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Creating a statutory 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'.

Access level drop down graphic

Locate the policy and customise the policy document

  • At the top of the Policy List you'll see statutory policies which have not yet been created are shown in the Policy List by default with the following status:   
  • Click on the 3 dots next to a named policy and select 'Create policy'.
  • You'll navigate through 4 steps in order to create the policy:

 

1. Configure:

  • 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.
  • 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 document 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. 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'.

ℹ️ Once the policy has been approved it will appear in the policy lists of the schools selected.

 

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'.

ℹ️ Only School Group Managers and School Managers can approve Group-Level policies

 

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.