
Receiving incoming transfers
When another school sends safeguarding records for a student transferring to your school, a notification appears on your dashboard.1
Open the incoming transfer
Go to the Transfers page or click the notification on your dashboard. You will see the transfer details, including which school sent it and the student it relates to.
2
Review the contents
Examine the incidents, documents, and context included in the transfer. Take time to read through the records so you have a full understanding of the student’s safeguarding history.
3
Accept the transfer
When you are satisfied with the contents, accept the transfer. The records are imported into your school’s system and linked to the student’s profile.
Tracking outgoing transfers
After you send a transfer, you can track its status on the Transfers page. Each transfer displays one of the following statuses:- Pending — the transfer has been created but not yet sent
- Awaiting Approval — the transfer is waiting to be approved before it is released
- Approved — the transfer has been approved and sent to the receiving school
- Completed — the receiving school has accepted the records and the transfer is complete
Resending notifications
If a transfer is still pending and the receiving school has not responded, you can resend the notification email. Click the actions menu on any pending transfer and select Resend Notification. A dialog appears with the current email address prepopulated. You can edit the email before sending — useful if the original contact has changed or you need to redirect to a different person at the school.Establishments directory
Establishments are the schools and settings — nurseries, primary schools, secondary schools, pupil referral units, and other educational provisions — that your school sends transfers to or receives them from.What establishments are for
Your establishments directory saves you time when creating transfers. Instead of entering details each time, you select from your saved list. Over time, your directory builds up to include all the schools you regularly work with.Managing your directory
Go to Settings > Transfers and click Manage establishments to open your directory.1
Add a new establishment
Click Add Establishment. You can search for a school to prepopulate the name and lock the email domain — then enter the specific contact’s email address. Alternatively, enter the name and email manually.
2
Edit an establishment
Click the edit button on an existing establishment to update its name or email address. If you change the email, all pending transfers linked to that establishment are automatically updated to use the new address.
3
Remove an establishment
If you no longer need a school in your directory, you can remove it. This does not affect any transfers that have already been sent or received.

