This article is for Designated Safeguarding Leads (DSLs).
The Chronology is a timeline of all records created for the student, presented in reverse chronological order. A student’s profile page shows the Chronology tab by default, and you can export it by downloading it as PDF or printing it out.
Prepare the student’s Chronology
- Sign in to Record Manager and find the student.
- Select View on the student's row. Record Manager will navigate to the student’s profile, which shows the Chronology tab by default.
Tip
If the student has a recently created or open record, you can locate them on the Dashboard. - At the top right, select Options > Print/Download Chronology. Record Manager will generate a preview of the Chronology.
Note
It can take up to a few minutes to generate the preview, depending on the size of the Chronology.
Image 1: Showing the Print/Download Chronology option - Select your export preferences:
- Include transfer receipt: Creates a transfer receipt form. If you share a copy of the Chronology with a third party (for example, another school), you can ask them to sign this form to prove they’ve received the document.
- Remove staff names: Removes the identity of the staff who added the records provided in the Chronology.
- Include all record documents: Downloads all record attachments and student files alongside the PDF.
Download Chronology as PDF
- On the preview page, select Download Chronology.
Image 2: Download Chronology button - On the Download Student Chronology pop-up, you can give the Chronology an optional password. This ensures only authorised persons can view its contents.
Image 3: Password-protecting a Chronology - Select Download PDF and save the file in your drive or a secure folder.
Print a Chronology
Caution
Given the sensitive nature of students’ Chronologies, exercise caution when printing, storing, or sharing printed copies with third parties.
- On the preview page, select Print Chronology.
Image 4: Print Chronology button - Set your printing options (for example: page range, paper size, orientation).
- Select Print or OK.
Important
You can save the Chronology as a PDF using your device’s printing dialog. However, this option doesn’t let you add a password to protect the document from unauthorised access. For more information on protecting your PDF files, see Securing PDFs with passwords.