Safeguard Record Manager

Support resources for Record Manager 1.0. Go to help.rm.qoria.com for help with the new Record Manager.

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Login, Accounts and Passwords
Record Manager Start-of-Year Checklist Download and complete the start-of-year checklist: Record Manager Start of Year Checklist PDF

Manage users

Disabling vs Deleting a Staff User on Safeguard Record Manager Sometimes staff members need to be disabled for a period of time so they cannot access Safeguard Record Manager tempo...
Add multiple users with Staff Bulk Uploader   The staff bulk uploader allows you to upload multiple staff in one go, rather than one by one.  You can access the ...
The different Levels of Access for Safeguard Record Manager This article covers the different levels of access a user can have in Safeguard Record Manager. Access levels are con...
Adding temporary staff or those who already have a login for Safeguard at another school If you have a staff member in at your school who already has a login to Safeguard Record Manager at another school, y...

Configure Record Manager

Upload Student List CSV to Record Manager This article is for Designated Safeguarding Leads. This guide describes the steps for manually importing studen...
Each School Needs their Own Safeguard Account In the UK, if you look after more than one school each with their own Ofsted number, you will need separate Safeguard...
Safeguard Setup - Requesting Permission To set up Safeguard Record Manager for your school, we need to request access from Wonde, who we integrate with. Wond...
Create a Record Manager Student List CSV This article is for Designated Safeguarding Leads. You can manually import students into Record Manager by uplo...
Give Multi-Site Access to Record Manager Users What is multi-site access? If you are a Multi-Academy Trust (MAT) or another organisation that has more than one sc...
Automated Tags from Your Management Information System Safeguard imports your students' information from your Management Information System (MIS). It also imports the tags ...

Use Record Manager

Safeguarding Concerns
Safeguarding Training
How to upload documents to Safeguard Record Manager This document explains how to upload documents for staff members to read on Safeguard Record Manager. Note: only user...
Safeguard Record Manager Reporting The reports allow you to generate reports for any date range you require and have in-built filters to allow you to re...
Transferring Students' Records Between Schools Safeguard integrates with your school's management information system (MIS), including but not limited to: SIMS Brom...

Troubleshoot common issues

Troubleshoot password reset issues This guide provides troubleshooting solutions to Record Manager password reset issues. Issue: You didn’t receive the ...
Uploading File Errors If you are trying to upload meeting notes to Safeguard but are receiving an error such as: Request object error ASP 0...
Fix Incorrect Account Name If your name is incorrect on your Safeguard account, you can edit this. Procedure Log into Safeguard and on the top ...
Can't Find a Student To Raise A Concern If you can't find a student that you want to raise a concern for, you need to make sure that the student's UPN is inc...
Not Receiving Any Notifications From Other Members of Staff If you're not receiving any notification from other members of staff, it could be that you are receiving them but the...
Not Seeing Expected Students on the Student Overview Page If you import your students' information from a system such as ScholarPack but you're not seeing the expected student...
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