Log into your account and select the correct access level:
- 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 'Statutory' from the pop up options. - Depending on the options you choose you will navigate through up to 4 steps to create the policy:
- You'll navigate through 4 steps in order to create the policy:
1. Configure:
Use the dropdown to select a statutory policy which has not been created, before clicking on the blue button to download the template.
- When the template opens, click on the 'Edit a Copy' button.
- Follow the steps shown within the document to customise the policy.
- Once your template is saved, attach it by clicking the 'Choose File' button.
- Fill out the 'Document name' field.
- Add the 'Review date' by clicking on the calendar icon - ensure this matches the review date stated in your template.
- Enter the 'CPD Hours'. This will add to the total CPD hours of all readers and approvers.
- Select who will be responsible for the policy from the drop down. You will be selected automatically but you can choose to unselect yourself. You can select up to 3 users to be responsible for the document.
- Select the appropriate requirements by using the tick boxes.
- All statutory policies will have 'Requires approval' ticked by default.
- Once you're happy that the details are correct, click 'Save and continue'.
2. Approval Team
- Filter by group using the drop down, or select individuals from the left hand column.
- When you have selected all those you wish to assign to the approval team, click on the single, right hand arrow.
- 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. When you have selected all those you wish to assign to the reading team, click on the single, right hand arrow.
- 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.