Policies

What it is

The school's policy library, with every version kept.

Why it matters

Gives staff one trusted copy of every policy in force.

When to use it

HR publishes and updates policies; staff are asked to sign them.

Who uses it

Administrator

How to get here

1. Sign in as Administrator (see Signing in).
2. In the left menu, click HR to open it.
3. Click Policy documents.

What you see

Policies · click the picture to enlarge

• The list has these columns: Title, Category. Click a column name to sort by it.

Buttons on this screen

• New policy — opens a form to add a new one. See Filling in the form below.

Using the list

Type in the search box to find a row. Use filters to narrow the list. Click a row to open it. More in Lists.

Opening a record

Click any row in the list to see everything about it on one page.

Mobile phone use in class · click the picture to enlarge

Filling in the form

1. Click the New policy button at the top right.
2. Fill in the boxes. Boxes marked with a red * must be filled in (1 on this form).
3. Click Save at the bottom. If something is missing, the box turns red and tells you what to fix.

The form: Policies · click the picture to enlarge

The fields

Field	Type	What to enter, and why
Title *	text	The policy's name, such as Child Safeguarding Policy.
Category	text	Choose the type of policy, from the list.

Types: text — type it in · number — digits only · date — click and pick from the calendar · choose — click and pick one from the list · pick one — click one of the options · switch / tick box — click to turn on or off · long text — type as much as you need · file — click to attach a file from your computer.

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