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How to Amend a Policy

Some Group Level policies require organisation specific detail to be added or edit to make them fully applicable to each setting. 

When creating a policy, a School Group Manager can make the policy amendable if this is the case.  The School Manager at each organisation must then amend the policy to accordingly


 

  • A task to amend a Group Policy will appear in your Task List:

  • To amend the policy click into the task 
  • Download the amendable policy document
  • Details that should be amended to suit your school will appear in blue underlined text.  
  • Blue bold text and Grey highlighted text should also be checked as per step 3 of the policy directions. 
  • Once the amends have been made, save a copy of the policy document.
  • Attach the policy document.
  • Choose from the policy options:

 

  • If selected, the next step is to select your Approval Team if required: 
    • Click on the users you wish to assign to each team and click on the right pointing arrow.
    • To remove users from each team, highlight their name and click on the left pointing arrow.


  • If selected, you now need to select the Reading Team:
  • Use the radio buttons to toggle between assigning either 'Individual Users' or 'User Groups' as the Reading Team.
  • For Individual Users:
    • 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 Reading team.
  • For User Groups: 
    • Use the drop down and tick against all the User Groups you wish to add to the Reading Team


  • Once you’ve reviewed the details click on 'Publish Policy'.  
  • If Reading and / or Approval were required, the team(s) will be notified.