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Section 04 · Timelines

Logging interactions

How to record calls, emails, and meetings in SEN Evidence Vault as interaction records, and why a detailed interaction log matters for your case.

For Families
Updated 8 May 20263 min readReviewed by SENVault Team

After reading this article you can

  • Log a phone call, email, or meeting as an interaction
  • Understand the difference between interactions and appointments
  • Use interaction records to build a chronological communication history

Interactions are a record of every significant communication in your child's SEND case, phone calls with the LA, emails to the SENCo, letters from the school, and informal meetings. Together, they build a communication history that can be decisive in a dispute.

Interactions vs appointments

Appointments are formal meetings with a professional where an assessment, review, or clinical encounter takes place. They typically have an outcome report or action.

Interactions are communications, calls, emails, letters, informal conversations, that may or may not have a formal outcome. They are logged when something significant is said, agreed, or communicated.

Both appear on the Timeline. The distinction helps you structure your record and filter the timeline clearly.

Logging an interaction

1

Go to Timeline > Interactions

From your child's profile, select Timeline and switch to the Interactions tab. Select Add interaction.

2

Enter the details

Fill in:

  • Date: when the interaction took place
  • Type: phone call, email, letter, face-to-face meeting, video call, text message
  • Contact name and organisation: who you spoke to
  • Summary: what was discussed or communicated
  • Include in timeline: toggle on to show this on the main timeline view
3

Note any commitments made

If the other party committed to anything, an action, a deadline, a promise, note it explicitly in the summary with the words used: "LA stated [name] would send the EHCP amendment response by 15 June."

What to log

Log any interaction where:

  • Something important is said or promised
  • A decision is made or confirmed
  • You are given information that affects your child's case
  • You raise a concern or make a request

You do not need to log routine administrative contacts (e.g. appointment reminders). Focus on interactions where the content matters.

Why interaction records are powerful

In SEND disputes, one of the most common arguments is "we were never told" or "that was not agreed." An interaction log with specific dates, names, and quotes is difficult to contradict. If you later reach a tribunal, your solicitor or representative will find a detailed interaction history invaluable.

Tip

After an important call, spend five minutes writing up the interaction immediately. Memory fades quickly, specific wording, names, and dates become harder to recall with time. An immediate record is far more credible than one written months later.

What to do next

  1. 1

    Log your most recent significant interaction

    Think about the last important call or email in your child's case. Add it now, even if it was several months ago.

  2. 2

    Explore timeline insights

    The next article covers AI-identified insight events that the app surfaces from your documents automatically.

Next in this section

Timeline insights

How SENVault to identify key events, patterns, and potential issues in your child's case history, and how to review and act on them.

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Try this in SENVault

Track appointments, interactions, and your child's full SEND history.

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