Sign In Central Record Knowledge Base

Customising your new Custom Report

Published July 2nd, 2024 by Alicia Roberton

Custom Report Note: Please first see our guide on Creating a Custom Report Once you have clicked "Create", your new Custom Report will open. You will notice that to start with this Report will show everything including all Profile Types, all Sections and all Fields: AutoSave You will notice that on any Custom Reports, the AutoSave func

Late Date Warnings

Published February 13th, 2024 by Alicia Roberton

What is a Late Date During an inspection, it's not uncommon for the inspector to want to compare the dates that checks were carried out against the start date. Should they be later, it could well be questioned and might catch you by surprise. To help prepare you for this, if you populate the start date of a Profile, then most date fields will ge

Edit a Field (Check)

Published February 13th, 2024 by Alicia Roberton

Video Guide Editing a Field To Edit a Field, ensure you have the relevant Section selected, and then simply Double-click the Field to show its editor. Depending on the type of Field, you may get presented with a few extra options but these are the common ones: Label. This is the text that will appear to the left or above the Field when e

Online Checks

Published February 13th, 2024 by Alicia Roberton

Most employers report that they already use social media checks before choosing to hire an employee. KCSiE 2022 states that educational settings should consider conducting online searches as part of their due diligence during the recruitment process. Employers within educational settings should hope to identify any issues or incidents that have

Internet Explorer 11

Published July 2nd, 2024 by Alicia Roberton

As of January 2021, we no longer support the use of Internet Explorer. Whilst it is currently still possible to access the app via Internet Explorer 11, you should expect a more limited functionality. As such, we encourage you to upgrade to the latest versions of Microsoft Edge, Chrome, Safari, or Firefox or to continue to get the most from Sign

The Profile Page

Published July 2nd, 2024 by Alicia Roberton

The Profile Page This is the Profile page. Here you can see all the information you have stored for a particular Profile, as well as Edit, Delete, Transfer and Copy the selected profile including exporting a document. Please Note: If any area of the staff profile page has a padlock icon, it is likely you do not currently have the permissions s

Document and File Management

Published February 13th, 2024 by Alicia Roberton

Uploading Documents To add a Document to a Profile, navigate to the Profile Page by either using the search feature or by selecting it from the Profile Tab. Once you are on the Profile Page, click on the Documents Tab. You can upload your document by clicking the blue 'Upload' button, or you can choose to 'Upload Confidential'. Please see fu

Enforcing Multi Factor Authentication

Published July 2nd, 2024 by Alicia Roberton

If you would like to enforce Multi-Factor Authentication across your Federation or Organisation, you can now do this via Settings. Please Note: Only users with full Administrator permissions are able to amend this. Enforcing MFA for your Organisation To enforce the use of MFA for your Organisation, head to Settings>Organisation Menu&g

Insights and Reporting

Published February 13th, 2024 by Alicia Roberton

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Adding a new User and Amending Permissions

Published February 13th, 2024 by Alicia Roberton

Video Guide To Add a User, go to Settings > Organisation > Users. Note: If the Users option has a padlock, this means you do not have permission and will need to contact your system administrator. Adding a New User Press the Add User button to see the following dialogue: Enter the new user's Name and Email address, then selec

Adding a new Federation Level User

Published July 2nd, 2024 by Alicia Roberton

Add a New User Please Note: If you have added a user under their Organisation, they will automatically appear on your Federation User list as this is a list of all users across the trust. To add a new trust-level user, go to Settings > Federation > Users. If the Users option has a padlock, this means you do not have permission and will

Adding a new User and Amending Permissions

Published July 2nd, 2024 by Alicia Roberton

Adding a New User To Add a User, go to Settings > Organisation > Users. Note: If the Users option has a padlock, this means you do not have permission and will need to contact your system administrator. Press the Add User button to see the following dialogue: Enter the new user's name and email address, then select the permissions

Linking Groups to an Organisation

Published July 2nd, 2024 by Alicia Roberton

Video Guide From your Sign In App account head to Manage > Groups > Select Staff group > Integrations and from the dropdown select your organisation. You can link any repeat visitor group with your SICR account from here. If you’re a school trust you may see multiple organisations here, select the one relevant to the group in Sign In Ap

Overview

Published July 2nd, 2024 by Alicia Roberton

The Template Your Template is where you define all the different Sections, Profile Types, Rating Systems and Fields / Checks that are available. You can show/hide Sections and Fields for different Profile Types, or have a more advanced setup using the logic builder. It also allows you to select which Rating System fields count towards. Tem

Missing Information and Incomplete Profiles

Published May 31st, 2024 by Alicia Roberton

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DBS checks and certificates, including Barred List information.

Published February 13th, 2024 by Alicia Roberton

What types of DBS check are there? The below is directly sourced from the GOV.UK guidance on checks processed by the Disclosure and Barring Service, or DBS: Types of DBS check that you can request: a Basic check, which shows unspent convictions and conditional cautions a Standard check, which shows spent and unspent convictions, cautions, repr

Change a Profile Type

Published July 2nd, 2024 by Alicia Roberton

Changing the Profile Type for an Individual If you need to change an individual Profile Type you can do so directly from the Profile Page. At the top of the Profile Page, you can see the current Profile Type for the individual: Click on the Profile Type and, if you have permission to edit, the following dropdown list will appear. Select the

Audits and Sign-Offs

Published July 2nd, 2024 by Alicia Roberton

This guide will cover: How to Carry out an Audit: Via individual profile pages or in bulk. Sign Off's: How to record and track a sign-off, as well as amend user permissions. Spot Check Audits: How to create a custom section to record spot-check audits on profiles, and how to track these. The Audit Log: How to view all changes made across your sy

Document and File Management

Published July 2nd, 2024 by Alicia Roberton

Uploading Documents To add a Document to a Profile, navigate to the Profile Page by either using the search feature or by selecting it from the Profile Tab. Once you are on the Profile Page, click on the Documents Tab. You can upload your document by clicking the blue 'Upload' button, or you can choose to 'Upload Confidential'. Please see fu

Editing and Exporting a Report

Published July 2nd, 2024 by Alicia Roberton

Opening a Report To access and edit a Default Report click "Open". In this example we have opened the New Starters report: A spreadsheet will then open which looks and functions similarly to our Advanced Editor. You will notice that by default, the system will order the Profiles by least "Inspector Ready" to most in order to draw your atte

The Audit Log

Published July 2nd, 2024 by Alicia Roberton

Within Settings>Organisation>Audit Log we have created a full system Audit Log which records every action taken across the whole system. You are able to filter by Date Range and by User: You can also filter by Event:

How to open your system for Support Access

Published July 2nd, 2024 by Alicia Roberton

Why do I need to open my system for Support Access? Sometimes in order to resolve support queries, our team may need to be able to see your system and investigate the issue. We can only access your system with your permission, therefore you will need to allow us access each time that you require support. Please Note: This will only grant us th

Setting Conditions

Published February 13th, 2024 by Alicia Roberton

Video Guide Conditions As well as selecting which Sections and Fields you would like to show on your Report, you can also set specific Conditions in order to further customise your view. To do so, select Conditions from the Filter bar on the right-hand side of your Report: You can then select your Conditions and they will be applied to y

Accessing Reports

Published July 2nd, 2024 by Alicia Roberton

Accessing Reports Should you need to Export data, you can do so via the ‘Insights’ tab at the top of your dashboard. There, you will see any reports available by default, along with any custom reports you have created: Setting Favourite Reports You can use the star icon to denote your favourite reports which will move them to the top of

Email Notifications

Published February 13th, 2024 by Alicia Roberton

Video Guide If you click Settings > User > Notifications you will be given options for setting up email notifications. DBS Renewal Click the toggle to set up email reminders at 2 months, 1 month and 1 day before specified renewal dates. Daily Summary Click the toggle to set up daily email reports of your School’s current scores. We

Grouping Users/Organisation and Setting Permissions

Published July 2nd, 2024 by Alicia Roberton

Grouping If you are a Federation-level Administrator, you will be able to group your system users into groups, your organisations into groups, and denote specific permissions for each group of users. For example, if you want to give a specific group of people Administrator access to a regional group of organisations. Note: If you do not ha

Hide or Unhide Checks in Bulk

Published July 2nd, 2024 by Alicia Roberton

Hiding or Unhiding Checks in Bulk If you want to disable some checks for Profiles in bulk or reenable previously hidden checks, then you will need to go to the Advanced Editor. If you need to select multiple profiles, please see our help guide on Selecting Multiple Rows for further help. When you have selected the relevant profiles, you then

Change your Email Address

Published July 2nd, 2024 by Alicia Roberton

Changing your Email Address If you need to change your email address, please submit a request to help@signincentralrecord.com from your existing account.

Transfer a Profile

Published July 2nd, 2024 by Alicia Roberton

Transfer a Profile If you have access to multiple organisations within your account, you can use the Transfer button at the top right of the Profile Page for anyone moving between organisations: When selected, this will ask you which organisation you would like to move the profile to. If you cannot see the organisation required, please conta

Professional Qualification Check

Published February 13th, 2024 by Alicia Roberton

Where a qualification is a requirement for the role, you must check and confirm evidence of such professional qualifications as part of your record. This includes QTS, QTLS, NPQH and registration as a teacher with the DfE. In order to carry out this check, use the free Employer Secure Access sign-in portal to access the Teaching Regulation Agency’

Deleting a Report

Published July 2nd, 2024 by Alicia Roberton

Default Reports Reports that are available by Default are not able to be deleted. You will notice that the delete option is greyed out/locked. Deleting a Custom Report To delete a Custom Report click on the "..." icon next to "Export" for the Report that you wish to delete. Then select "Delete" Please Note: Currently, no warning wi

Staff Training

Published February 13th, 2024 by Alicia Roberton

You should ensure that all staff undergo safeguarding and child protection training at induction, which should be regularly updated. You should also ensure that staff receive regular updates in the form of bulletins, meetings, emails (etc), to ensure they have the correct skills and knowledge to safeguard children effectively. Should you choose

New Feature: DBS Digital Identity Checks

Published February 13th, 2024 by Alicia Roberton

You can now order a DBS check and include a Digital Identity Check as part of this! Please see the following guides for further information: DBS Digital Identity Check Ordering an Enhanced DBS Check

Excel's Text-To-Column Feature

Published February 13th, 2024 by Alicia Roberton

On Sign In Central Record, you will notice that our First Name* and Last Name* fields cannot be merged. This is to ensure data accuracy and easy sorting. If you currently have your staff names in one column on your Excel, you can split these out in bulk using Excel's Text-To-Column feature. Please see our video guide below for this:

Using The Advanced Editor

Published July 2nd, 2024 by Alicia Roberton

The Advanced Editor You can access the Advanced Editor from the Profiles Tab by clicking the 'Advanced Editor' button in the top right-hand corner as below: This editor is designed to give an Excel-like experience to those of you who are familiar. Editing To edit a cell, simply left-click on what you want to edit, or double-click, and st

Making a Copy of a Report

Published July 2nd, 2024 by Alicia Roberton

Creating a Copy You can make a copy of any of our default Reports so that you can save your edited view. To begin click on the "..." icon next to the Report you'd like to copy, then click "Duplicate" This will create a copy of the Report at the bottom of your Reports list: Click "View" to begin customising your new copy. Renaming a

Customise the Rating System

Published July 2nd, 2024 by Alicia Roberton

Please Note: If you are part of a Federation or Group, you will only be able to edit the rating systems in the Federation Template. Customise the Rating Systems In the Template Editor, select the Rating Systems Tab. Double-click on the rating system you wish to edit, to open the editor: Here you change the following properties: Name. T

Managing Staff Profile Pages

Published February 13th, 2024 by Alicia Roberton

Your browser does not support HTML5 video. For more information please see our Managing Staff Profiles help collection

Previously lived or worked outside the UK check

Published February 13th, 2024 by Alicia Roberton

For these individuals, it is your statutory duty to carry out the same checks as all other staff. In addition to undertaking a DBS check for staff that have lived overseas, it is also necessary for you to undertake further checks with the country where they lived if available. These checks may include certificates from local police forces or emb

Visibility and Filter Logic Editing

Published July 2nd, 2024 by Alicia Roberton

The Logic Editor The Logic editor will appear in a few places in the Application. It is used on Sections and Fields to determine their visibility, or in Widgets and Reports to filter for only the Profiles you require. Wherever you see something similar to the above, you can start adding one or more conditions. What is a Condition? A cond

Grouping Users/Schools and Setting Permissions

Published February 13th, 2024 by Alicia Roberton

Video Guide Your browser does not support HTML5 video. Grouping If you are a Trust-level Administrator, you will be able to group your system users into groups, your schools into groups, and denote specific permissions for each group of users. For example, if you want to give a specific group of people Administrator access to a regional gr

Ordering Enhanced DBS Checks

Published February 13th, 2024 by Alicia Roberton

Video Guide Your browser does not support HTML5 video. Ordering an Enhanced DBS Check with or without Barred List Check When ordering a DBS check, depending on the Profile Type and the value of the 'Regulated activity with children?' toggle field found in the Barred List section of a staff profile page, you will be presented with a specific ty

Agency Staff vs Contractors

Published February 13th, 2024 by Alicia Roberton

What's the difference between these two Profile Types? The difference between Agency Staff and Contractors on Sign In Central Record is whether the staff member is being provided by and checks are being carried out by an external 3rd Party Agency/Company (Agency Staff) or whether they are self-employed and therefore checks are being carried out by

Incident Tracking - Settings and Permissions

Published February 13th, 2024 by Alicia Roberton

User Permissions You can assign specific permissions for users based on what they need access to. To edit these permissions for an existing user, navigate to Settings>Organisation Menu>Users and then double-click the user you wish to edit. From here, you can toggle on the below permissions: Click ‘Save Changes’ when done. Settings fo

Copy a Profile

Published July 2nd, 2024 by Alicia Roberton

Copy a Profile If you have access to multiple Organisation within your account, you can use the Copy button at the top right of the Profile Page for anyone who works across multiple Organisations: When selected, this will ask you which organisation you would like to copy the profile to. If you cannot see the organisation required, please con

Trainees and Student Teachers

Published February 13th, 2024 by Alicia Roberton

If the applicant is paid directly by your school or college, it is your statutory duty to ensure that all necessary checks are carried out. It is likely that trainee teachers will engage in regulated activity, which means you must obtain an enhanced DBS certificate including barred list information. Your checklist: Check all necessary checks h

Criminal Record Check (Enhanced DBS, England & Wales)

Published February 13th, 2024 by Alicia Roberton

The Enhanced level check, via the Disclosure & Barring Service, provides details of spent and unspent convictions, cautions, reprimands and final warnings (subject to filtering rules) and will also check information held on an individual by the police. Subject to further eligibility criteria, it also confirms whether the applicant is on the li

What is NOT statutory to include on the Single Central Record?

Published February 13th, 2024 by Alicia Roberton

It is not your statutory duty to keep copies of DBS certificates. In fact, you must not keep copies for longer than six months (to comply with the Data Protection Act 2018). It is not your statutory duty to record details of any other checks aside from those listed here, however, you may include these if you believe it to be best practice at your

The Audit Log

Published February 13th, 2024 by Alicia Roberton

Within Settings>Organisation>Audit Log we have created a full system Audit Log which records every action taken across the whole system. You are able to filter by Date Range and by User: You can also filter by Event:

Accessing Checking Services

Published February 13th, 2024 by Alicia Roberton

If you would like to start ordering Enhanced DBS and other background checks through the application, you will first need to apply to open an account. Please do this from within the application, under Settings > Add-ons > Verifile Note: If you do not have access, please speak to an Administrator of your School / Trust We have partnered w

Who must be on the Single Central Record?

Published February 13th, 2024 by Alicia Roberton

It is your statutory duty to record checks carried out for all members of staff that are directly employed by your organisation, who work at your school. This includes teacher trainees on salaried routes, agency and third-party supply staff. Specific key differences to note: For colleges, you must include all those providing education to chi

Onboarding Training

Published February 13th, 2024 by Alicia Roberton

Thank you for purchasing Sign In Central Record! We are really looking forward to working with you 🙂 Complete your Onboarding Training Course As part of your Subscription, we offer an Onboarding Training Course to help you get set up and get the most out of the system. You will have received your link to access the Training in your welco

Template Locking

Published July 2nd, 2024 by Alicia Roberton

Please ensure you have read our Template Overview to get an understanding of how the Template hierarchy works. Locking When editing a Template, the Lock icon appears in several places on the Template Editor. Notable examples are our Section and Field Editors: The Lock has 2 states, Locked and Unlocked. Locked When it

Setting Conditions

Published July 2nd, 2024 by Alicia Roberton

Conditions As well as selecting which Sections and Fields you would like to show on your Report, you can also set specific Conditions in order to further customise your view. To do so, select Conditions from the Filter bar on the right-hand side of your Report: You can then select your Conditions and they will be applied to your Report.

Dashboard Settings

Published July 2nd, 2024 by Alicia Roberton

Dashboard Settings If you open the dashboard selector and hover over the dashboard you wish to make changes to you can choose to set it as your default dashboard, edit its name or delete it. Setting your Default Dashboard To set a Dashboard as your Default Dashboard simply click on the star icon next to your chosen Dashboard within the Das

What Documents are Required for a DBS Check?

Published February 13th, 2024 by Alicia Roberton

Enhanced DBS identification checking process The DBS's identity-checking changes in 2012 made it more difficult for individuals to conceal previous criminal records by changing their name(s). These changes are part of an ongoing improvement process that will enable easier detection of undeclared name changes in the future. The guidelines offer t

Delete Multiple Profiles

Published February 13th, 2024 by Alicia Roberton

Video Guide Deleting Multiple Profiles To delete multiple profiles, start by opening the Advanced Editor then left-click on the first Profile you would like to delete then either select the last Profile in a block while holding the shift key to select them all, or hold CTRL/Command and select individual Profiles to delete. Please see our guide

Incomplete Profiles

Published July 2nd, 2024 by Alicia Roberton

The Incomplete Profiles Report is a full list of all Profiles on your SCR that have missing data: The Report will show you the Profile Name, Section and exactly what data is missing. You can filter this information by both Profile Type and Rating by using the "Filter By" drop-downs at the top of the Report: This report is also useful for

Using The Advanced Editor

Published February 13th, 2024 by Alicia Roberton

The Advanced Editor You can access the Advanced Editor from the Profiles Tab by clicking the 'Advanced Editor' button in the top right-hand corner as below: This editor is designed to give an Excel-like experience to those of you who are familiar. Editing To edit a cell, simply left-click on what you want to edit, or double-click, and st

Customising your Dashboard

Published February 13th, 2024 by Alicia Roberton

The Default Dashboard Your default Dashboard will look like this when you log in for the first time however you can customise it to suit your needs. Adding Widgets To add custom widgets to your Dashboard click on the Add Widget button located in the top right corner of your Dashboard. You will then be shown options for all of the different W

Add a Field (Check)

Published July 2nd, 2024 by Alicia Roberton

Add a Field You can add Fields (Checks) to any of the existing default Sections as well as ones you have created yourself. From the Template Editor - found under Settings>Organisation/Federation>Templates>Edit Single-click the Section that you want to add the Field to - you will see the Fields that already exist in that Section in t

The Profile List

Published February 13th, 2024 by Alicia Roberton

Video Guide This is your Profiles list, you can get there from the Dashboard by clicking the Profiles tab. It shows all the Profiles at your current school. To filter the list, please see our guide on using The Filter Bar Clicking the column header will sort the profile list. Hold shift to select multiple columns for sorting. You can vie

Change your Email Address

Published February 13th, 2024 by Alicia Roberton

Changing your Email Address If you need to change your email address, please submit a request to help@signincentralrecord.com from your existing account.

Section 128 Check

Published February 13th, 2024 by Alicia Roberton

This check confirms whether or not an individual has been barred from taking up a management role (at an independent school, academy and/or free school), under the terms of a direction made by the Secretary of State for Education. In order to carry out this check, use the free Employer Secure Access sign-in portal to access the Teaching Regulation

Delete a Section or Field

Published February 13th, 2024 by Alicia Roberton

Video Guide In the Template Editor, double-click the Section or Field you want to Delete. Then select Delete and confirm: Please Note: If the option is disabled (greyed out), it is because the Section / Field is owned by a parent Template. If you want to hide the field, you may be able to simply change the visibility of the field, or edit th

Candidate Flow

Published February 13th, 2024 by Alicia Roberton

Sign In Central Record is proud to have partnered with Verifile to provide you with industry-leading verification and background-checking services at outstanding prices. The checks we provide are: Enhanced DBS Check with Barred List Enhanced DBS Check with Barred List and Digital Identity Check Enhanced DBS Check without Barred List Enhanced DBS

Merging Profiles

Published February 13th, 2024 by Alicia Roberton

Video Guide   Merging Profiles Important: When you first integrate with an MIS or SIA, this will create duplicate profiles. Please do not delete the duplicate profiles as they will then not be integrated. Instead, follow the steps below to merge the profiles together to retain the information and the integration link. The good new

The Profile List

Published July 2nd, 2024 by Alicia Roberton

This is your Profiles list, you can get there from the Dashboard by clicking the Profiles tab. It shows all the Profiles with your current organisation: To filter the list, please see our guide on using The Filter Bar Clicking the column header will sort the profile list. Hold shift to select multiple columns for sorting. You can view a st

Add a Section

Published July 2nd, 2024 by Alicia Roberton

Add a Section To add a section, firstly you need to open the Template you want to Edit. At the bottom of the Section List (you may need to scroll down), there is a Button with a Plus symbol. Click this to create your new section: Edit your New Section Double-click on the "New Section" and you will be presented with the Section Editor. Here y

Syncing Profiles from SIA and Merging Duplicates

Published July 2nd, 2024 by Alicia Roberton

Sync Across Profiles from Sign In App Video Guide Click the Field Mapping tab and set up the fields you’d like to map across. For further information please see our Field Mapping help guide. Using the 2-way sync, from your SICR portal go to Settings > Sign In App > Configuration and click the Import button. This will pull through the

Adding and Updating Incidents

Published February 13th, 2024 by Alicia Roberton

How to Add a New Incident from your Dashboard To add an incident from your dashboard, click the + icon in the top right-hand corner of your dashboard and select 'Incident' This will generate the 'Add Incident' editor, where you can specify the following details of the incident and also add any relevant documents if required: Once done,

Internet and Social Media Searches - Information and Ordering

Published February 13th, 2024 by Alicia Roberton

To order an Online check, please go to the profile page for the staff member you require a check for and press the Order Check button: Please Note: If the button is not there, please contact us to get your account set up. If the button is locked, please contact your system administrator to get the right permissions. You will then be presente

Syncing Profiles from SIA and Merging Duplicates

Published June 19th, 2024 by Alicia Roberton

Sync Across Profiles from Sign In App (with or without using a Wonde connection) Video Guide If you would like to integrate using Wonde, firstly please ensure all additional permissions have been approved in the Wonde portal. Next, from your SICR portal, go to Settings > Sign In App > Configuration > Connection and toggle on ‘ Use SIA

Add a Section

Published February 13th, 2024 by Alicia Roberton

Please make sure you have read our Overview page so you understand Templates. Video Guide Add a Section To add a section, firstly you need to open the Template you want to Edit. At the bottom of the Section List (you may need to scroll down), there is a Button with a Plus symbol. Click this to create your new Section. Edit your New Section

The Filter Bar

Published February 13th, 2024 by Alicia Roberton

Video Guide Your browser does not support HTML5 video. The Filter Bar Our Filter component appears in a few places in the application. It allows you to reduce the number of Profiles you are viewing by selecting a few of the most common options. Here is a typical example of what the Filter bar looks like: This will show exactly what i

Identity check / Evidence of Identity

Published February 13th, 2024 by Alicia Roberton

It is your statutory duty to carry out checks to confirm an individual’s identity. When should I carry out this check? Identity checks should be completed before, or as soon as practicable after, any individual takes up their position. How do I carry out this check? To carry out the statutory duty of an identity check, you must follow

Creating and Customising Profile Types

Published July 2nd, 2024 by Alicia Roberton

Please Note: If you are part of a Federation or Group, you will only be able to edit the profile types within the Federation Template. Customising the Default Profile Types In the Template Editor, select the Profile Types Tab. You will see all the available types including any from your parent Templates: If you double-click a Profile Ty

Delete a User

Published July 2nd, 2024 by Alicia Roberton

Delete an Organisation User To remove a User from your school, go to Settings > Organisation > Users. Right-click on the user you want to delete and select 'Delete User': Please Note: Removing a User does not delete their account from our system in case they have access to other organisations. It simply removes all access to your or

Create a New Profile

Published February 13th, 2024 by Alicia Roberton

Video Guide To create a profile, press the + button in the top right-hand corner of your dashboard and select 'Profile': Enter the details for your new Profile in the editing drawer that appears to the right. When you have finished click Create Profile and you will be taken to the new Profile page.

SCR Success - Live Training Autumn 2023

Published February 13th, 2024 by Alicia Roberton

Recently, we carried out three live training sessions which covered some popular topics that we come across a lot when speaking with our customers. These were recorded for those who were unable to attend, we also have links to the relevant Help Articles for each session below. Session 1: Recording Staff Training - How to set up and track This

Reset your Password

Published February 13th, 2024 by Alicia Roberton

Reset your Password If you have forgotten your password you can request a password reset from the login page by clicking Reset Password: You will be asked to enter your email address and we will send a password reset link email to you. You should receive this email with a couple of minutes, if it does not arrive please check your spam folder a

How to Customise your DBS Section

Published February 13th, 2024 by Alicia Roberton

DBS Renewals As per the KCSiE guidance, our default 'Original Date Checked' field in the 'DBS Checks' Section requires the date that the original DBS certificate was checked as part of your pre-employment checks and should not be overwritten. We have recently rolled out an update to the ‘DBS Checks’ section, so this now includes fields where you

Date and Time Formats

Published July 2nd, 2024 by Alicia Roberton

Microsoft Windows 10 Sign In Central Record uses your system configuration to decide how to show you dates so that you see dates in the way that is most comfortable for you. If you're seeing dates in an unfamiliar format you need to change your system settings to make sure it's set up correctly. You may need to speak to your IT Administrator i

Creating a Custom Report

Published July 2nd, 2024 by Alicia Roberton

Creating a Report To create a new Custom Report click on the "+" icon in the top right corner of your Dashboard and select "Report": When you do so, an editing drawer will appear where you can rename and edit the settings. Renaming and Customising Settings From the editing drawer that appears when you add your new Report, you can renam

Audits and Sign-Offs

Published February 13th, 2024 by Alicia Roberton

This guide will cover: How to Carry out an Audit: Via individual profile pages or in bulk. Sign Off's: How to record and track a sign-off, as well as amend user permissions. Spot Check Audits: How to create a custom section to record spot-check audits on profiles, and how to track these. The Audit Log: How to view all changes made across your sy

Required Fields

Published March 20th, 2024 by Alicia Roberton

Verifile have provided us with a list of required fields for a Candidate's online form, dependent on the check(s) that have been placed. It is important to note that when completing the online form, you may mark sections as ‘No’ even if you possess the relevant information or document, as these details may not be essential for the checks being c

Minimum Requirements

Published July 2nd, 2024 by Alicia Roberton

As with all software, our application also has some minimum requirements. As it is a Web Application, we simply need you to be running an up-to-date version of a Modern browser. We would also request you are running this on an up-to-date operating system. Recommended Operating Systems Microsoft Windows 10 Apple macOS - Mojave + Browser V

Qualified teacher status check

Published February 13th, 2024 by Alicia Roberton

We'll check whether an individual has a valid qualified teacher status or is banned, sanctioned or restricted from working in the education sector. With this check, we’ll confirm whether an individual was awarded a qualified teacher status (QTS) and completed their teacher indiction. We’ll also identify any prohibition, sanction or restriction t

Add an Expiry Date

Published July 2nd, 2024 by Alicia Roberton

Add an Expiry Date To add an expiry date to a field - select the relevant Section from the Template Editor. Double-click on the field you wish to edit, and this will bring up the Field Editor. Set as an Expiring Check Under Validation Rules click on "Add a Rule" Then select "Expiring Check" from the drop-down: Now you can set when

The History Tab

Published February 13th, 2024 by Alicia Roberton

The History Tab To view the entire history of a Profile, just go to the Profile Page and in the top left you will see a History tab, it will load a list of changes with the newest change at the top. You will see the date changed, who changed it, the fields that were changed, and what the information was changed from and to. As you scroll do

Hiding Checks for Individuals

Published July 2nd, 2024 by Alicia Roberton

Turning off Checks Any fields that are either unrated, or have the secondary ‘Best Practice’ rating system, can be turned off for an individual Profile. For example, if you want to hide a particular field, you can click on the cogwheel icon at the top right-hand corner of the section: Then in the dialog that appears, you can disable the field(

Visibility and Filter Logic Editing

Published February 13th, 2024 by Alicia Roberton

The Logic Editor The Logic editor will appear in a few places in the Application. It is used on Sections and Fields to determine their visibility, or in Widgets and Reports to filter for only the Profiles you require. Wherever you see something similar to the above, you can start adding one or more conditions. What is a Condition? A cond

Customising the Template

Published February 13th, 2024 by Alicia Roberton

Video Guide Matching our Template to your Spreadsheet To start with, you're going to want to make sure that everything that is on your Spreadsheet is on our Template and visa versa. To begin, go to the Settings Tab. Then under the Organisation menu, select Templates and click "Edit" to open the Template Editor. Please Note: If you are a

Expired Dates Report

Published July 2nd, 2024 by Alicia Roberton

Expired Dates The Expired Dates Report will show you a list of any Profiles that have expired check dates. The Report will display any check/field that has an expiry date validation rule as a separate column: All columns will be displayed for every Profile. You can filter this Report by Profile Type and Tag by using the filter bar alon

Wonde

Published February 13th, 2024 by Alicia Roberton

Our system integrates with various MIS and HR systems. One of the platforms we support is Wonde. It’s installed in over 20,000 schools to transfer data safely, securely, uniformly, and all under your control. Please Note: Wonde has informed us that they/we are only able to pull through profiles from your MIS once they have reached their start date,

Create a new Custom Dashboard

Published February 13th, 2024 by Alicia Roberton

Video Guide Your browser does not support HTML5 video. Creating a New Dashboard The system allows you to have more than one Dashboard. To create a new Dashboard click the "+" button located in the top right corner of your Dashboard and click Dashboard. You can then give your new Dashboard a name, and set who it will be visible to: Yo

Add an Expiry Date

Published February 13th, 2024 by Alicia Roberton

Video Guide Add an Expiry Date To add an expiry date to a field - select the relevant Section from the Template Editor. Double-click on the field you wish to edit, and this will bring up the Field Editor. Set as an Expiring Check Under Validation Rules click on "Add a Rule" Then select "Expiring Check" from the drop-down: Now you

TimeZone Support

Published July 2nd, 2024 by Alicia Roberton

Sign In Central Record runs globally, so needs complete awareness of the geographic location of your school or organisation. Imagine if someone is starting work on the 15th of March in London. If you are in Australia, that can be up to 11 hours away, meaning that it can be the 14th March or the 16th March at other points on the globe. This bec

I am a Multi Academy Trust. How do I differ?

Published February 13th, 2024 by Alicia Roberton

It is the statutory duty of Multi Academy Trusts to maintain the single central record of checks carried out in each academy within your MAT. You must record this data in such a way that allows each individual academy to provide details separately and immediately when required. Academy trusts (including those established to operate a free scho

The Filter Bar

Published July 2nd, 2024 by Alicia Roberton

The Filter Bar Our Filter component appears in a few places in the application. It allows you to reduce the number of Profiles you are viewing by selecting a few of the most common options. Here is a typical example of what the Filter bar looks like: This will show exactly what it says, all profile types that only have the Active and Onboa

Contractors

Published February 13th, 2024 by Alicia Roberton

It is your statutory duty to ensure that any contractor (or employee of the contractor) who is to work at your school or college, has been subject to the appropriate level of DBS check. It is your statutory duty to require an enhanced DBS certificate (including barred list information) for contractors engaging in regulated activity. It is your s

Types of Reports

Published February 13th, 2024 by Alicia Roberton

Default Reports There are 8 default Reports available on Sign In Central Record (9 if you are a Trust with a Central Team) Single Central Record/ Single Central Record (with Central Team) Reports This includes only Active Profiles and Inspector Ready Fields by default and is designed to be used as your Single Central Record for Inspection purpos

Enforcing Multi Factor Authentication

Published June 5th, 2024 by Alicia Roberton

If you would like to enforce Multi-Factor Authentication across your Federation or Organisation, you can now do this via Settings. Please Note: Only users with full Administrator permissions are able to amend this. Enforcing MFA for your Organisation To enforce the use of MFA for your Organisation, head to Settings>Organisation Menu&g

Delete a Profile

Published February 13th, 2024 by Alicia Roberton

There are 2 ways to delete a profile, either from the Profile Page or the Advanced Editor. Profile Page When viewing a Profile, simply click the Delete button on the right. You will be prompted to confirm the action first: If the button is disabled and you see a padlock, this is because you do not have permission. Please ask the administ

Creating and Customising Profile Types

Published February 13th, 2024 by Alicia Roberton

Video Guide Please Note: If you are part of a Trust or Group, we recommend that Profile Types be modified in the Trust Template and not in the individual schools. Customising the Default Profile Types In the Template Editor, select the Profile Types Tab. You will see all the available types including any from your parent Templates: If

Volunteers

Published February 13th, 2024 by Alicia Roberton

If you haven’t completed any checks on a volunteer, it is your statutory duty to ensure that they do not engage in regulated activity or be left unsupervised. Unsupervised If an unsupervised volunteer who is new to their duties engages in regulated activity regularly, it is your statutory duty to obtain an enhanced DBS certificate including ba

Create a New Profile

Published July 2nd, 2024 by Alicia Roberton

To create a profile, press the + button in the top right-hand corner of your dashboard and select 'Profile': Enter the details for your new Profile in the editing drawer that appears to the right. When you have finished click Create Profile and you will be taken to the new Profile page.

TimeZone Support

Published February 13th, 2024 by Alicia Roberton

Sign In Central Record runs globally, so needs complete awareness of the geographic location of your school or organisation. Imagine if someone is starting work on the 15th of March in London. If you are in Australia, that can be up to 11 hours away, meaning that it can be the 14th March or the 16th March at other points on the globe. This bec

Multi Factor Authentication

Published February 13th, 2024 by Alicia Roberton

Video Guide Your browser does not support HTML5 video. Registering Enabling Multi-Factor Authentication will mean that you may be asked to provide a code from an authenticator app when logging in to prove your identity. In the Settings > User menu you will see that there is the option to add extra an extra layer of security to your ac

DBS Digital Identity Check

Published February 13th, 2024 by Alicia Roberton

Digital Identity Checks are the new government-approved method to digitally verify the identity of individuals applying for a job in the UK. When you verify your applicants’ identities digitally, you no longer need to meet them in person or check and copy their original identification documents. This feature is now available through our app. The c

What is the Single Central Record?

Published February 13th, 2024 by Alicia Roberton

What is the Single Central Record? The single central record, or register, is a store of information where institutions record details of staff pre-employment checks in order to comply with safer recruitment standards. It is up to governing bodies and proprietors to ensure that people who pose a risk of harm are prevented from working with child

Integration with Sign In App

Published February 13th, 2024 by Alicia Roberton

Great news! You can now integrate your Sign In Central record with Sign In App 🙂 Your browser does not support HTML5 video. If you are already a Sign In App customer and would like to set up the integration, let us know via help@signincentralrecord.com If you do not already use Sign In App, but would like further information, you can email s

Transfer a Profile

Published February 13th, 2024 by Alicia Roberton

Video Guide Your browser does not support HTML5 video. Transfer a Profile If you have access to multiple schools within your account, you can use the Transfer button at the top right of the Profile Page for anyone moving between Organisations: When selected, this will ask you which school you would like to move the profile to. If you can

Medical Check

Published February 13th, 2024 by Alicia Roberton

It is not your statutory duty to include a medical check on your single central record, but it is your statutory duty to carry out this check. According to the guidance, it is your duty to “verify the candidate’s mental and physical fitness to carry out their work responsibilities”. This allows you to ask relevant questions about disability an

Making a Copy of a Report

Published February 13th, 2024 by Alicia Roberton

Video Guide Creating a Copy You can make a copy of any of our default Reports so that you can save your edited view. To begin click on the "..." icon next to the Report you'd like to copy, then click "Duplicate" This will create a copy of the Report at the bottom of your Reports list: Click "View" to begin customising your new copy.

Linking Groups to an Organisation

Published June 19th, 2024 by Alicia Roberton

Video Guide From your Sign In App account head to Manage > Groups > Select Staff group > Integrations and from the dropdown select your organisation. You can link any repeat visitor group with your SICR account from here. If you’re a school trust you may see multiple organisations here, select the one relevant to the group in Sign In Ap

How to Customise your Online Checks Section

Published February 13th, 2024 by Alicia Roberton

KCSiE 2022 states that educational settings should consider conducting online searches as part of their due diligence during the recruitment process. Please see the following guide for further information regarding this: Online Checks Sign In Central Record now has an "Online Checks" section for Schools/Trusts to use to record this information. Th

Invoicing

Published April 10th, 2024 by Alicia Roberton

External check orders are invoiced monthly for your organisation/federation. Our finance department will automatically send invoices to the main billing contact for your account. If you would like to update the email address of your main billing contact, please send the request to help@signincentralrecord.com Please Note: If you are part of a t

Creating a Custom Report

Published February 13th, 2024 by Alicia Roberton

Video Guide Creating a Report To create a new Custom Report click on the "+" icon in the top right corner of your Dashboard and select "Report": When you do so, an editing drawer will appear where you can rename and edit the settings. Renaming and Customising Settings From the editing drawer that appears when you add your new Report,

How to set up a Staff Training Section

Published February 13th, 2024 by Alicia Roberton

Create a Staff Training Section On Sign In Central record, you can create an area to log Staff Training by using the Template Editor to add custom Sections and Fields If you are a single school, on your Sign In Central Record Dashboard, click on Settings>Organisation>Templates>Edit. If you are a Trust-level user, and you wish to add

Change a Profile Type

Published February 13th, 2024 by Alicia Roberton

Changing the Profile Type for an Individual If you need to change an individual Profile Type you can do so directly from the Profile Page. At the top of the Profile Page, you can see the current Profile Type for the individual: Click on the Profile Type and, if you have permission to edit, the following dropdown list will appear. Select the

Searching Profiles

Published July 2nd, 2024 by Alicia Roberton

The Search Bar Finding profiles is quick and simple by using search. At the top right of the application, there is a search icon that will expand our search box. You can search by first name, last name or full name. We'll match up what you type in the box and show you what we find. When the names appear, click the one you're searching for

Verifile - Purchase Order Numbers

Published February 13th, 2024 by Alicia Roberton

As part of a recent update, you can now add a purchase order number to a 'Pending' check after it has been submitted. How To Add a Purchase Order Number to a Pending Check To do this, navigate to Settings>Add-Ons>Verifile. Please Note: You will need the 'Purchase External Checks' user permission to be able to access this. If you do no

Expired Dates Report

Published February 13th, 2024 by Alicia Roberton

Expired Dates The Expired Dates Report will show you a list of any Profiles that have expired check dates. The Report will display any check/field that has an expiry date validation rule as a separate column: All columns will be displayed for every Profile. You can filter this Report by Profile Type and Tag by using the filter bar alon

Agency and Third Party Supply Staff

Published February 13th, 2024 by Alicia Roberton

It is your statutory duty to include on your SCR whether you have received written confirmation from the employment business that the necessary and relevant checks have been carried out. This confirmation should include whether the appropriate certificates have been obtained. It is your statutory duty to record what date you received this writte

How to open your system for Support Access

Published February 13th, 2024 by Alicia Roberton

Why do I need to open my system for Support Access? Sometimes in order to resolve support queries, our team may need to be able to see your system and investigate the issue. We can only access your system with your permission, therefore you will need to allow us access each time that you require support. Please Note: This will only grant us th

Template Locking

Published February 13th, 2024 by Alicia Roberton

Video Guide Please ensure you have read our Template Overview to get an understanding of how the Template hierarchy works. Locking When editing a Template, the Lock icon appears in several places on the Template Editor. Notable examples are our Section and Field Editors: The Lock has 2 states, Locked and Unlocked. Lo

When is a DBS Check NOT required?

Published February 13th, 2024 by Alicia Roberton

There are occasions when an Enhanced DBS Check might not be required for certain people. On Sign In Central Record, you now have the option to specify when an Enhanced DBS Check is not required per Profile Page (for certain Profile Types) You will need to enter the reason that the check is not required so we have put this guide together to help you

Childcare Disqualification Check

Published February 13th, 2024 by Alicia Roberton

The school should be able to evidence that it has complied with the Childcare Disqualification Regulations and that staff have been asked to confirm that they are not disqualified under the regulations. If someone is disqualified under the childcare regulations, they may not: Provide relevant childcare provision Be directly concerned in the mana

Overview

Published February 13th, 2024 by Alicia Roberton

Please Note: For those of you who started using this application before April 2021, this functionality replaces and enhances all of the Additional Section Types, Section Inputs and Manage Checks functionality. The Template Your Template is where you define all the different Sections, Profile Types, Rating Systems and Fields / Checks that are

Incomplete Profiles

Published February 13th, 2024 by Alicia Roberton

The Incomplete Profiles Report is a full list of all Profiles on your SCR that have missing data: The Report will show you the Profile Name, Section and exactly what data is missing. You can filter this information by both Profile Type and Rating by using the "Filter By" drop-downs at the top of the Report: This Report is also useful for

Mapping Profile Types

Published July 2nd, 2024 by Alicia Roberton

Video Guide Your Staff in Sign In App will automatically pull across to your default ‘Teaching Staff’ (Profile Type 1) in SICR, but for other profile types, we need to map a Profile type in SICR to a group in SIA. To do this, head to SICR and then go to Settings > Sign In App > Configuration > Profile Type Map. In this example we’ll

Leavers

Published February 13th, 2024 by Alicia Roberton

How do I record someone leaving on Sign In Central Record? When a member of staff leaves, simply enter their Leaving Date into the relevant field within the Employment Details section and click 'Save Changes' What happens when I enter a Leaving Date? Once you have entered a Leaving Date, that Profile Page will then be set to be a "Leaver"

Add a Field (Check)

Published February 13th, 2024 by Alicia Roberton

Video Guide Add a Field You can add Fields (Checks) to any of the existing default Sections as well as ones you have created yourself. From the Template Editor - found under Settings>Organisation/Federation>Templates>Edit Single-click the Section that you want to add the Field to - you will see the Fields that already exist in tha

The Advanced Editor

Published February 13th, 2024 by Alicia Roberton

Your browser does not support HTML5 video. For more information please see our Advanced Editor help collection

Check Information and Statuses

Published February 13th, 2024 by Alicia Roberton

Check Information To view any information for an existing check, such as the candidate's email address that was submitted or which stage of the DBS checking process a check may be in, navigate to the External Checks tab of the staff profile page and click the information icon next to the Order ID: This will bring up an information page similar

Mapping Profile Types

Published June 19th, 2024 by Alicia Roberton

Video Guide Your Staff in Sign In App will automatically pull across to your Teaching Staff in SICR, but for other profile types, we need to map a Profile type in SICR to a group in SIA. To do this, head to SICR and then go to Settings > Sign In App > Configuration > Profile Type Map. In this example we’ll set up the Contractors prof

Mapping Fields

Published February 13th, 2024 by Alicia Roberton

Mapping fields Through Wonde, we receive a variety of information from them which varies depending on the MIS system you have, and maybe even have user-defined fields. We only map a few fields by default that we know should exist, then allow you to map the remaining ones yourself. To do this, go to Settings > Organisation > MIS / Data Imp

The Profile Page

Published February 13th, 2024 by Alicia Roberton

The Profile Page This is the Profile page. Here you can see all the information you have stored for a particular Profile, as well as Edit, Delete, Transfer and Copy the selected profile including exporting a document. Please Note: If any area of the staff profile page has a padlock icon, it is likely you do not currently have the permissions s

How to set up a Staff Training Section

Published July 2nd, 2024 by Alicia Roberton

Create a Staff Training Section On Sign In Central record, you can create an area to log Staff Training by using the Template Editor to add custom Sections and Fields. If you are a single organisation, from your Sign In Central Record Dashboard, click on Settings>Organisation>Templates>Edit. If you are a Federation/Group level user,

Managing your Safety Checks

Published June 19th, 2024 by Alicia Roberton

Video Guide Once your accounts have been integrated, you can choose to include a person's compliance on Sign In Central Record as part of your safety checks on your Sign In App account. When enabled, this would stop someone from signing in if they had any missing information on their SCR profile. To enable this, navigate to Manage > Safety C

Incident Tracking - Report and Widget(s)

Published February 13th, 2024 by Alicia Roberton

Incident Tracking Report You can locate your default Incident Tracking report by navigating to Insights>Incidents. Click 'View' to open the report, or 'Export' to export the report to Excel. The report will be a live, up-to-date log of all incidents that have been recorded and their current status: Incident Tracking Widget(s) You

Managing your Safety Checks

Published July 2nd, 2024 by Alicia Roberton

Video Guide Once your accounts have been integrated, you can choose to include a person's compliance on Sign In Central Record as part of your safety checks on your Sign In App account. When enabled, this would stop someone from signing in if they had any missing information on their SCR profile. To enable this, navigate to Manage > Safety C

Internet Explorer 11

Published February 13th, 2024 by Alicia Roberton

As of January 2021, we no longer support the use of Internet Explorer. Whilst it is currently still possible to access the app via Internet Explorer 11, you should expect a more limited functionality. As such, we encourage you to upgrade to the latest versions of Microsoft Edge, Chrome, Safari, or Firefox or to continue to get the most from Sign

Prohibition from Teaching Check (and GTCE Sanctions)

Published February 13th, 2024 by Alicia Roberton

This is a required check for new starters to check prior to appointment that a teacher is not prohibited from teaching. In order to carry out this check, use the free Employer Secure Access sign-in portal to access the Teaching Regulation Agency’s (TRA) Teacher Services’ web page (see TRA FAQs below). A person who is prohibited must not be appoi

How to Contact Support

Published February 13th, 2024 by Alicia Roberton

There are a number of ways in which you can access help and support 🙂 Help Articles Our full library of Help Articles is available Here You can browse our full range of help articles either by category or type keyword(s) into the below field to bring up any relevant articles related to that keyword: If, after reading through our guid

Upcoming Expiration Dates Report

Published February 13th, 2024 by Alicia Roberton

The Upcoming Expiration Dates Report will show you live, up-to-date, colour-coded lists of your Expiration Dates. The Report will show the Staff Member's name, Profile Type and which check is expired/expiring. You can filter this Report by Profile Type and Tag by using the filter bar along the top of the Report: On the left-hand side of

Customising your new Custom Report

Published February 13th, 2024 by Alicia Roberton

Video Guide Custom Report Note: Please first see our guide on Creating a Custom Report Once you have clicked "Create", your new Custom Report will open. You will notice that to start with this Report will show everything including all Profile Types, all Sections and all Fields: AutoSave You will notice that on any Custom Reports, the

Right to work in the UK

Published February 13th, 2024 by Alicia Roberton

When do I need to carry out this check? It is your statutory duty to conduct a check before you employ an individual, to confirm that they are legally allowed to do the work in question for you. If an individual’s right to work is time-limited, you should conduct a follow-up check shortly before it is due to come to an end. How do I carry out

Existing staff members

Published February 13th, 2024 by Alicia Roberton

If you have concerns about an existing staff member, it is your statutory duty to carry out all relevant checks as if the staff member were a prospective candidate. If existing staff members change role, the new relevant checks must be carried out. Examples of this include, but are not limited to: Moving to a post with regulated activity, wher

Terminology

Published February 13th, 2024 by Alicia Roberton

Terminology of the KCSiE advises that “must” implies a legal requirement to do something, and “should” implies that the advice should be followed unless there is a good reason not to. 'Must' In this guide, we explicitly write “it is your statutory duty to ___”, which correlates with the DfE’s “must”. 'Should' Where the DfE has written you “shoul

Dashboard Settings

Published February 13th, 2024 by Alicia Roberton

Video Guide Your browser does not support HTML5 video. Dashboard Settings If you open the dashboard selector and hover over the dashboard you wish to make changes to you can choose to set it as your default dashboard, edit its name or delete it. Setting your Default Dashboard To set a Dashboard as your Default Dashboard simply click on

Which checks are Statutory for me to carry out?

Published February 13th, 2024 by Alicia Roberton

Statutory Checks It is your statutory duty to record the below 3 points (a-c) for the following checks: Identity check. Barred List check. Check a person’s right to work in the UK. Enhanced DBS certificate check. Prohibition from Teaching check. Checks on people who have lived or worked outside the UK: Checks for those who have lived in the Euro

Online Identity Check

Published February 13th, 2024 by Alicia Roberton

In this check, we'll verify an individual's identity by cross-referencing their personal information against a variety of government and proprietary sources. For the purposes of the check, an individual's name, current address and date of birth will be cross-referenced against the edited UK Electoral Register and telephone database and other data

Searching Profiles

Published February 13th, 2024 by Alicia Roberton

Video Guide The Search Bar Finding profiles is quick and simple by using search. At the top right of the application, there is a search icon that will expand our search box. You can search by first name, last name or full name. We'll match up what you type in the box and show you what we find. When the names appear, click the one you're

Edit a Field (Check)

Published July 2nd, 2024 by Alicia Roberton

Editing a Field To Edit a Field, ensure you have the relevant Section selected, and then simply Double-click the Field to show its editor. Depending on the type of Field, you may get presented with a few extra options but these are the common ones: Label. This is the text that will appear to the left or above the Field when editing or as t

Delete a Section or Field

Published July 2nd, 2024 by Alicia Roberton

In the Template Editor, double-click the Section or Field you want to Delete. Then select Delete and confirm: Please Note: If the option is disabled (greyed out), it is because the Section / Field is owned by a parent Template. If you want to hide the field, you may be able to simply change the visibility of the field, or edit the Federation t

External Checks Widget

Published February 13th, 2024 by Alicia Roberton

To add an External Checks Widget to your Dashboard, click 'Add Widget' If you are a single School, under 'Organisation', select the 'External Checks' widget from the list: If you are part of a Trust and would like to track this across multiple schools, from the Federation menu, select 'Federation External Checks': This will allow you to

Emergency Contact

Published February 13th, 2024 by Alicia Roberton

In the event of an emergency regarding the staff member, this contact is used to contact first. It is not your statutory duty to record this on your single central record. Should you choose to store this information according to your best practice policies, Sign In Central Record has a separate section for emergency contact. As with all of Sig

The Bulk Importer

Published February 13th, 2024 by Alicia Roberton

Important : Please DO NOT use the bulk importer to update data in bulk for existing profiles, the bulk importer should only be used to create new profiles. Scroll down to the bottom of this help guide for more information on this. Video Guide Your browser does not support HTML5 video. The Bulk Importer We've tried to make it as easy as

Get Started with Incident Tracking

Published April 8th, 2024 by Alicia Roberton

Get Started with Incident Tracking We have made Incident Tracking an optional add-on. If you would like to activate this, head to Settings > Add-Ons > Incident Tracking and you should be presented with the following: Simply toggle on ‘Enable Incident Tracking for your Organisation’ to make the feature available. If you are part of a Fe

Email Notifications

Published July 2nd, 2024 by Alicia Roberton

If you click Settings > User > Notifications you will be given options for setting up email notifications. Daily Summary Click the toggle to set up daily email reports of your Organisation’s current scores. Weekly Summary Click the toggle to set up weekly email reports of your Organisation’s current scores. External Check Completed

Reference Check

Published February 13th, 2024 by Alicia Roberton

It is not your statutory duty to include reference checks on your single central record, but the guidance states that you should be asking for written information about previous employment history to check that the information supplied is not contradictory or incomplete. References should always be obtained from the candidate’s current employer. W

Firewall and Network Settings

Published July 2nd, 2024 by Alicia Roberton

To allow our application to work at your business, there are certain domains that need to be allowed through your firewall. If required, please pass this article or list to your IT staff so they can unblock the application. Ideally, just allow https://*.scrtracker.com Here is a breakdown of the subdomains we use Domain Purpose https://a

Reset your Password

Published July 2nd, 2024 by Alicia Roberton

Reset your Password If you have forgotten your password you can request a password reset from the login page by clicking Reset Password: You will be asked to enter your email address and we will send a password reset link email to you. You should receive this email with a couple of minutes, if it does not arrive please check your spam folder

Hide or Show a Non-Statutory/Optional Section or Field

Published February 13th, 2024 by Alicia Roberton

Please ensure you have read our Overview page to understand how your Template works. To hide or show a Section or Field from your Template, you first need to open the Template you wish to edit. You will only be able to hide any non-statutory sections or fields on your Template, as well as sections which may or may not be statutory for some profil

SCR Success - Live Training Spring/Summer 2024

Published April 8th, 2024 by Alicia Roberton

As a result of the feedback we had from our SCR Success webinars last year, we decided to carry these on! Keep an eye out for any upcoming webinars 🙂 If you have any requests or suggestions for a live training course that you think would be useful, please do let us know via help@signincentralrecord.com All sessions are recorded for those who are u

Trouble Logging In

Published July 2nd, 2024 by Alicia Roberton

Having difficulty logging in? If you find you cannot log in, please make sure in the first instance you are using the correct portal. The application by default is located here: https://app.scrtracker.com/ If you are part of an Enterprise Trust using Single-Sign-On, you may have your own unique URL. Please speak to your Administrator or contac

Sign In App Integration Set Up

Published July 2nd, 2024 by Alicia Roberton

Are you new to Sign In Central Record or Sign In App? I am new to Sign In App I am new to Sign In Central Record No, I currently use both systems Welcome to Sign In App! 🙂 You should have received a welcome email from Sign In App, with details of how to create your Sign In App account and Get Started Once this has been done, please fir

Select Multiple Rows

Published February 13th, 2024 by Alicia Roberton

Video Guide Your browser does not support HTML5 video. There are 2 ways to select multiple rows on our Grid. 1. Selecting sequential rows by using the Shift key This will allow you to select multiple sequential rows. Left-click the first row, then while holding the Shift key, left-click the last row. This will select both the clicked row

Ordering an External Check

Published February 13th, 2024 by Alicia Roberton

To order a background check, please go to the profile page for the staff member you require a check for and click the 'External Checks' tab to make sure a check has not already been ordered. Once this has been checked, press the Order Check button: Please Note: If the button is not there, please contact us to get your account set up. If the butt

Incident Tracking - Now Live!

Published February 13th, 2024 by Alicia Roberton

We're excited to introduce you to our new Incident Tracking feature, a powerful tool designed to enhance your organisation's ability to address and record low-level concerns effectively. This feature is not just a functional addition; it's a crucial step in safeguarding your environment. Whether dealing with medical situations, conflicts, safety c

Dashboards and Widgets

Published February 13th, 2024 by Alicia Roberton

Your browser does not support HTML5 video. For more information please see our Dashboard help collection

The History Tab

Published July 2nd, 2024 by Alicia Roberton

The History Tab To view the entire history of a Profile, just go to the Profile Page and in the top left you will see a History tab, it will load a list of changes with the newest change at the top. You will see the date changed, who changed it, the fields that were changed, and what the information was changed from and to. As you scroll do

Multi Factor Authentication

Published July 2nd, 2024 by Alicia Roberton

Video Guide Your browser does not support HTML5 video. Registering Enabling Multi-Factor Authentication will mean that you may be asked to provide a code from an authenticator app when logging in to prove your identity. In the Settings > User menu you will see that there is the option to add extra an extra layer of security to your ac

Delete a Profile

Published July 2nd, 2024 by Alicia Roberton

There are 2 ways to delete a profile, either from the Profile Page or the Advanced Editor. Profile Page When viewing a Profile, simply click the Delete button on the right. You will be prompted to confirm the action first: If the button is disabled and you see a padlock, this is because you do not have permission. Please ask the administ

Select Multiple Rows

Published July 2nd, 2024 by Alicia Roberton

Video Guide Your browser does not support HTML5 video. There are 2 ways to select multiple rows on our Grid. 1. Selecting sequential rows by using the Shift key This will allow you to select multiple sequential rows. Left-click the first row, then while holding the Shift key, left-click the last row. This will select both the clicked row

Right to Work (Digital & Conditional) Check

Published February 13th, 2024 by Alicia Roberton

We’ll aim to verify UK right to work status digitally wherever possible. When digital verification is not successful, we will request proof of right to work in the UK from the candidate. When right to work has been verified digitally, we will provide a report which provides statutory excuse against liability for a civil penalty in the event of i

Expiring Checks

Published July 2nd, 2024 by Alicia Roberton

Ratings If an expiring check has a rating applied, the relevant rating will be affected when the check expires. In the below example, the ‘First Aid Training Expiry Date’ field is set to be ‘Best Practice’. As the field has an expired check date the rating of the Section has been affected: Expired Checks Expired checks will show as below

Date and Time Formats

Published February 13th, 2024 by Alicia Roberton

Microsoft Windows 10 Sign In Central Record uses your system configuration to decide how to show you dates so that you see dates in the way that is most comfortable for you. If you're seeing dates in an unfamiliar format you need to change your system settings to make sure it's set up correctly. You may need to speak to your IT Administrator i

Customising your Dashboard

Published July 2nd, 2024 by Alicia Roberton

The Default Dashboard Your default Dashboard will look similar to this when you log in, however, you can customise it to suit your needs. Adding Widgets To add custom widgets to your Dashboard click on the Add Widget button located in the top right corner of your Dashboard. You will then be shown options for all of the different Widgets th

Late Date Validation

Published February 13th, 2024 by Alicia Roberton

What is a Late Date During an inspection, it's not uncommon for the inspector to want to compare the dates that checks were carried out against the start date. Should they be later, it could well be questioned and might catch you by surprise. To help prepare you for this, if you populate the start date of a Profile, then most date fields will ge

Merging Profiles

Published July 2nd, 2024 by Alicia Roberton

Merging Profiles Sometimes duplicate profiles end up being created by mistake. The good news is that we have a function that you can use to merge these profiles together, retaining the information from both. To do this you need to go to the Advanced Editor and select exactly two rows. For help with selecting multiple rows, please see our guide

Delete Multiple Profiles

Published July 2nd, 2024 by Alicia Roberton

Deleting Multiple Profiles To delete multiple profiles, start by opening the Advanced Editor then left-click on the first Profile you would like to delete then either select the last Profile in a block while holding the shift key to select them all, or hold CTRL/Command and select individual Profiles to delete. Please see our guide on how to sel

Accessing Reports

Published February 13th, 2024 by Alicia Roberton

Video Guide Accessing Reports Should you need to Export data, or when the time for an Inspection comes, your Inspector may simply want to see an Excel sheet that contains only the required fields. To produce this Excel sheet, head to the Insights tab. There, you will see the following list of available default Reports: Please Note: The "

How to Contact Support

Published July 2nd, 2024 by Alicia Roberton

There are a number of ways in which you can access help and support 🙂 Help Articles You can browse our full range of help articles either by category or type keyword(s) into the below field to bring up any relevant articles related to that keyword: If, after reading through our guides you still need assistance, you can contact our supp

Leavers

Published July 2nd, 2024 by Alicia Roberton

How do I record someone leaving on Sign In Central Record? When a member of staff leaves, simply enter their Leaving Date into the relevant field within the Employment Details section and click 'Save Changes' What happens when I enter a Leaving Date? Once you have entered a Leaving Date, that Profile Page will then be set to be a "Leaver"

Expiring Checks

Published February 13th, 2024 by Alicia Roberton

Ratings If an expiring check is either an Inspector or School Ready field, the relevant rating will be affected when the check expires. In the below example, the "Safeguarding Training Complete" field is set to be School Ready. As the field has an expired check date the rating of the Section has been affected: Expired Checks Expired chec

Hiding Checks for Individuals

Published February 13th, 2024 by Alicia Roberton

Turning off Checks Non-statutory fields/checks can be turned off for an individual Profile. For example, if you want to hide a particular field, you can click on the cogwheel icon at the top right-hand corner of the section: Then in the dialog that appears, you can disable the required checks by clicking the checkbox (If the checkbox is greyed

Customise the Rating System

Published February 13th, 2024 by Alicia Roberton

Video Guide Please Note: If you are part of a Trust or Group, we highly recommend that Rating Systems are modified in the Trust Template and not in the individual schools. Customise the Rating System In the Template Editor, select the Rating Systems Tab. Double-click on the rating system you wish to edit, to open the editor: Here you c

Upcoming Expiration Dates Report

Published July 2nd, 2024 by Alicia Roberton

The Upcoming Expiration Dates Report will show you live, up-to-date, colour-coded lists of your Expiration Dates. The Report will show the Staff Member's name, Profile Type and which check is expired/expiring. You can filter this Report by Profile Type and Tag by using the filter bar along the top of the Report: On the left-hand side of

Create a new Custom Dashboard

Published July 2nd, 2024 by Alicia Roberton

Creating a New Dashboard The system allows you to have more than one Dashboard. To create a new Dashboard click the "+" button located in the top right corner of your Dashboard and click Dashboard. You can then give your new Dashboard a name, and set who it will be visible to: You can choose to make it visible to just you, the current Or

Copy a Profile

Published February 13th, 2024 by Alicia Roberton

Video Guide Your browser does not support HTML5 video. Copy a Profile If you have access to multiple schools within your account, you can use the Copy button at the top right of the Profile Page for anyone who works across multiple Organisations: When selected, this will ask you which school you would like to copy the profile to. If yo

Hide or Unhide Checks in Bulk

Published February 13th, 2024 by Alicia Roberton

Video Guide Hiding or Unhiding Checks in Bulk If you want to disable some checks for Profiles in bulk or reenable previously hidden checks, then you will need to go to the Advanced Editor. If you need to select multiple profiles, please see our help guide on Selecting Multiple Rows for further help. When you have selected the relevant prof

Delete a User

Published February 13th, 2024 by Alicia Roberton

Video Guide Your browser does not support HTML5 video. Delete an Organisation User To remove a User from your school, go to Settings > Organisation > Users. Right-click on the user you want to delete and select 'Delete User': Please Note: Removing a User does not delete their account from our system in case they have access to

Who is considered to be in "Regulated Activity"

Published February 13th, 2024 by Alicia Roberton

Any offer of appointment made to a successful candidate must be conditional on satisfactory completion of the relevant and necessary pre-employment checks. It is your statutory duty to ensure that any person in regulated activity has been checked against the relevant barred lists before they start employment. What is “regulated activity” wit

Governors

Published February 13th, 2024 by Alicia Roberton

Maintained school It is your statutory duty to check that all Governors have enhanced DBS certificates. It is the responsibility of the governing body to apply for the certificate for any of their governors who do not already have one. It is your statutory duty to perform a Section 128 check on your Governors. Governors found subject to a sectio

Minimum Requirements

Published February 13th, 2024 by Alicia Roberton

As with all software, our application also has some minimum requirements. As it is a Web Application, we simply need you to be running an up-to-date version of a Modern browser. We would also request you are running this on an up-to-date operating system. Recommended Operating Systems Microsoft Windows 10 Apple macOS - Mojave + Browser V

Firewall and Network Settings

Published February 13th, 2024 by Alicia Roberton

To allow our application to work at your school or business, there are certain domains that need to be allowed through your firewall. If required, please pass this article or list to your ICT staff so they can unblock the application. Ideally, just allow https://*.scrtracker.com Here is a breakdown of the subdomains we use Domain Purpos

Trouble Logging In

Published February 13th, 2024 by Alicia Roberton

Having difficulty logging in? If you find you cannot log in, please make sure in the first instance you are using the correct portal. The application by default is located here: https://app.scrtracker.com/ If you are part of an Enterprise Trust using Single-Sign-On, you may have your own unique URL. Please speak to your Administrator or contac

DBS Renewal Due Report

Published February 13th, 2024 by Alicia Roberton

The DBS Renewal Due Report will show you a live, up-to-date, colour-coded list of your DBS Renewal Dates. Colour Code RED - Any Renewal dates which are now Overdue. AMBER - Any Renewal dates that are Upcoming in the next 14 days. GREEN - Any Renewal dates that are Upcoming. AutoSave This Report has AutoSave turned OFF by default and it

Adding a new Trust Level User

Published February 13th, 2024 by Alicia Roberton

Video Guide Your browser does not support HTML5 video. Add a New User Please Note: If you have added a user under their Organisation, they will automatically appear on your Federation User list as this is a list of all users across the trust. To add a new trust-level user, go to Settings > Federation > Users. If the Users option h

Editing and Exporting a Report

Published February 13th, 2024 by Alicia Roberton

Video Guide Opening a Report To access and edit a Default Report click "Open". In this example we have opened the Single Central Record Report: A spreadsheet will then open which looks and functions similarly to our Advanced Editor. You will notice that by default the system will order the Profiles by least "Inspector Ready" to most in o

Sign In App Integration Set Up

Published March 13th, 2024 by Alicia Roberton

Are you new to Sign In Central Record or Sign In App? I am new to Sign In App I am new to Sign In Central Record No, I currently use both systems Welcome to Sign In App! 🙂 You should have received a welcome email from Sign In App, with details of how to create your Sign In App account and Get Started Once this has been done, please fir

Deleting a Report

Published February 13th, 2024 by Alicia Roberton

Video Guide Default Reports Reports that are available by Default are not able to be deleted. You will notice that the delete option is greyed out/locked. Deleting a Custom Report To delete a Custom Report click on the "..." icon next to "Export" for the Report that you wish to delete. Then select "Delete" Please Note: Currentl