Special Educational Needs

The Education Act 1996 says that 'a child has special educational needs if he or she has a learning difficulty which calls for special educational provision to be made for him or her.' It also says that 'a disability, which prevents or hinders them from making use of education facilities', amounts to a learning difficulty if it calls for special educational provision to be made. Special educational provision is provision that is additional to or otherwise different from that normally available in the area to children of the same age.

The definition includes more children than those who have 'learning difficulties' in the commonly accepted sense. This is because the definition of learning difficulties in the legislation includes children who have a disability and who need something additional or different to be provided for them. So, for example, a child with a visual impairment who needs materials to be provided in an enlarged font is defined in the legislation as having a learning difficulty even if they are not behind in their learning.

The SEN Involvements allow the Local Authority to maintain and monitor each Stage of the SEN process.

  • SEN Involvement FormsSEN Involvement Forms

    The SEN involvement forms support a range of monitoring information including Need Category against other contextual information held on each student’s record, providing strategic information for policy development.

    If a child has special educational needs these will normally be met in the first instance by the school, with advice from other sources. The Statutory Assessment is conducted by the Local Authority; it is a detailed examination of a child's needs and the most appropriate way to meet them.

    The system provides the functionality to record all relevant details including letters, email, telephone calls relating to a particular record. These are entered in the Communication Log, accessed from the Links panel; this ensures that all members of the SEN team have access to the latest information when dealing with a case, especially when taking a telephone call. 

    The SEN Assessment involvement process is designed to record the Assessment starting from the initial receipt of the request through to the end of the Assessment/Statement process. There are various Involvement forms used to record the stages of an SEN record, these are: SEN Assessment Involvement, SEN Statement Involvement, SEN Tribunal Involvement and SEN Statement Review Involvement. The SEN Standalone Review Involvement form may be used where there is no formal SEN record, for example where a student is being monitored prior to a possible assessment. 

    When the Involvements link is selected the Involvements Summary page is displayed listing any existing involvements for the student. For each involvement recorded the summary information shows the Involvement Type, Status, Start and End Dates, Service Team, Caseworker, Case File Number and Case Status (Assessment Status). The Case Status will automatically be updated, depending upon the various stages of the Assessment. 

    Provision can be recorded against students with estimated and actual amounts and transactions to third parties against a Provision Charge/Cost. Expenditure can be monitored and recoupment recorded.

  • Links PanelLinks Panel

    The Links panel provides access to Activities, Communication Log, Exclusions, Placement/Transfers, Provision, Reintegration, Relocation and Student Attendance.

  • Timeline in SENTimeline in SEN

    Timelines are associated with an SEN Assessment Source and Assessment Type.

    In a SEN Involvement, if an Event is linked to a date field there is a two-way link between the Involvement pages and the Timeline. Therefore, when a date is entered on the form, it is also entered against the related Event as the Event Completion date. Likewise if a Timeline Event is marked as Completed, the Completion date will automatically be entered in the appropriate field. An Event may be marked as Completed regardless of which SEN Involvement form is open.

  • SEN Assessment
    • SEN Assessment InvolvementSEN Assessment Involvement

      This form allows you to record details and assign relevant officers to the appropriate roles required to support the SEN involvement throughout the Assessment process. The form is a series of panels in which to enter or select appropriate information; also to record Phase Exceptions, if necessary, with related dates. An Exception is recorded where the process fails to meet the timescale for the specific Phase or it is anticipated that it will fail. The SEN process is time specific; with each date field indicating an event within the Assessment process. These dates are linked to a Timeline which is displayed at all times at the top of the Involvement form. Pre-defined Timelines are supplied by One appropriate to the SEN process; these are associated with an SEN Assessment Source and Assessment Type.

      The SEN Involvement is accessed by clicking the Involvements hyperlink in the Links panel of a Person/Student record or from My Involvements on the Home Page.

      In most cases an Assessment Involvement will be added from a Student record, in which case certain fields will be automatically populated. These include, Service TeamService Team This is the Service Team that you are linked to, Involvement Form, Subject, Caseworker or Assessment Officer, SEN Professionals (as defined in Services | SEN Administration | SEN User Defaults). 

      The Status of the Assessment must be Active unless the involvement is completed or stopped; this must be made Inactive by manually selecting from the drop-down list, it will not change dynamically.

      If the student has one or more active involvements when the current involvement is saved, a dialog will be opened listing the active involvements. You may continue to save or cancel the action.

      The Updated By, Last Updated and Case StatusCase Status P, Q or S depending upon the current SEN Stage fields are automatically updated by the system.

      The following links provide information on various panels.

    • Subjects PanelSubjects Panel

      The Assessment Involvement is created from a Student record; this panel will be populated with the Student's name details, Gender and Date of Birth. The Add, Remove and Details controls are not applicable to SEN Involvements as it is specific to the individual being assessed. Only one subject can be selected and it must be a student.

    • Caseworker PanelCaseworker Panel

      The name of this panel will vary according to what the Involvement form is for. For example, the label for this panel for an SEN Assessment Involvement may be Assessment Officer; this is defined when the Involvement form is set up. It will be populated with the Assessment Officer name defined in Services | SEN Administration | SEN User Defaults. If the Assessment Officer specified in SEN User Defaults does not belong to the Service Team to which the Involvement is linked, the Caseworker panel will be blank.

      Other supporting names may be added by clicking the Add icon. This will open the Caseworker Chooser showing available Caseworkers in Posts linked to the related Service and Establishment. Other controls are: Edit, Remove and Person Details.

    • Assessment Details
      • Assessment Details OverviewAssessment Details Overview

        This panel allows you to record information which supports the Assessment process through to the completion of Phase 2. Memo buttons are available to record relevant notes specific to the Educational Psychologist and Summary information. Alternatively, bigger documents can be linked to the Involvement by using the Linked Documents functionality. 

      • Assessment Type (Mandatory)Assessment Type (Mandatory)

        Clicking the down-arrow displays a list of Types of Assessment. This is user-defined in Tools | Administration | LookupsLookups. The main external codes are: INIINI, FURFUR, OLFOLF, OLIOLI and OTHOTH to which all user defined codes must be mapped. A fourth is LEA to which the only code mapped to it would be LEA Transfer. If this type is selected the LA Transfer date field becomes available and a date must be selected. 

        Once the record has been saved, the Assessment Type should not be changed. As a different Timeline is associated with each Assessment Types, changing the Assessment Type would cause the system to fail.

      • SourceSource

        Clicking the down-arrow displays a list (Lookup Table ID 1052) from which to make a selection. The user codes are mapped to external codes which record whether the source was 'Parental/Guardian Request' or not. 

        The Source Code selected will influence when the Assessment process starts, e.g. Request Date (Received) or Notified Date.

        If the Source Code is mapped to the External Code A2 or S2 the Assessment process will always start from the Request Date (Received).

      • SEN CategorySEN Category

        The SEN Category field shows the main Code of Practice Category of Need.  The following codes have been seeded:

        • CL - Cognition and Learning
        • EBS - Emotional, Behavioural, Social
        • CI - Communication and Interaction
        • SPM - Sensory / Physical / Medical
      • NeedsNeeds

        Clicking the Browse button displays the user-defined Needs lookup table (Lookup ID 0123). The 'Need' selected at this point is the main reason for the request and the selected code will appear in the field. An entry in this field is mandatory. Once this has been entered the Additional Needs field is enabled. 

        If a code is mapped to the External code SEC – Secondary Need, it will not be available for selection as a Primary Need.

      • Additional NeedsAdditional Needs

        This field is only available after an SEN Primary Need has been selected. Clicking the Browse button displays a chooser of 'Needs' from which to select appropriately. The number of additional Needs for the Request is displayed to the right of the SEN Needs box. If more than four additional needs are added, the box becomes scrollable. 

      • Case NoCase No

        The system will automatically generate a Case Number when the record is saved which is displayed on the Involvement Details panel.

      • Medical Primary NeedMedical Primary Need

        Clicking the down-arrow displays the user-defined Medical Needs (Lookup ID 0613). A 'Medical Need' may be selected at this point but it is not a mandatory field. Once this has been entered the Additional Medical Needs field is enabled.

      • Additional Medical NeedsAdditional Medical Needs

        This field is only available after a Primary Medical Need has been selected. Clicking the Browse button displays a chooser of 'Medical Needs' from which to select appropriately. The number of additional Medical Needs to support the Request is displayed to the right of the Medical Needs box. If more than four additional needs are added, the box becomes scrollable.

      • ReceivedReceived

        This date field will automatically insert the system date (today). This date can be changed to an earlier date if appropriate.

      • Assessment Panel DateAssessment Panel Date

        The Assessment Panel date field will automatically insert the system date (today's) but may be changed as required. This is the date when the Assessment Panel meets to discuss the future of the student.

      • LA Transfer DateLA Transfer Date

        This field only becomes available if the Assessment Type is LA, in which case it is mandatory and must be after or equal to the Received date.

      • ProposedProposed

        When this box is checked it indicates that an Assessment is proposed. When this is checked the Notified Date field is enabled.

      • Notified DateNotified Date

        The date in this field is validated to be after the 'Received' date. It is the date that the parents were notified by the Local Authority of the intention to assess. If the student's parents did not make the request, Phase 1 of the process begins on this date.

        This date field is only available if the Proposed field is checked.

      • Exception Phase 1Exception Phase 1

        This is only available if the source of the Request is Parent/Guardian. By default the checkbox will be unchecked. 

        A Phase 1 exception is recorded when a decision to Assess is not within the time limit for that phase. A six week period from the decision that a statutory assessment must be made, allowing the Local Authority to seek appropriate advice with responses, within that time. If the statutory time limit is exceeded Exceptions must be recorded.

        Clicking the Exceptions Phase 1 browse button displays the Select Exceptions Chooser (Lookup ID 0316). This chooser will display Exception Reasons relevant to Phase 1 only from which at least one item must be selected. The chooser allows you to select multiple exceptions by ticking the required exception(s) and clicking Select. The Exception Reasons box on the Involvement will then display the number of reasons selected. Multiple exceptions will be listed; if more than four are recorded the box becomes scrollable.

        When one or more exceptions are selected the Exception Phase 1 checkbox will automatically be checked.

        Exception Reasons

        The Exception Reasons are defined in Tools | Administration | Lookups and are mapped to external DCSF Codes. These are valid reasons which the DCSF think are acceptable and are listed in the Code of Practice. If the Local Authority wishes to add “custom” Exception user codes, they must be mapped to an external code “Z”. Such Exceptions are referred to as Invalid Exceptions.

      • Started / Assessment Start DateStarted / Assessment Start Date

        Checking this box indicates that the assessment process has started. If the assessment is not to proceed, uncheck this box. An Exception reason must then be recorded.

        It may be that the Assessment decision has not yet been taken, in which case an Exception may be recorded indicating that the process has taken longer than the time limit.

        The Assessment Start Date will be populated with the current system date; this may be changed if necessary.

      • Exception Phase 2Exception Phase 2

        The Exception Phase 2 checkbox by default is unchecked. 

        A Phase 2 exception is recorded when the Assessment time limit is not met. This is a ten week period from the commencement of Assessment to the date of Assessment completion. If the statutory time limit is exceeded Exceptions must be recorded

        Clicking the Exceptions Phase 2 browse button displays the Select Exceptions Chooser (Lookup ID 0317). This chooser will display Exception Reasons relevant to Phase 2 only from which at least one item must be selected. The chooser allows you to select multiple exceptions by ticking the required exception(s) and clicking Select. The Exception Reasons box on the Involvement will then display the number of reasons selected. Multiple exceptions will be listed; if more than four are recorded the box becomes scrollable.

        When one or more exceptions are selected the Exception Phase 2 checkbox will automatically be checked.

        Exception reasons are defined via Tools | Administration | Lookups and are mapped to external DfE Codes.

      • StoppedStopped

        The default for this box is unchecked, indicating No. If the Assessment is to be stopped this box must be checked. This checkbox is not enabled unless there is an Assessment Start Date.

        The adjacent date field is only available if the Stopped box is checked and it must be completed before the record can be saved. 

        If the Assessment is stopped a reason must also be recorded. Click the Browse button to select a reason from the lookup table (Lookup Table ID 0404). This field is only available if the Stopped box is checked, in which case it is mandatory.

      • CompletedCompleted

        The default for this box is unchecked, indicating 'No'. If this box is checked it indicates that the assessment is complete; a completion date must then be entered.

        This date indicates the end of Phase 2. The date must be after the Start Date and cannot be after the system date.

        The Completed fields are only available if the Started box is checked.

    • Statement DetailsStatement Details

      A statement of Special Educational Needs is a legal document laying out the details of special Needs which a student is considered to have. It outlines specific provision which is made available to support the student's needs.

      This panel provides the functionality to record and maintain details of the statement process. 

      If the Assessment record is an LEA Transfer you may go straight to the Completed fields.

      • Draft/Date
        This box indicates whether the Local Authority has issued a draft statement. This can only be checked if the Assessment Completed field is checked. If a draft statement is not to be issued then a date must be entered 'In Lieu'.
        If a draft statement is to be issued this date field becomes available and the date when the draft statement was issued, must be entered.
        Exceptions to the statutory time limit of Phase 3a can be recorded at this point if appropriate. Phase 3a covers the period from the end of the Assessment to the date of the proposed Statement or the date the Notice In Lieu of the Statement was issued.
      • In Lieu Date
        This field displays the date the Notice in Lieu of the Statement was served and is only available if a draft statement is not to be issued.
        The Statement Panel Date is the date when the Panel meets to decide whether they are going to issue a Statement or Notice In Lieu.
      • Exceptions Phase 3 and the Statement Process
        If the statutory time limit is exceeded Exceptions must be recorded.
        The default for this box will show unchecked. The Completed box cannot be checked, unless it is an LEA Transfer, until a Draft Statement has been recorded; the system will not allow access to this checkbox and the Completed date field will be disabled.
        When the Final Statement is issued the box must be checked and the date must be recorded. If a Statement is not issued or there is to be a delay, a Phase 3b exception to the statutory time limit must be recorded. 
        When a Final Statement date is entered and saved a message is displayed asking if you wish to create a Review. If this is confirmed the Create Review dialog is opened with the Review Date calculated one year ahead in anticipation of Review Type being Annual Review. Select the required Review Type, change the date if necessary and click Create Review Involvement. The Review Involvement is created in the background and you will be returned to the Assessment Involvement. When the Involvement record is saved the new Statement Review record will be shown on the Review panel of the SEN Assessment involvement. To access this click the Edit icon and the Review Involvement form will be displayed. This process will be repeated for the following Review.

        A student may only have one current active record. If a student already has a current Statement and a second Assessment reaches the Statement Completed stage, when the record is saved a message will be displayed, "Existing active Statement has been withdrawn". The user must click OK.

        When the OK button is clicked the new Statement record will be flagged as the Current Active record.

        The Status of the first Statement record will indicate "Withdrawn Statement", the SEN Stage on the Assessment Details page will be "Blank" and the Current and SEN Active boxes will automatically be unchecked and current system dates inserted in the related Ended and Inactive date fields.

        Exceptions to the statutory time limit of Phase 3a can be recorded at this point if appropriate. Clicking the Exceptions browse button displays the Choose Phase 3 Exceptions dialog. This chooser will display Exception Reasons relevant to Phase 3 (Lookup ID 0318) only from which at least one item must be selected. The chooser allows you to select multiple reasons. The Exception Reasons box will then display the number of reasons selected and the adjacent Exception Phase check box will automatically check.
        Exceptions Phase 3a covers the period from the end of the Assessment to the date of the proposed Statement or the date the Notice In Lieu of the Statement was issued.
        Exceptions Phase 3b covers the period from the date when the Draft Statement was issued to the date when the Final Statement was issued.
      • Current / End Date
        This checkbox indicates whether the Statement is current or not. This box is not available until the Completed box is checked and the Final Statement has been issued and a date entered. When the record is saved the Current box is automatically checked. 
        The Statement can remain current indefinitely but once the Statement is no longer relevant the Current box must be unchecked and an End Date must be recorded. When the End Date is entered the SEN Active field is automatically unchecked.
        If a date is not entered when the record is saved, this will default to the system date.
      • Active / Inactive Date / Inactive Reason
        This field shows whether the record is Active or not. If a decision is made to stop an Assessment, a Stop Date must be entered and a Reason recorded. When the record is saved the 'SEN Active' field will automatically be unchecked but the record will be kept on the system with 'inactive' status. 
        If the field is unchecked, the 'Inactive Date' and 'Reason' fields must be completed. The SEN Inactive Reasons listed in the lookup table are defined in Tools | Administration | Lookups (Lookup Table ID 0328). 
        By default this field will be checked, indicating Active. 
        It automatically unchecks if the Assessment is stopped or the Statement is not current.
      • SEN Stage
        This field will be filled automatically with '4' or 'Q' if the 'Assessment Started' is checked. It will be updated to '5' or 'S' when the record is saved with the Completed Statement field checked and a date is entered when the Final Statement was issued.

      SEN Stage field and may change the stage to '1', '2' or '3'. If the Statement is withdrawn or the record rendered Inactive, the SEN Stage field is made blank when the record is saved.

      The Special Needs module records the phases described in the Code of Practice. The new Code of Practice has included additional codes which may be used, and are described in the related Stage definition as follows:

      • Stage 1: School Based
        The trigger for stage 1 is the expression of concern that a child is showing signs of having special educational needs, together with the evidence for that concern, by any teacher at the school, by a parent, or by another professional, such as a health or social services worker. Such a concern would normally be expressed either to or by the child's class teacher in a primary school, or form or year tutor in a secondary school. 
      • Stage 2: School Based
        The trigger for stage 2 is either a decision at a stage 1 review, or where, following discussions about an initial concern between teachers and parents, the SEN coordinator considers that early intensive action is necessary.
      • Stage 3: School Based or (Stage P)
        The trigger for stage 3 is either a decision at a stage 2 review, or where, following discussions about an initial concern between the SEN coordinator, teachers and parents, the SEN coordinator, having consulted the head teacher, considers that early intensive action with external support I immediately necessary.
        The new Code of Practice Stage Code is "P". The Local Authority must decide which they wish to use; if the Stage 3 code is made inactive "P" will be used.
      • Stage 4: Assessment or (Stage Q)
        Statutory Assessment is the focus of stage 4 of the five-stage model. Stage 4 involves:
        • first, consideration by the local education authority, working cooperatively with the child's school and parents and, as appropriate, with other agencies, as to whether a statutory assessment of the child's special educational needs is necessary and
        • second, if so, conducting that assessment, again working cooperatively with parents, schools and other agencies.
          The new Code of Practice Stage Code is "Q". The Local Authority must decide which they wish to use; if the Stage 4 code is made inactive "Q" will be used.
      • Stage 5: Statement or (Stage S)
        The main ground on which an Local Authority may decide that they must make a Statement is when the Local Authority conclude that all the special educational provision necessary to meet the child's needs cannot reasonably be provided within the resources normally available to mainstream schools in the area.
        If the Status of a SEN Stage 5 Statement record is "Withdrawn Statement" the SEN Stage field will be blank.
        The new Code of Practice Stage code is "S". The Local Authority must decide which they wish to use; if the Stage 5 code is made inactive "S" will be used.
    • AmendmentsAmendments

      An Amendment to the Statement can only be added if the status of the Assessment is Current (Final Date completed) or if it is Withdrawn (End Date completed).

      Click the Add icon to record Amendment Details. This opens the Amendment Details dialog. Select an Amendment Type (Lookup ID 0321) and Amendment Reason (Lookup ID 0322) from the pre-defined lookup tables. The Amendment date field will, by default, have today's system date inserted. A different date may be entered or selected.

    • SEN ProfessionalsSEN Professionals

      This panel will be semi-populated with names defined in Services | SEN Administration | SEN User Defaults. These are: Administration Officer, Medical Officer, Social Services. These defaults relate to the SEN Assessment involvement only. Other professional roles may be populated by clicking the browse icon and selecting from the appropriate role table. Each field may be cleared by clicking the cross icon. Details of each person may be viewed by clicking the person icon. The Medical Officer, Ed Psych, Named Person and EWO will automatically be shown in the subject's Social Network.

    • ReviewsReviews

      This panel shows summary details of any Reviews added to the current Assessment Involvement, showing the Review Date, Review Type, Meeting Date and Report Date.

      Clicking Add will open a Statement Review Involvement in which to record relevant information. This may also have a Timeline linked to it alternatively a Timeline may be added by clicking the Timeline icon at the top of the Review Involvement. Alternatively, if more than one type of Review Involvements are available to your Team, the Choose an Involvement Form dialog will be displayed for you to select from.

      A Review record is a new Involvement which is added to the student's Involvement Summary.

    • SEN TribunalsSEN Tribunals

      Where parents disagree with the decisions of the Local Authority, they have the right to appeal to the SEN and Disability Tribunal, which is an independent body.

      Parents can appeal in the following circumstances:

      • If the parents request the Local Authority to carry out a formal assessment, but the Local Authority refuses
      • If the Local Authority refuses to issue a statement following an assessment
      • If the parents disagree with the contents of parts 2, 3 or 4 of a statement
      • If the Local Authority refuses to change the school named in the statement
      • If the Local Authority refuses to re-assess a pupil
      • If the Local Authority decides to no longer maintain a statement
      • If the Local Authority does not amend the statement after re-assessment.

      Parents must be informed about their right of appeal during the assessment process.

      This panel will list summary details of any Tribunal records, showing the Tribunal Date (mandatory), which should be after the date of the Final Statement; Tribunal Type (mandatory) and Hearing Date, which should be after the Tribunal Date.

      To record details of a Tribunal, click the Add icon. This opens the Choose Involvement dialog, which will display Tribunal Involvement forms against the Service(s) you are linked to. Select the appropriate Tribunal Involvement form. If only one Tribunal Involvement form is available this will automatically be displayed.

      A Tribunal record is a new Involvement which is added to the student's Involvement Summary.

      Tribunals can be entered irrespective of the status of the Request and the Tribunal Type need not be unique.

      A Tribunal involvement form will be pre-populated with Involvement Details, the Subject, Caseworker and SEN Assessment Summary. It allows you to record a Reason (Lookup ID 1053) e.g. if the parents disagree with the contents of the Statement, details of the Tribunal and Hearing, who the Tribunal Attendees are and the Outcome of the hearing. 

      The Status of the Tribunal must be made Active to save details.

      Tribunal Details

      With the exception of the Notified and Hearing Dates and Hearing Time all other fields in this panel are blank. The Notified (which is mandatory) and Hearing date fields and Hearing Time will, by default, have today's system date/time inserted. Use the adjacent down-arrow to invoke the calendar to select a date, or overtype with a new date. Select a Tribunal Type (mandatory) from the drop-down list (Lookup ID 0325). An LA Response (Lookup ID 0442) and Response Date may also be recorded. Enter a Tribunal Reference No (this is a free text field) and select an Administration Officer from the role table.

      Tribunal Attendees

      Clicking the Add icon opens the Person Enquiry which allows you to search on people recorded in the database or select the Key Contacts tab which displays people in roles linked to the Service, e.g. SEN Professionals, Parent/Carer. 

      Tribunal Involvement Outcomes

      This is populated from Involvement Outcomes (Lookup ID 1054), e.g. Upheld, Denied.

      Involvement Status History

      This will be automatically populated, showing the Status, Updated On and User Name.

    • SEN Assessment ProgressSEN Assessment Progress

      In compliance with the Code of Practice for 2002 if the source of the Assessment is mapped to the External Code A2 or S2 the Assessment process will be calculated from the Request Date (Received).

      This panel shows the Statutory and Actual period for each Assessment Phase, the completion date of each Phase and a column showing the number of Exceptions. 

      Assessment Process: This column lists each phase of the Assessment process:

      • Phase 1: Decision
      • Phase 2: Assessment
      • Phase 3a: Draft Statement
      • Phase 3b: Final Statement

      Statutory and Actual Days: 

      The columns display weeks and days. The Statutory period is defined in Services | SEN Administration | SEN Configuration. 

      The Actual period is updated by the system which looks at the dates entered in the irrelevant date fields. 

      If an assessment is stopped and made inactive, the days remaining for the phase in which this is done, is set to zero and for any subsequent phases the days remaining is set to blank.

      If the actual period is out of the statutory period the dates will be displayed coloured red.

      Completed: As each phase is completed, and a date is entered in the relevant fields, the system automatically updates the SEN Assessment Progress. It also updates the Timeline.

      Exceptions: This column displays the number of Exceptions (if any) for each phase of the Assessment process. 

  • SEN Statement ReviewsSEN Statement Reviews

    SEN Statements have to be reviewed once a year to ensure that the support specified within them remains appropriate.

    When a Final Statement date is entered and saved in the Assessment Involvement, a message is displayed asking if you wish to create a Review. If this is confirmed the Create Review dialog is opened with the Review Date calculated one year ahead in anticipation of Review Type being Annual Review. Select the required Review Type, change the date if necessary and click Create Review Involvement. The Review Involvement is created in the background and you will be returned to the Assessment Involvement. When the Involvement record is saved the new Statement Review record will be shown on the Review panel of the SEN Assessment involvement. This process will be repeated for the following Review.

    To access this click the Edit icon and the Review Involvement form will be displayed.

    A Timeline may be linked to a Review Involvement in which case this will be displayed as the first panel of the Involvement. Alternatively a Timeline may be linked by clicking the Timeline icon at the top of the Involvement form. If this is an annual review the Timeline may contain an alert set to warn you of the next review.

    A Statement Review involvement form will be pre-populated with Involvement Details, the Subject, Caseworker and SEN Assessment Summary. It allows you to record a Reason (Lookup ID 1053) for the Review e.g. if the parents disagree with the contents of the Statement, details of the Review and Meeting, who the Review Attendees are and the Outcome of the Review meeting. 

    The Status of the Review must be made Active to save details.

    If you attempt to save either a Statement or Standalone Review and there is an Assessment where the Review Date falls between the Issued and Withdrawn dates (or the Withdrawn date is blank), the system will associate the Review with the Assessment and save the record as a Statement Review. A warning message will be displayed.

    Review Details

    With the exception of the Review Date and Meeting Time all other fields in this panel are blank. The Review Date and Meeting Time will, by default, have today's system date/time inserted. Use the adjacent down-arrow to invoke the calendar to select a date, or overtype with a new date. Change the time as appropriate. Select a Review Type (mandatory) from the drop-down list populated in Services | Sen Administration | SEN Review Type Setup and a Meeting Date. The Officer Attendance field displays the attendance requirement for an SEN Officer at the Review. The items from this lookup are: Essential; Desirable; Not Required. A checkbox is available to indicate whether the Student attended the Review meeting.

    Review Report Date is the date the report is received by the Local Authority, Response Due and Response Complete dates allow you to record and monitor the responses to the Review report. The LA Outcome (Lookup ID 0441) is the Local authority's recommendation following the Review Report meeting. The School Outcome field is populated by selecting from the drop-down list (Lookup ID 0859).

    Select an Administration Officer from the role table if this has not been automatically populated.

    Review Attendees

    Clicking the Add icon opens the Person Enquiry which allows you to search on people recorded in the database or select the Key Contacts tab which displays people in roles linked to the Service, e.g. SEN Professionals, Parent/Carer.

    Statement Review Outcomes

    This is populated from Involvement Outcomes (Lookup ID 1054), e.g. Upheld, Denied.

    Involvement Status History

    This will be automatically populated, showing the Status, Updated On and User Name.