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Recording governor visits

Recording and uploading school visit information

Leonie Selby-Evans avatar
Written by Leonie Selby-Evans
Updated yesterday

Getting started

You can now keep a record of governor visits on GovernorHub using our Visits tool.

You can record the focus of the visit (e.g. SEND, Behaviour at lunchtime, Safeguarding Link etc.), the visit date, the visitors (i.e. the person/people doing the visit), and upload a visit report.

Please note, the Visits tool is only available to boards who have a GovernorHub Knowledge subscription.

First, you'll need to go to the Governing Board tab and then select Visits.

Do note that the term Governing Board might be different for your board (e.g. 'Advisory board' or 'Local council' etc.) - this tab will however always be in the same place with the same function.

Both past and upcoming governor visits are shown here.

If you need further info on governor visits, including a governor visit or monitoring walk template, click on the Monitoring and school visits link to access our articles on GovernorHub Knowledge.

Our template can be found in Governor school visits: your how-to guide, if needed.

Recording a visit

Any user on GovernorHub can upload a visit.

To upload a visit you'll need to select the + Add a new visit button at the top of the page.

This will open a new box for the details to be recorded.

You'll then need to:

  • Add in the focus of the visit, such as behaviour or maths learning walk, into the Focus box.

  • Type the date of the visit into the Date of visit box or select it using the calendar icon.

  • Click in the Visitor(s) box to select who carried out the visit. You can select multiple visitors.

  • Select the Upload a file button to upload your visit report from your device onto the record. You can only upload one file, but can be a variety of file types - Word, Powerpoint, JPEG etc.

  • Click on Save to add the visit to the record.

Editing or updating a visit

Only admins and users who are listed as a visitor for the record will be able to update or remove an entry.

Visits can be edited or updated by clicking on the three dots next to the entry and selecting Update visit.

This will open the details for the visit.

You can change any of the details, including the file that's been uploaded and the visitors.

Once the changes are complete, select Update.

To remove a visit from the record, select Remove the visit from the three dot menu next to the entry.

Searching and downloading visits

You can search visits by focus by using the Search focus of visits bar at the top of the governor visits record.

This will show all visits on the record related to that topic.

There are two ways to access the files uploaded to support the governor visits.

You can either:

  • Click on the blue hyperlinked focus of the visit. This will open the file in a new window.

  • Select the three dots next to the visit and click on Download. This will download a copy of the file to your device.

Further details

To find out who created the entry on the Visits record, select the three dots next to the entry and click Visit Details.

This will let you know when the record was created, who created it, when it was last updated, and who last updated it.

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