How to perform a major update on an Amendable Policy

When an amendable policy is updated, the new policy only displays and replaces the previous policy once the Group Level update has been approved.

Once Group Level approval has been given, any previously amended versions at school level will expire and the policy status returns to ‘requires amending’.
A ‘Group policy to update’ task is added to the task list of those who were responsible for the amended school level policy.

Click into your 'Admin' area.
Select 'Compliance Management' and 'Policy Manager' from the left hand navigation.
Find the amendable policy that you wish to update in your policy list.
Click on the 3 dots and select 'Update policy.'
Select 'Major Update.'
Download the 'Policy Template' – this will be the most up to date version of the policy template. _{You also have the option to download the current policy version which will include any previous amendments made.}
Make any changes necessary to the policy document before saving.
Attach the policy document using the file selector.
Adjust the document name if required.
Select the users who will be responsible for the policy. By default, you will be selected, but you can choose to remove yourself if you wish, and select up to 3 people from the drop down.
Choose a Review Date.
Input the CPD hours.
Select from the options at the bottom. Requires approval is ticked by default on all statutory policies.
Click 'Save and continue.'

Since we’re updating the policy we can make limited changes on the policy distribution page.

You can:

- View which schools the policy is currently distributed to.
- Add additional schools to this distribution list but are unable to remove schools from the distribution list who have previously been assigned the policy.

You cannot:

- Change whether or not schools are required to amend the policy. These settings will be retained from when the policy was first created.
Add the deadline for School Managers to amend the policy. A task will be added to the task list of School Managers at the distributed schools.
Click 'Save and continue.'

Since approval is required we must now select the approval team.

Click on all those you wish to approve the policy at group level and click on the right hand facing arrow
The platform automatically allocates an approval deadline, but you can amend this if you wish.
Click on Save and continue.

On the confirmation screen you will see an overview of the policy.

Once you’ve reviewed the details, click Publish
The policy status will show as 'awaiting approval’ and a task will added to the task list of all those we selected for our approval team.
Once the group level approval team have approved the policy the status will change to ‘requires amending’.

A task titled ‘Group policy to update’ is added to the task list of those who were responsible for the amended school level policy.

Clicking into this task will enable those with responsibility for the policy to download and amend the policy so it fits the requirements of the setting. They will also be prompted to select the school level Approval Team and Reading Team if required. Once the updated policy has been published, the Approval Team and Reading Team will be notified respectively.