The Policy Management module provides schools and trusts with a centralised, end-to-end system for creating, reviewing, distributing, and maintaining policies. It ensures consistency, compliance, and accountability by streamlining how policies are managed across one or multiple schools.
Navigate to the Policies screen
From the top menu, click the cog icon
Select Settings
Choose the Policy Module area to view and adjust available options
Centralised Policy Creation & Ownership
Trust-level (or single school) policies can be authored centrally, with the option for individual schools to adapt or create policies that meet their local context, while maintaining version control and defined ownership.
Approval Workflows
Draft policies can be routed through designated approvers; drafts must be reviewed and approved before becoming official. This ensures oversight and proper governance of the policy content.
Targeted Distribution & Staff Acknowledgement
Policies are distributed to staff based on role relevance. Staff can be asked to acknowledge that they’ve read and agreed to policies. The system tracks who has acknowledged, so nothing slips through.
Automated Reminders & Renewal Cycles
Policy owners are prompted when reviews are due. Reminders chase up outstanding approvals or acknowledgments. Renewal or review cycles are automated, so policies remain current and compliant.
Version & Control Management
All versions of a policy are tracked; changes are recorded. This gives visibility over when policies were created, updated, who approved what, and ensures a clear audit trail.
Review your settings before adding new policies to ensure they align with your school or trust processes.
Keep lookup lists tidy and standardised for easier searching and reporting.
Test reminder and email settings with a small group before rolling them out across all staff.