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Review a General Note

Updated

This article is for Designated Safeguarding Leads (DSLs).

Review a General Note to ensure it’s relevant, accurate, and created for the right student. General Notes provide contextual information about students and are not linked to students’ Safeguarding Concern or Behaviour Incident records.

Review a General Note

  1. Sign in to Record Manager > Dashboard.
  2. Find the General Note.
  3. Show the General Note’s details:
    1. From the Dashboard: Select View Record.
    2. From the student’s Chronology: Select Details.
  4. Record Manager opens the General Note’s details within the Chronology tab.

    Note
    There is no General Notes tab on students’ profile pages.

  5. Review the General Note:
    • Review the creation date and time, the reporter’s name, and verbal notice to a DSL. Verbal notices are required only for non-DSL users.
    • Check the General Note’s Category. To replace an incorrect category, select Edit and choose another category from the drop-down. See Record Manager Categories for the category definitions.
    • Check that the description in the Details field is accurate, factual, relevant, and current.

Next steps

After reviewing the General Note, you can:

  • Select Mark as Open to let the reporter know you’ve read the Note. Its status will change from Unread to Open in the Dashboard and the student’s Chronology.
  • Send a Reply to update the reporter or ask for more information about the Note. Select Send Reply.
  • Close the Note if it has been sufficiently addressed. Select Mark as Closed.
  • Delete the General Note if it’s not required or if it was created in error. Select Delete.