The Child Profile
Using the tasks screen for children
Tasks are a way of keeping track of any actions you need to complete that are associated with people on the system. You can use the task screen to see all tasks assigned to you, as well as all other public tasks on the system. Adding a public task ...
Tasks in the child profile
Tasks are a way of keeping track of any actions you need to do associated with a child. Adding a task Click on Children in the sidebar. Click on a child's name to bring up their profile. Go to the Tasks tab. Click on Create Task in the top right to ...
Sending the child profile form
While you can add children to eymanage manually by filling out their profiles yourself, you can save time by sending a child profile form to parents for them to complete for you. Depending on your Branch/Nursery settings, this will either be sent to ...
Customising the child profile form
eymanage lets you customise how fields appear in the child profile form. Some of the form can be customised in System Settings, but customising the form in Global Settings allows you to edit more options, and makes these changes apply to all ...
Downloading a child profile
Click on Children in the sidebar. Click on the name of the child to be taken to their profile. Click on the icon in the top right. The profile will begin downloading to your browser as a PDF.
The communication tab
The Communication tab of a child’s profile keeps a record of all message and email communications with that child’s parents. Use the buttons in the top left to sort between Sent (as in sent by a user on the system) and Received (by a user on the ...
Enrolling siblings
When you enrol the sibling of an existing child, you’re able to carry over parent details to the child you are enrolling. Using the Enrol Sibling button Click on Children in the sidebar. Click on the name of the child to be taken to their profile. ...
Adding tags to a child’s profile
You can use tags to keep track of children with certain qualities. You can see a child’s tags at the top of their profile, and at the bottom of their box on the Children page. Tags can be filtered, and they also fit into various aspects of system ...
Completing events for children
You can mark events as completed, in which case they won’t appear on your dashboard but will still show up on the Branch Calendar. Click on Children in the sidebar. Click on the name of the child to be taken to their profile. Click on Events in the ...
Adding an event for children
eymanage allows you to schedule Events for children, such as parent meetings, start dates, and so on. These events can be tracked through the calendar, and upcoming events are shown in the Notifications section of the Dashboard. Click on Children in ...
Adding documents for children
Any important documents related to a child can be uploaded to the Documents section of their profile. Upcoming expiry dates for documents are shown in the Notifications section of the Dashboard. Click on Children in the sidebar. Click on the name of ...
Importing child data
If you have existing data on children, you can import them into the system all at once. You can do this yourself, but it's recommended that you contact the eyworks team if you want to import data. Technically, you can import any CSV file into ...
Giving a parent eylog access
eylog access is only available for parents with parent logins. It allows them to access observations, reports, daily diaries, registers, accident sheets, and medicine forms. Through Parental Details Click on Children in the sidebar. Click on the name ...
Creating a parent login
Creating a login for a parent will give them access to the parent portal where they can see their child’s scheduling and messaging. When you activate this option, the parent will be sent an activation email with a link to where they can set up their ...
Children grid/list/map views
There are three ways you can view the information on the Children page: Grid view (the default), List view, and Map view. To change between views: Click on the green drop-down menu in the top right (this will be labelled either Grid, List, or Map ...
Customising gender identity
You can customise what options appear in the Gender Identity field of the child profile through settings. In the top right, click on > Global Settings. Click on eyenquiries in the sidebar. Go to Child Profiles > Gender Identity. Click on the icon in ...
Customising leave reasons for children
When you deactivate a child’s profile you’ll be prompted to select a reason why they’ve left the setting. You can customise the options that appear in settings. In the top right, click on > Global Settings. Click on eyenquiries in the sidebar. Go to ...
Reactivating a child's profile on eymanage
Inactive children are hidden on the system, which limits nearly all their system functions. To restore system functionality, you must make the child active again. Click on Children in the sidebar. Click on Filters in the top left. Check the box next ...
Making a child’s profile inactive on eymanage
You can indicate that a child has left the nursery by making their profile inactive. This will move their profile to an inactive list, and lock it so you're unable to update information, schedule sessions, create terms, etc. Making a child inactive ...
Filling out the child profile
Some of the information on the child profile is there for your reference, while others have important functionality on the system. Let’s go over what these are, and what they do. Profile First Name/Last Name: The child’s first and last name. This is ...
Adding a child
Adding a child manually Click on Children in the sidebar. Click on the icon in the top right. Fill out the relevant information in each tab of the child profile. At the very least, you should enter the child’s First Name, Last Name, Legal Gender, ...