Adding a safeguarding action

Note: If you don't see this page, this means that this is turned off in your Software Settings, see our help topic, Managing your Safeguard Record Manager software settings.


  1. In the Search box, type the student's name and click Search. You can search with part or all of the student's name. For example, if you want to search for Gary Barnett, you can type in Gary and all the students with this name appear in the results table.
    • 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.
  2. In the Results table, find the student that you want to create a new concern for and in the Actions column, click Create.
  3. On the next page, under the Safeguarding section, within the Safeguarding Action box, click Add.
  4. On the Add Action ({student name}) page:
    1. In the Action box, type a description of the action taken.
    2. If you want to change when the record shows on the chronology you can click Manual Date and from the date picker select when you want this to show.
    3. Click Add Action, and then Return to Dashboard.