Safeguarding Records

Learn how to add and manage your school's safeguarding records.

Working with Safeguarding Records

Create records from Monitor alerts You can create records from alerts that Record Manager receives from Monitor. These alerts are triggered based on ris...
Add 'Important Information' to a record This article is intended for Designated Safeguarding Leads (DSLs). You can add (or change) Important Information to...
Add a reply to a record You can add a Reply to Open and Unread records to update the reporters about the actions you’ve taken, ask them for ...
Change a record's status This article is for Designated Safeguarding Leads (DSL). You can change a record’s status by acknowledging that you...
Delete a record Sometimes it may be necessary to remove a record from a student’s chronology. This can happen, for example, if a rec...
Edit a record's category This article is intended for Designated Safeguarding Leads (DSLs). You can change the Category of a child’s General...
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Safeguarding Concerns

Create a Safeguarding Concern record This article is for all users. This guide explains how to report a Safeguarding Concern in Record Manager. Report a S...
Log Safeguarding Concern records from Pulse alerts You can create Safeguarding Concern records from Pulse alerts if your Record Manager site is integrated with Pulse. I...
View new Safeguarding Concerns This article is for Designated Safeguarding Leads (DSL).  DSLs can view record details in the Record Manager portal....
Update a Safeguarding Concern This guide explains how to update a Safeguarding Concern created in Record Manager. A Safeguarding Concern record sho...

Behaviour Incidents

Create a Behaviour Incident record This article is intended for all Record Manager users. This guide describes how to create a Behaviour Incident record...
View new Behaviour Incidents This article is for Teachers.  You can view Behaviour Incident records in your Dashboard if a DSL has turned on this ...
Update a Behaviour Incident This guide explains how to update an existing Behaviour Incident in Record Manager. Once you have reported a Behavio...

General Notes

Create a General Note General Notes provide context to the student’s profile and chronology. It offers insights into a student’s progress a...
Add updates to General Notes This article describes how to add updates to General Notes.   Note Staff users can only add updates to the General No...
Review a General Note Review a General Note to ensure it’s relevant, accurate, and created for the right student. General Notes provide co...

Referrals

Close a referral You can close a Referral once it’s accepted or actioned by local authorities or agencies, or when you’ve reviewed it...
Add a referral to a record Adding Referrals lets you document that you’ve referred a Safeguarding Concern or Behaviour Incident record to local...
Review referrals You can review the Referrals made on Safeguarding Concern or Behaviour Incident records. Referrals are added to reco...