Guide

Principal and executive

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 principal and the executive, who answer for the school: the restricted record and the audit trail.

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

Record a court order

A student's page, "Family and contact" tab, "Orders"

Needs person.restricted.read.

  1. Under "Orders", press "Record an order".
  2. Fill "Kind", "Court", "Made on" and "Lapses on", choose the person under "Who it keeps away", fill "Reference" and "Terms", and press "Record it".
  3. The order's row reads "Keeps away" and their name, and while it is in force Kestrel sends them no messages about the student.
  4. Staff then read a notice beside the student's name that a court order limits who may collect.

Protect where a family lives

A person's page, "Family and contact" tab, "Address protection"

Needs person.protection.write.

  1. Under "Address protection", press "Protect where they live".
  2. Fill "Why" and name who may still see the address, and press "Protect it".
  3. Press "Clear the protection" with a reason once the family no longer needs it.

Read the audit trail

Your initials, then "Audit trail"

Needs tenant.audit.read. It's under Settings, which only an administrator can open.

  1. Open the account menu from your initials and choose "Audit trail".
  2. Under "Narrow it", choose a view such as "Read" or "Refused", and fill "Who", "Which record", "From" and "To".
  3. Choose a row to read the entry. To take a copy, fill "Why this copy is needed" and download it.

Read and record child-safety concerns

A student's "Child safety" section, "Open concerns across the school"

Needs childsafety.concern.write.

  1. Press "Open concerns across the school" to see each concern with its "Due by".
  2. Record a concern from the student's "Child safety" section with "Record a concern".

Read the health centre register

"Medical"

Needs medical.record.read.

  1. Open "Medical". Each row is a child's condition with its severity and the notice staff read.
  2. Choose a kind in the filter bar to narrow the register.