Managing your Safeguard Record Manager software settings

Procedures

1. On the top navigation menu, click and then Software Settings.
2. Under the Information & Downloads section:
   • To download an excel spreadsheet of all your records, click Create Local Backup.
   • To open the Staff Import page, click Import Staff and see our help topic, Bulk adding users to Safeguard Record Manager.
   • To amend system messages and open the Customise your Safeguard Record Manager messages page, click Customise System Messages.
   • To download the PDF guide for designated safeguard leads, click User Guide.
   • To download the PDF guide for normal staff users, click Staff Quick Start.
3. Under the General Settings section, configure:
   1. To show or hide the Record Physical Intervention link shown under the Safeguarding section.
   2. To show or hide the entire Behaviour Incidents section.
   3. To show or hide the View Incidents button shown in the Actions column of the search results table listing students that you have searched for.
   4. To show or hide the Add Communications link shown under the Safeguarding section for normal staff users.
4. Under the Attendance Alerts section, type the Percentage that you want as the threshold for which below a student is placed in the Attendance Alerts list.
5. Under the Custom Student Tag section, type the Acronym letters that you want to show for your tag and type the full Name of the tag to show on reports.