How do I make someone the owner of a policy?

Assigning a Policy Owner

1. Navigate to the Policies screen
2. In the list of policies, click the Edit Pencil to edit the policy
3. In the Details or Workflow section (depending on your setup), locate the Owner field
4. Select one or more staff members to assign as policy owners
5. Save your changes

What Ownership Means

• Editing Rights: Owners are the only people who can edit the policy.
• Responsibility: Owners are accountable for updating the content, scheduling reviews, and managing approvals.
• Reminders: Owners will receive reminders when the policy is due for review or requires action.

If No Owner is Set

• All users with Policy Administrator rights will be able to edit the policy.
• This can be useful for trust-wide or shared policies but may reduce clarity about responsibility.

Best Practice

• Always assign at least one owner to each policy.
• For key policies, consider assigning multiple owners (e.g., a senior leader and a department lead) to provide backup.