Articles on: Connect App

Connect App - Creating a Head Count

Connect App - Creating a Head Count


This article will assist you with the process of creating a Head Count using the Xap Connect App.


Overview


The Connect App allows you to create Head Counts and Activities as an Educator. These Head Counts will then be visible in the main XAP program for reporting purposes.


Creating a Head Count


To create the head count:


  1. Log into the Connect App using your email address and password



  1. From the Dashboard screen select the New Activity icon



  1. Select the option of Head Count



  1. Select the Circle option on the top left-hand side
  2. Select the names of the child/ren to be included on this head count
  3. Select Done on the top right-hand side
Note: Filters can be used to refine the listed children eg. Rooms or Tags



  1. You can view or adjust the names of the children included on the head count if required
  2. Complete any custom fields (if they have been created)
To assist you with creating custom fields in a head count see: Creating a Custom Activity & Fields
  1. Select if the head count will be only visible to staff (recommended)
  2. Select if you would like to make this a Group Post (recommended)


Note: Visible to Staff - Guardians unable to view, Group Post - Creates 1 report with all selected children included on the same head count



  1. Select Post


Note: You can select Draft, if you are still working on the report.


Viewing the Head Count via the Connect App


To view the Head Count that has been created:


  1. Select the View Activities icon at the bottom of the screen



  1. Select the Published option at the top of the screen.
Note: If the head count was set to Draft then it will be visible on the draft screen.



  1. Filters can be used to refine the head counts including:
  • Date
  • Room
  • Children
  • Educator


  1. The published head count information will display including:
  • Date
  • Time
  • Any custom fields that have been added
  • Total number of children included in the head count


Viewing the children included on the selected head count


To view the children included in the head count:


  1. Select the coloured letters on the bottom left of the head count



  1. The included children will display
  2. Select the back arrow to exit the screen



To assist you further with this process, you can view the Xap University - How to create a Head Count via the Connect App or the full video Creating and Managing Head Counts via Xap Connect App



Updated on: 15/02/2024

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