For managers and admins. A pack goes to a parent or carer, who answers it themselves. Nothing is recorded as consent until a member of staff confirms it.
Steps
- Open the record and go to the Consent section of the Profile tab.
- Press Send consent pack. The box names who it will be emailed to.
- Press Send the pack, or Not now to step back.
- Open Consent packs from Tasks. It lists every pack still out, longest wait first.
- Start with Needs attention. Those packs never reached the family or have expired, so fix the address or send again.
- Check Reminded and Waiting. A reminder goes once, after seven days. After that, phone the family.
- When the answers arrive, confirm them on the record.
If it goes wrong
- If the button is replaced by a note about the email address, add a primary parent or carer contact with an address, then try again.
- If the page says packs are Not switched on here, an admin turns them on in Settings once the wording is approved.
- A red message in the box says why a send failed. Nothing is sent until you try again.
How it links together
Answers from a pack are confirmed by staff and then appear as consent on the record. They decide whether photos, trips and more may be used. The same list feeds the Tasks tile.
- Send the pack
- Family answers
- Staff confirm
- Chase if late
What a consent pack is
A pack asks a parent or carer for the consents the young person's record needs, in one form. This replaces sending several separate forms.
Sending from the record
Only managers and admins see the send button, because it emails a family. It goes to the primary parent or carer contact. If that contact has no usable email, the screen says so and tells you to add one on the Contacts section.
If a pack is already out, the button changes to say so. You can still send another, and a note tells you how long ago the last one went.
The three groups on the returns page
- Needs attention: the email never left, or the pack expired without coming back. Do not chase the family about an email that never arrived.
- Reminded: the one automatic reminder has gone. If this is old, ring the family.
- Waiting: sent, still inside its time, nothing owed yet.
Searching and counting
Search by the child's name or the recipient. Use Search loaded packs and Clear search to start again. The page loads up to five hundred outstanding packs, and the search works inside what is loaded.
The numbers match the Tasks tile, because both read the same list. Each row links to the record.
When packs are switched off
Until an admin switches them on, the page says Not switched on here and nothing is sent or chased. It does not show an empty table that looks broken.