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Club Administrator - Confirming Club Details - Video Changes to the Disclosure and Barring Service (DBS) Update Service – January 2025
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County Board Administrators - Safe Hands CRM Dashboard & Reporting Screen Shots Follow

Below are a number of views and reports which are available to you in CRM.

 

  1. Weekly Report Functionality

Each Monday, an automated report from the system will be sent out.

Outlining, the “below fields”

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2. Accessing CRM

https://shms.crm4.dynamics.com/ 

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Club Officials Overview Part 1

Dynamics – Dashboard

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Club Officials Overview Part 2

Dynamics – Dashboard

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Club Compliance

Dynamics – Dashboards – Club Overview - : View Records

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Club Profile

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Club Official Invitation

Dynamics – Club Evaluation – My Active Views – Invited Officials by CCB

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Club Official DBS Compliance Shared View

Dynamics – Club Evaluation – My Active Views – Accepted Officials – No DBS

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Related articles

  • Requesting Access to ECB System including SHMS CRM
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  • DBS County Update October 2023
  • Requesting Access to ECB System including SHMS CRM
  • Onboarding Request - Pre-Validated Club - Video
  • Onboarding Request - New Club - Video
  • Onboarding Request - Pre-Validated Club
  • Onboarding Request - New Club
  • County Board Administrators - Safe Hands CRM Dashboard & Reporting Screen Shots
  • County Board - Benefits of Safe Hands Management System

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