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Overview of Record Manager record types

Updated
This article is for all Record Manager users.

You can create three record types in Record Manager: Safeguarding Concern, Behaviour Incidents, and General Notes. Each record type applies to different situations, such as checking for safety and wellbeing, recording inappropriate or harmful behaviour, or providing general information about a student.

Safeguarding Concerns

What is it?

A Safeguarding Concern refers to observations regarding a student's overall safety and wellbeing that are deemed concerning. Safeguarding Concerns apply when a student experiences or shows signs of abuse, neglect, or exploitation are observed or reported.

In the UK, safeguarding concerns are guided by legislation and policies, including:
Who can create Safeguarding Concern records? Designated Safeguarding Leads (DSLs) and Staff users can create Safeguarding Concern records.
How do I create a Safeguarding Concern record?

You can log a Safeguarding Concern from your Dashboard or the student’s profile.

See Create a Safeguarding Concern record.

Table 1: Safeguarding Concern overview

Behaviour Incidents

What is it?

Behaviour Incident records are created when disruptive, inappropriate or harmful incidents or events happen at school. This record type also covers actions or patterns of behaviour that violate rules and policies on acceptable behaviour. Examples include instances of verbal aggression, vandalism, or bullying.

Although Behaviour Incidents share similarities with Safeguarding Concerns, DSLs and local school authorities manage them differently. For instance, persistent or escalating patterns of Behaviour Incidents may be due to the student’s personal circumstances, pointing to Safeguarding Concerns.
Who can create Behaviour Incident records?

DSLs and Staff users can create Behaviour Incident records.

Note
Reporting Behaviour Incidents needs to be turned on for your site. If you’re a Staff user and you can’t add Behaviour Incident records, ask your DSL for access.
How do I create a Behaviour Incident records?

If you have access to Behaviour Incidents, you can start a report from your Dashboard or the student’s profile page.

See Create a Behaviour Incident record.

Table 2: Behaviour Incidents overview

General Notes

What is it?

General Notes allow users to submit records not related to Safeguarding Concerns or Behaviour Incidents. These Notes provide supporting or contextual information about a student and are recorded alongside other record types.

Examples of General Notes include meeting notes from student Protection conferences, emails about the student, or reports after Social Welfare visits. However, if these notes are linked to an existing Incident or Concern, update the record instead.

See Update a Safeguarding Concern and Update a Behaviour Incident.
Who can create Safeguarding Concern records? DSLs and Staff users can create General Notes.
How do I create a Safeguarding Concern record?

You can create a General Notes record either from your Dashboard or the student’s profile. 

See Create a General Note.

Table 3: General Notes overview

Note
If you’re part of a multi-tenant organisation, you must have access to the Record Manager site the relevant student belongs to. Contact your DSL or Record Manager Support Team for help.