SENVaultSENVault.info

Section 02 · The Vault

Adding notes and events

How to create text-based evidence items in your Vault for phone calls, meetings, observations, and other events that do not produce a physical document.

For Families
Updated 8 May 20263 min readReviewed by SENVault Team

After reading this article you can

  • Create a text note in your Vault without uploading a file
  • Log interactions with professionals and organisations
  • Understand how notes appear in your timeline

Not all evidence comes in the form of a document. Phone calls with the local authority, verbal feedback from a teacher, observations you have made at home, these all matter, and they deserve a place in your case record.

SEN Evidence Vault lets you create text-based evidence items directly in the app, without uploading a file.

Types of text evidence

Notes: A freeform text record of something you want to capture. Use notes for:

  • Observations about your child's behaviour or difficulties at a specific time
  • Something a professional said verbally that was not followed up in writing
  • Your own reflections before or after a meeting
  • Summaries of what was agreed at a review

Interactions: A structured record of a call, meeting, or email exchange. Interactions include:

  • Date and time
  • Who you spoke with and their organisation
  • A summary of what was discussed
  • Whether there are follow-up actions
  • Whether the interaction should appear on the timeline

Creating a note

1

Go to Evidence and select Add note

From the Evidence section, select the Add note button (distinct from the Upload button for files).

2

Write your note

Add a title (e.g. "Call with SENCo re: support plan, April 2025") and the note body. Be specific, dates, names, and direct quotes are more useful than paraphrases.

3

Assign a category and date

Choose the most relevant category and set the date the event occurred (not necessarily today's date).

4

Save

The note is saved as an evidence item. It counts toward your evidence item limit on the free plan.

Logging an interaction

Interactions are available from the Interactions section (within Timeline or from a child's profile). They are a more structured format for recording who you spoke to and what was said.

Unlike notes, interactions have a specific date, a named professional or organisation, and a flag for whether follow-up is needed. They appear automatically on your child's timeline.

Tip

Write your interaction notes immediately after a call or meeting, while details are fresh. Include any commitments made by the other party, "the LA will send the draft EHCP within two weeks" is exactly the kind of statement that matters later if it does not happen.

Can SENVault analyse text notes?

Text notes are stored as plain text and are not sent to SENVault for analysis, document analysis runs on uploaded files. However, notes are included when you build a bundle, so they can still be part of the pack you send to a solicitor or tribunal.

What to do next

  1. 1

    Log your most recent professional interaction

    Think back to the last call or meeting you had with a school, LA, or health professional. Add an interaction record now, even if it was some time ago.

  2. 2

    Read about the Timeline feature

    Your interactions and appointments feed into the Timeline, which gives a chronological picture of your child's SEND journey.

Next in this section

Organising your evidence

How to filter, sort, and search your Vault to find documents quickly, and how good organisation now makes bundle-building faster later.

Open the app

Try this in SENVault

Upload, organise, and manage your evidence securely in one place.

Open SENVault