By default, once a confirmation has been confirmed by a user it will remain confirmed until they reconfirm or unconfirm it.
However, there may be a custom confirmation set by the board that they would like their Governors / Trustees to reconfirm each year. You will need to turn on annual expiry for this custom confirmation. When turned on, this shows anyone who last confirmed the statement before 1st September will show as expired rather than confirmed.
Please note, Keeping Children Safe in Education (KCSiE) will automatically renew on 1st September and all users will need to reconfirm. Annual expiry is already turned on for KCSiE.
Turning on annual expiry
To set up annual expiry on a confirmation, you will need to:
Click on the Governing Board tab
Select the Compliance tab
Select the Edit confirmations button
This will open up a new box which shows all the confirmations on the account.
Click the three dots next to the confirmation you need to turn annual expiry on for
Click Edit
Turn on the toggle for Annual Expiry for the confirmation
Please note, all annual expiries are set to renew on 1st September, in line with the new academic year. It's not possible to change this date for the expiry of the confirmation.
This will change from grey to blue to show it has been turned on
Click Save
The banner in the bottom corner of the screen will confirm that the confirmation has been updated.
What happens to a Governor / Trustee's confirmation after 1st September?
For any confirmation that has annual expiry turned on, any confirmations will automatically expire on 1st September and will need to be reconfirmed.
All current confirmations will show as orange (confirmed but before 1st September) or red (not confirmed).
Once the confirmation has been reconfirmed, it will show as green (confirmed from 1st September).
You can view this by clicking the arrow next to the custom confirmation under the Compliance tab.
How do I remind Governors / Trustees to reconfirm their confirmation?
You can send a reminder to users that they need to reconfirm their confirmations after 1st September.
You'll need to go to the overview of the confirmation, as shown above.
In the confirmation window, select the Send Reminder button
This will open a new box that shows the reminder message that will be sent to users. It includes which specific confirmation needs to be reconfirmed.
If the confirmation only needs to be reconfirmed by users who have a live term of office, you can tick the box under the reminder
Click Share
This message will then be posted onto the Noticeboard.
This post will be visible to all users on the account, but an email copy of the reminder message will only be sent to those who need to reconfirm / those with a live term of office.
You can check who was sent the email reminder by looking at the names under the post.
