Policies & procedures — overview

Realm-wide policy documents — versioned, with read receipts and a built-in stale-review trigger.

Policies & Procedures are realm-wide documents — Safeguarding, Medication, Infection Control, GDPR, and so on. Every signed-in member of your realm can read them; only realm admins can publish or edit.

Where policies live

  • Top-levelPolicies & Procedures in the side menu, available to every user.

  • Per- — the same policies surface inside every area under its Policies tab, scoped to that area's context. Same documents, different entry point.

What's on every policy

  • Title and body — body uses the same rich-text editor as About sections.

  • Folder — optional. Group related policies (e.g. "Medication", "Safeguarding").

  • Read receipts — staff who have marked the latest revision as read appear on the "Read by" list.

  • Audit trail — every revision is preserved separately. Auditors can browse the history.

Same engine as About

Behind the scenes, Policies share the same data model as About sections — the only difference is the scope (realm-wide vs area-specific). The revision, read-receipt, and folder behaviour is identical.

Last updated 21 May 2026 · by Carerealm · Suggest a feature or change to this article
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