Introduction to Policy Manager

In this guide we'll cover:

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'.

ℹ️ Only school managers and school group managers can access and or create a policy through the Policy Manager feature.

There are two types of policy you can construct:

1. Statutory Policy

Statutory policies have been pre-populated in your policy list based on your school type.
Statutory policies include a template that can be customised according to your organisation. These templates automatically update in line with changes to law and regulations.
You can choose to edit these up-to-date templates provided or upload your school's existing template.

2. Good Practice Policy

A good practice document is anything that is not DFE Statutory.
You can choose a template from our library of up-to-date policies, or you can create your own custom policy using your school's existing template.

When creating a policy you will be asked to fill in some details including:

Choose File – this is where you select the policy which you wish to upload. If you have used a template to create the policy, this will be the saved version/

Document name - please insert the name of your policy. This will be auto populated with the name of policy if you have you selected one from the Policy List page.
Review date - This is the date that the policy will need to be reviewed. For example, a review date could be a month, 6 months, or any date in the future.
Reader CPD Hours / Minutes – Please add in how long you expect this Policy to take to read.
Who will be responsible for the document – The creator of the policy will automatically be selected as the responsible person but this can be changed. You can select up to 3 individuals.
Assigning a Reading Team - The purpose of creating the reading team is so that as school manager you can assign members of staff to read a policy to stay compliant. Creating a reading team is not mandatory for a policy but most will have a reading team assigned. If you wish to include a reading team or person just select this by ticking this as shown below.
Assigning an Approval Team - These are users who will be assigned to approve or decline the document. Your approval team tends to be your governors and/or SLT – the people who would check your policy over and suggest any amendments before it gets sent to the reading team. The selected users will have a task created into their “Task List” via there To Do page and will be emailed to confirm a document has been created.

Policy manager allows you to construct policies for your school, manage who is responsible for them, assign individuals to approve the policy, before assigning individuals to read the policy.