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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'.

ℹ️ A Review Policy task will be added to the task list of those with responsibility for the policy.
This will appear in their Task List automatically 28 days before the policy review date set in the steps above.



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.