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How do I add custom confirmations for my board?

How to create confirmations specific to your board such as a Code of Conduct or induction document etc.

Leonie Selby-Evans avatar
Written by Leonie Selby-Evans
Updated over a week ago

All GovernorHub accounts include a confirmation that users have read the latest version of Keeping Children Safe in Education (KCSiE).

Sometimes a Governing Board might require members to confirm an agreement which is specific to the board. Only admins of the board will be able to set these up.

Admins can use these in a variety of ways, such as for Governor Induction (e.g. I confirm I have read the Governor Induction pack) or to ensure all board members understand their duties (e.g. I agree to adhere to the Wise Owl school governor code of conduct).

How to add custom confirmations

Head to the Governing Board tab.

This may be called something a little different e.g. Local Committee or Trust Board depending on the board, but it will usually be the fourth tab across.

Select the Compliance tab. This will show you all the confirmations that are currently set up for the account, including those set by GovernorHub and any custom confirmations already created.

Click on the Edit confirmations button.

This will open up a box to edit the confirmations on the board.

To add a new confirmation, click +Add confirmation at the bottom.

This will open the Create a new confirmation options.

In the Confirmation statement box, enter the confirmation the user will be agreeing to. We recommend something short and in person, as this is the statement that the user will confirm.

Please note, once created, the confirmation statement can't be changed. This is because users may have already agreed to the statement.

In the description box, add further details on the confirmation, if needed. This can be changed at a later date.

You have the option to turn on Annual Expiry. When turned on, this shows anyone who last confirmed the statement before 1st September will show as expired rather than confirmed.

Select Save to add the confirmation to the board.

Linking a document to a confirmation

To add a link either to a webpage, Google Doc, or document on GovernorHub, click on the link icon.

In the Edit link box, add the name of the link in the Text to display box.

Paste the URL of the link into the URL box, if the document or webpage is not on GovernorHub.

If the document is on GovernorHub, click on the folder icon. The Text to display will be automatically filled with the name of the document.

The file selection box will appear.

Navigate through the folders to find the document that needs to be linked to the confirmation.

Click Select this to include it into the confirmation.

The Text to display will be automatically filled with the name of the document. You can edit this text by clicking in the box.

Select OK to add the document into the confirmation.

The link will appear in the confirmation, in the box under the confirmation statement.

Select Save to add the confirmation.

Editing a confirmation

To edit a confirmation, click on the three dots next to it and select Edit from the option menu.

You cannot edit the confirmation text itself. This is because users may have already confirmed this version of the text.

You can edit the description box, underneath the confirmation statement, by typing in it.

To edit the link, highlight the existing link text and then select on the link icon.

Click Save to save the changes.

Where do my board members go to confirm these?

Members will need to go to their profile by clicking on the arrow next to their name in the top corner and selecting Profile.

They will then need to click on the Compliance tab.

Board confirmations will sit under the Declarations of Interests and KCSiE sections.

They can then select the Confirm or Reconfirm buttons and read any attached documents or links.

Downloading a report of completed confirmations

Admins can download a list of confirmations for all board members. They need to go to the About tab, then select Downloads.

This will show a list of reports.

Confirmations are listed in the Compliance checks report.

What if I need to update the confirmation statement?

We don't allow the statement to be changed once the confirmation has been saved.

If you make a mistake or need to change the confirmation statement, you'll need to delete the original statement and create a new one. Then you can ask your board members to confirm the new one.

You can delete the confirmation by selecting the three dots next to the statement and then choosing delete.

You'll be asked if you're sure you'd like to delete the confirmation. Click OK to delete.

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