 'Config' (1). This is where you set the core details on your booking and invoices system. 

    Below I've listed each section of this and hyperlinked each one to the relevant tutorial that will talk you through that section in more depth.

    2. Closures & School Holidays

    3. Opening Hours

    4. Sessions

    5. Extra Charges

    6. Rooms

    7. Funding Types

    8. Invoices

     

    image.png

     

     

    And that's it! We hope you've found this useful, but if you have any queries please contact us at customer.service@eyfs.info and we'll be happy to help.

     

    Go back to Main Tutorials Page

  16. This tutorial will guide you through assigning/moving the room a child belongs to within Booking.

    By default children will not be assigned to any room. If you haven't done so already, you can set up your Rooms by going to 'Config' in the menu on the left-hand side and then selecting Rooms. You can choose the name of your Rooms as well as the colour! This tutorial will talk you through setting up your Rooms. 

     

    Firstly, to assign or move the room a child is in, you'll need click on Children from the menu on the left-hand side (1) and then select a child (2). Go to the Room Moves tab (3). Here, if you've already assigned a Room to the child then you'll see their Current Room (4). You can begin assigning/moving the Room they are in by selecting Move Room (5):

     

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    After clicking on Room Moves you'll see the following screen. You can choose the room a child will belong to by clicking on the dropdown and selecting the relevant room (1). You can then add the date in which they will join this room (2). You'll also be able to see the age the child will be when they move to this room (3). Once you're happy the room and date are correct then you can click Save (4):

     

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    When you've saved the room assignment/room you'll be taken back to the following page where you can see the Upcoming Room (1), Current Room (2) and Past Room (3) the child has been assigned/moved to:

     

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    You might also find that, when you go to Children, you see that a number of children do not yet have a Room assigned (1).

    Here you can assign children to a room in bulk by selecting them individually (2). You can also select them all if relevant (3). 

    You can assign these children to a room by selecting the dropdown on the right-hand side (4) and then clicking Confirm Assignment (5). You'll see that the children you assigned to the room you chose are no longer in the list. 

     

    2023-07-10_14-29-58.png

     

     

     

    Back to Main Tutorials Page

  17. When a child attends your setting with a regular schedule, you can create this in the booking system so that it repeats without having to enter it each week. 

    To enter a regular schedule, you will first need to go to your Booking tab (1), select Children (2) from the left-hand menu, and select the child you want to create a regular schedule for from the list (3). 

    Once you have selected the child you will be taken to the child's dashboard. If the child has an existing schedule you will see this in 'Regular Schedule' section of their dashboard (4). Click '+ New Schedule' to create a new one for them (5). 

    You can also do this from the 'Regular Schedule' tab (6). 

     

    image.thumb.png.07c94ee930ef0fe979a551a0ec57048e.png

     

     

    If you do this from the Regular Schedule tab (1), you will be able to see any past, current and future Schedules (2). Again, click on the '+New Schedule' button to add a regular schedule for a child (3).

     

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    When you begin creating a new regular schedule, you can enter the start date for this schedule (1) and if it is just for a set period of time, you can also enter the end date (2). If no date is entered for the end date, the schedule will continue to repeat until you end it.

    If the child attends the setting all year round, including during any school holidays added during the set up, you can tick the "Attends During School Holidays" box (3) so that they still show as attending during any holidays.

    If you offer funded hours for this child, you can select the appropriate funding type from the 'Funding' drop-down (4). You can read about how to set up funding types on Tapestry here

    You won't be able to add any sessions to a child's regular schedule until you select a start date for it (5). 

     

    2023-06-12_13-11-14.png

     

    Next, you can add any sessions the child attends for each day by pressing the 'Add Bookings' button (1) and selecting a session from the drop-down (2). The start and end time boxes will automatically be filled in with the sessions start and end time (3). You can override/edit the times for that session if you would like, but please be aware, doing so will only show the child as having attended that session, so if you charge per session, the child will be billed at only that session's rate.

    Next to the start and end time boxes you can add how many hours of this session are funded for this child (4). Changing the number of funded hours will change the number of unfunded hours for this session (5) and also the price (6). The price is calculated as the number of unfunded hours X hourly rate. If you wish to show the funded hours as a decimal rather than in hours and/or minutes, you can select the 'Show funding as a decimal' box (7). To delete a session at any point, just click on the bin icon (8).

    You can add as many sessions per day as required as long as there are no overlaps/conflicts. This tutorial explains how to set up your sessions and add pricing for them.

     

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    As well as adding sessions to a child's regular schedule, you can also add extra charges (1). Once you select the extra charge from the drop down (2) you can change the quantity (3) and see the price reflect this (4). Again, you can add as many different extra charges as required, and can delete any if needed (5). 

    Please note that you will need to set up extra charges through your booking configuration before they will be available here for selection. If you've not done that already, this tutorial will show you how.

     

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    Finally, at the bottom you will see a summary for the week which shows: the total number of hours a child is attending in the week (1), total number of funded and chargeable hours (2), and the total cost for the week (3) which includes sessions and extra charges. 

    When you are done, click 'Save Schedule' at the bottom (4). If there are any clashes with other schedules or extra bookings, you will not be able to save the schedule until you have resolved the clash. 

     

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    Go back to Main Tutorials Page

     

  18. When setting up your sessions within Booking, we recommend considering how they will work when generating invoices through your account. You can see how generating an invoice on Tapestry works by taking a look at this tutorial. Alternatively, if you use a different billing system, you can export your data as a CSV file which you can then use in conjunction with your own system. See this tutorial for more information on exporting data from Booking. 

    For most settings, adding their sessions to Tapestry to match their actual sessions will be the best option. For example, if you have 3 sessions (morning, afternoon and full day), you would set up 3 sessions on Tapestry and give these the same name.

     

    Now let's look at how to set these up on your Tapestry account. 

     

    To start with you'll need to click on the 'Booking' tab at the top of the page. This will be on by default, but if it has been turned off for your account, you can always turn it on again from the Features page in the Control Panel. 

     

    2022-06-17_11-58-03.png

     

    If this is your first time accessing Booking, you'll be taken to a set up page where you will need to complete some initial actions before being able to use the booking system.

    Here you can see the option to add sessions is third in the list. Click on it to proceed with adding your sessions. For more information on how to configure the rest of Booking on your account, take a look at this tutorial.

    2022-06-17_13-00-52.png

     

    Once on the Sessions page, if you have not added any sessions yet you'll get a note informing you of this (1). Click on either of the 'Add Session' buttons to proceed (2). 

     

    2023-06-12_09-46-22.png

     

    If the set up process has already been completed on your account and you need to change the sessions that have already been added, you'll need to select 'Config' from the left-hand menu (1) and then 'Sessions' (2). 

    If you already have sessions set up you'll see these listed below (3). To add a new session you just need to click on the 'Add Session' button (4).

     

    2023-06-12_09-57-52.png

     

    Once you have selected this option you'll be presented with a pop-up box. On there you'll need to provide a name for the session (1) and you can optionally add a description for it (2). 

    Next you can set the default session start and end times (3) and you can choose whether the status of the session is active or inactive (4). You won't be able to assign an inactive session to a child so we recommend just using this feature to make a previously used session type inactive or to add a new session type you haven't started using yet.

    Then at the bottom you can add your pricing for the session. Click on the 'Add Pricing' button to input this information (5).

     

    2023-06-12_10-12-09.png

     

    After clicking on the 'Add Pricing' button, you will see some more options appear. 

    Depending on your pricing structure, you can select either to base your pricing for this session for the whole session or per hour (1) and you can also select whether your pricing differs based on children's ages (2). 

     

    2023-06-12_10-16-15.png

     

    If you tick the option 'Price by Child Age' (1), you will see this changes the price box and two additional boxes appear. The pricing options you now see are for: 0-2 Years (2), 2 Years (3) and 3+ Years (4). 

     

    2023-06-12_10-24-31.png

     

    Once you have entered your pricing (1), just click 'Save' at the bottom (2). 

     

    2023-06-12_11-05-33.png

     

    If you are editing a session you've already created, you will see your current prices at the bottom (1). If you change your prices, you can add a price change by clicking on the '+ Add Price Change' button (2). You can also delete your current prices or a price change by using the bin icon (3). 

    Once you are done editing, hit 'Save' at the bottom (4).

     

    2023-06-12_11-08-33.png

     

    You'll now see your new session in the list (1) - unless you added it as inactive in which case you'll need to turn the 'show inactive sessions' toggle on (2). 

    Repeat this process to add all your sessions to Tapestry.

    If you need to make any changes to a session once it is set up you'll just need to click on the 'Edit' button at the end of the row of the session you want to make changes for (3). 

    If you have added prices for a session you will also see a cash icon next to the edit button (4). Clicking on this will bring a pop-up box which shows details of the pricing you have in place for that session.

     

    2023-06-12_11-13-51.png

     

     

    So that's how to set up sessions on your account. For information on how to configure the rest of the booking system on your account, have a read of this tutorial.

     

     

    Go back to Main Tutorials Page

  19. In this tutorial I'm going to explain how you can set up Booking and Invoices on your Tapestry account. We'll go through setting up Booking first and then we'll look at Invoices. You can use the links below to skip to each section if you wish. 

    How to Set Up Booking

    How to Set up Invoices

     

    Both of these features are accessed through the 'Booking' tab. Booking will be enabled by default, but if you need to turn it back on after it has been turned off, any manager can do this by going to the Control Panel (1), selecting 'Features' on the left-hand menu (2) and then clicking on the 'Enable' button for Booking (3).

     

    2022-06-20_15-09-17.png

     

    Once enabled, you'll then be able to access Booking on your account from the bar at the top.

     

    2022-06-20_15-25-31.png

     

    How to Set Up Booking

    When you first access Booking on your account, you will be presented with an initial set-up page. There are three actions you need to complete on this page in order to be able to proceed with using the booking system, as well as three additional optional actions. These actions are:

    1. Having children set up on your account
    2. Setting your opening hours
    3. Adding your sessions
    4. Adding extra charges (optional)
    5. Adding rooms (optional)
    6. Adding closures and school holidays (optional)

     

    image.png

    I'll now go through the list in more depth for you:

     

    1. If you haven't got children set up on your account already I've linked below the tutorials that will talk you through how:

         Adding children individually

         Adding children in bulk via CSV (spreadsheet) file
       

    2. Following the second option on the initial set up screen will take you to the opening hours page. Here you can select the days your setting is open and the hours it is open for each day. See this tutorial for more information on setting your opening hours. 


      2022-06-23_11-23-59.png

       
    3. The final mandatory action you have to complete from the initial set up page is to add your sessions. How you do this is important as it will affect how your invoices through Tapestry are generated.

      On the Sessions screen you will see it says you currently have no sessions set up (A) and you can click on either of the 'Add Session' buttons to start adding them (B). 

      2022-06-24_11-17-37.png

      You will then see your sessions appear in a list (C). 

      2022-06-24_11-22-41.png

      Read this tutorial for full instructions on how to set up your sessions within Booking. 
       
    4. The first optional action in the set up list is to add extra charges. Extra Charges can be any additional product, service or consumable that you wish to regularly charge for. You can add an extra charge from the 'Add Extra Charge' button at the right, where you can add the name and price of the charge. Later on, these can be added to a child's Regular Schedule, or as a one off Extra Charge.

      image.png

      You can refer to this tutorial for a more in-depth look at setting up and using Extra Charges on your account.
       
    5. Next, you have the option to add rooms. You can set up your rooms to match the rooms/groups of children you have in your setting. Once your rooms are set up, you can allocate children to them which will then allow you to view data for specific groups within Booking. When you first access the Rooms page you will be informed you currently have no rooms set up (A). Click on the 'Add Room' button to start setting up your rooms (B). 

      This tutorial explains the process of setting up Rooms on your account in more detail and this one then covers how you can allocate or move children between rooms. 


      2022-06-24_12-27-08.png

       
    6. Finally, the last action in the list, is to set up your closures and school holidays if appropriate for your setting. From this page, click on the 'Add' button (A) and you will then be able to choose to add a closure (B) or a school holiday (C). 


      2022-06-24_13-51-07.png

     

    If you have already completed the three non-optional actions listed on the setup page, you will not be presented with this screen when you enter Booking. 

    You can complete these actions on your account at any point though by going to 'Config' on the left-hand menu (1) and then selecting the appropriate option from the list (2).

     

    image.png

     

    How to Set up Invoices 

    The first time you use 'Invoices' on your account you will also need to go through a few steps to set this up. You can access the Invoices function by clicking on the 'Finance' tab (1) and then selecting 'Invoices' (2). 

     

    2023-06-13_10-19-59.png

     

    Here you will see four steps that need to be completed in order to start using Invoices, these are:

       A. Configuring your invoices

       B. Adding pricing to your sessions (you probably will have completed this when you set up your sessions for booking)

       C. Adding your funding types

       D. Adding funded hours to children's regular schedules

     

    Let's go through these in a little more detail.

     

    A. The first option, 'Configure Invoices', lets you customise how the PDF versions of your invoices appear.

    Here you can choose whether your setting's logo appears (1). You can also enter information in the header and footer text boxes (2), as well as set the number of days after an invoice is generated that it becomes due (3). 

    You will have the option to show the child’s remaining balance on the invoice, which will let the bill payer know the total balance that is left to pay (4) and you can decide whether you want to include a summary of a child's regular schedule (5) and/or a detailed breakdown of the charges (6).

    This tutorial talks you through this screen in more depth. 

    Once you are done here click 'Save' (7) and click 'Go Back to the Invoice Setup Screen' (8) to keep going through these options. 

     

    right.png

     

    B. You probably completed the next option, adding pricing to your sessions, when you set these up for booking. If not, you can go and edit your sessions.

    At the bottom you will see the option to add pricing. Once you click on this you can choose whether your pricing for each session is  based on the whole session or per hour (1). Then you can also choose whether you have age based pricing (2). If you select this tick box, more price boxes will appear underneath for the following options: children aged 0-2 years, 2 year old children, and children 3+ years. In the price box, or boxes, you can enter your pricing for the session.

     

    2023-06-09_14-18-25.png

     

    C. Next you'll need to add your funding types. These can be applied to children's regular schedules but the prices are just there for your reference. 

    When adding a funding type you'll need to give it a name (1). By default the status will be active, but you can always turn off a funding type by editing it and making it inactive (2). Then at the bottom you can add the rate you receive for this funding type (3). 

    This tutorial goes through funding types in more depth. 

     

    2023-06-09_14-25-45.png

     

    D. Finally, you will need to apply your funding types to children's regular schedules. When you are adding or editing a child's schedule, you can select the funding type they receive from the drop-down in the 'Funding' section (1).

    Then when you add a session to their schedule you'll see a box called 'Funded'. This is where you can enter how many hours of this session are funded for this child (2). Once you enter a figure into this box you will see the number of unfunded hours next to it change (3) and the price will be recalculated (4).

    You can also apply any extra charges set up previously to children's regular schedules here (5). 

    For more information about setting up children's regular schedules, take a look at this tutorial

     

    2023-09-05_16-24-14.png

     

    And that's it! You have now set up Booking and Invoices on your account. This tutorial will now talk you through how to navigate the system.

     

     

    Go back to Main Tutorials Page

  20. Tapestry automatically saves your work as you add your Bespoke Framework to Tapestry.

    Your partially uploaded Bespoke Frameworks are saved as Draft Bespoke Frameworks which you can later edit and finish, or if you don't need them, delete them from Tapestry.

    For extra peace of mind there is also the option to manually save your work at certain points in the process (1).

     

    2022-05-04_16-46-47.jpg


    You can find your Draft Bespoke Frameworks in the Tapestry Control Panel, under Settings> Assessments, and then under Assessment Frameworks.

    Drafts which you haven't given a title will be known as 'Framework import' while titled Drafts will display the title. Each draft will have the date and time it was last modified to help you determine which one you were last working on.
     

    Click on Finish import (1) to continue importing, and Discard (2) to delete the Draft Framework. It's not possible to recover a discarded framework so make sure you are sure before you delete it.

    2022-05-04_17-13-02.jpg

     

     

    Go back to Main Tutorials Page

  21. In this tutorial we will look at how to delete and disable bespoke frameworks. Please note that once you have deleted a bespoke framework it will not be possible to recover it, and it will be removed from your account immediately. If you have previously made observations using the framework you are deleting, the observations will remain, but the assessments will disappear. On the other hand, if you disable a framework you will be able to enable it again later if you choose to.

    We'll look at how to delete a bespoke framework first. To skip to the section on disabling them click here.

     

    Deleting a bespoke framework

    To delete a bespoke framework you will need to go to the Control Panel (1) > Settings (2) > Assessments (3), and click the 'Delete' button next to the framework you would like to delete (4).

     

    image.png

     

    You will then need to confirm you are happy to delete the framework by clicking the 'Delete' button on the next screen.

     

    image.png

     

    If you would like to delete a draft bespoke framework you can do so from the Assessments page by clicking the 'Discard' button next to it.

     

    image.png

     

    Disabling a bespoke framework

    To disable a framework you will need to go to the Assessments sections of the Control Panel - by going to the Control Panel (1) > Settings (2) > Assessments (3) - and then click 'Configure' (4) next to the framework you would like to disable.

     

    image.png

     

    You will then need to untick the 'Enable' (1) box and click 'Save' (2).

     

    image.png

     

    Back to Main Tutorials Page

  22. In this tutorial we're going go through how to edit a bespoke framework once it's been saved on Tapestry. If you haven't already uploaded a bespoke framework, this tutorial will walk you through it. 

    We'll start by accessing the Assessment Frameworks settings, which can be done from the Control Panel (1), Settings (2) then Assessments (3).

     

    1.png

     

    Next, find the saved framework you'd like to amend, and click on 'Edit'. Here I'm going to edit my Progression Step 1 framework. 

     

    2.png

     

    Once you've pressed 'Edit' you'll be taken to a screen where you can amend the different elements of the framework. At this stage it's important to note that if you edit an element of an enabled framework that's already used in an observation, then this edit will reflect in the observation. For example, changing the name of a Detail that's been selected in an observation will rename this Detail in the observation, and deleting it will remove it from the observation. 

    But let's get back to it. So, the first section is to edit the name and description of your framework. If you want to make any changes simply click into the relevant box and amend the text. If you make a change, you'll see a green 'Edited' badge appear (1).
     

    3.png

     

    Next, you can make changes to the Scale, which is what you use to assess your framework against. If you have no Scale at the moment then you can add one if you'd like to (1). Or if you already have a Scale, you can make changes to it by clicking on 'Configure Scale' (2). A Popup box may appear for you to make your changes so just remember to click 'Save' if this appears to save your edits.
    Once an edit has been made you'll see the 'Edited' badge (3) to confirm. And you can always undo your Scale edit if you've made a mistake or change your mind (4).

     

    4.png

    4.5.png

     

    Moving on from the Scale, you can then edit the Details. These are the elements that make up the bulk of your framework, such as titles, statements, objectives, etc. These can be edited by either adding a new Detail (1), or by amending an existing Detail by clicking on its cog (2) and then the relevant action (3).

     

    6.png

     

    The badge (1) will show to indicate that a change has been made. To undo any changes you've made, click on the 'Undo all detail changes' button (2).

     

    6.5.png

     

    The final section you can edit is the Components, which is where you tell Tapestry how each Detail should look and behave. You can add a new one (1), or edit or delete an existing Component (2).

    To make a change, a popup box will appear. So again, remember to press save at the bottom of the popup box to apply the changes. After editing, you'll see the Edited badge (3) to confirm a change has been made to that Component. Should you want to revert back to the Components' original configuration then click on 'Undo' (4). 

     

    8.png

     

    After you've made any changes, at the bottom on the page you'll see a 'Discard all changes' (1) button. You can press this if you want to undo all of the changes you've made to the framework since last saving. Or if you're happy with the changes and want to save them, then simply select 'Save Assessment Framework' (2).

     

     

    9.png


     

    If you leave the editing page at any time without saving then rest assured you won't have lost any of your changes. Back on the Assessment Frameworks page you'll see that your bespoke framework now has edits that need to be reviewed. This means that the edits won't reflect within current or new posts until you have reviewed and saved them. 

     

    10.png

     

    And that's it! If you're having trouble or require any further assistance with this, contact us at customer.service@eyfs.info and we'll be happy to help.

     

     

     

    Go back to Main Tutorials Page

  23. In this tutorial I'm going to cover the three vital elements that make up a bespoke framework: Scales, Details & Components. 

    I'll go through each concept one by one, but if you would like to travel to a specific point in the tutorial, please use the links below. 

    Scales

    Details

    Components

    Let's get started looking at Scales. 

     

    Scales

    Scales are what you use to assess your framework against. You might call these refinements, tiers or levels. They allow you to fine tune your assessment when completing it in your observations. For example, you may want to set a Scale to show how well a child is demonstrating that selected statement.

    Below you can see an example of a Scale in action. 

    With the Key Stage 1 & 2 frameworks on Tapestry the Scales are called 'tiers' (when setting up the Key Stage frameworks you can choose how many tiers you have and what these are called). In the example below, we have 4 tiers set up (absent is not a tier as such). These are: needs additional support, working below, working at and working above. You can assess the KS1 & 2 Scales (tiers) against all of the KS statements. 

    2022-04-12_09-39-28.png

     

    Details

    Details are what make up your framework. They are everything from the titles of each part of your framework, to the statements, objectives, or targets that you may have included in your framework. 

    In the screenshot below you can see the KS1 Year 1 framework on Tapestry. All the elements highlighted make up the Details of the framework.

    The Details for the KS1 framework are:

    1. What the subjects are called (English, Maths etc.).
    2. What the areas within each subject are called (in the screenshot you can see one area of the English framework - spoken language).
    3. What the statements within each aspect are. 

     

    2022-04-11_14-10-55.png

     

    Components

    Each Detail in your framework needs to be given a Component. Components are important because they tell Tapestry how this Detail should look and behave and, later on, will be helpful when you start filtering and analysing your assessments. A Component should be a broad word which describes the type of Detail you are adding.

    Using KS1 as an example again, this is split into four different Components:

        A. Subject
        B. Area
        C. Aspect
        D. Statement

    2022-04-12_13-06-301.png

     

    When you add a new Component, you’ll need to say how Details added as this type of Component should look and behave. Components can either be a 'Category' or they can be 'Selectable'. If they are a category it means they only appear as a heading. For example, the Component of 'Subject' in KS1 would be a 'category' as you cannot tick it. The Component of 'Statement' in the KS1 framework would be 'selectable', because you can tick the statements when making an assessment. 

    Finally, within your framework you need to choose which Components your Scale can be used against. Within the KS1 framework it is the statements that are assessed. Therefore it would be the Component 'Statement' that would need to have the Scale enabled. 

  24. In this tutorial we'll look at how you can upload your CSV file to Tapestry and create your bespoke framework. If you need any help creating your CSV file you can find a link to our tutorial on this here.

    To add a bespoke framework you will first need to click your name in the top right (1) and go to the Control Panel (2).

     

    image.png

     

    You will then need to select 'Settings' (1) then 'Assessments', (2) and click the button to 'Add a new bespoke framework' (3).

     

    image.png

     

     

    There's some information and a video about bespoke frameworks on the next page. We do recommend reading this information and watching the video. Once you are happy click to begin adding your framework.

    image.png

     

    At the bottom of the next page you will be able to upload your CSV. To do so you will just need to click 'Choose file' (1) then select the CSV file from your computer and select 'Upload' (2). If you change your mind or want to edit your CSV file before uploading, clicking 'Cancel' (3) will take you back to the Assessments page.

     

    image.png

     

    You will then be shown a preview of the structure of your framework, including your Details and their Components. For more information on how bespoke frameworks are structured I would recommend looking at our tutorial on Scales, Details and Components, which you can find here.

     

    image.png

     

    If you are happy with how the framework looks click to continue (1). Otherwise you can go back and upload a different file (2).

     

    image.png

     

    You will then be able to enter a title (1) and a brief description of your framework (2). Once you're done click the 'Next' button (3). Alternatively, you can choose to exit and save your framework as a draft to continue adding later (4).

     

    image.png

    Any draft frameworks will be visible from the 'Assessments' section of the Control Panel, along with options to continue adding (1) or discard them (2).

     

    image.png

     

    The next step after selecting a title and writing a short description is adding a Scale. This is not mandatory so you can skip this step if you choose to. A Scale acts like a refinement or like tiers in our Key Stage frameworks, and will allow you to add more of a fine-grained assessment. If you have any trouble there is a short video you can watch and a link to our tutorial on Scales, Details and Components on this page.

    To add a Scale, click the 'Add Scale' button (1) or click 'Next' (2) to continue.

     

    image.png

     

    If you select to add a Scale you will be prompted to name your Scale (1), select the number of items (2) and to give your items a name and short name (3). In this case the 'Items' will be similar to the individual refinements or tiers. For example, you could add three items and call them 'Emerging', 'Developing' and 'Secure'. Item one will always be the lowest in the Scale. Once you are done click 'Save Scale' (4).

     

    image.png

     

    Next you will be able to adjust your Components. These are the categories included in your framework and will tell Tapestry how each Detail should look and behave . An example of a few different Components could be 'Areas', 'Aspects' and 'Statements'.

    You should be able to see a list of your Components, added from your CSV spreadsheet. If you would like to make any changes you will be able to add a new Component (1), edit (2) or delete (3) a Component.

    Before you are able to proceed you will need to make at least one Component selectable, which means you can tick items under this category when you add an observation. For example, if your framework includes statements you may choose to make these selectable. If you have added a Scale you will also need to apply this to at least one of your Components. Again, if your framework includes them, your statements might be a good choice for this. In the example below we will make the Component 'Experiences and Outcomes' selectable and apply our Scale to it by clicking the 'Edit' button (2).

     

    image.png

     

    To make a Component selectable, click the option under 'Display Style' (1). To apply a Scale to your Component you will just need to click the relevant box under 'Scales' (2). Once you're done click 'Save Component' (3).

     

    image.png

     

    Once you are happy click the 'Save Assessment Framework' button at the bottom right of the screen.

     

    image.png

     

    If you then go back to the 'Assessments' section of the Control Panel your framework should appear under 'Saved Assessment Frameworks'.

    Clicking 'Preview' (1) will allow you to see what your framework will look like when you use it with an observation. You will also have the option to edit (2) or delete (3) your framework.

    To enable your framework you will need to click 'Configure' (4), and tick the box to 'Enable' (5). If you would like relatives to be able to see the assessments linked to their children's observations you can also click the box to 'Display to relatives' (6). Please note this will not affect the visibility of the observations themselves, only the assessments. To save your setting's click 'Submit' (7).

     

    image.png

    image.png

     

    You will now be able to add your bespoke framework to your observations.

     

    Back to Main Tutorials Page

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