# Request and review documents and signatures

Category: Records and communication

Before you start: confirm the correct school and role. Use approved source records; perform live changes only within your assigned authority.

Use documents for records that must be requested, reviewed, acknowledged, uploaded, or retained.

1. Open the document or checklist view.
2. Confirm the document is assigned to the correct family, child, or staff member.
3. Send the request only to the correct guardian or staff member.
4. Review submitted documents before marking them complete.
5. Reject incomplete or incorrect submissions with a clear note.
6. Keep expired, missing, or rejected records visible until resolved.

Do not upload sensitive documents to the wrong child or family record. If that happens, stop and escalate as a privacy incident.

## Verify the result

Correct person, document, submission and review status agree.

## If something goes wrong

Wrong-person upload is a privacy incident; stop and escalate. Wait for pending actions; reopen the record before retrying an uncertain save or send.

Source: sources/DIRECTOR_SOP.md — Documents, Forms, And Signatures. Prepared October 8, 2026. SOP snapshot e06ad8d5; current source corrections are identified above. Written procedure; not a recording of a completed live action.