Enterprise pattern
Risk, vulnerability & safeguarding
Risk, vulnerability & safeguarding focuses on tracking people or locations at risk, vulnerability scoring, repeat harm, and safeguarding processes—where early identification and consistent action matter.
Helps spot repeat harm and emerging risk earlier.
Ensures consistent safeguarding actions and escalation.
Supports multi-team oversight with clear records and accountability.
When to use this pattern
Use this pattern when…
- You need to track risk signals over time, not just one-off cases.
- Work requires escalation thresholds and consistent action plans.
- Multiple teams need shared visibility with appropriate access controls.
Not ideal when…
- The work is purely transactional (one task then done).
- You only need simple inspection checklists with no ongoing risk tracking.
Example workflows
Concrete journeys that commonly use this pattern:
Repeat harm tracking
Link related reports and flag repeat issues to prompt earlier intervention.
- 1. Intake and link to person/location
- 2. Risk prompts and scoring
- 3. Action plan and referrals
- 4. Review and escalation
Safeguarding referral
Ensure the right actions, approvals, and information sharing happen safely.
- 1. Record referral
- 2. Risk assessment
- 3. Assign actions and stakeholders
- 4. Review and close with outcome
Sectors that use this pattern
Hero domains using this pattern
How the platform implements this pattern
Case Cloud supports safeguarding with controlled workflows, risk prompts, and secure information handling—so teams can act consistently and collaboratively.
Risk prompts and repeat patterns
Make risk visible, not hidden in notes.
- Structured risk questions
- Linking cases to people/locations
- Dashboards for repeat harm and hotspots
Secure collaboration
Share safely with the right people.
- RBAC and restricted fields where needed
- Audit trails for access and changes
- Referrals and action tracking
Role-based benefits
Why each role should care about this pattern:
For Heads of Service
- Consistent safeguarding actions across teams.
- Early warning visibility for repeat harm.
- Clear governance and accountability.
For Governance
- Access controls and audit trails for sensitive data.
- Clear records for compliance and oversight.
- Reduced risk from inconsistent processes.
Configuration & extensibility
Balance flexibility and control: configure risk prompts, escalation thresholds, and access rules with clear governance.
Governance controls that keep things safe
- RBAC and restricted access for sensitive fields
- Change control on risk models and prompts
- Audit logs and retention policies
Case studies
Ready to apply the Risk, vulnerability & safeguarding pattern?
See how Case Cloud implements it with templates, workflows, SLAs, and dashboards.