Managing Tags for Easy Filtering or Grouping Children

Tags can definitely be a helpful feature for organizing and filtering students based on specific criteria. For example, tags can be used to quickly find students with a certain medical condition or allergy or to identify students who attend a certain extracurricular activity. 

You can create tags to categorise children into different groups, activities etc. See How to Create Tags section for more information on this. 

Some examples of tags commonly used by nurseries and after-school care programs are: 

• Funding hours (30 or 15 hours) 
• Name of School  
• Music class
• Name of activity club 
• Allergies 
• Health conditions - Asthmatic
  

You can create as many custom tags as you like. A student can have multiple tags assigned. It is recommended to keep tag names short and clear. 

Below are some use cases for ‘tags’ which will help you quickly filter children according to tags assigned to them. 

Using Tags in Invoicing (Rules-Based Invoicing)

To simplify your invoicing process, it's recommended to create rules based on tags. For instance, you can create a rule for students with 30 Hours funding and another one for students in the Gymnastics Club. Assigning tags to your students will make it easier for you to filter out a specific group of students based on the tags they have been assigned.

Using tags in the Cheqdin App - (Bulk Sign In-Out)

Sign in-out Students as per the tags (or groups) they are assigned to. For example, an after-school club can tag children based on the school they attend so that they can be quickly signed in or out. You can also use the tags option for digital attendance in both the Cheqdin app (Centre login) and the Notebook app (Staff login).  

Using Tags in Notebook App (Posting Photos & Videos in Timeline)

When sharing photos/videos with parents or carers on the Notebook app, click on the 'Tag' tab to apply filters. This helps you quickly find children and send photos/videos only to those grouped within the tag filters. You can choose to send it to all in the group or select individually.   

Using Tags in Notebook App (Posting Daily Diaries)

You can filter by tags when posting daily diaries via the notebook app. 

Filtering by Tags in Students Register

In the 'Students Register', you can quickly filter and view students on the screen by typing in a previously created/allocated tag name. 

Important note: If you haven't created or assigned any tag(s), you won't see it on any of the tag filter search results.