- Case Team
- Meetings
- Actions
- Evidence
- Professional Notes
- Timeline
- Access History
Learner
Keep the work connected to the correct learner record.
Purpose
Define why the case has been created.
Case Team
Identify the people authorised to participate.
Organisations
Keep professional affiliations clear.
Work Items
Record actions and evidence requests.
Meetings
Connect discussions to the case.
Evidence
Maintain appropriate contributions.
History
Preserve important case activity over time. The case workspace supports collaboration. It should not create a second unrestricted version of the learner record.
School Staff
Participate according to their authorised responsibility.
Educational Psychologists
Contribute where an appropriate relationship exists.
Speech and Language Professionals
Work within their authorised scope.
Occupational Therapy Professionals
Contribute through an appropriate learner relationship.
Social Care Professionals
Participate where authorised.
Alternative Provision or Education Providers
Contribute appropriate information where enabled.
Parents and Carers
Participate through an appropriate family relationship.
Other Authorised Professionals
Join only for a defined purpose. Professional access can be time-limited, suspended, revoked or closed as relationships change.
Organisation
Which organisation is involved?
Practitioner
Which individual professional is participating?
Learner
Which learner does the relationship concern?
Purpose
Why is collaboration required?
Status
Is the relationship active?
Expiry
When should access end?
Suspension
Has participation been temporarily stopped?
Revocation
Has authorisation been removed?
Closure
Has the professional relationship ended? A professional relationship with one learner should not become general access to other learners within the school.
Case
Keep the meeting attached to the correct learner case.
Participants
Identify the authorised people involved.
Date
Preserve when the discussion occurred.
Purpose
Keep the reason for the meeting clear.
Discussion
Maintain appropriate case-scoped information.
Evidence
Reference relevant information considered.
Actions
Record what needs to happen next.
Follow-Up
Keep further work connected to the case. Meeting participation remains subject to permission and relationship boundaries. Not every professional connected to a learner should automatically be included in every meeting.
Action
Record the next step.
Owner
Identify who is responsible.
Deadline
Keep appropriate timescales visible.
Case
Maintain the connection to the learner and purpose.
Evidence Request
Ask for relevant supporting information where needed.
Status
Keep outstanding work understandable.
Outcome
Record the human-reviewed result.
History
Preserve previous actions rather than replacing them. An action records agreed work. It does not automatically make a professional recommendation or statutory decision binding.
Request
Define what information is required.
Participant
Identify who is being asked to contribute.
Purpose
Keep the evidence connected to the case need.
Deadline
Make the expected response point clear where appropriate.
Contribution
Keep supplied evidence attributable to its source.
Review
Allow an authorised participant to consider the information.
History
Preserve the request and response context. An evidence request should not provide access to unrelated records simply because the contributor is part of the case.
Case Note
Maintain an appropriate professional contribution.
Author
Keep the contributor clear.
Organisation
Preserve relevant professional context.
Date
Keep the contribution time-aware.
Visibility
Restrict the note to the appropriate audience.
Discussion
Allow appropriate case-focused communication.
Retention
Keep case information governed rather than copied through uncontrolled communication channels. External contributions remain attributable to the professional or organisation that supplied them.
School Evidence
Appropriate school-held records.
Family Evidence
Information supplied by parents and carers.
Learner Voice
Relevant learner contribution.
Professional Evidence
Reports or observations from authorised professionals.
Provider Evidence
Appropriate information from alternative provision or other services.
SEND Evidence
Selected support information where permitted.
Meeting Evidence
Records connected to case discussions and actions.
Private Contributions
Controlled learner-case files where supported. Evidence should remain linked to its source rather than being silently rewritten as a shared professional conclusion.
Learner
Which case does the file concern?
Contributor
Who supplied it?
Organisation
Where did it originate?
Case Access
Which active participants may access it?
Permission
Is the user authorised for the relevant information?
Purpose
Why is the evidence being used?
Audit
What access or contribution activity should be preserved? Private external evidence remains an area requiring continued runtime and security assurance.
Relationships
When professional involvement started, changed or ended.
Case Activity
Important case transitions.
Tasks
Relevant work-item changes.
Meetings
Key meeting activity.
Authority Responsibility
Appropriate changes in responsibility where supported.
Professional Access
Relevant provider or professional relationship history. A timeline provides chronology. It should not infer that events occurring close together have the same cause.
Relationship Request
Make the proposed professional involvement understandable.
Consent Context
Record relevant information where consent forms part of the workflow.
Acceptance
Preserve an appropriate positive response.
Decline
Record that the request was declined.
Objection
Maintain a reasoned objection where supported.
Case Contribution
Allow appropriate family participation.
Review
Keep the family’s contribution connected to the case. Recording a family response does not mean EdiWay determines its legal effect.
Current Responsibility
Which organisation currently holds the relevant recorded responsibility?
Proposed Recipient
Which authorised organisation may receive the case responsibility?
Decision
What human decision was recorded?
Effective Date
When does the change apply?
Case History
Preserve previous responsibility.
Professional Access
Keep access aligned with the active relationship where possible. This capability records responsibility decisions. It does not determine statutory jurisdiction, legal responsibility or whether another authority must accept a case.
Multi-Agency Case
Supports participants, meetings, actions, evidence and professional collaboration.
Safeguarding Record
Maintains concerns, DSL review, safeguarding chronology, actions and authorised safeguarding decisions.
Safeguarding Evidence
Remains subject to stronger domain restrictions.
External Sharing
Requires an appropriate safeguarding information-sharing decision.
Professional Discussion
Does not itself create a safeguarding finding.Maintain a reasoned objection where supported.
Case Meeting
Does not replace statutory safeguarding procedures. Where safeguarding information needs to be shared, the authorised safeguarding workflow remains canonical.
- NHS interoperability
- Clinical identity matching
- Direct NHS system exchange
- Clinical diagnosis
- Treatment decisions
- Prescribing decisions
- Clinical risk scoring
- Medical authority for school staff
Health-origin evidence should remain attributable to its source and visible only within the appropriate permission scope.
Case Membership
Is the person currently authorised for this case?
Organisation
Is the professional relationship valid?
Learner
Does the access concern the correct learner?
Purpose
Why does the person need the information?
Domain
Do they have permission for the relevant type of record?
Visibility
Is the particular note or evidence available to them?
Expiry
Is their professional relationship still active?
Revocation
Has access been removed?
Audit
Can appropriate access history be reviewed? The case provides collaboration context. The underlying permissions still control the data.
Case Summaries
Draft a working overview of selected case information.
Meeting Preparation
Help organise agenda questions.
Meeting Notes
Prepare a draft summary for human review.
Action Summaries
Organise outstanding work.
Evidence Summaries
Help structure selected authorised evidence.
Communication Drafts
Prepare appropriate working updates. AI output remains human-reviewed.
EdiWay AI does not:
- Decide which professional should take responsibility
- Determine statutory authority
- Make safeguarding findings
- Diagnose a learner
- Determine clinical risk
- Decide SEND status
- Issue or amend an EHC plan
- Decide EOTAS eligibility
- Determine a placement
- Make a referral decision automatically
- Replace a multi-agency meeting or professional judgement
1. Establish the Case
Identify the learner and purpose.
2. Authorise Participants
Connect the appropriate school, family and professional relationships.
3. Define Access
Limit information according to role, purpose and domain.
4. Create Work
Assign tasks or request relevant evidence.
5. Meet
Bring authorised participants together around the case.
6. Record Actions
Keep agreed next steps accountable.
7. Add Evidence
Maintain suitable contributions with their source.
8. Update the Timeline
Preserve important case activity.
9. Review the Position
Consider progress through human-led review.
10. Close or Change Relationships
End access when the case or professional involvement no longer requires it.
Yes.
EdiWay has code foundations for learner-specific professional relationships and case collaboration workspaces.
Yes, where each participant has an appropriate authorised relationship and case membership.
Meeting services are represented within the case collaboration foundation.
Bounded meeting-participant controls are represented, although wider runtime and concurrency assurance remains important.
The casework foundation includes tasks and work items that can support accountable follow-up.
Evidence requests are represented within the case collaboration workspace.
Secure case notes and case-scoped discussions are part of the current multi-agency capability set.
Private learner-case binary contribution has a bounded implementation foundation.
Wider runtime, access and security assurance remains required.
Yes.
Material case, relationship, task, meeting and responsibility transitions can feed the learner timeline.
Family-visible relationship requests, consent context and decline or objection states are represented where enabled.
Yes.
Professional relationship lifecycles include expiry and revocation foundations.
No.
Access should remain learner-specific, purpose-scoped and subject to the permissions of each information domain.
Appropriate safeguarding information may be used where authorised, but the canonical safeguarding record and safeguarding decisions remain within the safeguarding workflow.
The current capability evidence does not establish general NHS interoperability or direct clinical-system exchange.
A bounded receiving-authority decision and responsibility-history foundation exists.
EdiWay records the human-led workflow; it does not determine statutory responsibility or compel another organisation to accept it.
No.
AI may assist with authorised drafts and summaries where enabled, but professional, statutory, safeguarding and clinical decisions remain human.
EOTAS
Coordinate relevant case, family and professional context around distinct EOTAS arrangements.
Alternative Provision and Provider Management
Connect appropriate provider and placement evidence to authorised casework.
Professional Collaboration
Establish the learner-specific professional relationships that multi-agency casework depends on.
EHC Plan Evidence and Annual Reviews
Bring authorised professional contributions into appropriate school-held EHC review evidence.
Safeguarding Records and Chronology
Keep safeguarding casework restricted and professionally governed.
Permissions, Consent and Information Sharing
Control professional relationships, scope, expiry, revocation and sharing decisions.