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Professional capability · Safeguarding

Safeguarding workflows need tighter access than ordinary CRM cases.

The platform adds a separate safeguarding case model with restricted roles, action logs and explicit escalation boundaries. This is operational architecture, not a substitute for professional/legal safeguarding procedures.

REST

Restricted Access

Need-to-know case visibility separate from ordinary service records.

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TIME

Timeline

Record relevant reports, actions, decisions and timestamps.

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ESC

Escalation

Follow authorised safeguarding escalation procedures.

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RET

Retention

Apply the appropriate retention policy for sensitive case material.

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