Safeguarding

How do I review a copied message?

Mark a message as reviewed, flag a concern, or approve and archive it.

Message copies waiting for review are under the Unreviewed tab in Messages. The red number on Messages in the menu shows how many are waiting.

1. Open Messages.
2. Press the Unreviewed tab.
3. Press the eye button on a row for a quick look, or open the message to see the conversation before it.
4. Choose what to do.

Your choices

• Mark Reviewed (or Review in the list): you have read it and there is no concern. In the quick view you can add Review Notes first.
• Flag: you have a concern. Choose a Severity (Info, Warning, Concern or Urgent) and describe the concern in Flag Reason. A reason is required.
• Approve & Archive: on the message page, this saves a permanent, read-only copy of the record in the Review Archive. You can add Decision Notes. Once archived, the record cannot be changed.

Tabs

• Unreviewed: waiting for a broker
• Urgent: flagged messages nobody has reviewed yet. Check these first.
• Flagged: messages a broker has flagged
• Reviewed: messages already reviewed
• All: everything

When the sender edits a message

If the sender changes a message after it was copied, the copy is updated with the new wording. It goes back to Unreviewed, even if someone had already reviewed or archived it, so a broker reads the new version. Any archive record already made stays as it was. A flag on the copy stays in place.

After you flag a message

Flagging records your concern. It does not stop the member or warn anyone by itself. Decide what else is needed. You might place the member under monitoring, turn off their messaging, or contact your safeguarding lead.

Do not tell the member you have flagged their message unless your safeguarding lead agrees.

This is done on the main website. The accessible site does not have this page.

More guides in this topic

• How safeguarding works in the Broker Panel
• What happens when a member chooses a safeguarding option?
• Changing the safeguarding options members can choose
• When a member asks for coordinator help
• Why are messages copied to brokers?
• Using the Review Archive
• Placing a member under monitoring
• How do I record a vetting decision?
• Revoking a vetting decision or answering a review request
• What is on the Safeguarding page?
• What should I do if I am worried about a member?

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