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Legal4U problem guide

Managed Move School Records Checklist

What parents and carers can organise before asking for education legal help about a proposed managed move or off-site direction.

England and WalesGeneral informationProfessional review pending

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Short answer

Managed move enquiries should identify the school proposal, behaviour records, consent history, SEND or safeguarding evidence, trial or transition arrangements, local authority involvement and any exclusion or attendance overlap. Legal4U cannot decide whether a move is suitable.

Quick checklist

Start with these

Write down the key dates
Save the relevant documents
Note any deadline
Explain what outcome you want

Collect Proposal, Consent And Behaviour Records

Save letters about the proposed managed move or off-site direction, behaviour logs, incident reports, attendance records, meeting notes, emails, consent forms and any record showing whether parents, the current school and the proposed school have agreed.

  • move proposal
  • behaviour log
  • meeting note
  • consent form
  • school email

Organise SEND, Safeguarding And Support Evidence

Prepare EHCP papers, SEND support plans, medical letters, safeguarding records, pastoral support plans, alternative provision information, risk assessments and records of reasonable adjustments or support tried before the move was proposed.

  • EHCP paper
  • support plan
  • medical letter
  • safeguarding record
  • risk assessment

Flag Pressure, Exclusion And Review Questions

Tell Legal4U whether the family feels pressured, whether a suspension or permanent exclusion is threatened, whether trial admission language appears, and whether the local authority or governing board has been contacted. An education specialist must review the route and timing.

  • pressure concern
  • exclusion threat
  • trial wording
  • local authority
  • governing board

General information only for England and Wales. Scotland and Northern Ireland need separate content checks.

Content governance

Editorial and source information

Author
Legal4U Editorial Team
Professional review status
Pending. Education-law solicitor, barrister or regulated specialist review required before publication as legal guidance.
Jurisdiction
England and Wales
Date published
1 September 2026
Regulatory status
Legal4U is a legal enquiry intake and professional matching platform, not a law firm.
Sources
  • School suspensions and permanent exclusions Department for Education. Checked 8 September 2026.
  • A guide for parents on school behaviour and exclusion Department for Education. Checked 8 September 2026.
  • Special educational needs and disability code of practice: 0 to 25 years Department for Education. Checked 8 September 2026.
Editorial policy
Legal4U guides are written to help users prepare structured enquiries. The professional-review status and reviewer details are shown separately on each guide.
Correction process
Corrections or update requests can be sent through the Legal4U contact page for editorial review.
Information and advice
This page is general information only and is not legal advice. Legal advice is provided only by an authorised professional or firm after they accept instructions.

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Collect Proposal, Consent And Behaviour Records Organise SEND, Safeguarding And Support Evidence Flag Pressure, Exclusion And Review Questions

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