FAQ

Our most frequently asked questions

Frequently Asked Questions

Getting Started

How do I get started?

Once you have registered and signed into foundations you will be ready to set up your nursery. We recommend that you add your children and their contacts first. Do this by navigating to the ‘Children’ smily face tab in the main menu.

Adding children will enable you to do key things in foundations like adding events in a child’s day, tracking their development and using the register to sign them in or out.

Children

How do I add a child?

Adding a child on foundations takes less than a minute.

We’ll show you how to do it…

Navigate to the ‘Children’ smily face tab in the Main Menu. 

Select the ‘Add Child’ button.

Enter all the information you have about a child. 

All fields marked with an * must be completed before you can save a child.

Once you select ‘Confirm’ your child will be saved to the Child Directory and hey presto you have added your first child!

How do I add an existing contact to a child?

Navigate to ‘Children’ from the main menu and select a child.

From the child’s detail page select ‘Contacts’ in the sub navigation and select ‘Add Contact’.

To add an existing contact (for children with siblings whose contacts will already be in the system) select ‘Add Existing Contact’.

All existing contacts in the system will appear in a list. You can filter the contacts by typing a name in the search field.

Choose a contact from the list and select ‘Next’.

Select the relationship from the dropdown list and state if they are a primary carer or not.

Choose if you want to invite them to use the ParentZone App and select ‘Next’

Review the contact information and select ‘Confirm’ if all is correct.

Select ‘Close’ to return to the child’s contact’s page where your new contact should appear.

How do I create a contact for a child?

After a child has been added you can then add their key contacts such as parents and guardians.

Select ‘Create New Contact’.

Enter the details for that contact.

Select if the contact address is the same as the child’s.

Choose ‘yes’ to autofill the fields with the child’s address. 

Choose ‘no’ to manually fill in the address fields.

Select ‘Next’.

Select the relationship from the dropdown list and state if they are a primary carer or not.

Choose if you want to invite them to use the ParentZone App and select ‘Next’

Review the contact information and select ‘Confirm’ if all is correct.

Select ‘Close’ to return to the child’s contact’s page where your new contact should appear.

Events

How do I add an event?

An event describes anything that happens during the day from what a child has for breakfast to the activities they get up to. There are 6 different event types in foundations

  • Accident
  • Meal
  • Medicine
  • Moment
  • Nappy
  • Sleep

Different daily diary event icons in foundations childcare app

Navigate to Events in the main menu.

Select ‘Create New Post’.

Select the event type and say when it happened.

For accident, moment or medicine events, write a note about it.

For meal events set the meal type, meal option and portion size.

For a nappy event select the condition of the nappy and whether cream has been applied. 

Images can be added for all event types apart from nappy’s.

How do I add a tailored group event?

In Daily Plus you can add a single event and tailor it for multiple children.

Navigate to Events in the main menu.

Select ‘Create New Post’

Select the event type and enter the details.

Select all the children that were involved.

Customise individual children’s posts by writing specific notes about each child. You can also add supporting photos.

Review the group event and select ‘Confirm’ to post it to the timeline.

Once posted to the timeline Parents can see their child’s tailored post via the ParentZone App.

How do I save my event as a draft?

When creating an event you can save it as a draft at any time and continue working on it later. 

Whilst creating an event select the close button ‘X’  in the top right corner. 

You will have the option to ‘Save Draft’, ‘Discard Post’ or ‘Keep Working’.

When you select ‘ Save Draft’ the event will close and be saved as a draft.

To retrieve a draft select the ‘Retrieve Drafts’ link next to the ‘Create New Post’ button and your saved drafts will appear in a list.

Select the ‘…’ button and choose ‘Edit Draft’ to continue working on it or ‘Discard Draft’ to delete it.

Adding Photos

What is Tag Assist?

Tag assist is a feature of the photo upload process. It uses facial recognition software to help identify children in the photographs that you upload.

The more you use tag assist the better it will become at recognising the faces of the children in your setting saving you time and effort.

How do I upload photos and tag children?

You can add single or a batch of photos whilst creating a post and tag the children in them. Once you tag a child it should remember their face for next time.

Select ‘Add Photo’ to launch the image uploader. 

Select ‘Upload Images’ to search for the photos you want to upload. At this stage you can also take live photos from your mobile or tablet. 

The images selected will load on the screen.

The system highlights any child it recognises with a square, tagging their face with their initials. Their name will be listed and marked with the number of times they appear in the current batch of photos.

Any face it does not recognize will be marked with a question mark. Select the unknown faces and use the dropdown menu to select the correct child. The question mark will be replaced by the child’s initials, and their name will be listed and marked with the number of times they appear in the current batch of photos.

Continue this process for all unknown faces in the photographs. Remember, the more you use tag assist the better it will become.

If tag assist incorrectly identifies a child simply highlight the face. Their name will appear below the image. Select the ‘X’ and replace it with the correct child from the dropdown menu.

Once you are happy that all the children have been identified correctly select ‘Save’ and the images will be added to your event.

All children tagged in images will be added to the post.

Child Development

How do I make an observation?

Navigate to Child Development in the main menu.

Select ‘Add Progress’ to start an observation.

Select the development type ‘Observation’. 

Say when it happened (the date and time will default to today’s date) and if the activity was led by a child or adult.

Write a note about the event. 

You can also note what the child said and upload any supporting images.

Select ‘Next’ and identify the children that were involved.

Select ‘Next’ to move to grading.

If creating an observation for a single child simply select the area aspect and age form the EYFS and grade if the child is Emerging, Expected or Exceeding for each statement.

If creating an observation for multiple children you also have the ability to tailor the observation by adding a note and child’s voice for each individual child.

When your observation is complete select ‘Next’ to review the information and click ‘Confirm’ to save it to the development timeline and ParentZone.

To help you track the progress of a child, all previous observations you have made will be logged with the amount of times they have been graded for a statement numbered on the applicable grading buttons.

How do I make an assessment?

Navigate to Child Development in the main menu.

Select ‘Add Progress’ to start an observation.

Select the development type labelled ‘Assessment’

Say when it happened, the date and time will default to today’s date.

Say if the assessment type is an ‘assessment’, ‘baseline’, ‘2 year check’, or ‘transition’.

Give the assessment a title and write a note about the event. 

You can also note what the parent said and upload any supporting images.

Select ‘Next’ and identify the child that was involved.

Select ‘Next’ to move to grading.

When creating an assessment for a child simply select the area or aspect from the EYFS that you wish to grade, then select the appropriate age and grade from dropdown lists. 

When your assessment is complete select ‘Next’ to review the information and click ‘Confirm’ to save it to the development timeline and ParentZone.

Register

How do I make the most of my child register?

You can keep track of which children are on your premises at any one time by using the register to mark children in or out as they arrive and leave.
Navigate to ‘Register’ in the main navigation. All children in your system will appear in a list and todays date will be shown.
From here you can print a paper register or sign children in or out digitally. You can view past registers by selecting a date from the date picker at the top of the page or use the search box to find the in or out status of a child.

Signing a child in

To mark that a child has been dropped off, select the ‘Check In’ button which will turn green and be labeled ‘In’ with the current time listed.

In addition, the person dropping off of the child can add their signature by selecting the ‘Sign’ button and drawing their signature within the box provided. They should select their name from the dropdown list or type it separately. Selecting ‘Confirm’ adds this information to the check in.

Signing a child out

To mark that a child has been picked up, select the green ‘In’ button which will turn red and mark the child as ‘Out’ with the current time listed.

In addition, the person picking up the child can add their signature by selecting the ‘Sign’ button and drawing their signature within the box provided. They should select their name from the dropdown list or type it separately. Selecting ‘Confirm’ adds this information to the check out.

Offline Working & Syncing

Can I work offline?

To help you be more productive you can create events and continue working even when you are offline.

If you go offline whilst creating a post you will be alerted that you have no internet connection. You will be given the option to ‘Keep Working’ or ‘Discard Post’.

Select ‘Keep Working’ to continue adding your event details in the normal way.

When you select ‘Confirm’ you will receive a message that says your post has been created and it will be available to sync to the timeline once you are connected.

Selecting ‘Discard Post’ will delete the post and take you back to the events timeline.

The ‘Sync’ icon at the top of the page will highlight with a red dot to indicate when you have posts to sync to your timeline.

You can continue to create as many posts as you wish.

When back online, sync your saved posts by selecting the ‘Sync’ button at the top of the page and clicking ‘See All’.

All posts ready to be synced will be listed on the Sync page. You can then choose to ‘Edit’, ‘Delete’ or ‘Sync’ your posts using the buttons on the right of each post.

Staff

How do I add my staff to foundations?

The staff management area is where you add and manage your staff’s permissions so they have all the correct access to do their jobs smoothly. 

Navigate to ‘Staff’ in the main menu.

In the staff management area select ‘Add New Staff’.

Enter the person’s name, email address and date of birth.

Select which permission group they belong to, for example admin. A description of each user permissions is viewable from the dropdown.

Select ‘Send Invite’ to send the new staff member an invitation and link to join foundations. 

Once the user has accepted the invitation their details will be added to the staff directory and they will have access privileges. 

Settings

How do I change my Password?

You can change your password as well as your profile photo, name and opt in preferences at any time.

Select your name or the profile icon in the top right of the screen, and choose ‘Go to my Profile’.

Select ‘Change Password’ underneath your name. 

Enter your current password, new password twice and select ‘Confirm’ to save.

To edit your photo, name and contact preferences select ‘Edit Details’, make your changes and then press ‘Confirm’ to save.

I have an issue with the software, what should I do?

We are constantly working on new features for foundations so you may see updates each time you log in. Most of the time these updates should run smoothly but if you do come across any issues please let us know by selecting the “Give Feedback” link in the menu.

ParentZone

How do I invite parents to join ParentZone?

Before adding any parent to ParentZone you will need a valid email address for them. There are 2 ways to invite a contact to ParentZone, when adding a contact and by editing an existing contact from the contacts directory table.

When adding a contact:

From a child’s detail page select ‘Contacts’ in the sub navigation.

Select ‘Add Contact’.

When adding a contact’s details enter an email address on the first screen.

Select ‘Next’ and add the contact’s address if you have it.

Select ‘Next’ then select the relationship from the dropdown menu.

Select ‘yes’ when asked to ‘Register for ParentZone?’ 

Review the contact information to check all is correct and select ‘Confirm’ to save the contact and return to the child’s contact’s page.

The contact will be invited to ParentZone via email.

When editing an existing contact:

From a child’s detail page select ‘Contacts’ in the sub navigation. 

On a child’s contact’s table if not already registered for ParentZone select ‘Not registered’.

In the popover select the ‘Register’ button to confirm registration.

The contact will be invited to ParentZone via email.

What is ParentZone?

ParentZone is the award winning childcare app for parents. Parents can access information about their child’s day at a time that suits them best. ParentZone increases partnership with parents by allowing two way communication between parents and your nursery.

How do I delete my account?

How do I delete my account?

If you decide that foundations is no longer for you please contact foundations@connectchildcare.com

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