Safeguarding Audit - Setup and Administration


  1. An Administrator must enable the Safeguarding Audit Module in the Administration section of the system.
  2. An Administrator should then assign the role of Safeguarding Manager to one or more users of the system.
    • Until at least one Safeguarding Manager is assigned, Administrators will receive weekly alerts that this task has not been completed.
  3. An Administrator or Safeguarding Manager can assign the role of Safeguarding Owner to other members of staff. Doing so means that they can then be assigned ownership of individual Safeguarding Areas and Safeguarding Items.
  4. The system will be setup initially with a default list of Safeguarding Areas and Safeguarding Items.
    • These are all initially owned by the main system Administrator.
    • These should be reviewed by Safeguarding Managers and assigned to appropriate Safeguarding Owners.
    • If any don't apply to your school a Safeguarding Manager can disable individual items.
    • Safeguarding Managers can delete Safeguarding Items or alternatively archive complete Safeguarding Areas along with their associated Safeguarding Items.
    • Disabling and then archiving is the recommended approach for unused Safeguarding Areas and Safeguarding Items since that is reversible.
    • NOTE - in the current release, default areas and items that are deleted will be restored from time to time so disabling or archiving is a better approach.
    • Safeguarding Managers receive weekly notifications about disabled Safeguarding Items.
  5. Safeguarding Managers can add new Safeguarding Areas and associated Safeguarding Items.
    • These can be disabled, archived and also deleted (although they won't ever be automatically restored after deletion) but otherwise are identical to the system provided ones.
  6. Safeguarding Areas and Safeguarding Items can be re-ordered in the system by Safeguarding Managers. The new order is applied for all users.
  7. Safeguarding Areas and Safeguarding Items review dates will initially all be empty. Once approved, it is recommended that the review dates are updated to fit with the school's Health and Safeguarding review cycle.
  8. Where groups of schools choose to coordinate in the system there is additional functionality to ensure consistency of Safeguarding Areas and Safeguarding Items and also functionality so that a single central Safeguarding Owner can be responsible for the same Safeguarding Item in each school.


All Safeguarding Areas and Safeguarding Items are initially marked as incomplete.

  • The Safeguarding Owner assigned to each will receive an email once a week to remind them of Safeguarding Areas and Safeguarding Items that are Unapproved, Not OK or Overdue.
  • They will also be reminded if these are Due for review within the next four weeks.

When marking a Safeguarding Item as OK the Review Date will be updated to be one year on from the date of confirmation.

  • If, however, the Safeguarding Item is Due for review within the next 4 weeks the date is updated to be one year from the current review date. The intention of this is that reviews can take place in a timely way before they are due but the review date does not creep earlier and earlier each year.
  • The review date can also be updated independently if it is necessary to change the annual review cycle or to check a Safeguarding Item more often.

The name of the Safeguarding Owner of each Safeguarding Area and Safeguarding Item is displayed next to it as a "mailto" hyperlink to facilitate quick communication if any queries arise.

In a coordinated group of schools (e.g. a MAT), some Safeguarding Items can only be updated by the central Safeguarding Owner. They still have locally set Safty Owners who will receive reminders about them so that they can be involved in the coordinated update of them.