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Creating a good practice policy

Log into your account:

  • Log into your School Manager account.
  • Click on ‘Admin’ shown on the landing page at the top to the left of your profile icon.
  • Click on 'Compliance Management' in the left hand navigation.
  • Select 'Policy Manager'.  

Click '+ Create policy':

  • Click the button and select 'Good Practice' from the pop up options.
  • Depending on the options you choose you will navigate through up to 4 steps to create the policy:

1. Configure:

Choose the Policy Upload type - either from scratch as a custom policy or link it to one of our recommended templates:

 

To use a template:

  • Find the relevant template from the dropdown.
  • Click to download the template. It will open in a new tab.
  • When the template opens, click on the 'Edit a Copy' button.
  • Follow the steps shown within the document to customise the policy document.
  • Once your template is saved, attach it by clicking the 'Choose File' button.

OR

To create a custom policy:

  • Use the 'Choose file' function to locate and attach your policy own document.

 

After the policy document has been attached - either custom, or from a template:

  • Fill out the 'Document name' field.
  • Add the 'Review date' by clicking on the calendar icon - ensure this matches the review date stated in the uploaded policy document.
  • Enter the 'CPD Hours'. This will add to the total CPD hours of all readers and approvers.
  • Select up to 3 individuals who will be responsible for the document.
  • Select the appropriate requirements by using the tick boxes.
  • Once you're happy that the details are correct, click 'Save and continue'.


2. Approval Team

  • If you ticked 'Requires approval' you will be asked to assign the approval team - these are individuals who will be able to accept or reject the document and comments against it.
  • Select individuals from the left hand column. You can use the search and filter options to help find individuals quickly.
  • Click on the single, right hand arrow to add the selected individuals to the approval team.
  • Select an 'Approval deadline' and click on 'Save and continue'.

3. Reading Team

  • If you ticked 'Requires reading' you will be asked to assign the reading team - these are individuals who must confirm that they have read and understood the document.
  • Select individuals from the left hand column. You can use the search and filter options to help find individuals quickly.
  • Click on the single, right hand arrow to add the selected individuals to the reading team.
  • Select a 'Reading deadline' and click on 'Save and continue'.

4. Confirmation

  • You will see a summary of the policy where you have the option to download or review. 
  • If you are you are happy with the details, click on the 'Publish policy' button.
  • The assigned Reading Team and Approval Team will be notified and will see this within their To Do area and Task List.