Kestrel

Guide

Case manager

Version 1.0 ·Updated 2026-09-17

Next reviewed by 2027-03-17.

Written for each member of a school's staff, from the registrar to IT, and the families using the portal.

For the case manager in a school in England, ordinarily the head, who manages an allegation against an adult who works with children and refers it to the LADO.

All guides, including the first steps each member of staff takes. The training for this role takes these tasks in sessions.

Record an allegation against an adult

The student's page, "Health and wellbeing" tab, "Child safety"

Needs childsafety.allegation.write.

  1. Open the page of the student the allegation concerns, choose the "Health and wellbeing" tab and find "Child safety".
  2. Press "Record a concern". A school in England is offered "Allegation against an adult" as the "Kind".
  3. Fill "What was received" and set "Received", then press "Record the concern". Make the referral by the end of the next working day.

Refer an allegation to the LADO

The allegation, from "Open concerns across the school"

Needs childsafety.allegation.write.

  1. Open the allegation.
  2. Press "Record an event", choose "Reported" and choose "The LADO" under "Made to".
  3. Fill "Local authority" with the authority you referred to, set "When" and fill "Reference" if the LADO gave you one.
  4. Press "Record the event". The allegation then reads "Reported".

Record how an allegation ended

The allegation, from "Open concerns across the school"

Needs childsafety.allegation.write.

  1. Open the allegation and press "Record an event", then choose "Closed".
  2. Choose "How the allegation ended": substantiated, malicious, false, unsubstantiated or unfounded.
  3. Write the "Outcome" in a sentence or two and press "Record the event".