Kestrel

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, the audit trail and the privacy register.

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 record, "Family and contact" tab, "Orders"

Needs person.restricted.read.

  1. Under "Orders", press "Record an order".
  2. Fill "Kind", "Court", "Made on", "Lapses on", "Whom it keeps away" and "Terms", and save.
  3. 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 record, "Family and contact" tab, "Protected record"

Needs person.protection.write.

  1. Under "Protected record", press "Protect where they live".
  2. Fill "Why" and name who may still see the address, and save.
  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.

Record and answer a privacy request

Settings, "Privacy requests"

Needs tenant.privacy.manage. It's under Settings, which only an administrator can open.

  1. Press "Record a request", choose "What was asked for", "Who asked" and "How it arrived", and fill "The day it arrived".
  2. Press "Record it". The row shows the dates the Privacy Policy commits the school to.
  3. As it moves, press "Open", choose "Where it has got to", say what was done, and press "Record 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.