Getting Started: Step 3
eymanage: Scheduling sessions for children
Once you’ve added children and staff, set up session types and products/services, you can start scheduling sessions for children. You can find the calendar of scheduled sessions in the Child Scheduling section of the child profile. Scheduling ...
End of Step 3
Congratulations on finishing Step 3! When you’re ready for the next step, be sure to book a 30-minute Q&A session here so you can be confident about what you’ve learned so far. In Step 4, we’ll look at how to generate your first batch of invoices, ...
eylog: Using medicine forms
You can use Medicine Forms to record whenever medicine needs to be administered to children. Once a form is filled out, it can be sent to the child’s parent. You can create medicine forms on the practitioner app. Log in as a practitioner to see the ...
eylog: Using accident/incident sheets
You can use Accident/Incident sheets to record if a child has had an accident or incident that resulted in an injury, and what actions have been taken in response. Once it’s been filled out, the sheet can then be sent to the child’s parent. You can ...
eylog: Using trackers
You can use trackers to get individual or group overviews of aspects of the system, such as framework progress, observations, and daily diaries. Framework Trackers Framework Trackers let you see the assessment levels of each child for a specific ...
eylog: Writing daily diaries
You can use the Daily Diary to record a child’s daily actions – including nappy changes, sleep times, etc – and absences. You can do this for one child at a time, or see and edit all daily diaries at once from the group Daily Diary screen. Once ...
eylog: Making observations
Let’s look at how to create observations on the eylog practitioner app. You can use observations to track how a child is progressing in their development. This includes the option to add an assessment, which allows you to evaluate that child ...
eylog: Creating reports
Reports have to be created on the web version, usually by a manager, but can be edited on the practitioner app. Creating a Report On the web version, click on Children in the sidebar. Click on a child to bring up their profile. Click on Reports. ...
eylog: Creating custom report templates
Reports are a way for parents to see how a child is progressing. You have a choice between Summative and Transition reports. Transition reports are much like Summative reports, except that they give more of a sense of how a child has progressed since ...
eymanage: Assigning terms to children
Once you’ve created your terms, you can assign them to children so they have funded hours during scheduled sessions. You can either do this individually, or assign a term to multiple children at once. Allocating funding to individual children Click ...
eymanage: Creating terms
For funding to be allocated to children during scheduling, they need to be assigned terms. You can create and customise multiple term types for your setting, with different start/finish dates, funding rates, and holidays. Funding can only be applied ...
eymanage: Updating your funding settings
Another important part of setting up invoices is making sure you set up how child funding is allocated against the invoice. Again, we’ll be looking at the essential settings only. More complex options can be explored once you’re more familiar with ...
eymanage: Updating your invoice settings
Before you begin generating invoices you should take a look at your invoice settings to make sure they function the way you’d like. To find your invoice settings: In the top right, click on > System Settings. Click on Invoices/Payments on the left Go ...
eymanage: Scheduling sessions for staff
As with children, you can book nursery sessions for staff members through their profiles. You can find the calendar of scheduled sessions in the Staff Scheduling section of the staff profile. To schedule a session for staff: Go to the Staff page. ...
eymanage: Creating products & services
Products and services are anything that the parent pays for in addition to scheduled sessions. Setting up products and services can go quite in-depth. Since this is a guide for new users, we’ll just look at the essential points: To create a product ...
eymanage: Creating sessions
Before you can begin booking sessions for children at the nursery you have to set up session types. These can be created and customised in System Settings. Session types determine the start/finish times for a session, as well as rates and how they’re ...
Introduction
Welcome to Step 3 of the Getting Started guide! This step covers features of eymanage and eylog. You should have completed your Getting Started training call by now, and be feeling prepared to dive into setting up the system in preparation for ...