Your documents will require reviewing based on the review date you set when first uploading a document. The person responsible for the document will be notified in the run up to the documents review date (they will be emailed 2 months, 1 month, 1 week and on the day of review).
Select the policy placeholder from the main Policy Manager page.
You will need to be logged into your school manager account.
- Once logged in Click on ‘Admin’ shown on the landing page at the top to the left of your profile icon.
- To the left of the page, select ‘Manage Policies’
You will now see the below detail this is the front detail of your Policy Manager access.
The above radial circles give you a high-level number of policies and the stages they are currently at.
To view the current policies showing under Requires Reviewing you can use the filter option or filter toggles along the top of the placeholders.
To just search for Policies in need of review select the filter option and pick the sub filter within this - To review
You will now be able to see that all the policies with the status To Review are now only visible and updated in the sub category under Policy Status.
From here you can now put all your To Review policies in date order
You can now view each Policy and Manage reading team currently assigned to each policy.
To see this detail go to the category selection shown as Action and click on the three vertical dots at the end of each policy.
If you select view it will take you to the page (below image) showing the full details of the document created, including a list of all Approval Team and Reading Team who are currently attached to this Policy.
If you need to change any of the current listed Approval Team and Reading Team assigned or shown you can do this by clicking the button Manage reading team
On selecting this, it will take you to the Manage Readers or Manage Approver depending on which Manage Team button you have selected.
You will now have the option to add or remove users from either the current shown Approval Team and/or Reading Team, you do this by selecting the user or User group and highlighting each choice by selecting them which will turn blue, you can now transfer them over to the new list under Reading Team or Approval Team list.
If the approval team have all approved the documents – you will not be able to edit that team.
Once all new and unneeded users are corrected you will need to correct the review date which will now be the new deadline date to when the list of Approval Team and Reading Team must review/amend/approve the policy.
Now you have added the new review date, to verify the changes click the save option at the bottom of this page.
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This will now take you back to the confirmation page, but will now show the updated user changes for either the Approval Team and/or Reading Team, the new request for these users to action will now be in there individual Task Lists, along with this you can even send a reminder email to each user by using the Send Reminder option.