Show 'Created' column?: This will show the date the policy was first created on the main table.
Show 'Compliant' column?: Indicates if the policy meets compliance requirements.
Show 'Statutory' column?: Marks whether the policy is legally required.
Show 'School Website' column?: Shows if the policy is published online.
Show 'Review Cycle' column?: Displays how often the policy should be reviewed.
Show 'Approval Level' column?: This will make the approval level of the policy visible on the main graph. When the policy is created or update it goes through the approval process to ensure the data is correct.
Show 'Type' column: Categorises the policy by type for easy organisation; this will link policies together.
Show 'Area' column: Categories policies by area they are associated with e.g EYFS, or Financial etc
You can configure automated reminders to notify staff about upcoming policy reviews. Options include sending a reminder a set number of days before the review is due, on the due date itself, and daily after the due date until the policy has been reviewed.
You can also specify which day(s) of the week reminders are sent, ensuring notifications align with your organisation’s working patterns
Approval Levels: Enables you to set up approval stages and assign specific staff members from the approval group to each level.
Areas: Allows you to create categories that policies are linked to, helping organise them under clear themes such as Finance or Health and Safety.
Departments: This section enables you to create a department, assigning a department head
Emails: These are system-generated emails used to send reminder notifications to staff.
You can edit the email content to make it more relevant to your setting. If you do not wish these reminders to be sent, you can disable them by selecting the Edit option and deselecting Send email.
Review Cycles: Allows you to set a review cycle that outlines how often a policy should be reviewed or worked on, such as monthly, termly, or annually.
Types: Categorise policies by type for easier filtering, you can create the type here.
Statutory Policies: Use this option to import a predefined set of statutory policies into the system.
Existing Policies: Use this option to import your own existing policies into the system, allowing you to import a file of policies into the system.