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Initial setup must be carried out by an Administrator. Once a Safeguarding Manager is assigned, they can manage ongoing configuration.
Initial setup requires Administrator access.

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Quick Start

1

Enable the module

Go to Administration > Modules and enable Safeguarding Audit.
2

Assign a Safeguarding Manager

In Administration > Users, assign the Safeguarding Manager role to one or more staff members.
Until at least one Safeguarding Manager is assigned, Administrators receive weekly alerts prompting you to complete this step.
3

Open the module

Reload the page and select Safeguarding Audit from the main navigation sidebar.
4

Explore

View the Safeguarding Areas and Items. Try confirming and unconfirming items and adding notes to familiarise yourself with the workflow.

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Further Configuration

Access the management panel from the Manage option in the top-right dropdown menu.
The following configuration steps are available to Safeguarding Managers:
  • Assign Owners — assign the Safeguarding Owner role to areas and items; owners receive weekly reminders for items that are due or overdue
  • Disable or archive items — disable items not yet applicable to your school; archive items that are unlikely ever to apply
  • Add custom items — add Safeguarding Areas and Items that reflect your school’s specific context
  • Reorder areas and items — arrange them in the order that best suits your review workflow
Review dates will initially all be empty. Set dates to fit your school’s safeguarding review cycle.

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Day-to-Day Operation

  • Owners receive weekly email reminders for items that are Unapproved, Not OK, or Overdue — plus items due for review within the next 4 weeks
  • When you mark an item OK, the review date is set to one year ahead. If the item is already due within the next 4 weeks, the date rolls forward one year from the current due date — keeping your review cycle on track
  • Owner names next to each item are mailto links — click them to contact the owner directly
  • Print the completed audit for governors, Ofsted, or your LA