Options
The Options tab is accessed by clicking Settings, and allows us to set up the module.
We can, first, name the module. The Module Name will be set to Safeguarding by default, but we can change this, if we wish, by entering the new name in the text box.
Categories
In the Categories section, we can add Categories to which our Concerns can then be added. To add a new Category, we just need to click the Add Category button, enter a name and, if we want the new Category to be available, switch on the Live toggle. We can then click the Add Category button. We can make changes to our Categories by clicking the orange pencil button.
Within each Category we will have Person Types, to which people added to Concerns will be applied. Each Category can have its own Person Types, we don’t have to use the same one’s across all Categories.
Person Types
To add a Person Type, click the Add Person Type button. We’ll then need to add the Person Type in the text box and click the Add Person Type button.
The Person Types can be re-ordered by clicking the arrows on the left and dragging them up or down the list, then dropping them in the position we want.
We can amend a Person Type by clicking the orange pencil button, on the right.
We can switch off a Person Type by switching the toggle off, again, on the right. If the Person Type has any people assigned to it, we will need to transfer them to a different Person Type before we can switch it off.
Miscellaneous
There are a few miscellaneous options that control how Notes can be viewed and deleted, and how Concerns can be deleted.
If we switch on the first option we can limit which notes will be visible if our iKnow has multiple locations. If the option is switched on, only notes relating to concerns for the primary campus will be shown. If there is a Concern raised for the person, in another location, notes added for that other location won’t be shown.
Switching on the toggle for Deletion of notes should be confirmed by leads before they are removed from the system, means that if someone who is not an Account Safeguarding Lead deletes a note, it will only be a soft delete. For the note to be completely removed, an Account Safeguarding Lead will need to confirm the deletion.
Switching on the Deletion of concerns should be confirmed by leads before they are removed from the system has the same effect for Concerns.
If these options are switched on, we will find any deleted Notes or Concerns in the Archived tab in Settings.
Stages of Concerns
Stages of Concerns allow us to show at which stage of the process a Concern is, currently.
To add a new Stage, we’ll need to click the Add Stage Type button. We can then give our Stage a name. If we would like this Stage to be the first stage for each new Concern that is added, we will need to switch on the Default for New Concerns toggle. We’ll also need to switch on the Live toggle if we want the Stage to appear when we’re adding Concerns.
Once we’ve completed the details we can click the Add Stage button to add our new Stage.
We can change the order of Stages by clicking the cross on the left and dragging and dropping the Stages to the order we want.
We can edit the details of a Stage by clicking the orange pencil button on the right and make any updates we need.
If we want to stop a Stage appearing when we add a Concern, we can switch of the toggle to the right of the pencil button. If the Stage is in use for any Concerns, we’ll see a message to inform us and to let us know that we will need to replace this Stage with another that is live. We can select the Stage that should replace the one we’re switching off, from the dropdown menu, and then click the Amend Stage button.