How to use the system
This guide introduces the complete workflow for reviewing profiles, adding children, tracking wellbeing,
documenting academic progress, and sharing updates in a respectful, organized way.
Quick Start
Overview
1. Sign in
Use your username and password to open the secure workspace.
2. Dashboard
Review totals, recent activity, and profile highlights at a glance.
3. Add a child
Create a profile with personal details, guardian information, and story.
4. Export PDF
Print or export a PDF profile when a report or review is needed.
Simple workflow
Process
1
Open the dashboard
After login, you will see the main workspace with child summaries, counts, and navigation.
2
Add a profile
Select Children, then create a new profile with the child’s story, needs, guardian details, and photo.
3
Track growth
Use progress updates, academic records, and welfare notes to document care and development over time.
What each area does
Navigation
Children
- Create new child profiles.
- Edit details and guardian contact information.
- Attach a profile photo and story summary.
Communications
- Send updates to the team.
- Share messages across staff.
- Keep records of action and follow-up.
Staff
- Manage assigned users and permissions.
- Add new members to the workspace.
- Review access and roles securely.
Settings
- Update organization details.
- Review permissions and access rules.
- Keep the workspace structured and consistent.
Child profile workflow
Records
| Step |
Action |
Best practice |
| 1 |
Open Children and add a new profile. |
Use clear and sensitive language that respects the child and family. |
| 2 |
Complete name, age, class, guardian, and story fields. |
Fill in only what is relevant and consented to share. |
| 3 |
Add wellbeing and academic updates. |
Record observations carefully and keep notes factual and respectful. |
| 4 |
Print or export the final profile as PDF. |
Use the export feature when creating reports, reviews, or handover notes. |
Recommended best practice
Care
Keep notes clear
- Write short, factual updates.
- Use consistent time references.
- Separate feelings from events.
Protect privacy
- Only share private information with authorized users.
- Keep guardian details accurate and secure.
- Use the system as the official care record.