People

DBS, declarations, skills, terms, at a glance.

A governance professional’s reality is keeping track of people. We made that the centre of the product, not a spreadsheet on the side.

People page with 7 members filtered by Board, Governors, Staff, Auditors, showing roles, committees, declaration status, DBS, joined date and term end with active and expired badges

Memberships, not just users

The data model fits the way governance works.

A person isn’t ‘a user with a role’. They’re a person with memberships, at one trust, at multiple schools, with multiple roles per membership. One trustee can be a trustee and a chair at the same time.

Trustee, member, local governor, employee, auditor, clerk, and modifiers (chair, vice-chair, clerk)
Multi-trust memberships for clerks who serve multiple trusts
Terms with start and end dates, automatic prompts when terms expire

Compliance

DBS and declarations, tracked properly.

Each person has their DBS date, declared interests, and signed declarations on their profile. Warnings before they expire, not after.

DBS date with renewal reminders
Register of interests, per declaration
Code of conduct signature tracking

Skills matrix

The right people in the right committee.

Skills are tracked per person; matrix views show coverage by committee. Useful for recruitment, for assigning trustees to committees, and for trust succession.

Skills declared by governors, validated by clerk
Matrix view by committee or by skill
Highlights gaps, “no qualified finance lead on Audit”

Tasks

Actions belong to people.

Every action item from a meeting becomes a task on the assignee. Closed automatically when referenced in the next minutes. Nothing lingers without an owner.

See your governors, already loaded.

The DfE’s governance dataset is pre-imported. During the demo, we’ll show you the names you already know.

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