Configuration

Help guides on how to configure Record Manager features and settings

Articles

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 ...
Manage student transfers This article is intended for Designated Safeguarding Leads (DSLs). Record Manager starts a student transfer when it...
Using Multi-Site Access This article is for Teachers and Designated Safeguarding Leads (DSLs). If you need access to multiple schools on Re...
Turn on MFA This article is intended for Designated Safeguarding Leads (DSLs).Multi-Factor Authentication (MFA) works by verifyin...