Termly Reviews

You can do your key children’s termly reviews in the staff app, including on a shared device where you only have a PIN. The app shows the same review as the web. Your changes save as you go.

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Opening your reviews

Termly reviews live on the Development tab, next to observations. The tab opens on observations. The buttons at the top right open Home Moments, Termly reviews and a new observation.

1. Tap the Termly reviews button (the checklist icon).
2. Pick your name and enter your PIN. Reviews hold notes about children’s development, so the app checks who you are before opening them.
3. Your key children for the current term appear. Tap the eye button at the top right to go back to observations.

Once you’re in, opening or starting a review doesn’t ask for your PIN again. Leave the Development tab for another tab and reviews close, so whoever picks the device up next has to enter their own PIN. Use the chips to pick an earlier term, switch from My key children to Everyone, or choose a room. Each row shows how far the review has got, the child’s key person, how many observations they have this term, and their open next steps.

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Who can do a review

Only a child’s key person or a manager can start or change their review. Everyone else can open a review and read it, including the notes for the team, but can’t change it.

• Tap Start on one of your key children to begin their review.
• A child with no key person can only be reviewed by a manager. Ask your manager to assign a key person if one of your children is missing from My key children.

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Doing the review

The review screen shows where the review stands and what’s left to do. Come back to it whenever you’re interrupted.

1. Tap Prepare with AI to have the term’s observations read for you. It suggests a level for each area, what happened to each open next step, and some new next steps. You decide everything. If there isn’t enough in this term’s observations to go on, the review tells you, and you can add more observations or complete the review yourself.
2. Under Next steps from before, tap Achieved or Drop for each next step. Anything you leave carries on into next term.
3. Tap an area to open it.

Each area’s level shows as a coloured badge, so you can see at a glance where a child is: amber for Needs more support, green for Progressing well and blue for Exceeding (or whatever your setting calls them). A flagged area also gets an amber Flagged for support badge. Tapping Prepare again asks what should change, for example “Look again at Physical Development, she’s been climbing a lot”. Your note steers the AI, but it isn’t evidence: every suggestion still has to come from an observation, and levels you chose yourself stay as they are. The note is used once and not saved.

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One area at a time

Each area opens on its own screen with the AI’s summary and the observations it’s based on. Tap an observation to read it.

• The suggested level is already selected, marked with a sparkle. Tap a different level if it doesn’t fit.
• Tap Flag for support if something worries you, and add a note if it helps. A flag adds a reminder to the review to talk with the family and agree how you’ll support the child together. It’s for staff only: families never see it, and it isn’t mentioned in the term summary.
• Tap Next area to move on, or Previous to go back.

Everything saves as you go. Each area shows Saving… and then Saved. If a save fails you’ll see Not saved. Tap to try again. You need signal or Wi-Fi for this, as nothing is stored on the phone.

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New next steps and notes

Back on the review screen, Accept, Edit or Remove each suggested next step, or tap Add a next step to write your own. Two to four in total is plenty. Switch off Share with the family to keep a next step for the team only. Add anything colleagues should know under Notes for the team. Families never see these.

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Completing the review

Tap Complete review. Suggested next steps you haven’t accepted are discarded. Depending on your setting, completing it also drafts the family’s term summary. Need to change something afterwards? A key person or a manager can tap Reopen.

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The term summary

From a completed review, open the term summary to check it before it reaches the family. You can edit each section, Draft again from the review (adding a note on what to change, such as “mention she’s started toilet training”), and fix anything flagged by your setting’s writing rules.

• Tap Submit for approval to send it to a manager or publisher. Tap Withdraw to take it back.
• Managers and publishers can Publish it straight away, or Return with comment to send it back to the author.

The Summaries switch at the top of the reviews list shows your own term summaries. Managers and publishers also see the ones Awaiting approval. If a summary is sent back to you, you’ll get a notification in the app, and a card on Home links straight to it.

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Reminders on Home

In the last four weeks of each term, Home shows how many of your key children’s reviews are done, such as “3 of 8 key children done”. Tap it to go straight to your reviews.

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On a child’s profile

A child’s profile in the app has a Next steps & reviews section, showing their open next steps and their reviews, with links to open each one.

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Frequently Asked Questions

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Why does the app ask for my PIN when I open reviews?

Shared devices stay signed in, so the PIN makes sure the person reviewing is the person signed in. You only enter it once when you open reviews, not for every child.

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I can open a review but can’t change anything. Why?

Only the child’s key person or a manager can change a review. The review tells you who that is. If you should be the key person, ask your manager to update the child’s profile.

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Can I do part of a review on the app and finish it on the web?

Yes. It’s the same review, and everything you’ve saved shows up on the web straight away.