Help centre
Policies & procedures
Realm-wide policy documents — required reading, revisions, read receipts.
Policies & procedures — overview
Realm-wide policy documents — versioned, with read receipts and a built-in stale-review trigger.
Publishing a policy
How realm admins add a new policy and what happens to staff at publish time.
Required reading on policies
How Carerealm tracks who has read each policy, and how to chase outstanding reads via workflows.
Revising a policy
Editing a policy creates a new revision and resets read receipts so everyone re-reads.
Annual policy review
Carerealm can flag stale policies via a workflow — set up the trigger and pick the follow-up.
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