Bring the recent notes, conncerns, follow-ups and referrals around your learners into the meeting – so your care team can see what has happened, what needs attention, who is dealing with it and what still needs to be followed through.
Give the right people the wider learner context they need, while keeping sensitive information controlled and confidential.
Join our growing list of schools that trust and rely on SchoolWise to drive better outcomes
Give your care team more of the meeting to do the work that matters
Your care team can bring up the notes recorded since the last meeting, with reports defaulting to the previous seven days, so the most recent activity is already in view.
See everyday learner notes alongside care-team issues. Filter by year group, category, tags and other criteria when the team needs to narrow the picture, or widen the timeframe to 30 days, this year – even last year.
Staff can also start with My Notes to see what they have recorded themselves, then open up the wider view when they need the broader care context.
Referral → ownership → action → follow-up → review → closure.
The issue stays visible until the loop is closed.
Not every note becomes a referral. But when a welfare or support issue does need to be referred, it should not disappear into an email, a conversation or someone’s memory.
Your school can create referral streams for different types of issues and define how each one should move. A Welfare Referral, for example, might involve a Year Head, Guidance and Management. You decide whether those steps need to happen in order or whether the issue can be referred directly to the right person in the stream.
SchoolWise then gives your care team a separate view of referrals so they can see what is open, what has been closed, who is currently dealing with each issue and what still needs attention.
As the issue moves forward, the team can review what has happened, decide whether further action is needed and close the referral when it has been dealt with.
One concern. Three follow-ups.
Don’t make your care team piece the story back together.
A conversation happens on Monday. A teacher follows up on Wednesday. A Year Head adds what happened on Friday.
SchoolWise lets each follow-up stay linked to the original note, so the story develops in one place rather than becoming a series of separate entries.
When your care team comes back to that learner, they can see where the concern started, what happened afterwards and what has already been done.
No searching through separate notes. No trying to work out whether they are connected.
Some things need to be shared.
Some things need to stay private.
The right people can see what they need to act – while sensitive information stays controlled and confidential.
Care teams need enough context to understand what is happening around a learner. But that does not mean every note should be visible to everyone.
SchoolWise lets Guidance and Counselling, Management and other authorised staff keep sensitive notes private where needed, while still allowing the wider care team to work from the information they are permitted to see.
That means confidentiality does not have to come at the cost of continuity.
A care issue rarely sits on its own.
The care conversation becomes part of the wider work already happening around that learner.
A learner may already have support in place. There may be attendance concerns, an AEN plan, previous notes, academic changes or other information the school already knows.
The Learner Profile brings that wider context together around the learner, so your care team is not looking at a note or referral in isolation.
With AEN and learner support often represented at the meeting, the team can see what is already happening around the learner, understand where the care issue fits and avoid making decisions without the rest of the picture.
Your care team already brings judgement, experience and knowledge of the learner into the room.
SchoolWise gives them the recent picture, the wider learner context, the referrals that still need attention, the ownership around them and the follow-up that has already happened.
That means more of the meeting can be spent understanding the learner, making decisions, agreeing action and supporting what needs to happen next.
More continuity from one meeting to the next. More confidence that issues are being carried forward. More time for the actual work of care.
Your school decides how care issues should be recorded, who should be involved, how referrals should move and what information each role should be able to see.
SchoolWise works around those decisions – giving your team the structure, visibility and continuity to put them into practice.
No new care model to adopt. No replacing professional judgement.
Just a stronger way to support the work your team is already doing.
See what happens when the information your school already has is finally connected to the work that matters.
You do not need to start everywhere. Start with the part of the school where the value is clearest — care teams, learner support and AEN, academic tracking, assessment or curriculum planning.
See the workflow. See how it fits with what you already use. See what changes for your staff.