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Add a reply to a record

Updated

This article is for Designated Safeguarding Leads (DSLs).

You can add a Reply to Open and Unread records to update the reporters about the actions you’ve taken, ask them for more information, or request follow-ups.

To send a reply:

  1. Sign in to Record Manager > Dashboard and find the record.
  2. Show the record’s details.
    • From the Dashboard, select View Record. If the record includes multiple students, select the relevant student’s name.
    • From the student’s Chronology, select Details.
  3. Record Manager will open the record within the Chronology tab. Select Send Reply on the record’s toolbar.
  4. Complete the Send Reply dialog:
  5. (Optional) In the Also send to drop-down, select the staff you want to send a copy to.
  6. Enter your reply in the Message field.
  7. Select Send Message. The reply will appear as an update on the record.

Record Manager will notify the recipients by email and your reply message will show on their Dashboard notifications.