Safeguarding Note Categories#

Safeguarding note categories allow you to create sub-sets of notes within Safeguarding and logically group them together making them easier to find and reason about.

Managing Categories#

To add a new category select the Note Categories option from the Notes section of the Safeguarding side bar. Once open you’ll be shown the current list of safeguarding note categories and their information including:

  • Name - The name of the category.

  • Description - The description entered about the category.

Editing a Category#

You can edit the information of the category by selecting the corresponding checkbox in the table and clicking the edit button on the tables action bar. You can also double click the table row. This will open the categories edit view.

Update the desired information in the page and click the save button at the top of the page to update the category.

Tip

Some categories may be controlled by the system so they can’t be updated by the school. These are usually present to be used within other pieces of functionality.

Deleting a Category#

You can delete a category by selecting the corresponding checkbox and clicking the delete button on the tables action bar. You’ll be asked to confirm your choice before the category is deleted. Once deleted a green popup message will confirm that the action was successful.

Adding a New Category#

To add a new category click the add button on the tables action bar. This will open the new category screen.

Once you’ve entered all of the required fields, click the create button. You’ll be taken back to the note categories list and will see a green popup message confirming the action was successful.

Managing Sub Categories#

To manage the sub categories for a category, select the corresponding checkbox and click the edit button on the tables action bar (or double click the row). This will open the categories edit screen and will show the current sub categories list for the selected category. The sub categories will be listed with their information, including:

  • Name - The name of the sub category.

  • Description - The description of the sub category.

Editing the Sub Category#

To edit a sub category, select the corresponding checkbox and click the edit button on the tables action bar (or double click the row). Once selected you’ll be able to edit the sub categories information and click the save button. Once saved you’ll be taken back to the sub categories list and see a green popup message confirming it was saved.

Deleting a Sub Category#

To delete a sub category select the corresponding checkbox and click the delete button on the tables action bar. You’ll be asked to confirm your choice before the item is deleted. Once deleted the item will be removed from the table and a green popup will be shown to indicate the deletion was successful.

Adding a Sub Category#

To add a new sub category, click the add button from the tables action bar. This will open the new category form. Enter the name and optionally the description and click the save button to add a new sub category. Once added you’ll be taken back to the sub categories list and a green popup message will be shown confirming the sub category was added successfully.

Permissions#

This page is protected by the following permissions:

  • Delete Safeguarding Note Categories

  • Manage Safeguarding Note Categories

This page is available to users with the following roles:

  • Staff Members

    • Available with permission