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Edit a record's category

Updated

This article is intended for Designated Safeguarding Leads (DSLs).

You can change the Category of a child’s General Note and Safeguarding Concern or Behaviour Incident record.

To change the Category of a record:

  1. Sign in to Record Manager.
  2. You can use the Search Bar on your Record Manager Dashboard for new records.
  3. Once you’ve found the record, select View Record.
  4. For earlier records, go to the student's profile page. By default, the Student Profile will show the Chronology tab.
  5. You can use the different tabs to filter down what kind of record you want to view (Chronology, Safeguarding Concerns, Behaviour Incidents, Referrals).
  6. You can also use the Search bar to look for specific keywords relating to a record.
  7. Select Details to expand the record to see further details.

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Image 1: Select View Record to display the record’s details.

8. Select Edit next to Category and Important Information.

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Image 2: Select Edit to update Category.

Note
Important Information is optional and only appears if the staff adds it to their report.
  1. On the Edit Record pop-up, you can replace the category by deselecting the current category and then choosing a new one. A record can have up to three (3) categories. 

    04 select category.png

    Image 3: Choose a new category.

    Tip
    See the Category definitions for more information on assigning the right category to a record.

  2. Save your edit.

The new categories will show on the record’s row on the Dashboard:

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Image 4: The new categories appear on the record’s row on the Dashboard.

The new categories will also appear on the record’s row on the student’s Chronology tab:

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Image 5: The new category and the number of additional categories appear for the record on the student’s Chronology.