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Editing Records of Concern

Once a record of concern has been created, safeguarding leads and deputy safeguarding leads can edit certain fields to update information and add a DSL summary. This guide explains what can be edited and how to make changes effectively.
Only users with the Safeguarding Lead or Deputy Safeguarding Lead role can edit concerns and actions. Managers can’t see safeguarding concerns unless they also hold one of those roles.

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Accessing the Edit Form

You can edit a form by clicking on the edit button when viewing the concern. Edit button on the concern detail page

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What Can Be Edited

When editing an existing concern, you can modify the following fields:
The Edit Record of Concern dialog for a closed concern, showing Categories, Close Notes, DSL Summary, Attachments and Parent Communication
Categories (Optional)
Classify the type of concern for reporting and tracking. You can select multiple categories if the concern fits more than one type.
Close Notes
Once a concern is closed, or awaiting sign-off, you can correct its close notes here.
You can’t change a concern’s status from the edit form. To close a concern, use the Close concern button on the concern page, so your setting’s sign-off rules always apply. To reopen one, use the Reopen icon. See Closing and Sign-off.

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DSL Summary

The DSL summary helps other professionals quickly understand, and expands on the description that has been added by the staff member. It can document:
  • What the main issues are
  • History and context
  • Current status and risk level
Adding a DSL Summary
The DSL Summary field is one of the most important editable fields. It provides professional oversight and context.
Writing a Summary Manually
What to Include:
  1. Brief Overview - Key facts in 1-2 sentences
  2. Previous History - Reference relevant past concerns
  3. Current Assessment - Risk level, concerns, observations
  4. Professional Judgment - DSL’s assessment
Using AI Summary Generation
The AI Summary Generator can automatically generate a DSL summary by analyzing current concern details, previous history, recorded actions, parent communication, and timeline of events. The AI Summary can be generated by clicking the wand icon next to the DSL Summary field AI summary generator for DSL summary field AI Summary Benefits: The AI summary tool saves time on routine documentation while automatically including historical context in a consistent, professional format. It identifies patterns across concerns and references all relevant previous records to provide comprehensive context.
AI summaries should be treated as starting points rather than final versions, requiring review and editing. DSLs remain responsible for accuracy and should add professional judgment that AI cannot provide, including specific risk assessments.
Attachments
  • Add supporting evidence or documentation
Parent Communication
Update whether the parent has been contacted, when, and what was discussed. If you contact the parents again later, record it as an action so the timeline shows each contact.