In this guide we will walk through how to add Memos on your Tapestry account.
If you don’t have these already enabled on your account, you can do so through Configuration > Features > Memos > Enable.
Adding a Memo
Once you have enabled Memos on your account you will see this option appear on the menu on the left hand side and clicking on that will take you to the screen you see below.
Here is where your Memos will appear once you’ve made them. You can see some examples of ones that have already been created.
To start creating your own Memo, click the Add Memo button in the top right corner.
As you can see, Memos look a lot like Observations and work very similarly, too, except Memos are not added to a child’s learning journal.
Firstly, select a child by clicking the Select Children button.
Please note, only the relatives attached to the children you select are the ones that can access this Memo.
You can either select individual children from the tick-boxes at the end of the row of their names, or you can also select whole groups of children using the Select all button.
To only see children from a specific group or cohort you can select those tabs at the top of the list. If you’re looking for a specific child, you can use the search bar.
Once you have added the necessary children, click Done.
Next, give your Memo a Title* (it will not save without one). On the right-hand side you will see you have a couple of options.
Clicking on the Status drop-down will provide you with three different options, these are:
- Draft: This means only staff will be able to see the memo, no relatives will be able to.
- Published for Relatives: This will make it accessible straight away to relatives and if they are set up to receive notifications, they will be notified.
- Scheduled for Relatives: This will publish the memo on the date you select from the calendar above. If you select a date in the future on the calendar but do not select this option, the memo will not become scheduled.
The date of the memo can be changed from the Created/Scheduled section.
Once you’ve selected whether you want the memo to be a draft, published or scheduled you can then fill in the Notes box with whatever you need to tell the relatives.
You can also upload documents to your Memo such as pictures, videos, audio files, Word docs, PDFs etc. by clicking on the Add Files button to select the documents you need. Once you’ve done that, click Start Upload.
Once media have been selected you have the options to delete them, in case anything has been added by accident and you can also choose the order of the media using the up and down arrows. Videos, audio clips, and pictures sit separately to documents when the page is saved (documents appearing below them in their own section), but you can change the order of them in each of their groups.
If you’re happy with everything, go ahead and click Save at the bottom.
After saving, you will see your Memo. If you want to change the status of the memo from here, you just need to click on the cog button.
When you have a memo open you will also see the option to add a comment.
Back on your main Memo screen, you will now see your new memo appear on the list. If you want to make any changes to a memo, you just need to click on the Edit button. Clicking on the cog button will give you the options to view the history of the memo, change the status of it depending on its current status, schedule it and to also delete the memo.
That is how to enable and create memos! For any further support, contact us on customer.service@eyfs.info.
You can also see some more useful guides below.