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Create an Individual Story

Create and share an Individual Story for a child with their Family and linked Teachers.

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Written by Educa
Updated over a week ago

Individual Learning Stories are the most common type of documentation on Educa. In this guide you’ll create a story for one child, add content, link to frameworks or plans, then choose whether to save as a draft, submit for approval or publish.

Step 1 – Start an Individual Story

  • From the sidebar, click Create Story.

  • Select the child you want to write the story for.

how to start creating an individual story

Step 2 – Add your story content

Details to add first

  • Add a clear, descriptive Title.

  • Update the date if needed. The default is the date the story was originally created.

  • Start writing your story.

The main Story field

  • Start writing your story in the main Story text field.

  • Explore the different text formatting options in the Toolbar, including Tables.

Adding & Managing Media

  • Add Photos and Videos to your story with the Add Media button. Maximum 50 per Story.

  • Attach a file to the Story with the Attach File button.

    • If you just upload a PDF and include nothing in the Story field, the story will show a full page view of the PDF.

  • Click an image for edit options including crop, rotate, borders and resizing.

  • Use the toolbar to crop, rotate or adjust image layout.

Extra text boxes

  • Use the extra text boxes for additional information (for example, “What learning is happening here?” and “What’s next?”).

  • Site Admins can update these headings in Site Settings to match your centre’s language.

Step 3 – Link Frameworks and Plans

  • Link to relevant Frameworks to add context and support compliance.

  • Link to Plans created in Educa for this child by choosing from the drop-down list.

    • Only plans for that child will appear.

Step 4 – Choose sharing and notification options

  • Tick Send Email to notify the child’s Family and profile Teachers.

  • Tick Day Journal if needed. Day journal stories are excluded from learning reports.

Step 5 – Save, submit or publish

At the bottom of the page you’ll see:

  • Cancel – close the story without saving.

  • Draft – save the story as a draft.

    • Drafts are visible to Teachers only.

    • Find drafts under My Stories in your teacher profile and in the child’s Draft Stories tab.

Your final option depends on your publishing permissions:

  • Submit for Approval – if story approval is turned on

    • Sends the story to a reviewer.

    • The reviewer can send it back for changes or publish it for Families.

  • Publish – if you have permission to publish

    • Shares the story with Families and Teachers linked to the child straight away.

    • Adds the story to the child’s portfolio and reporting.

To make sure no work it lost, make sure to always save your work before closing the Story. Please see Saving Your Content in Educa for more details.

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