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Creating a statutory policy

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'.

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

  • 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.