Configure how policies are displayed, categorised, approved, and reviewed. Manage reminders, emails, and import statutory or existing policies.

Find out how to classify a policy, helping you organise and categorise policies for easy access and management.

Learn how to set and assign approval levels for policy management.

Learn how to configure the Policies and Procedures module, setting up permissions, notifications, and access for staff.

Discover how to automatically notify staff before, on, and after review dates.

Discover how to configure the emails sent from the Policies and Procedures module, controlling notifications and alerts for staff.

Set how often policies are reviewed to keep them up to date and compliant.

Learn how to group policies by theme or responsibility area.

Discover how to categorise policies for easier filtering and reporting.