Filtering and Monitoring Standards Checklist 2026/27 (including generative AI)

An editable checklist for working through the DfE's four filtering and monitoring standards with your SLT, DSL, IT support and responsible governor. 2026/27 edition, checked against the standard as updated on 16 September 2026.

What's new in this edition

• The generative AI expectations added in June and August 2026: scoping your use of generative AI, recording whether your system can handle real-time, dynamic, personalised and AI-generated content, and assessing AI products against the DfE Generative AI product safety standards
• The September 2026 link to your statutory duty under Keeping children safe in education to keep children safe online as well as offline
• Who approves and documents temporary exceptions, and the DSL's role in assessing them
• New review triggers, including when new devices or generative AI tools are introduced

What's inside

• A one-page summary of what's changed since the October 2024 version
• All four standards set out as tick-and-evidence tables: roles and responsibilities, the annual review, filtering, and monitoring, with the 2026 changes clearly marked
• For every line: whether you meet it now, your evidence, or the next step and who owns it
• Current position, target and evidence boxes for each standard
• A sign-off table for SLT, the DSL, IT support and the responsible governor

Editable Word document, 9 pages, landscape. Keep the completed checklist with your review record.

Pair it with our free guide in the community: Filtering, monitoring and generative AI: what the updated standard asks of schools.

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