Policies in iCareNZ are fully version-controlled and support staff acknowledgement workflows. This guide walks you through the full lifecycle.
Creating a new policy
Go to the "Policies" section from your manager dashboard. Click "Create Policy." Choose a title, category (Clinical, Medication, Health & Safety, HR, etc.), and policy type. Write the content directly in the editor or upload a document.
Setting effective and review dates
Every policy needs an effective date (when it comes into force) and a review date (when it must be reviewed). The system will send reminders as the review date approaches.
Publishing
Once the policy is ready, click "Publish." This makes it visible to all staff. If acknowledgement is required, staff will receive a notification to read and acknowledge the policy.
Version management
When updating a published policy, the system creates a new version. Previous versions are preserved in the audit trail. Staff must re-acknowledge if the policy content has changed.
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