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 'Add new policy':
- Click the blue 'Add new policy' button
- You will navigate through up to 4 steps to create the policy:
1. Configure:
- Choose the Policy Upload type:
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 document.
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- 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.