Section 09
Working with Advocates
Find an advocate, grant vault access, and manage support requests.
What is an advocate
For FamiliesWhat SEND advocates do, the different types available through SEN Evidence Vault, and when working with an advocate can make a difference to your case.
3 min read
Finding an advocate
For FamiliesHow to search the SEN Evidence Vault advocate directory, what to look for in an advocate profile, and how to make initial contact.
3 min read
Sending a support request
For FamiliesHow to send a formal support request to an advocate through SEN Evidence Vault, what to include, and what happens next.
3 min read
Granting Vault access
For FamiliesHow to grant an advocate access to your Vault, what they can see, and how to manage and revoke access.
3 min read
Messaging your advocate
For FamiliesHow to use the in-app messaging to communicate with your advocate, share context, and keep a clear record of your working relationship.
3 min read
The handover process
For FamiliesHow a case handover works when an advocate transfers your case to a colleague, leaves the platform, or you move to a new advocate.
2 min read
Ending support
For FamiliesHow to close a support relationship with an advocate in SEN Evidence Vault when your case reaches a resolution or you no longer need active support.
2 min read
Your ticket queue
For AdvocatesHow to manage incoming family support requests through the advocate ticket system, including SLA tracking, checklists, notes, and resolving cases.
3 min read
Setting up your advocate profile
For AdvocatesHow to create and complete your advocate profile on SEN Evidence Vault, what to include, how to present yourself to families, and what makes a strong profile.
2 min read
Getting verified
For AdvocatesHow the SEN Evidence Vault accreditation process works for advocates, what is required, and what accreditation means for families and for you.
2 min read
The advocate directory
For AdvocatesHow your advocate profile appears in the SEN Evidence Vault directory, how families find you, and how to optimise your visibility.
2 min read
Accepting support requests
For AdvocatesHow to handle incoming support requests from families, what to look for, how to respond, and how to decide which cases to take on.
2 min read
Accessing a family's Vault
For AdvocatesWhat you can see and do when a family grants you Vault access, how to navigate their evidence, timeline, and EHCP case as an advocate.
3 min read
Managing EHCP cases
For AdvocatesHow to work through EHCP flags, review section annotations, and support a family's EHCP case as an advocate within SEN Evidence Vault.
3 min read
The rewards system
For AdvocatesHow the SEN Evidence Vault advocate rewards programme works, recognition for positive outcomes, active support, and contributions to the platform.
2 min read
Advocate plans explained
For AdvocatesThe plan options available to advocates on SEN Evidence Vault, what each includes, and how to choose the right plan for your practice.
2 min read