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Information

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Integration

How to add an observation on the app

In this tutorial we’ll go through the processes of adding an observation on the app version of Tapestry.

Please note, these steps will be exactly the same across iOS and Android devices. 

Accessing Observations on the app

Observations can be accessed on the app through the Threads option on the navigation menu at the bottom of the screen and then by clicking “Add Observation”.

Alternatively, you can access the Observations page by going to the burger menu in the top left-hand corner of the screen and then selecting Observations from the side menu.

screenshot from the Tapestry app showing the Add observation button
screenshot from the Tapestry app showing the Observation menu button

Adding a new observation

Once on the Observations page, to add a new observation, tap on Add Observation at the top of the page.

screenshot from the Tapestry app showing the Add observation button

You’ll then see a form that looks like the below screens.

There are four distinct areas we will cover in more details below:

  1. Title and children
  2. Uploading and managing media
  3. Adding notes
  4. Date & time
screenshot from the Tapestry app showing the observation form
screenshot from the Tapestry app showing the observation form
screenshot from the Tapestry app showing the observation form

Adding a Title and Children

At the top of the add observation form, you will see a Title field, where you can give your observation a name, and an Add children button. 

A screenshot of the title and add children fields when adding an observation

Clicking on the Add children button will bring up a new screen where you can select your child, or children, to include in your observation. 

screenshot from the Tapestry app showing the children list

Uploading and managing media

Using the Add media button, you can upload any photos, videos, audio files, or documents to your observation, as well as take photos and videos directly through the app. 

A screenshot of the add media section of adding an observation

Clicking on this will bring up a menu where you can select to either take a photo, video, or audio recording, or upload media or documents from your device.

A screenshot of the add media and documents menu when adding an observation on the app

Once you’ve selected any media and they finish uploading, you will see those items appear in the Uploaded media section. 

To make any edits to the media, you can tap on an individual media item or you can select Manage media

A screenshot of the add observation form showing an uploaded media item with the manage media option highlighted

From Manage Media, you can change the order the items appear via the Re-order tab and you can select items to be deleted from the Delete tab. 

If you tap on an individual photo you then have the options to Edit or Delete it.

If you select to edit an image you then choose from a range of editing options from the menu underneath including rotating and cropping the image, as well as blurring specific parts of it. 

A screenshot of the media and documents section within an observation on the app showing attached media
A screenshot showing a media item within an observation with edit and delete buttons
A screenshot of the edit media page within an observation

Adding Notes

In the Notes section you can write up what you’ve observed your child(ren) doing.

A screenshot of the notes section within the add observation form on the app

Date & Time

Here you can set the date and time of the observation – the default will be today’s date and the time you started creating this observation.

screenshot from the Tapestry app showing the date and time options on an observation

Save Options

Once your done, remember to click “Save” at the top. 

screenshot from the Tapestry app showing the save button at the top of an observation

Please note, you will only be able to edit observations you have created and only if a Manager at the setting has permitted relative users to do so via the User Permissions. 

Once you’ve saved an observation, you can go back and edit it any point. There are two different ways you can do this.

Locating the edit option for an observation

To edit an observation you have made, select the observation from the list by clicking on it.

Once you are viewing that observation, click on the Edit button at the top of the page to make any changes.

screenshot from the Tapestry app showing the title of an observation the user has made
screenshot from the Tapestry app showing the edit button within an observation

Editing your observation

While editing, you can cancel at any point if you no longer want to proceed.

If you want to finalise any edits you’ve made, select Save at the top of the page.

screenshot from the Tapestry app showing the cancel and save buttons when editing an observation

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