Policy Manager MAT Video Guides

This list is of all current video guides to assist with setting up your Central trust level of Policy Manager.  

Introduction to the Trust Level of Policy Manager

Creating User Groups for your Trust Level

Hiding/Deleting Placeholders

Migrating your Policies

Uploading a Statutory Policy to your Trust

Assigning a Statutory to your Academies

Creating a Mandatory Document

Assigning a Mandatory Document to your Academies

Creating a Good Practice Document 

Creating a Group Recommended Document (Good Practice for your Academies)

Amending your Live Document as Migrated   

Editing your Approval Team to Show as Approved

Adding Additional Readers to your Policy

Major/Minor update to a Policy

There are some additional guides that apply to you academies that you can share with them when you have allocated policies:

Allocating Readers to your Trust Approved Document

Downloading a Group Recommended Document Academies to watch from 1m27s

Should you wish to book some time for a web demo, then please book here or contact us on 01625 464420

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