Safeguard integrates with your school's management information system (MIS), including but not limited to:
- RM Integris
When a student moves to a new school that uses Safeguard and the student's information is added to the new school's MIS, Safeguard looks at the date of the information added and requests a transfer from the previous school. To allow the new school to have access, the previous school needs to release the records in Safeguard:
- In Safeguard on the Dashboard, click View Transfers.
- In the Outbound Transfers section, click Transfer All.
If the student is transferring to a school without Safeguard, you need to locate the student with the search, or if you have removed the UPN already from the school's MIS system under Archived Children and at the top of the student's profile, view select Options.
From here there are a few methods of sending the electronic file to the other school. Share record allows the other school to have a one time secure access to all of the chronology within the pupil's file. Documents and all can be viewed and downloaded as needed. This method gives the initial school a receipt and log of who and when the data is accessed.
Also, there's an option to download a PDF version and they'll be able to email this to the other school. However, the preview of any uploaded documents may not be correctly displayed so the school may have to download these separately and send them on.
The receiving school needs to ensure that their IT administrator has whitelisted incoming emails from the Safeguard software for them to receive the transfer from Safeguard.
The share record feature is designed for students moving to schools that don't have the Safeguard Record Manager software. Therefore, it's not unusual for no dates to show for the share record facility.
If you still have missing students, check that your MIS has all the correct UPNs.