How do I classify a Policy?

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Overview

Classifying policies helps you organise them, link them to specific areas of school life, and make them easier to search and filter. This ensures staff and governors can quickly find the policies that are most relevant to them.

Adding Classifications

When creating or editing a policy, you can assign:

Policy Type - e.g., Safeguarding, HR, Finance, Curriculum.
Policy Area - link the policy to a school area or function, such as Teaching & Learning, Pastoral Care, or Premises.
Other Categories - depending on your setup, you may see additional classification fields that can be linked to lookup lists.

Using Filters

Once policies are classified, you can:

Use filters to narrow down policies by type, area, or category.
Quickly generate reports on specific groups of policies (e.g., all safeguarding policies).
Provide staff with targeted access to only the policies relevant to them.

Configuring Lookup Lists

The available classifications (types, areas, categories) are controlled through lookup lists.
To configure these, go to Settings (via the cog menu ⚙️).
In the Policy Module section, update the lookup lists to match your school or trust’s needs.

Best Practice

Keep your lookup lists simple and consistent so staff can filter policies easily.
Review classifications regularly to ensure they reflect your current school/trust structure.
Use classifications to support compliance reporting and audits.

Related Guides

Policy Management Module - Overview

Adding or Editing a Policy