How do I force a policy to be reviewed on a regular basis?

Overview

To ensure policies remain up-to-date and compliant, the Policy Module allows you to set a regular review cycle. This automates reminders and keeps policies current without manual tracking.

Setting a Review Cycle

Navigate to the Policies screen
In the list of policies, click the Edit Pencil to edit the policy
Navigate to the Workflow tab
Locate the Review Cycle option
Set the desired frequency, such as annual, biannual, or another interval
Save your changes

Configuring Timescales

The exact timescales for review cycles can be configured in Settings (via the cog ⚙️ menu).
This ensures that the system automatically calculates the next review date and sends reminders to the policy owner and relevant staff.

What Happens Next

Staff responsible for the policy will receive notifications when the review is due.
Reminders continue until the policy has been reviewed and updated.
The review date is recorded in the system, maintaining a clear audit trail.

Best Practice

Set high-priority policies (e.g., safeguarding, health & safety) to annual review.
Less critical policies can have longer review cycles, but ensure no policy remains outdated.
Check review settings periodically to ensure reminders and timescales remain aligned with school or trust requirements.