Get an overview of Policies and Procedures, including how to create, manage, and access policies across your organisation.

Learn how to configure the Policies and Procedures module, setting up permissions, notifications, and access for staff.

Discover how to configure the emails sent from the Policies and Procedures module, controlling notifications and alerts for staff.

Learn how to add or edit a policy, allowing you to create new policies or update existing ones for your organisation.

Find out how to classify a policy, helping you organise and categorise policies for easy access and management.

Learn how to make someone the owner of a policy, assigning responsibility for managing and updating the policy.

Discover how to restrict a policy to certain users, controlling who can view or access specific policies in your organisation.

Learn how to get staff to agree to policy changes, ensuring acknowledgment and compliance across your organisation.

Find out how to get your governors to approve a policy, ensuring formal review and sign-off within your organisation.

Learn how to share policies from the trust with schools, enabling consistent access and management across your organisation.

Discover how to set policies to be reviewed regularly, ensuring they remain up-to-date and compliant over time.

Learn how to archive a policy, moving it out of active use while keeping it stored for record‑keeping and reference.