## 07 Record keeping procedures

# 07.4 Transfer of records

Records about a child’s development and learning in the EYFS are made by the setting; to enable smooth transitions, appropriate information is shared with the receiving setting or school at transfer. Confidential records are passed on securely where there have been concerns, as appropriate.

### Transfer of development records for a child moving to another early years setting or school

- • is the designated person’s responsibility to ensure that records are transferred and closed in accordance • is the designated person’s responsibility to ensure that records are transferred and closed in accordance with the archiving procedures, set out below.
- • the Local Safeguarding Partners (LSP) retention requirements are different to the setting, the designated • the Local Safeguarding Partners (LSP) retention requirements are different to the setting, the designated person will liaise with their line manager, and seek legal advice if necessary.

### Development and learning records

- • key person prepares a summary of achievements in the prime and specific areas of learning and • key person prepares a summary of achievements in the prime and specific areas of learning and development
- • record refers to any additional languages spoken by the child and their progress in all languages. • record refers to any additional languages spoken by the child and their progress in all languages.
- • record also refers to any additional needs that have been identified or addressed by the setting and • record also refers to any additional needs that have been identified or addressed by the setting and any action plans.
- • record also refers to any special needs or disability and whether early help referrals, or child in need • record also refers to any special needs or disability and whether early help referrals, or child in need referrals or child protection referrals, were raised in respect of special educational needs or disability, whether there is an Action Plan (or other relevant plan, such as CIN or CP, or early help) and gives the name of the lead professional.
- • summary shared with schools should also include whether the child is in receipt of, or eligible for • summary shared with schools should also include whether the child is in receipt of, or eligible for EYPP or other additional funding.
- • record contains a summary by the key person and a summary of the parents’ view of the child. • record contains a summary by the key person and a summary of the parents’ view of the child.
- • document may be accompanied by other evidence such as photos or drawings that the child has • document may be accompanied by other evidence such as photos or drawings that the child has made.
- • setting will use the local authority’s assessment summary format or transition record, where these • setting will use the local authority’s assessment summary format or transition record, where these where provided.
- • format of assessment summary is used, it should be completed and shared with the parent prior • format of assessment summary is used, it should be completed and shared with the parent prior to transfer.
- Transfer of confidential safeguarding and child protection information