> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cleverschool.au/llms.txt
> Use this file to discover all available pages before exploring further.

# Safeguarding Audit

> Getting Started

<Note>
  Initial setup needs to be carried out by an `Administrator`
</Note>

## Quick Start

<Steps>
  <Step title="Enable the module">
    Enable the `Safeguarding Audit` Module in the Administration section of the system.
  </Step>

  <Step title="Assign a manager">
    Still in the Administration section, assign the role of `Safeguarding Manager` to one or more users of the system
    even if it is yourself.

    <Tip>
      Until at least one `Safeguarding Manager` is assigned, `Administrators` will receive weekly alerts that this
      task has not been completed.
    </Tip>
  </Step>

  <Step title="Go to the audit">
    Reload your page and select `Safeguarding Audit` from the main menu on the left of the screen.
  </Step>

  <Step title="Explore!">
    View the `Safeguarding Areas` and `Safeguarding Items` and try confirming/unconfirming them as well as adding
    notes.
  </Step>
</Steps>

## Further setup

<Note>
  Further setup can be carried out by a `Safeguarding Manager`.
  Access the management panel for `Safeguarding Audit` from the `Manage` option accessible from the dropdown menu
  in the top right of the screen.
</Note>

### Give roles to other users

* An `Administrator` or `Safeguarding Manager` can assign the role of `Safeguarding Owner` to other members of staff.
* `Complaince Owners` can be assigned ownership of individual `Safeguarding Areas` and `Safeguarding Items`.
* Owners will receive reminders when `Safeguarding Items` become due or overdue for confirmation.

### Setup areas and items

<Tip>
  The system is setup initially with a default list of `Safeguarding Areas` and `Safeguarding Items`.
</Tip>

* Assign the initially available `Safeguarding Areas` and `Safeguarding Items` to `Safeguarding Owners`.
* Disable `Safeguarding Items` that don't yet apply to your school.
* Archive `Safeguarding Items` that are unlikely ever to apply to your school.
* Add new `Safeguarding Areas` and `Safeguarding Items` from the management panel accessible from the dropdown menu in the
  top right of the screen.
* Reorder areas and items as appropriate.

<Tip>
  `Safeguarding Areas` and `Safeguarding Items` review dates will initially all be empty. Once approved, it is recommended
  that the review dates are updated to fit with the school's Safeguarding review cycle.
</Tip>

## Operation

All `Safeguarding Areas` and `Safeguarding Items` are initially marked as incomplete.

* The `Safeguarding Owner` assigned to each will receive an email once a week to remind them of `Safeguarding Areas` and `Safeguarding Items` that are `Unapproved`, `Not OK` or `Overdue`.
* They will also be reminded if these are `Due for review` within the next four weeks.

When marking a `Safeguarding Item` as `OK` the `Review Date` will be updated to be one year on from the date of confirmation.

* If, however, the `Safeguarding Item` is `Due for review` within the next 4 weeks the date is updated to be one year from the current review date.
  The intention of this is that reviews can take place in a timely way before they are due but the review date does not creep earlier and earlier each year.
* The review date can also be updated independently if it is necessary to change the annual review cycle or to check a `Safeguarding Item` more often.

The name of the `Safeguarding Owner` of each `Safeguarding Area` and `Safeguarding Item` is displayed next to it as a "mailto" hyperlink to facilitate quick communication if any queries arise.

<Tip>
  Where groups of schools choose to coordinate in the system there is additional functionality to ensure consistency
  of `Safeguarding Areas` and `Safeguarding Items`
</Tip>
