Collaborative SEND Review Workspace

Purpose

The student review workspace supports case discussion, evidence capture, actions, meeting packs, provision planning, outcomes, parent/carer sharing, and impact tracking.

Where to go

1. Open /dashboard.
2. Choose a student.
3. Open /dashboard/students/[id].
4. Use the process map to check whether a report exists.
5. Choose the SEND review tab.
6. If the tab is locked, hover over it to see whether the blocker is missing report data or your current role.

Add case notes

1. Open the review workspace.
2. Use the left navigation and choose Case notes.
3. Click Add new.
4. Add a title.
5. Write the note.
6. Save.
7. The note appears in Case notes and in the Overview timeline.

Add evidence attachments

1. Open evidence attachments.
2. Choose Evidence in the left navigation.
3. Click Add new.
4. Add a title.
5. Choose or upload evidence content.
6. Add an optional note.
7. Save.
8. Use metadata preview to inspect file type, size, preview kind, and availability.

Create review actions

1. Open review actions.
2. Choose Review actions.
3. Click Add new.
4. Add an action title and description.
5. Assign an owner where appropriate.
6. Add a due date where appropriate.
7. Save.
8. Mark the action completed when finished.
9. Send reminders for outstanding actions if you have permission.

Record parent/carer communication

1. Open communication summaries.
2. Choose Communications.
3. Click Add new.
4. Choose the audience.
5. Summarise the communication.
6. Add agreed actions.
7. Save.

Create meeting packs

1. Open meeting packs.
2. Choose Meeting packs.
3. Click Add new.
4. Add a title.
5. Add meeting date and follow-up review date if known.
6. Add agenda items.
7. Add decision logs.
8. Add provision-plan snapshot items.
9. Ensure the summary remains non-diagnostic.
10. Save the meeting pack.
11. Download the meeting pack when needed.

Overview timeline and exports

The first review section is Overview.

1. Use Timeline search and Type to filter activity.
2. Click Filter timeline.
3. Click Clear to return to all review activity.
4. Use Generate export to create a SENCO-ready markdown review export.

Generated exports appear in two places by design:

1. The Overview timeline records that the export was generated as part of the activity history.
2. Review exports stores the export as a downloadable artefact.

Provision plan version history

Provision-plan snapshots create version history that can be reviewed later on the student profile.

Review outcome approval and sign-off

1. Create a review outcome.
2. Include non-diagnostic wording.
3. Add agreed next steps and evidence reviewed.
4. Approve the outcome.
5. Sign off the outcome when the review process is complete.

Parent/carer share summaries

1. Create a parent/carer share summary.
2. Open Parent/carer shares.
3. Click Add new.
4. Keep the wording non-diagnostic.
5. Add strengths, support in place, and next steps.
6. Record shared date if applicable.

Provision impact tracking

1. Add a provision impact record.
2. Open Provision impact.
3. Click Add new.
4. Record baseline, provision title, impact summary, rating, review date, and next review date.
5. Use dashboard workload metrics to track impact reviews due.