This view provides quick access to critical insights about children, educators, and journeys across your service, helping you stay organised and proactive.
From this central dashboard, you can:
Allocate children to educators and rooms
Track overdue or missing journeys
Monitor cycles that are falling behind
View key children and documentation summaries
Step-by-Step: Navigating the New Home View
1. Access the Home View
Click into the Home tab
While logged in with a Manager role you will have access to additional features
You'll see a series of summary boxes showing real-time insights about children and their journeys.
2. Assigning Children to Educators or Rooms
Assign Children to Educators
If you see a box labeled “X children missing a key educator”, click into it.
Select one or more children and click “Assign”.
Choose one or multiple educators from the list to complete the assignment.
Assign Children to Rooms
You’ll also see a box for children missing a room.
Click in, select the children, and assign them to the appropriate rooms.
3. Managing Journey Progress
Overdue Journeys
The “Overdue Journeys” box shows journeys where the review date has passed.
Click in to view overdue items by room or educator.
See which children still need work completed on their current cycle.
Journeys Falling Behind
These journeys are approaching their review date but don’t yet have enough progress to stay on track.
Use this to proactively support educators before cycles become overdue.
Children Missing a Journey
View which children don’t have any journeys yet.
Sort by room or educator and click to create a journey for a child directly from this screen.
Additional Insights
Your Key Children
If you’ve marked any children as “key children,” they’ll appear here for quick reference.
Search for Specific Children Documents
Use the search bar within this view to quickly locate any child by name.
*Finding Documents by Child via Docs Tab*
If you want to see all documents linked to a specific child:
Go to the Docs tab
Click View History
Use the Filter icon to select a specific child
You’ll see:
Docs created today
Docs from the last 30 days
Docs created before that
Summary
The new Manager Home View is your command centre for:
Tracking documentation and planning cycles
Ensuring all children are properly assigned
Supporting educators to stay on track
Quickly accessing documentation by child
Use it regularly to keep your service aligned, compliant, and well-supported.