About Pastoral Management Notes and Actions

Users with appropriate access can add Notes with further information or more recent developments to pastoral management records. In addition, Actions can be added and assigned to staff as part of a note.

Actions have an alert system which means any that have not been completed by the specified deadline include Red triangle with a white exclaimation mark in it.

A note with an overdue action and the overdue alert highlighted

Action details appear on the Pastoral Management Dashboard screen of the relevant staff, providing a convenient, single place where staff can see what they need to do and when they need to have completed the action.

Pastoral Management dashboard with the Action Required By column highlighted.

If there is more than one open action, users can click on the number to see more information in a popup.

Action Summary popup

Once an action, e.g. interviewing a pupil, has been completed, it must be marked as such in the software and any relevant information added. A A green tick alert appears on a completed task, as shown in the screenshot below.

Completed action with tick highlighted next to the heading

If actions are incomplete, the related note's status CANNOT be changed to 'Closed'.

For more information, see: