Compliance jobs (Declarations and Confirmations) can be managed at both a board level and a trust level.
Monitoring Declarations and Confirmations at a board level.
Your board level admins can monitor completion of confirmations and declarations for their board and also add bespoke confirmations for the board. You can read more about board level compliance here
The video below also talks through board level compliance and the link to this can be shared with your board level admins to give them training to help them to monitor compliance for their own governing boards.
Monitoring Compliance at a Trust Level
Scroll to the bottom of this article if you want to watch a short video that demonstrates trust level compliance.
If you want top monitor compliance at a trust level for all the schools in your trust you can do this in the Resources section for your trust under the Compliance tab.
You can expand each item to look at the percentage completion level across all of the governing boards in your trust.
If you click into an individual school / governing board name you can get more detail about who has completed each compliance item.
GREEEN indicates they have completed that job this academic year
AMBER indicates they have completed the job in the past but not this academic year
RED indicates non-completion of the job
You also have the option to send a reminder to those who are non-compliance using the Send reminder button
You have the option to send the reminder to all members of the board (use this if you are wanting to remind them at the start of the year to do it for the new year) or check the box if you only want to remind non-compliant members of the board with a live term of office (see picture below)
Our Declarations of Interest and KCSIE confirmations that are hard wired into GovernorHub for everyone automatically expire on 31st August annually so that they can be reconfirmed for the new academic year.
The Historic Snapshot option at the top allows you to look aback at what was confirmed for that item on a specific date.
Adding Bespoke Confirmations for your trust
As a trust level admin you can also add custom confirmations that will appear in the profiles of everyone across your trust. You only need to add them here once and they will appear for everyone.
Click edit confirmations at the top right of the Compliance tab in Resources.
The Edit Confirmations box will pop up and you can then click the Add confirmation button at the bottom left hand side.
The Create Confirmation box will appear (you sometimes need to scroll down to see it) and here you can write the confirmation statement, add any links to documents you want them to read.
PLEASE NOTE: Sometimes you have to scroll down to the bottom to see the create confirmation box. Also any documents you add need to be located in the Resources section or be a URL that everyone can access.
You can also set your confirmation to annually expire if you so wish.
Watch to see this in action
The video below does through the process above if you want to watch this in action.