The Sign In App - Central Record integration enables the syncing of employee data from Sign In App (SIA) to Central Record (CR), the relevant checks are then completed in CR and this information bubbles back to SIA. This means key information about who should be allowed on site can be viewed at a glance in SIA.
The integration also allows you to block sign ins depending on the status of the person in CR.
Please see here for our full help guide collection on Central Record!
Setting up the Integration
If you don’t have an CR account the team will set up your account and contact you with a link to log in.
Following your purchase, our team will be in touch to organise the integration of your CR and SIA accounts. If you already have both SIA and CR, please email [email protected] and we’d be happy to integrate your accounts free of charge.
Using the SIA/CR integration
As part of your purchase of CR you will be provided with a training course to get you started with the system. You can also find links to all of our available training courses here.
We then have a full, step-by-step guide on how you can finish setting up your integration to suit your requirements, this can be found here.
Viewing CR data in SIA
The CR data will appear in a number of places across your SIA system including the Today screen and Members section. The data pulled across from CR is grouped into Inspector and School ready, if you’re already using CR then you will be familiar with this, but if not here is a brief outline of what these terms mean.
Inspector ready - These are the checks that are statutory as per KCSiE and required by OFSTED and the ISI. To be Inspector ready all of these checks have been completed for that member.
School ready - These are the checks that are non statutory, but considered best practice as per KCSiE. To be School ready all of the non statutory checks have been completed for that member.
Members
From Sign In App if you head to Manage > Groups > Select group > Members you can see key information about each member which has been pulled through from CR.
Hovering over a member and clicking Edit allows you to view more information about their CR status.
Today screen
If you click Today in the SIA portal you will see an overview of who is signed in and out across your SIA sites. With safety check set to Allow sign in when entry criteria not met you will see details of the member’s CR status next to their sign in record.
If there is a red shield next to a member's sign in record it means they’re not Inspector and School ready.
If there is a green shield next to a member's sign in record it means they’re both Inspector and School ready.
Safety check
SIA Safety check allows you to configure if the members signing in to your site that don’t meet the CR criteria should be allowed to sign in or have their sign in rejected. To set this up go to your SIA portal and head to Manage > Manage Features > Safety Check > Central Record and toggle the option on.
Now you can pick which groups you want to be included in the CR Safety Check. Go to Manage > Groups > Select group > Sign in options and under Safety check you should see a dropdown list with 3 options.
Don’t check
By default, Safety check is set to Don’t check meaning CR criteria are not checked for people signing in to this group.
Reject sign in when entry criteria is not met
This option allows you to reject anyone from signing in who does not meet the CR criteria. A message will be displayed on-screen so the person signing in is aware they have not met the criteria for entry to the site. You can read more about rejected sign ins here.
Allow sign in when entry criteria is not met
This option allows the person signing in to complete their sign in, no message is presented on screen, the person signing in will not be aware they haven’t met the criteria for entry to the site.
Notifications
You can set up notification rules to ensure that when a sign in doesn’t meet the CR safety check criteria the correct people are notified. To get started, from the SIA portal head to Manage and under Manage features click Notifications.
If you’re using Allow sign in when entry criteria is not met then you need to make sure the Trigger is set to Safety check failed. This means that if someone signs in and isn’t School and Inspector ready then a notification will be triggered.
If you’re using Reject sign in when entry criteria is not met then you need to make sure the Trigger is set to Rejected sign in. This means that if someone signs in and isn’t School and Inspector ready their sign in will be rejected and a notification will be triggered.
You can read more about setting up notifications here.