Service User Recording (SUR) is a case management and service information system for recording information about the children, young people and families you work with. It is part of Content Server.
File room administrators are responsible for adding new employees in the service as participants if they will be recording on case files. When employees leave you must remove them from your file room.
Adding file room participants
- From the File Room menu in the File Room, choose Participants.
- Click on the Add Participants button (If you cannot see this button, you do not have permission to add participants).
- Enter the person's last name in the search box and click on the Find button.
- In the Role drop-down list for the person, choose:
- Standard Permissions - for those that do not need to edit the participants list (e.g. workers).
- All Permissions - for those that will need to edit the participants list (e.g. managers and administrators). - Click on the Submit button.
Removing file room participants
- From the File Room menu in the File Room, choose Participants.
- Click on the Edit Participants button (If you cannot see this button, you do not have permission to remove participants).
- Tick the Remove tick box to the right of the relevant person's name
- Click on the Submit button.
For guidance on file rooms in SUR download the documents below.
Guidance on case files in SUR is also available.
If you have a query not covered by these guides, contact the IS learning team.