> ## Documentation Index > Fetch the complete documentation index at: https://pigeonholeapp.co.uk/docs/llms.txt > Use this file to discover all available pages before exploring further. # Managing Actions > Recording and tracking actions taken in response to safeguarding concerns # Managing Actions Actions are the responses and interventions you take in relation to safeguarding concerns. This guide explains how to record, track, and manage actions effectively within Pigeonhole. ## What are Actions? Actions are records of: * Steps taken to address a concern * Interventions implemented * Meetings held * Referrals made to external agencies * Follow-up observations * Support provided * Investigations conducted * Communication with parents or agencies Every action is linked to a specific concern and helps build a complete timeline of your response. Users with the safeguarding lead or deputy safeguarding lead permissions can create actions. Managers can view but not edit safeguarding actions. ## Adding a New Action Actions can be added by clicking 'Add Action' on the record of concern view page. Add Action button on the record of concern page Its important when creating actions to view the [safeguarding history](./safeguarding-history.mdx) to enable you to make informed decisions around a child or staffs welfare. ### Complete the Action Form The action form includes several fields to document what was done. Action form with fields for details and staff assignment #### Action Form Fields **Categories (Optional)** - Classify the any additional categories that your action might cause the concern to now fall under. Select all that apply. For example, a meeting might also involve a referral. **Action Taken (Required)** - Detailed description of what was done **Guidelines**: * Be specific and factual * Include dates, times, and who was involved * Describe what happened and what was decided * Note any agreed follow-up steps * Record outcomes or results **Agency Involved (Optional)** - Record if an external agency was involved in this action **Action Date (Required)** - Record when the action took place **Attachments** - Add supporting documentation or evidence **What to Attach**: * Meeting notes or minutes * Letters from agencies * Email correspondence * Reports or assessments * Photos or images * Forms or documentation * Signed agreements #### Staff Assignment Staff assignment allows you to involve other staff members in the action and notify them of their responsibilities. Staff assigned actions appear on each staff members '[Safeguarding actions](../staff/safeguarding-actions.mdx)' list. They are also notified in the app, and also by email that a new action is available for them to view. ##### Assignment Options **Option 1: Assign to All Staff** * All staff members can see this action * Everyone will see the staff notes * All staff receive notification * Useful for setting-wide awareness **Option 2: Assign to Specific Staff** * Only selected staff see this action * Only they receive notifications * Only they see staff notes * More targeted responsibility **Staff Notes (Required When Assigning)** - Instructions or information specifically for assigned staff Staff will only be able to see the staff notes and the concern title when they have record of concern actions assigned to them. **Good Example**: ``` Please keep a close watch on Tommy during free play this week. We've had some concerns about his interactions with other children. ``` **What to Avoid**: * Don't include sensitive details about the concern * Don't mention allegations or specific safeguarding issues * Don't assume staff have background knowledge * Keep it professional and focused on their task ## Editing Actions ### How to Edit 1. Open the concern details 2. Find the action in the actions list 3. Click the **Edit** icon (pencil) 4. Modify the fields 5. Click **Update Action** Editing an existing safeguarding action ## Deleting Actions ### How to Delete 1. Open the concern details 2. Find the action 3. Click the **Delete** icon (trash) 4. Confirm deletion **Warning**: Deleted actions cannot be recovered. Consider adding a new action to clarify or correct information instead.