The CDRC Safeguarding Adults suite resource supports GP practices to identify, record, review and manage safeguarding information within SystmOne.
The resource brings together:
- Clinical reports to support safeguarding register management and proactive review.
- Patient status alerts displaying relevant current and historical safeguarding information.
- A structured template for reviewing and recording safeguarding information.
- Safeguarding recalls to support planned and systematic review.
- Locally configurable referral, conference and safeguarding pathway information.
The resource supports practices to:
- Maintain an accurate Safeguarding Adults Register.
- Identify children whose records may require review.
- Review safeguarding information from one structured interface.
- Record safeguarding summaries, discussions and agreed actions.
- Schedule and monitor safeguarding reviews.
- Access relevant referral and conference documentation.
- Support preparation for safeguarding meetings.
- Maintain continuity and oversight of safeguarding activity.
Accessing CDRC Resources on SystmOne
To use these resources in SystmOne, you will need access to the CDRC resources through the DCS Organisation Group.
If you do not currently have access, please follow the instructions on the CDRC SystmOne Access webpage.
Once access has been enabled, the reports can be found in the relevant CDRC folders and the templates can be opened from within the patient record.
Clinical Reports
The CDRC Safeguarding clinical reports are organised into four sections:
- Safeguarding Registers
- Safeguarding Review
- Safeguarding Casefinding
- Safeguarding Registration and Deduction
CDRC’s Reports can be accessed in SystmOne Clinical Reporting from: CDRC > Safeguarding
1. Safeguarding Register
The Safeguarding Register reports provide structured views of adults with relevant safeguarding or vulnerability information recorded in SystmOne.

2. Safeguarding Review
The Safeguarding Review reports identify adults with recorded safeguarding concerns whose review arrangements or recent activity may require attention. These reports can support recall management, multidisciplinary review and systematic follow-up of adults already known to the practice safeguarding system.

3. Safeguarding Casefinding
The Safeguarding Casefinding reports identify adults who have relevant MARAC, MAPPA or domestic violence incident information recorded but do not have another relevant safeguarding code identified by the report.
Important: Inclusion in a casefinding report does not confirm that an adult safeguarding concern is present and should not automatically result in the addition of a safeguarding status.

4. Safeguarding Registration and Deduction
The Safeguarding Registration and Deduction reports identify adults with recorded safeguarding concerns who have recently joined or left the practice.

Patient Status Alerts
CDRC Patient Status Alerts are not activated automatically when an organisation joins the DCS Organisation Group. This allows each organisation to retain control over its local SystmOne configuration.
To request activation:
- Email contact-cdrc@healthinnovationnenc.org.uk
- Request activation of the CDRC Safeguarding Patient Status Alert.
- A member of the CDRC team will support the organisation through the activation process.
Once activated, the Safeguarding PSA appears to make relevant safeguarding information more visible when a child’s record is accessed.
An alert should be treated as a prompt to review relevant information. It should not be interpreted in isolation or regarded as a complete account of the child’s circumstances.
The available PSA are:

When the relevant patient’s record is retrieved, once of the aforementioned PSAs will be shown. Clicking on the icon will direct you to the Safeguarding Adult CDRC Template as shown below.
Safeguarding Adults Template
The Safeguarding Adults CDRC Template brings relevant safeguarding information and tools together in one structured view. It helps users quickly review the adult’s safeguarding status, record summaries and discussions, schedule reviews, view key relationships and professionals, and access locally configured referral resources
How to Access
With the patient record open, use the search bar in the lower left-hand corner and search for: Safeguarding Adults CDRC
Alternatively, press F12, search for and select the template from the search results.
What the Template includes:
The template includes dedicated pages for:
- Safeguarding Adults: Provides an overview of the adult’s safeguarding information, including register status, safeguarding summary, planned review date and previous discussions.
- Relatives and Carers: Displays relatives, carers and other relationships recorded in SystmOne, helping users review and update information about the people associated with the adult.
- Professionals: Displays recorded professionals and services involved in the adult’s care, supporting communication and coordinated safeguarding activity.
- Adult Safeguarding Referral: Provides access to locally configured referral guidance, contact details and referral documentation, including a pre-populated referral form where configured.
- Vulnerable Adult Register: Provides structured functionality for adding the adult to, or removing the adult from, the practice safeguarding register, with more specific safeguarding information recorded where required.

Clicking on the relevant quick action button, located on the left-hand side of the template, will open the template allowing you to complete further data input.
For example, clicking on the Domestic Abuse button will direct you to Domestic Abuse CDRC template and allow you to input specific information:


