You're now able to create three different types of notes for a child.
General Notes
Confidential Notes
Safeguarding Notes
First, you'll need to go to the Staff profiles and update whether they are a Designated Safegaurding Lead (DSL) and if they should have access to Confidential Notes.
More > Staff > Click into the Staff Member > Edit.
Creating Child Notes
There are two ways to create child notes.
Nursery Level: More > Safeguarding > Child Notes > Add new note
Child Level: Child > Notes > + Add New Note.
When creating a Child note you will need to add the following mandatory information.
Title of note, date, note information & to select the access level.
Access Levels: You can select which type of note you are creating.
General - This note can be added and viewed by all staff members
Confidential - This note can be added by all staff members, but can only be viewed by staff with access to view confidential information
Safeguarding – This note can be added by all staff members, but can only be viewed by Designated Safeguarding Leads
Once the information has been added, you can upload supporting files if applicable and click Save.
Remember! Local Authorities may have different forms to fill out, you can upload the completed form to the files section within the note.
You can now also add follow up notes, to all notes.
Editing and Archiving Notes
Only the general notes can be edited. All notes can be archived.
If you'd like to edit a confidential note, we'd recommend adding a follow up to the note.
Child > Notes > Click into the Note > + Follow Up.
How to archive a general note:
Child > Notes > Click into the Note > Click the three dots > Archive.
Archived notes can be accessed by filtering the notes page by, active, all, or archived.
Exporting Notes
You can export notes for all children within a selected date range. This export will include both active and archived notes.
To export the notes:
More > Safeguarding > Child Notes > 3 dots > Export > Amend date range > Export
The export will download to your device as a ZIP file. Within the ZIP file, you will find:
A CSV file: This contains all notes for every child within the selected date range, including archived notes.
Attached files: Any files that have been added to the notes will also be included in the ZIP file.
Important: Only the System Owner has permission to export notes.
This may mean that you wish to update the system owner to a person that has access to both Safeguarding & Confidential Notes.
To change the System Owner you'll need to go to:
More > Settings > Nursery Information > Edit > Update System Owner.
Notifications
Staff who have access to Confidential Notes or Safeguarding Notes will receive a notification.