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Snapshots

Understanding snapshots

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What this is for

A snapshot is a frozen, point-in-time copy of an educator's credential record, captured automatically the moment they leave your centre. It preserves exactly what you held on file on their last day - so if a regulator ever asks who was compliant while they worked with you, the record is still there, unchanged.

A former educator's record, frozen as a snapshot

How a snapshot is created

You do not create snapshots by hand. When an educator is unlinked from your centre - because they resign, finish a contract, or you remove them - CredPass freezes their record at that instant and moves it to your Archive. The snapshot is stamped with the date it was taken and who unlinked them, so the record is self-explanatory later on.

What's inside a snapshot

A snapshot holds the same tabs you saw while the educator was active - credentials, overview, contacts and health - but every value is read-only and marked with a lock. Nothing in a snapshot can be edited, and it never updates again, even if the educator later renews a credential somewhere else. It is a true record of that moment, not a live profile.

Retention and deletion

Every snapshot is kept for three years from the day it was taken, which covers the usual record-keeping window. A banner at the top of each snapshot shows the retention date; in the final 30 days it turns amber and counts down. When the three years are up, CredPass deletes the snapshot automatically - you do not need to clean anything up.

Reading the retention banner

Retained - The snapshot is frozen and stored. Its retention date is still well ahead.
Ending soon - Fewer than 30 days left. The banner turns amber and counts down to deletion.

Good to know

Snapshots live in the Archive, alongside educators you have removed. Open one the same way you would open an active educator.
A snapshot is read-only on purpose - it is your evidence of who was compliant while they worked with you.
If a former educator returns, re-inviting them starts a fresh, live record; the old snapshot stays as history.

Questions

Can I edit or delete a snapshot myself?
No. Snapshots are read-only and are kept for three years, then deleted automatically. That is what keeps them reliable as a compliance record.
Does a snapshot keep updating after someone leaves?
No. It is frozen at the moment the educator was unlinked. Anything they do later - renewing a credential, joining another centre - does not change your snapshot.
Where do I find snapshots?
Open your Archive from the Educators list. Former educators there open as snapshots, with a banner showing when the record was taken.
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