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Further Customisation for UK Education

Alicia Roberton avatar
Written by Alicia Roberton
Updated over a month ago

How to Customise your DBS Checks Section

Accessing the Template Editor

If you are a single school, on your SCR Tracker Dashboard, click on Settings>Organisation>Templates>Edit.

If you are a Trust-level user, and you wish to add these sections and fields across all of your schools, you will need to access the Template Editor via Settings>Federation>Templates>Edit.

Note: If the Templates option is greyed-out, it is because you do not currently have permission to edit the Template. In this instance, please contact your school or trust administrator.

Video Overview


DBS Renewals

As per the KCSiE guidance, our default 'Original Date Checked' field in the 'DBS Checks' Section requires the date that the original DBS certificate was checked as part of your pre-employment checks and should not be overwritten.

We have recently rolled out an update to the ‘DBS Checks’ section, so this now includes fields where you can record the details of DBS Renewals if these are carried out by your Trust/Organisation, whilst preserving the original date that's required for an inspection.

Option 1: If you currently carry out DBS Renewals

If you are currently carrying out DBS Renewals, the default fields for this section should already contain everything you need to record the renewal date. When the 'DBS Renewals Carried Out?' toggle is switched on (set to 'Yes/True'), the following three fields will be shown on a staff profile to be filled out:

For more information on how to manage and track your DBS renewals, please see the following help articles:

Option 2: If you are not currently carrying out DBS Renewals

If you are not currently carrying out DBS Renewals, the toggle field for ‘DBS Renewals Carried Out?’ can be hidden from your template, which will also hide the corresponding DBS renewal fields.

To do this, once in the Template Editor, single-click the 'DBS Checks' section to bring up the section fields:

Next, double-click on the ‘DBS Renewals Carried Out?’ field to open the Field Editor:

You can then hide this from view for any or all Profile Types, by clicking the Visibility eye icons so they are crossed out as per below:

Once this has been done, click 'Save Changes' at the bottom of the Field Editor, then click 'Publish Changes' in the top right-hand corner of the Template Editor to make these changes live across your system.

The four default fields available for DBS Renewals will then be hidden from your Template and will not appear on staff profiles.


DBS Update Service

If you have any members of staff on the DBS Update Service, you can customise your DBS Section so you have fields to record this information.

Below is an example of Fields that could be added to the DBS section to record members of staff on the Update Service:

You can also add a Visibility logic to the custom 'Last Date Checked' and 'Last Checked By' fields so that they only show on a staff profile if the 'DBS Update Service?' toggle is selected:

Once you have made the required changes, click 'Publish Changes' in the top right-hand corner of the Template Editor to make these changes live across your system.


Further Information

For further information on DBS Checks, please see the following help articles:

If you have any questions or would like additional support customising your DBS Checks section, please contact our Customer Support team.

You can reach us by clicking on the help icon in the top right-hand corner of your dashboard, or you can email us at [email protected]


How to Customise your Online Checks Section

KCSiE 2022 states that educational settings should consider conducting online searches as part of their due diligence during the recruitment process.

Please see the following guide for further information regarding this: Online Checks

Sign In Central Record now has an "Online Checks" section for Schools/Trusts to use to record this information. This section can be customised to suit your specific processes.


Accessing the Template Editor

If you are a single school, on your SCR Tracker Dashboard, click on Settings>Organisation>Templates>Edit.

If you are a Trust-level user, and you wish to add these sections and fields across all of your schools, you will need to access the Template Editor via Settings>Federation>Templates>Edit.

Please Note: If the Templates option is greyed-out, it is because you do not currently have permission to edit the Template. In this instance, please contact your school or trust administrator.

Option 1: If you are not recording Online Checks on your SCR

If you are not recording Online Checks on your SCR, you can choose to hide this section from view. Please see our guide below for this:

Option 2: If you are recording Online Checks on your SCR, but are not making this a requirement

The section has been set up to start with a toggle field to ask 'Are Checks Required?' which will be toggled off by default. The remaining fields then have a Visibility Logic added as below, so they will only show on a staff profile if the top toggle field has been selected:

If you are not yet looking to make this check a mandatory part of your recruitment process, you can leave the section as it is and toggle this on individually for anyone you would like to carry the check out for.

Option 3: If you are recording Online Checks on your SCR, and would like to make this a requirement

You can make this section a required section by assigning a rating to the fields. You can also choose to have the fields as a requirement from a specified date if this will only be required for new starters.

Step 1: Select the Profile Types you would like this section visible on


To do this, double-click on the section to bring up the Section Editor. You can then select which profile types you would like this section visible for, using the visibility eye icons as below:


Once you are done editing, click 'Save Changes' at the bottom of the Section Editor.

Step 2: Toggle on the 'Are Checks Required?' field by default

Single-click on the section to bring up the section fields, then double-click on the 'Are Checks Required?' field to bring up the Field Editor. Click the 'Default Value' toggle to on, as below:


Step 3: Add a 'Start Date' Visibility Logic, if required

Whilst in the 'Are Checks Required?' field, if you'd like this to show only for staff that started after a particular date (for example, 01/09/2022), click 'Add a Condition' under Visibility Logic and select the below conditions.

Tip: You can switch between 'Relative', 'Exact', and 'Field' by pressing on the initial 'Relative' button next to the third condition box. You will need 'Exact' to select a specific date.


Once you are done editing, click 'Save Changes' at the bottom of the Field Editor.

Please Note: As the remaining fields already have a visibility logic added to only show if the toggle field is shown, you do not need to add the start date logic to any of the other fields.


Step 4: Add a Rating to any fields you would like to show as missing information when not completed

You can use the Tick / Cross under the rating systems in the Field Editor, to specify if the field is included as part of the profile rating. If the Tick is shown, this means that the field must have a value.

For example, to give the field a 'School Ready' rating for Teaching Staff and Support Staff, you could tick the crosses next to each Profile Type as below:



Repeat this step for any fields within the section you would like to apply a rating to, clicking 'Save Changes' at the bottom of each Field Editor.

Step 5: Publish Changes

Once you have finished making your required changes, click on 'Publish Changes' in the top right-hand corner of the Template Editor to make these live across the system.


If you have any questions or would like additional support customising your Online Checks section, please contact our Customer Support team.

You can reach us by clicking on the help icon in the top right-hand corner of your dashboard, or you can email us at [email protected]


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