Child Safety
Guides for managing child safety workflows, including reconciliation, reportable conduct, reviews, approvals, and compliance tracking across your organisation.
By Windolyn and 1 other2 authors15 articles
Reconciliation
Guides for reviewing reconciliation across houses, including expected vs actual hours, savings, overages, contingency, review queues, and approval workflows.
Reconciliation OverviewLearn how to use the Reconciliation Overview to review expected hours, actual hours, savings, overages, pending reviews, and contingency across houses.
Reconciliation HousesLearn how to review reconciliation by house, compare expected and actual hours, select reporting periods, export data, and configure house settings.
Regional ReconciliationLearn how to review reconciliation by region, filter the reporting period, and understand saved-hour pools, contingency usage, and regional summary errors.
Review QueueLearn how to use the Reconciliation Review Queue to find, filter, and review detected overages by status, house, region, and funding source.
ContingencyLearn how to use the Contingency page to track contingency draws, view funded hours and costs, apply filters, and export available records.
Reportable Conduct
Guides for managing Reportable Conduct matters, including creating cases, tracking status and risk, recording involved parties, and managing response actions.
Reportable ConductLearn how to use Reportable Conduct to manage cases, filter by status or risk, create new matters, and track statutory reporting obligations.
Add a Reportable Conduct CaseLearn how to create a new reportable conduct case by adding matter details, involved parties, location information, and response actions.
Managing Reportable Conduct Case StatusLearn how to move a reportable conduct case through each status stage, including Open, Under Review, report due stages, Closed, and Non Reportable.
Reportable Conduct Case WorkspaceLearn how to use the case workspace to review reportable conduct details, manage status, track dates, and access records, files, notes, reports, and audit history.
Reportable Conduct TimelineLearn how to use the Timeline tab to review chronological case activity, status changes, creation events, and closure history for a reportable conduct case.
Reportable Conduct Linked RecordsLearn how to link related records to a reportable conduct case, including shift notes, incident reports, registers, and emails.
Reportable Conduct FilesLearn how to upload, review, download, and delete evidence or supporting documents for a reportable conduct case.
Reportable Conduct NotesLearn how to add official case notes, classify note types, and record internal updates, findings, risk notes, and management notes for a case.
Reportable Conduct Risk ActionsLearn how to add, review, update, and manage risk mitigation or compliance actions linked to a reportable conduct case.
Reportable Conduct FormsLearn how to open, complete, save, and mark official reportable conduct forms as complete from the case workspace.