Practical guidance

A clearer approach to organising school records

Bring structure to the documents that underpin confident school governance.

Well-organised records help school teams find the information they need and understand what still needs attention. Begin with a simple inventory of the documents your school maintains.

Group records by their purpose, assign an owner and record when they should next be reviewed. Keep access appropriate to the sensitivity of the information, particularly where it concerns children or staff.

Document requirements vary by jurisdiction and school type. Confirm applicable requirements with a qualified adviser before making changes to your retention or disclosure practices.