To add or create a template, first you need to access "Child Development" > "Templates" and then either create a new template that needs to be fully set up manually or use a pre-configured template that is available in the public library.

To create a new template, click on "New template" button (the configuration is explained in the next section "How do I configure the template settings?").

If you want to use one of the templates available in the public library, click on "Public Library" tab

From here, choose one of the available templates and click on the 3 dots in the name box. To clone/duplicate a template, select "Clone".

A new window will open where you have to select for which age ranges the template will be used and only the lessons related to the selected age ranges will be copied. To select the age range, you have to tick the desired age range and click on "Continue".

This window will not open for the templates that don't have age ranges configured, if you want to use such a template, it will copy directly to "My Templates" without asking you to select age ranges.

The template is now cloned and you will find in "My Templates" tab in the "Child Development" > "Templates" section. If you wish to make changes to the lessons or the template name/setting, see "How do I configure the template settings?" below.

If you want to preview the content of a template before cloning it, you can select "View" instead of "Clone".

You will be able to view all the categories/lessons(objectives) of the template, and if you want to use it, click on the green "Use this template" button

If you have chosen to use one of the predefined templates or a template you have created and you want to change the name or configure the evaluation terms/criteria, you need to go to "Child Development" > "Templates" and click on the 3 dots next to the name of that template, then select "Edit".

Click on "Template Settings" on the top of the page

If you will not be using a template from the public library and you have clicked on the green "New template" button, the same page will open directly with the template configuration which is composed of 4 steps.

First of all you will set the template name, short name of the template, description, colour, depth level for the categories (below you will find an example with the depth of the categories to make it clearer how the branching works) and you can enable/disable the option "Progress visible to parents" (with this option enabled, parents will be able to see in real time (with no need to publish reports) the evaluations/observations added to the lessons for their children). Once you have filled in this information, click on "Save and Next".

Example of a template with subcategory depth level of 2:

Example of template with one depth level

In the "Age Range" config section, you can set up age levels to assign lessons per age level (this step is optional, you can skip it if you wish). To set up the age levels, you first need to turn this option on by clicking on the button at the top (if it is not already on), then a button called "Add new age range" will appear which you need to click on to add an age range.

Now a new row has appeared where you can set an age range, you have to click in both empty boxes to set the range, then click on the green box just after the second box to save the range. If you want to delete an interval, just click on the grey box with an "X" next to the green box. When you have finished setting up all the ranges, click on "Next" to advance to the next step.

In the "Evaluation Terms" config section, you can set evaluation terms if you have fixed terms throughout the year when evaluations are done, and evaluations added by this template will be associated with one of the terms configured here (this configuration is optional).

To configure the terms, you must first activate this option by clicking on the toggle button at the top. After activating the option you will see two pre-configured deadlines that can be changed as needed, to change the name of the school year and/or deadlines along with the date you need to click on the grey pencil next to them on the same row.

After clicking on the edit button for a term, you can click on its name to change it and the date, and after clicking on the date a calendar will open where you can select the date. To save the changes, click on the green button on the right side on the same row as the configured term; if you want to delete the term you have to click on the red button and if you want to cancel the changes, you have to use the grey button. When you have finished setting up the evaluation terms, click on "Next".

In the 4th section, you can enable 3 options: "Plan Lessons", "Evaluation Criteria", "Expected Evaluation".

"Plan Lessons" enables a weekly planner for the lessons in this template, this can potentially help you with your weekly planning (more details in How can I plan lessons in "Lesson Plan"?)

"Evaluation criteria" is an option that allows you to set up evaluation criteria similar to grades if you want the evaluations to be more than just adding observations. Once you activate this option by clicking on the "Evaluation Criteria" button, a button called "add new criterion" will appear immediately below it and you have to click on it. After clicking on that button, you will see the configuration fields for that criterion where you can set (in this order from left to right) the name, the short name, the weight(importance) and the colour; following these options you will see 3 buttons, the green one has the purpose to save the configuration of the criterion, the red one has the purpose to delete that criterion and the grey one you can click on if you want to cancel the changes made.

"Expected Evaluation" is a feature that allows to set an expected evaluation per lesson and evaluation term. To enable this you need to enable evaluation terms and criteria first. How to set an expected evaluation is explained in "How can I add/edit/delete template lessons?". When you are done, click on "Finish" and the template settings configuration is complete.

If you are working with one of the templates available in the public library, the categories/lessons will already be added, and if you want to make changes to those lessons and categories you must first access the template list. You can find the list in "Child Develpment" > "Templates", and now you have to click on the 3 dots on the same row as the template name, then click on "Edit".

Now the template and the list of categories/lessons in the template will open, if you hover the mouse cursor over a category/subcategory you will see 3 buttons next to the name (and for lessons you will see 2 buttons). The first button (from left to right) has the function to create a subcategory or lesson; the second button has the function to rename the category/subcategory/lesson name, and the third button has the function to delete the category/subcategory/lesson (categories and subcategories CANNOT be deleted if there are still lessons added, you must first delete the lessons that are part of that category/subcategory).

For a template created from scratch, you will have to configure each category and lesson separately. To do this, first click on the 3 dots on the same row as the template name, then click on "Edit".

This will open the template lesson setup page which is now empty. To create a new main category, click on the green button that says "Create main category".

Underneath will appear the newly created category, to rename the category you have to click on the grey pencil.

To add a subcategory or a lesson, you need to click on the first green button with a "+" in the middle (if the depth level is 1, under the main category you will be able to add a lesson directly without any subcategory, see How do I configure the template settings?" for more details).

To change the description of a category/subcategory/lesson or to change the colour of the category/subcategory, click on its name and a window will open with these available options.

If you have the "Expected evaluations" option enabled in the template settings (more details in the section How do I configure the template settings?"), when you click on a lesson name you will be able to configure those expected evaluations in the window that opens.

To add observations/evaluations, you need to go to "Child Development" > "Progress and Plan". Now you need to use the filters on the top-left to make sure that the information you need is displayed. In those filters you can select the template, grade, category, school year and assessment deadline if they were configured in the template settings and the age range if it was also configured in the template settings.

Once you've made sure the filters are correct, you have two ways to add evaluations:

To use batch record, first click on the "Batch Record" button at the bottom of the page, then click on the row with the lesson where you want to add the assessment > select the criteria in the top-right (if the criteria are set) and click on "Apply".

If there are already assessments added in the selected period/lesson and you want to add an assessment even if it is already added, before selecting the row, uncheck the button "show records in range".

After clicking on a box, a window will open where you can fill in the evaluation criteria/observation. If evaluation criteria are configured for the selected template, you must select a mandatory criterion to be able to add the evaluation without a written comment, but if they are not configured/enabled, it is mandatory to add a written comment to be able to add an evaluation.

Also if you want to edit or delete an already added rating, you can click on that rating, then click on the green "Edit evaluation" button and you can edit it or click on the red "Delete" button if needed.

If you want to view assessments for an individual student and not for the whole class, click on "Individual Child Progress" at the top, then use the filters at the top to display the data according to your needs. Adding assessments for the selected pupil works in the same way as explained above, i.e. you click on a box on the right hand side.

Now in order to add an evaluation/observation, click on an empty square on the right side underneath the student you wish to add the evaluation.

In order to export a report in xls. format go to "Progress and Plan" > "Progress and Plan".

From the top left of the screen use the available filters to select the required template, evaluation interval/term, evaluated class/group and categories for which you are exporting the report.

Once you have selected the necessary filters, click on the "Export Report" button in the top right corner.

Select one of the 3 available report options: Row per exam, Grade export or Weight export.

Important! In order to be able to plan lessons for the selected template, it needs to have "Plan lessons" enabled in the template settings. See "How can I configure the template settings?".

First you need to go to "Child Development" > "Lesson Plan". Make sure that you have selected the correct template using the first filter at the top (left to right) and then you need to select which lessons will be used for planning, to do this you need to click on the "+ Add lesson" button.

A window will open listing the lessons in the selected template, to select which lessons should be planned click on the boxes next to the lesson names. When you have finished selecting the lessons, click on "Save" followed by "Close" to close the window.

You will see the lesson listed on the left side above "Add lesson". In order to plan them, simply drag & drop them from the list on the left, underneath the days in which you want to have them planned.

At the top of the page you have a series of filters with which you can search or just browse through the lesson plans for a particular period/group/class.

If you want to generate an evaluation report, go to "Child Development" > "Reports" and click on "New Report" on the top right.

Now you need to follow the 3 stages in the pop-up window required to generate a report. In the first stage you need to add a name for the report, write down general comments, select the template and select the date range/terms for the report. Click "Next" when you are ready.

In the next step you have to choose for which categories/development areas to generate the report, to choose a category you have to tick the empty box next to the name or you can tick the first empty box where it says "select all categories" to select them all.

In the final stage you have to tick the boxes next to the students for whom you want to generate the report, as in the previous step you can click on the first empty box where it says "select all children" to select all of them. Click on "Save" when you have finished and a report will be generated for each child selected in this step according to the settings made in the first and second steps.

You will see the reports generated in the report list. A generated report is not visible to parents until it is published. To publish a report, choose the report you want to publish from the list of reports and click on the 3 dots on the right side under the "Actions" column, on the same row as the report and select "Publish report".

If you want to delete the report, select "Delete".

Go to "Child Development" > "Reports" and select from which tab you wish to download the reports (Unpublished or Published reports).

Now click on the small arrow on the left side and you will see the empty check-boxes next to the report name, tick the boxes for the reports that you wish to download and then click on the red "Download reports (PDF)" button.

You can also click on the 3 dots on the right side and select "Download PDF".

Another method is to click on the report name and then click on "Download report (PDF)".