This document explains how to upload documents for staff members to read on Safeguard Record Manager.
Note: only users with DSL level access have access to upload and manage documents
Step 1
When you log into Safeguard, there is a profile icon in the top right-hand corner. Click that and then click Document Manager.
Step 2
Click the button that says Upload New Documents
Note: You can not upload documents that are larger than 10MB. If you have a document larger than this limit, please break it down into smaller documents and label them appropriately, for example, "Part 1" and "Part 2"
Step 3
After you click "Upload New Document" it will open a pop-up box that allows you to either drag and drop a document from your computer, or you can click browse to access the files on your computer to select a document.
When you have uploaded the document, return to the documents page, you need to click refresh in order for it to appear on the list.
Further tasks
Once you have uploaded a document you have two options:
1. Mark it as a Required Read
By marking a document as "Required Read" all staff members will get an email saying there is a document on Safeguard that they have to read. When they log into Safeguard they will need to go to "Documents" on the left-hand side.
To see which staff members have and have not read the document, you can click on the numbers next to that document and it will bring up a list of names and email addresses - the red number is the number who have not read the document, the green number is how many have read it.
If there is an document you want staff members to read each year for example the School's Privacy Policy, you can remove that document from this section and re-upload it and those numbers will go back down to 0.
2. Remove the document
You can delete the document by clicking the Remove Document button. Once deleted it cannot be recovered, so please check before you do this.