How do I Appoint Compliance Managers?

Policy Manger

Luke

Last Update 2 years ago

Compliance Manager: 

Policy Manager introduces a new role for a user called the Compliance Manager. 

This role would allow a user the responsibility to upload and manage your schools policies/documents. 

We recommend appointing a small amount of Compliance Managers.



Master Users have the same abilities as a Compliance Manager - both will be able to access the Policy Manager dashboard, which provides a real-time depiction of your school's progress towards compliance.


To add a Compliance Manager; your Master User or a User Manager needs to go into your account area (person icon in the top right) followed by 'Manage users'. This will display a list of all users within your school account - select 'Create new user' and input their details, making sure 'Compliance Manager' is ticked. You can also edit an existing user by selecting the edit icon ("i") to the right of that user. 



There are three separate user roles within Policy Manager:

Compliance manager - responsible for the creation and maintenance of a document

Approval team - Those who have approval responsibility during a document's set up

Reading team - Those who need to acknowledge their understanding of your school's documents


A standard user to The School Bus does not need to be assigned as a "compliance manager" to approve/read policies.  


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01625 464420

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