Upload a Policy.

Uploading policies in Care Monitor is done through the Staff and HR Menu.

1. First Click on Staff and HR.
2. From the Staff and HR Menu, on the left, choose “Add policies and View Audit”
3. This Policy screen will open.
4. Click Get Document and then find the policy you want to upload.
5. It is always best to use PDFs as not all of the users will have Office on their PC. A PDF can usually be opened on any pc.
6. Next write in some detail, like: “Manual Handling Policy 2023”.
7. Then Click Upload Document Now, and your policy will be uploaded and available to all staff inthe Staff Menu.

Note 1: You will also see on this page the audit trail of people who have opened the policies, and the date they opened them.
Note 2: If you want to archive a policy (possibly because you are uploading a later updated version), right click on the name of the policy and click “Archive”.

Read a Policy.

Staff may be required to read policies.

1. When a staff member wants to read a policy, they need to go to the Staff Menu
2. From the menu on the right, they can click on View Policies.
3. A list of all the policies appear.
4. To download and read the policy they need to just click on the name of the policy, and it will open in the program it was created with.
5. This also records an audit that that user opened the policy.

Sign a Policy.

Staff may be required to sign policies.

1. When a staff member wants to sign that they have read a policy, they need to go to the Staff Menu
2. From the menu on the right, they can click on Sign Policies.
3. The Policy Signing Form appears
4. They then choose the policy from the drop-down list.
5. Only policies that they haven’t yet signed appear.
6. The details of the policy appear when you choose your policy.
7. They need to click to confirm that they have read, understood, and are willing to implement the policy
8. Then they click Save

NOTE: An audit of the policies which are signed, and by whom and which date is available in the Staff and HR Menu

View Policy Signatures.

An audit of the policies which are signed, and by whom and which date is available in the Staff and HR Menu

1. From the Staff and HR Menu, on the left.
2. Choose “View Policy Signatures”
3. The Signatures screen will open.
4. Choose the policy you are interested in from the dropdown list.
5. The policy details will appear.
6. A list of the staff who have signed it also appears.