Admin & Configuration

Manage your Record Manager settings, users, documents, and other features.

Configuration

Create a custom tag You can add one custom tag which you can assign to students In Record Manager, select the Account icon at the top-rig...
Change your school's Attendance Alert threshold Record Manager alerts certain DSLs and Staff when student attendance dips below the percentage set by your school for...
Set access to Behaviour Incidents and student profiles, privacy, and security Sign in to Record Manager and select the Account icon > Software Settings. Under General Settings, turn ON the relev...
Start of Year Maintenance Checklist Download and complete the Record Manager Start of Year Maintenance Checklist.  
Each school needs its own Record Manager account If you're looking after multiple schools, each school must have its own Record Manager site. For advice or guidance o...
Configure email notifications Email notifications help you stay informed about any updates within Record Manager.  Email notifications can be set ...
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User Management

User roles and permissions Record Manager includes three user types, namely Designated Safeguarding Lead (DSL), Staff user and Training-only use...
Deactivate or delete users Deactivate a userYou can temporarily deactivate a staff member’s account to stop them from accessing Record Manager. ...
Add staff to Record Manager You can add one or more staff members to Record Manager by creating a CSV file with their details. Once you add staff...

Notifications

Record Manager notification types Record Manager ensures you stay informed via in-app notifications and by email. Depending on your role, you’ll be no...
Using the In-app Notifications When you select the Notifications icon (bell) from any Record Manager page, the Notification panel appears where you...

Document Management

Download your school's documents Record Manager’s Documents page gives you access to documents that are relevant to your Safeguarding roles and respo...
Upload documents for your organisation This article is for Designated Safeguarding Leads (DSLs). You can upload your organisation’s documents to Record Ma...
Manage your organisation's documents You can delete, download, or require staff to read documents uploaded to the Document Manager. You can also sort or ...