Safeguarding helps you manage serious incidents safely by making sure only team members assigned as safeguarding officers can view, review, close or escalate safeguarding incidents.
By default, safeguarding is switched off and can only be enabled when your site has at least one safeguarding officer to avoid safeguarding logs from being missed.
Please note, this is available on Pro & Outstanding plans only
🛡️ 2 steps to get set-up
A) Assign members of your team to the safeguarding group
Go to the team member’s profile.
Select ‘Edit Profile’.
Scroll down to ‘Role’.
If the team member is an Admin, you’ll see the option to set them as a Safeguarding Officer.
Toggle this to ‘Yes’ if you want to make them a safeguarding officer (you can have multiple).
B) Turn safeguarding on for your site
Go to log preferences.
Select General.
Scroll to Log options and select Incident.
Toggle on Safeguarding.
⚠️You can only toggle safeguarding on if your site has one or more safeguarding officers.
If no safeguarding officers are assigned, you won’t be able to enable safeguarding logs at the site. If a user works across multiple sites, then adding safeguarding for them will mean they are a safeguarding officer across multiple sites.
💡 Why this matters
Incidents marked as Safeguarding logs contain sensitive information. Only Safeguarding Officers are notified when incident logs are submitted through an app notification and email notification.
Only they can see the logs in the Care Office. This ensures confidential information isn’t visible to the wrong people.
🧠 If you remove a Safeguarding Officer, you must have another one assigned to keep safeguarding incidents active. Otherwise, users won’t be able to submit safeguarding incidents.
✅ In Summary
Safeguarding as an Incident log type is switched off by default.
You must have at least one active Safeguarding Officer before you can switch it on.
Only Admins can set or remove Safeguarding Officers, and only Admins can be made Officers (for now).
Any team member can submit a Safeguarding Incident against a resident.
Only Safeguarding Officers will:
Be notified of safeguarding incidents.
Be able to read or create safeguarding cases.
Be able to downgrade safeguarding incidents.
Safeguarding logs can be downgraded to another incident type. Once downgraded, normal permissions apply again.