For affordable adult safeguarding software, consider RecordMy and CharityTracker based on your team’s needs. A low price only helps if the package supports the way you record and follow up concerns. Start with your reporting process, then work out which features deserve a place in your budget.
Staff also need to understand the safeguarding decisions behind each entry. Royal Open College’s Level 3 Safeguarding Adults course supports learning about recognising concerns and reporting them. Before choosing the course, check how its content fits your role and what your employer expects.
Quick recap
Which affordable adult safeguarding software options are worth comparing?
RecordMy and CharityTracker are worth comparing for affordable adult safeguarding software, although their purposes differ.
RecordMy focuses on safeguarding records, while CharityTracker provides broader charity case management. Start by identifying the package available to your organisation, rather than assuming every advertised price applies.
These figures appear on the RecordMy pricing and CharityTracker pricing page. Treat them as starting points, rather than prices for equivalent packages.
Compare your team’s per-user total with an appropriate unlimited-user package. Neither pricing model tells you whether the system fits your service.
How do you work out the full yearly cost?
Work out the full yearly cost by adding subscriptions, essential extras and implementation expenses for your team.
For per-user pricing, multiply the monthly rate by the number of accounts, then by 12. Five accounts at US$20 monthly total US$1,200 yearly before applicable taxes or extras. This example assumes monthly billing without discounts.
Separate one-off costs from recurring charges so you can compare the first year with later years. Include staff time for introducing the system in your planning, even when the supplier provides free onboarding.
Is dedicated adult safeguarding software a legal requirement?
Dedicated safeguarding software is not specifically required by CQC’s record-keeping rules for regulated services in England.
CQC explains that Regulation 17 requires accurate, complete and up-to-date records. It also examines how providers use information and protect its storage and sharing. These requirements apply to both paper and digital records.
The question is therefore how your service will meet its responsibilities in practice. Buying a subscription does not demonstrate that staff record information accurately or respond appropriately.
An employer can require staff to use a chosen system through workplace procedures. That instruction differs from legislation naming a product that every service must buy.
This example concerns CQC-regulated services in England. For other UK nations or settings, confirm the relevant requirements before deciding which system to introduce.
Which features matter most for adult safeguarding records?
The key features are clear timelines, restricted access, audit trails, assigned actions, useful exports and reliable recovery.
Together, these functions should help authorised colleagues understand concerns and follow up consistently.
Keep essential functions separate from optional extras. For example, consider whether your lead needs a clear list of overdue actions before advanced dashboard graphics.
Also ask who helps when something goes wrong. Request support hours and response arrangements in writing, especially if your service operates outside office hours.
How should the system capture the adult’s wishes?
The system should let staff record the adult’s wishes, their account and the outcome they want.
A useful form should allow staff to distinguish observations from what someone tells them. For example, imagine an adult describing worries about another person controlling their spending. Their account should remain distinct from a colleague’s interpretation of events.
There should also be room to explain decisions and subsequent actions. Tick boxes alone might not capture the context your team needs to understand the concern.
What common mistakes should you avoid when choosing software?
The main mistakes are choosing unsuitable packages, trusting unchecked security claims and overlooking costs or exit terms.
For security claims, request documentation your responsible colleague can review. Establish where information is stored and how the supplier manages access.
Before signing, also agree on the process for retrieving records and closing your account. Confirm the timescale for access after cancellation and how any remaining supplier-held copies are handled.
How should you test the system before introducing it?
Test safeguarding software with fictional cases to check usability, access permissions, notifications and record accuracy.
Involve frontline staff and the safeguarding lead, giving each an account matching their intended role. Ask a worker to submit a concern, then have the lead assign and review an action. Include an absence scenario to see how another authorised colleague takes over.
If you are moving existing records, include a sample migration using fictional data. Compare attachments, dates and notes with the originals before accepting the result.
Record any problems and decide which must be resolved before launch. Name an account administrator and agree on an alternative reporting route for outages.
Studying through Royal Open College (CPD learning)
The Level 3 Safeguarding Adults course supports CPD learning about recognising concerns, reporting and information sharing. These topics help learners explore the judgement behind the information they record.
Separate software instructions from safeguarding learning when planning staff development. A worker might understand the reporting screen but need support distinguishing observations from assumptions.
This course provides CPD learning rather than a regulated qualification. Review its learning outcomes against a specific knowledge gap before deciding whether it suits your role.
At your next team review, bring a fictional record and the course outline. Identify whether the next step is software guidance, safeguarding learning or supervised practice.





