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Log Safeguarding Concern records from Pulse alerts

Updated

This article is for Designated Safeguarding Leads (DSLs).

You can create Safeguarding Concern records from Pulse alerts if your Record Manager site is integrated with Pulse. If a student selects I need some help during a Pulse check in, an alert will show at the top of your Dashboard. Contact your Customer Success Manager for advice on Pulse integration.

To log a Concern record from a Pulse alert:

  1. In Record Manager > Dashboard, select View Alerts.
  2. Select the Pulse Alerts tab.

  3. Select Details for the alert and review the information provided, including the student’s name, date and time of the alert, and alert statements or descriptions.

      Note

    If the alert doesn’t require a new record (for example, it's a duplicate alert), select Ignore Alert.

  4. Select Assign to Chronology.
  5. In the Create Record from Alert pop-up, enter the student’s name and select Create Record.
  6. The new record will appear in the student’s Chronology.

Record Manager dates these Records based on when it receives the Pulse Alert. Find the new record in the student’s Chronology by searching for ‘Pulse Alerts’.