A person's record: record, approve and check
Record a check yourself, approve or reject what a person sent, record a register check, add a claim and send their link.
1 min readLast updated
Applies to: People & Volunteers · School admin, School staff · Sports and community clubs, Charities and foundations, Peak bodies and associations
This one isn't for schools: it's here so you can see how it works elsewhere.
A person's page shows each check they need with its status and valid-to date, every record and its history, and their claims. School admins make changes; team members can look.
How to record a check
- Step 1: Go to Record a check and choose the Check.
- Step 2: Fill in what it asks: for a card, the Card number, State, Card type and dates; for a course, the Course name, Provider and Completion date.
- Step 3: Add the Certificate if your school keeps one, and select Record.
Police checks
Record the date you saw it and the Result category: No disclosable court outcomes, or Disclosable outcomes — assessed by your school. By default you keep the date and result only, not the certificate (minimum collection). To keep copies, tick Keep a copy of police check certificates in Settings.
Interviews
Record the Interview date, Interviewer(s), Format (In person, Video or Phone), the Outcome (Suitable, Not suitable or Follow-up needed), a Documented reason and any Private notes. An interview counts only when the outcome is suitable.
Approve what they sent
- Checks a person sent from their link show Waiting for approval, marked Sent in by the person. Select Open file, then Approve or Reject.
- To record that you looked a card up on the official register, tick I checked it on the official register. It then shows Verified on register; otherwise Recorded.
Also on this page
- Send link: email them a fresh personal link (30 days).
- Reimbursements: add a claim for them with the receipt (Add claim).
- Details: name, email, type, state, under 18. Select Save.
- Archive (they've left) takes them off your lists; Restore brings them back.