How to manage your Tapestry accounts if you have several packages

This guide assumes that you have multiple packages at your school or setting. If you are trying to decide whether to have all the children on one Tapestry package, or split across several, you can refer to this post.

If you already have multiple packages, then it’s good to review them each academic year to make sure that the way they are split is still working for you.

There are two options you can choose from; have packages assigned to groups of children (for example, classes), or have packages assigned to each key stage, such as Early Years, Key Stage 1 etc.

This guide goes over the pros and cons of each.

Option 1 - Have a package assigned to a specific group of children, as opposed to key stage

This option would work best in settings where practitioners change classes at the end of the year.

You might want to ensure the account is labelled as something specific for the children, such as ‘KS1 2025’. If you don’t want to use a specific cohort name, a manager can change your account name at the end of each year (or whenever necessary) from the Control Panel -> Settings -> Your Setting.

Pros

  • You can keep adding observations and assessments to the children as one continuous journal
  • You won’t need to transfer children or relatives to a new package (and won’t need to go through the reactivation process with relatives)

Cons

Option 2 - Have your packages assigned to each key stage e.g. KS1, as opposed to a specific groups of children

Pros

  • You won’t need to delete and add staff at the end of the year
  • You won’t need to rename your account when children move between packages

Cons

  • You would need to transfer the children and relatives between packages
  • You will need to go through the process of relative activation again on the new account
  • A child’s ‘About Me’ isn’t included in a transfer so you would need to export it as a PDF and upload it on the new account to keep a copy. However, please note that you can’t upload this back onto the About Me, so you would need to upload the PDF as a Report, in a Memo etc.

Jo

Product Support Specialist
Jo joined Tapestry in 2023, as part of the Customer Services team. After retraining as a teacher when her son was small, Jo worked predominantly in Early Years, most recently working as a supply teacher in Sussex where she was a Tapestry user herself. Prior to teaching, Jo worked in a number of roles within IT, working in financial services and software development as well as for the public sector. When not working, Jo is often found pottering around her garden tending perennials and walking on the downs. As an avid craftsperson, a company called “Tapestry” seemed an obvious choice!

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