If a child in your group is moving from one setting to another, you can transfer them directly in Famly. This keeps their profile and learning journey intact and ensures a smooth handover between sites.
To transfer a child from one setting in your group to another:
Go to the child's profile and click on the About tab
Find the Registration and room moves section and click Move setting
Choose the setting the child will be moving to
Enter the move date, which will become the child's new start date
💡 The child's data is moved as soon as you create the move, not on the move date. This means any observations made after the move is created but before the move date will not be transferred. To make sure all data is included, it's best to create the move as close to the actual move date as possible
Transferring the Learning Journey
You can choose whether to transfer the child's learning journey to the new setting. If you don't want to transfer it, uncheck the Also move observations box before confirming. If you do transfer it, here's what to expect:
Staff observations, assessments, and two-year checks will appear on the new site
The text entered in each will carry over, but any linked learning areas will not be transferred
Parent observations will not be transferred
If your settings use different learning frameworks, linked learning areas from the previous setting will not carry over. Make sure staff are aware that observations and assessments may need to be reviewed or updated after the move
💡 The child's invoice history, bill payers, and plans will not be transferred between settings when using Move setting
After the Move
Once the move date has passed, the child will automatically appear in the new setting in a room called "Automatically moved from [name of previous setting]". To assign them to a room:
Click the Children icon in Famly
In the third column, click the room name next to the child and select a new room. The change will come into effect immediately
If you need to find the child in their old setting, go to Settings, then Children and filter by Withdrawn children.