Managing incidents


  1. In the Search box, type the student's name and click Search.
  2. In the Results table, find the child that you want to create a new concern for and click Create.
    • If you can't find the student, check that you are searching for the correct name. On Record Manager, we use the students legal name, not their known by name.
    • If you still can't find the student, make sure that they are on-roll, have a valid non-temporary UPN, and are not pending transfer from another school. You might need to speak to your designated safeguarding lead (DSL) about this.
  3. Under the Behaviour Incidents section, either:
    • Create a new incident report by clicking Log.
    • Update an existing incident by clicking Add.
  4. From the Categories section, select those that apply and type a description of the Incident.
  5. Type the name of any other staff members involved and if any other children were involved.
  6. From the Notify Staff list, select the staff members to notify. This sends the staff member an email to say that they have a notification to read.
  7. Click Manual Date and in the date picker, choose when you want the report to appear in the student's chronology.
  8. Click Create Incident.