Add 'Important Information' to a record

You can add (or change) Important Information to a Safeguarding Concern or a Behaviour Incident record. Adding Important Information helps other staff and concerned parties make the right decision on the report.

To add or change Important Information:

1. Sign in to Record Manager > Dashboard.
2. Locate the record using the (a) date picker, (b) search bar, or (c) filter. You can also sort the list of records by (d) column header.
   
   

   

   Image 1: Use the date picker, search, filter or table sorting to find a record.

   Note
   The Dashboard only shows the most recent and open records. To locate closed or old records, elect Search on the left navigation and find the student whose record you want to edit.

3. Select View Record to display the details of the record.
   
   

   

   Image 2: Select View Record to display the record’s details.

4. The screen will show the details of the report. Select the Edit button next to Category and Important Information.
   
   

   

   Image 3: Select Edit.

   Note
   If the reporter did not select an Important Information checkbox, the box will only show Categories. You can also add or change a category during this process.

5. On the Edit Record dialog, select the Important Information checkbox you want to add to the record. You can replace or delete an Important Information by selecting or deselecting its checkbox.
   
   

   

   Image 4: Select Important Information

6. Save your changes.