Migrating a good practice policy

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'.

Click on 'Migrate existing policy' at the top of the Policy List:

You'll navigate up to 4 steps in order to migrate the policy:  

_{Note - only 2 steps will appear initially. The ''Approved by' and /or Read By' steps will appear if you tick against the 'Requires approval' and/or 'Requires reading'.}

1. Configure:

• Attach the existing policy 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 policy document.
• Enter the 'CPD Hours'. This will add to the total CPD hours of all readers and approvers.
• Select up to 3 individuals who will be responsible for the document from the drop down. You will be selected automatically but you can choose to unselect yourself. 
• Select the appropriate requirements by using the tick boxes.
  • Tick 'Requires approval' if the policy previously required approving.
  • Tick 'Requires reading' if there previously there were certain members of staff who were required to read the policy. 

• Once you're happy that the details are correct, click 'Save and continue'.

(2. Approved by:)

• If you ticked 'Requires approval' you will need to add the members of staff who previously approved the document.
• Filter by group using the drop down, or select individuals from the left hand column.
• When you have selected all those who originally approved the policy document click on the single, right hand arrow. 
• Click on 'Save and continue'.
  
  

(3. Read by)

• If you ticked 'Requires reading' you will be asked to add the staff members who were previously required to read and understand the policy. 
• Select individuals from the left hand column. When you have selected all those you wish to assign to the reading team, click on the single, right hand arrow. 
• Click on 'Save and continue'.
  
  

4. Confirmation

• You will see a summary of the policy where you have the option to download or review.
• _{If you didn't tick 'Requires approval' and/or 'Requires reading' you wont see the green and blue dials on the right hand side.} 

• If you are you are happy with the details, click on the 'Migrate policy' button.
• You will see the status change to 'Complete', the policy sharing link will become visible, and the creation date will reflect the date that the policy was migrated.