EYFS Student Reports: Sign off Process

This is an article for both admin users and teacher users to learn about the student reports sign off process.

Admin users- before teachers can send reports to 'sign off' you will need to complete the sign off responsibilities outlined in Step 1 of the EYFS Student Reports: Admin user guide.

As part of creating the templates for student reports, the admin user selects the users to have sign off responsibilities for each year group. 

For a user to have 'sign off responsibilities' for a year group, they must be assigned to at least one class within the year group.

Before a teacher can 'send to sign off', the following requirements must be met:- If school attitudes are enabled in the report template then each attitude requires a response- If Attendance and Punctuality is enabled, both text boxes must be populated- Each subject must have a teacher chosen from the list provided in the drop down menu- Every subject must have a comment in the comment box- A teacher comment must have text at the end of each report

There is a handy indicator at the top of each report confirming the status of the above.

   

Once these are all in place and confirmed by the above indicator, the 'Send to Sign off' button will become active and can be clicked. 

This will open the 'Choose a user' dialogue box where the teacher can pick one user to receive the report. 

Once the teacher confirms this action, the user selected will receive an email advising them that a request to sign off a report has been made and prompt them to log in to review/sign off the report.


The teacher is able to see which user the report has been sent to for 'sign off' within the student's report.

The status of the report will change to 'Sign Off Requested' and it will be locked from editing by all users except the person it's been sent to for 'sign off'.

The sign off user clicks the link within the email and has options to 'Sign Off', 'Refuse Sign Off' or 'Delete' the report. 

If they refuse sign-off, they have the option to add a comment that's attached to the report until it's signed off or deleted. Whichever action they choose, the requester will have this confirmed by email and can action (or not if the report is Signed Off) as appropriate.

Once the report has been 'Signed Off', the status will be 'Ready to Publish'. 

Read 'EYFS Student Reports: Publish Reports to find out how to publish and share reports with parents.

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