Using Record Manager with Monitor (UK)

This article is for Designated Safeguarding Leads (DSLs) in the UK.

Record Manager can receive alerts from Monitor. If your school uses Monitor, contact our Support team for help with setting it up. 

Record Manager helps DSLs record child protection issues and incidents electronically instead of in traditional daybooks or Child Protection files. You and other DSLs will see all Monitor Events with a Risk Level of 3 or higher by default for the groups they are responsible for.

Before you start

Ensure you have both the following user roles:

  • Record Manager: DSL
  • Monitor: Safeguarding Contact

Your school can enquire about adding Record Manager by submitting a request to our support team.

View Events in Record Manager

You can select which Monitor Events to include in a student’s chronology from the Record Manager interface.

  1. Log in to your Record Manager portal.
  2. In Record Manager > Dashboard > Smoothwall Monitor, select View Alerts.
  3. Review the information in the Alert column:

    • You can add the Alert to the student's chronology by selecting Assign to Chronology.
    • If you do not need the Alert, select Ignore Event.

Troubleshooting 

I’m not seeing the Monitor Events I want to see in Record Manager.

You should see all Monitor Events with a Risk Level of 3 or higher by default in Record Manager for any Alerting Profile where you are listed as the Safeguarding contact. You can troubleshoot which Events are displayed in Record Manager:

  1. Go to your Monitor Portal.
  2. Go to the Organisations page.
  3. Select Edit for to the right of an Organisation’s name.
  4. Select Alerting Profiles from the sidebar.
  5. Open one of your Alerting Profiles.
  6. Select Edit Alerting Profile and complete the steps to resolve your issue:
Issue Solution
You don’t see any Monitor Events in Record Manager
  • If you have access to multiple Record Manager sites, check you are viewing the correct site.
  • If you still do not see any Monitor Events in Record Manager, submit a request to our support team.
You see too few Monitor Events in Record Manager
  • Check the Record Manager Alerts column has the Risk Levels of 1 or higher in all of the Event Types (risk categories) that you need to see in Record Manager. 
You see too many unnecessary Monitor Events
  • Set a higher Risk Level in the Record Manager Alerts column to reduce unnecessary Monitor Events being sent to Record Manager. 
You don’t need certain types of Monitor Events in Record Manager
  • Set n/a in the Event Types in the Record Manager Alerts column to stop sending these types of Events to Record Manager.
  1. When you’ve finished updating your Alerting Profile, select Update.

 

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