POLICIES · HOW TO

Use Policies with confidence from start to finish.

Use this guide to adapt a policy template into an organisation-specific controlled document that is ready for proper review and approval.

Open Policies Read the steps

STEP-BY-STEP

How to get the best from Policies

Work through these stages in order. They are designed to reduce rework and help you make better use of the creator and preview.

1Open Policies and choose the policy that matches the organisation’s actual service.
2Replace every placeholder with accurate organisation information.
3Review responsibilities, procedures, risks and relevant references.
4Check that the wording reflects what the organisation really does in practice.
5Record ownership, approval, issue date and next review date before putting the policy into use.

BEFORE YOU FINISH

Four checks worth making before purchase or use.

A polished preview is most useful when the information, purpose and practical details are right too.

Does the policy match the real service?

Are responsibilities assigned clearly?

Are procedures practical and current?

Has an authorised person approved it?

READY TO CREATE?

Put the guidance into practice now.

Open Policies, personalise the content, review the preview and only add the finished resource to your basket when you are happy with it.

Open Policies

Important

Use this guidance as practical product support. Review professional, legal, safeguarding or publishing content against the real situation and current requirements before final use.