Collecting information

Financial efficiency

Includes downloads, advice and practical resources to help you with income generation, cost-effective staffing, procurement and more.

New from The Key

"I love the idea that if Ofsted came, you don’t have to get into lots of spreadsheets to find out the answers. You can just show them the tool"

Common transfer file: definition and contents Learn what data you should include in the common transfer file (CTF), and the ways in which you can send it. You'll also find out what action you should take if you haven't received a new pupil's CTF data.
Pupil record: contents and cover sheet Know what should be included in your pupil records, and what should be on the records' cover sheets. See as well what should be kept separate to the record.
Recording disciplinary incidents How should schools record behaviour incidents that lead to disciplinary action? In this article, we relay advice from one of our associate education experts on recording disciplinary information. You will also find advice on how long to retain records of pupils' behaviour.
Register of people with significant control (academies) Must academies have a register of people with significant control? All academies must keep this register even if they do not have any people with significant control. We look at what academies need to do, including who should be on the register and what information it should include.
School admission registers Most schools need to hold an admission register. Find out what should be in it.

School census: key dates and guidance Make sure you know the deadlines for submitting the census, and find out where to go if you have any questions about completing it.
Subject leader's file: what should it contain? What should a subject co-ordinator's file include? We relay advice from three of our associate education experts on what a subject leader's file could contain. We also link to a toolkit from a local authority, and refer to school policies that set out what a file might include.
Taking medical information on trips Taking pupils with medical conditions on trips requires a little extra preparation. This article looks at what medical information you should take with you and what you should be aware of when managing this situation.
Updating personal data efficiently Read our expert's tips on how to update student and staff information efficiently on your management information system (MIS). We also link to our GDPR-compliant model privacy notices.

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