Help & getting started

Your first fifteen minutes

1. Set up a child profile with a nickname, school year, plan type and the next review date if you know it.
2. Add the support items from the plan — one per line of provision, with frequency and who provides it.
3. Log the current week. It takes under a minute once the items are in.
4. Upload any letters, reports or plans you already have to the evidence vault.
5. Check the readiness page to see what is still missing before a review.

Common questions

Should I use my child's real name?

We suggest a nickname or initials. Everything else in the record still works, and it keeps identifying details out of any pack you share.

What counts as a support item?

Anything the school or another service has said they will provide: a weekly speech and language session, daily reading support, a named teaching assistant, an occupational therapy programme. Record it as it appears in the plan, and note where it came from.

How often should I log?

Once a week is plenty. Open 'Log this week', mark each item as delivered, partial, missed or unknown, and add a short note when something stands out. 'Unknown' is a perfectly honest answer.

What goes in the outcome journal?

Short factual observations — progress, concerns, incidents, conversations, achievements. Dates and plain description carry far more weight at a review than remembered impressions.

What is the review pack?

A PDF that pulls together your delivery summary, observations, meetings, outstanding actions and an index of your evidence for a date range you choose. Take it to the annual review so the conversation starts from a shared picture.

Can someone else help me keep the record?

Yes. On Sharing & access you can invite a partner, carer or advocate as an owner, a carer who can add records, or a view-only reader.

Is my data safe if I stop paying?

Yes. A Review Pass is a one-off 60 days. When it ends everything stays readable and exportable; you just return to the free limits for adding new records.

How do I get all my data out?

Settings & your data has a one-click JSON export of the whole record. Uploaded documents download individually from each child's evidence page.