🔒 Site Admins only – Only users with site admin access can create and edit Policies. If you don't see these options, ask someone with site admin access at your centre to help.
What you can do with Policies
Upload existing policy documents or create new ones in Educa.
Update policies over time – all changes are recorded in the Policy History.
Choose who can see each policy:
Shared with families and teachers (default) — policies are visible to everyone unless you restrict them.
Teacher only — tick this option to make a policy visible only to your teaching team.
Accessing Policies
You can access Policies through the main navigation: Centre > Policies.
Creating a new Policy
Click +New Policy.
Add a clear Title.
Click Attach File to upload an existing policy document (optional).
Include Policy details in the Message field. You can use this field on its own without an attachment, or add extra context to an attached document.
Tick Only Allow Teachers to View if you want to restrict this policy to your teaching team only. By default, policies are visible to both families and teachers.
Click Publish to finish.
Managing and Editing Policies
You can reorder your Policies by using the arrows next to the titles.
Click on the title of a Policy to view and manage it.
From here you can:
Read any comments from families or teachers.
Track the number of Parent Views & Comments to see engagement levels.
Update/Edit the Policy — click the edit button to modify the title, attachment, message, or visibility settings. All changes will be saved in the Policy History.
Click Policy History to view past versions and track edits. This is useful for compliance and auditing purposes.
Click Send Notification to send an email to families and teachers about this policy. Use this when you've published a new policy or made important updates.
Click Share to copy this policy to other Educa sites that you have site admin access on. The copied policy will be independent of the original, but will keep the same visibility settings (teacher-only or shared with families).