Creating a good practice policy as a School Group Manager

Log into your account and select the correct access level:

• Log into your School Group 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'.  
• To create as a School Group Manager ensure you have selected 'Group Admin'.

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. Distribution

• Creating a policy at Group Level allows you to choose which schools the policy will be distributed to.
• Tick against the schools that you wish the policy to be distributed to.
• Click 'Save and continue'.

3. Approval Team

• All statutory policies require approval.
• Search, filter by group using the drop down or select individuals from the left hand column.
• 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'.

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.
• If you selected '
• The assigned Approval Team will be notified and will see this within their To Do area and Task List. 

If 'Requires reading' is ticked, the status will show in each school's policy list. The Reading Team will be assigned by School Managers within each organisation.