How do I add or edit a policy?

Overview

The Policy Module makes it easy to create and manage policies in one central location. You can add new policies or edit existing ones, working through the tabs to complete all necessary details.

Adding a New Policy

1. Navigate to the Policies screen

2. Click the Add button

3. Work across the tabs to complete the policy details

Editing an Existing Policy

1. Navigate to the Policies screen

2. Locate the policy you want to update

3. Click Edit and work across the tabs to make changes

Policy Details Tab

Complete the key details for the policy:

• Policy Name - give the policy a clear title.

• Reference - add a reference number or code (optional).

• Owner - assign one or more staff members responsible for the policy.

• Compliance - link the policy to relevant compliance requirements, if applicable.

Policy Content Tab

Choose how to add the policy content:

• Write Directly - type or paste the policy text into the editor.

• Upload Document - upload a file (e.g., PDF, Word document).

Workflow Tab

Configure how the policy is managed:

• Review Cycle - set how often the policy should be reviewed (e.g., annual, biennial).

• Restricting Access - choose whether all staff can view the policy, or limit access to certain roles/departments.

• Approval Process - set who needs to approve the policy (e.g., senior leaders, governors, trust).