Updating a policy created at Group Level

A minor update will edit the existing policy version. Reapproval will not be required.

A major update will create a new version of the policy. If approval is required, all approvers will need to re-approve the new policy. The existing policy will remain published until the new version is approved

• 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'.  
• Ensure that 'Group Admin' is selected within the access drop down.

• Within the Policy List you will see all policies that were created at Group Level. Find the relevant policy. You can use the search or filter options to locate this quickly.

Performing a Minor Update:

• Click on the 3 dots aligned with the name of the policy and select 'Update Policy'.
• Select 'Edit Current Version (Minor Update)' before clicking the 'Continue' button.
• You can edit:
  • Document name
  • Review date
  • Reader CPD Hours
  • Individuals responsible for the document
  • Website requirement
  • Mandatory status
• When you're happy with the changes made click the 'Update policy' button.

Performing a Major Update:

• Click on the 3 dots aligned with the name of the policy and select 'Update Policy'.
• Select 'Create New Version (Major Update)' before clicking the 'Continue' button.
• Within the Policy Details screen you can change all settings unless the policy is statutory which prevent you from changing the 'Requires approval' setting.
• Once you are happy with the settings click 'Save and continue'.
• Review the 'policy distribution' using the drop down and click 'Continue'.
• If the policy requires approval select the Approval Team by highlighting the relevant individuals before clicking on the single right handed arrow.

               ^{ℹ️ Whilst you can tick ‘Requires reading’, you cannot assign the Reading Team as a School Group Manager.} 

• Once you're happy with your chosen settings click 'Save and continue'.
• You'll see a summary of the policy settings. All versions of the policy will appear in the version drop down.

• • If the policy requires approval the current version will remain live until approval is complete. Once approved the updated version will become live.
  • If approval is not required the updated version will become the live version.