How to record a SEN Review

In this guide we’ll look at how you can record a SEN Review for a Student.

Access: The minimum permissions required to access SEN Review can be found in the Framework module from within Config > Setup > Roles and Permissions.

See Also: How to Add SEN Information to a Student

First navigate to the Student Profile by selecting Students from the left hand menu, selecting the Student from the list and clicking View.

Then, select Special Educational Needs from the menu on the left.

Scroll to the SEN Reviews panel and click the + icon in the top right hand corner.

In the Review Details tab of the pop-up enter the required information.

• Review Type – Select the type of Review you are conducting from the dropdown.
• Review Status – Select the Status of the Review from the drop down.
• Review Date – Enter the date the review took place, alternatively you can select it from the calendar by clicking on the calendar icon to the right hand side of the field.
• Start Time / End Time – Enter the time that the Review began and ended in 24hr format. Alternatively you can select the time from a dropdown by clicking the clock icon to the right hand side of the respective fields.
• Venue – Enter where the meeting took place.

Once you’re happy click Next to go to the People Involved tab. Click Add New to link people to the Review.

First select the Role from the dropdown. The option you select here will decide which people are available to you to select in the Name field.

Note: If you select Agent in the dropdown, only Agents that are linked to the Student through the Linked Agents panel on the Profile page of the Students Profile and have Sen Link ticked will be listed.

Next, select the Name and Relationship Type from the drop downs and then enter a Start Date for their relationship with the Student. You also have the option to add an End Date if you know it however this is not mandatory. Once you’re happy click Save.

The person you have added will then display in the table. Continue adding people until you have all the People Involved listed, then once you’re ready click Next.

On the Consultations page, enter the date that the Consultation with the Parents took place in Date for Parents. If you have also performed a Consultation with the Student you can enter the date that took place in Date for Student, however this is not a mandatory field. Once you’re happy click Next.

on the Outcome tab, use the SEN Stage drop down to select their updated SEN Stage as a result of this Review. Then use the Comments box to enter any further information. Once you’re happy click Next.

On the Next Review tab, if you know when the Next Review is due, you can enter the details for it here however this is not required. Once you’re happy click Save.

You’ll receive the following confirmation message. This will generate an invitation letter for the Review you have just recorded, not the Next Review, if you have entered the information for that. If you do not require a letter, click Cancel, if you do then click Proceed.

Use the Quick Letter form to customise your letter. For more information on how to do this please see How to Use Quick Letter. Once you’re happy click Process.

You’ll be taken back to the Sen Reviews pop-up, where you can see the Review you have logged. Click Close.