Getting started with your Trellis account

User Guide

This article is for people who have already been approved by their employer to have access to Trellis. If you want to speak to us about getting Trellis for your school, email andy@trellis.scot.

Illustration of a teacher working at a desktop computer.

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1. Start Trellis

Log in with the instructions provided to you by your Trellis support contact.

You will then be prompted to begin a tour of the app. This takes you through the process of recording a meeting and reviewing the generated documents.

2. Give Trellis a try in a real meeting

You might be tempted to give Trellis a go by recording some general chit chat, or a staff meeting, and see what it comes back with. We do not recommend this: Trellis has been developed specifically for child-centred meetings. In other scenarios, the documents created may not be great.

3. Know where to find more information

Check out the user guides on our help page for more articles.

These include:

Communicating about Trellis with families
How to fix common technical issues
Top things to watch out for in Trellis AI-generated documents
Tips to capture the learner’s authentic views

4. Talk to us!

We usually set up designated online drop-in sessions which you should have received an invite to. We use these to hear your feedback on how you’re getting on with the app, and troubleshoot anything needed.

But please get in touch with us as soon as you have any issues or questions via support@trellis.scot or 0141 459 1348.

Jasmine

More user guides

Illustration of adults and a young person gathered around a laptop in a meeting.

User Guide

4 tips to capture the learner's authentic views

When we’ve spoken to young people about the Child’s Planning process, they’ve told us that they wanted to be involved as much as possible. The generated documents have a section for “Views of the learner” or similar – this article explains how to make sure that genuinely reflects their thoughts and feelings.

Jasmine

Illustration of two documents labelled Plan and Minutes.

User Guide

Top 7 things to watch out for in Trellis AI-generated documents

As the user of Trellis, you are responsible for making sure the finished Child’s Plan and meeting minutes are accurate and appropriate. There is no substitute for your expertise, and we want to encourage you to apply that to reviewing these documents.

Jasmine

Illustration of a teacher alongside a learner and their parent.

User Guide

Best practices for communicating about Trellis

Most families are happy for schools to use Trellis in meetings with them. But we’d like to share some learnings from our pilot around what helps people feel comfortable.

Jasmine