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Once you've created Safeguard task descriptions and statuses, Safeguard Tasks let you manually track your background check process and results.

On the individual's Safeguard tab, you can add new Safeguard tasks and edit existing ones. For example, if an individual returns a signed consent form, you can update the individual's record to reflect that is was returned and include the date. You can review tasks and the comments associated with them at any time. 

Administrators have full access to the Safeguard features and can grant Safeguard rights to users within User Administration.

To add a Safeguard task

  1. On the Home screen, click Other PeopleParentsStaff, or Teachers.
  2. Double-click an individual’s record.
  3. Click the Safeguard tab.
  4. Click Add.
  5. In the Task Description drop-down list, select a defined description or choose <New> to enter a new description.
  6. In the Status Description drop-down list, select a defined description or choose <New> to enter a new description.
  7. If the task is a completed one, enter a date in the Date Completed field.
  8. If you want to add comments to the task, enter them in the Comments field.
  9. If you want to add another task, select Add Another.
  10. Click OK.


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