- Log into your School Manager account.
- Click on ‘Admin’ shown on the landing page at the top to the left of your profile icon.
- To the left of the page, select ‘Compliance Management' and the select 'Policy Manager’
At the top you will see an overview of policy status:
Followed by your Policy List:
You can view the status in several ways:
- Use the search bar to identify an individual policy and it's status
- Use the status drop down to find all policies with a common status
- Use the arrows in the Policy Status column to group all policies in order of status
Status filters
In Progress - This status will display when a policy has started to be created, but the policy has not been published. This status can be displayed on both statutory and good-practice documents.
Migrating - School managers can use this to migrate existing policies from other formats into the system. The migration flow tracks approval and reading status but doesn’t trigger tasks.
Awaiting approval - This status will display when a policy has been published but there are members of the approval team that are yet to approve the policy. Won’t ever display if no approval team was formed whilst creating the policy.
Assign readers – This refers to Trust pre-approved policy has been sent to an individual school which then a school has to assign Reading Team.
Awaiting reading - This status will display when a policy has been published and approved by the approval team, but there are outstanding members of the reading team who are yet to read the policy.
To review - This status will display when the review date that was set when the policy was created has been met. It lets the user know they need to review the policy.
Complete - This status will display when a policy has been published, and all approvers and readers have approved or read the policy. This will also display if no approvers or readers were ever assigned.
To be created - This status will display on our statutory policy placeholders that are yet to be created by the school manager.