Write-ups and countersigning

Signing says you have read it. The list shows a summary, but you sign only after opening the whole account.

The mentor is told your reason and can change the same write-up and send it again.

On the other tab of the same Sign-off queue. See the guide on signing plans.

No. Another manager signs it.

Use the Write-ups needing attention list. It shows planned sessions with no write-up.

Yes, by a manager or admin. They can amend it or correct the delivery, and the history is kept.

From the session in the Planner, with Record session. It opens the form with the plan's details filled in.

No. Save & exit keeps a draft. Submit for sign-off sends it.

Yes, with a short note: the outcome, why, and whether you saw the young person. See the guide on recording one.

A manager reads it and signs it, or sends it back with what to change.

Yes. One covers the times and ratings, one the account in your own words, and one raising a concern and sending it.

It is advice. Open the one listed if it is the same session, or carry on if it was a second one.

It is empty on purpose, so the record shows when the session really ended and not when it was planned to. Type it before you send.

Yes. The times are yours to correct on the write-up. The plan itself locks once recording starts.

Delivered (late) is for a session that did happen, but later than planned. Both count as delivered and ask for the full write-up.

They only show for a delivered session. For any other outcome you give a reason instead.

1 is Not yet, 2 is With prompt, 3 is Most of the time and 4 is Transferring. Choose the one that matches what you saw.

No. After the day it happened the ratings are optional. Leave them blank rather than guess.

The plan did not say. Choose one of the listed venues, or describe the place. A delivered session cannot be sent without it.

For a delivered session, the summary, the young person's words, positives and reflection are needed before it can be sent. Evidence is only a prompt.

What you did: the support, the changes you made and what was agreed next. The summary says what happened.

Yes, with Dictate session, if your organisation allows it. Read the text it proposes and correct it before you use it.

Say so in Pupil voice, in a sentence. An honest short answer is better than an invented quote.

Your manager reads it when they sign off the write-up.

Each box has a limit. When it is full the form tells you, and you can carry on in another box.

No. The form asks once if there is none and lets you send without. Plenty of sessions have nothing to photograph.

The write-up cannot be sent until the concern is recorded. Open it again with Record it now and finish it, or choose Nothing to report if that is right.

It is recorded when you save the concern form, and the DSL can see it then. The message after you send confirms it.

Some sections still need finishing. The message lists them. Press a name to jump to that box.

It sends a write-up that has an empty box the form only advises on, such as evidence. It does not skip sections that must be done.

Your organisation asks for a short reason after the day. You can type one or send without. It is never refused.

Not once it is sent. Ask your manager to return it. It then shows as Resubmit for sign-off when you open it.

To a manager to read and countersign. They either sign it or send it back with the changes they want.

Yes, but only a short note: the outcome, a category, why, and whether you saw the young person. No ratings are needed.

You saw the young person that day. Choose Yes, I saw them and the count of missed sessions starts again from zero.

No show means nobody turned up. Refused means the young person declined to take part. They are reported separately.

No show and Service constraint have no list. Use the reason box to explain what happened.

Yes. A manager can correct the delivery outcome on a signed-off write-up. They must give a reason.

There is no undo on Home. Tell your manager what happened so they can correct it.

There is a write-up on file for them for that day. If it is your session, open it. If it was a second one, press Carry on with this write-up.

Yes, when there really were two sessions. The warning is advice only. If sending is refused, the message names the record it clashes with.

That session already has one. This session is already written up. tells you so. A second blank form would not reach the same record.

You cannot edit it. Ask a manager to send it back, or use Ask for it back when the form offers it.

It opens the record in a new tab, so what you have typed here is kept.

No. Your draft is saved, and nothing is lost when you open the other record.

You get a message that begins with the reason. The record also shows Sent back to you, and the Planner offers Make requested changes.

No. Fix the returned one. A new one would leave it stranded, and the form warns you if you try.

You probably saved a draft. Press Resubmit for sign-off to send it.

In the message you were sent, and under Sign-off chain at the foot of the record.

The mentor who wrote it. A colleague can read it, but it is not theirs to change.

Talk to the manager who returned it. If you resubmit unchanged, say why in the account so they can see.

Once it is sent it is held for the manager to read, so it cannot move underneath them. Ask them to return it, then use Make the requested changes.

Amend opens the whole account. Correct delivery changes only whether it happened and why.

Managers and admins.

No. The history is kept, and the status shows Amended.

It has been sent and nobody has signed it yet. It shows in the countersign queue.

Under Sign-off chain at the foot of the page, with the date and any reason given.

It was planned, its day has passed, and no write-up exists for it. Open it to see who it belongs to.

Yes. A write-up is never locked for being late. They may be asked for a short reason when they send it.

The last chip hides accounts with no sessions in 28 days. A note says how many it hid. Press Show them to see them.

No. Answering Not delivered writes a note, so it is not outstanding.

It opens the write-up form for that session, so you or the mentor can see what is needed. It does not send anything.

Press Change this in Settings in the note near the top, if you have permission. If not, the note says who can.

A plan is signed before the visit and says the preparation is sound. A write-up is signed after, and says the account is complete. They sit on separate tabs of the same queue.

Someone else has to check it. The row says your own plan is signed by another manager.

A message with your reason as its first line. They change the plan and send it again.

Yes. Tick them and press Sign off selected. Read each plan first, because signing says you have.

Nothing is waiting, or your list is narrower than the service's. Check the choice that shows everyone's queue.

No. They can still change it until recording starts.

Yes. Choose Optional for that card, or untick Shown. You can also reword it to suit you.

Yes. Press Start from a blank form. Everything that can be hidden is hidden. Attendance and welfare stay, because they carry the safeguarding. Then add your own questions.

Yes. Press + Add your own question, choose Score, and set how long it runs, from 2 to 10, with words at each end.

Yes, from release 1.0.187. Until a phone has that release it may still show the old form.

No. Attendance and welfare are always shown and always required. You can reword them.

Mandatory stops the write-up being sent until it is done. Ask once asks, and then lets the person send without.

Press Use our standard form, then Save. Your own questions are kept.

No. It changes the form from now on, and old write-ups read back in the words they were written in.