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Adding Policies

This guide explains how to add policies to Signal. Policies enable Signal’s AI to provide relevant guidance when staff are creating incidents.

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Prerequisites

You must have an Owner, DSL, Deputy DSL, or Admin role to add policies
Have your policy document ready (PDF or Word format recommended)

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Supported Document Types

For AI analysis to work effectively, upload your policy documents in one of these formats: Recommended:
  • PDF (.pdf) - Best for final policy documents
  • Word (.docx) - Modern Word format
Also Supported:
  • Excel (.xlsx)
  • PowerPoint (.pptx)
  • Plain text (.txt)
  • Images (.jpg, .png) - text will be extracted via OCR
File size limit: 55 MB per file

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How to Add a Policy

1

Navigate to Policies

From the main navigation, click Settings → Policies
2

Click Add Policy

Click the Add Policy button
3

Enter Policy Name

Give your policy a clear, descriptive name that matches your official policy title.Examples:
  • “Child Protection and Safeguarding Policy”
  • “Behavior and Discipline Policy”
  • “Anti-Bullying Policy”
4

Select Policy Type

Choose the type that best describes your policy:
  • Safeguarding Policy
  • Behaviour Management Policy
  • Attendance Policy
  • Anti-Bullying Policy
  • Online Safety Policy
  • Child Protection Policy
  • SEND Policy
  • Inclusion Policy
  • Other Policy
5

Upload Document

Upload your policy document. Signal will extract the text content for AI analysis.
6

Save

Click Save to add the policy to your library

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After Adding a Policy

Once a policy is added:
  1. AI Analysis: Signal processes the document to understand the policy content
  2. Incident Guidance: When staff create incidents that relate to this policy, Signal can provide relevant guidance
  3. Search: The policy becomes searchable in your policy library

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Editing Policies

To update a policy:
  1. Navigate to Settings → Policies
  2. Click on the policy you want to edit
  3. Update the name or type as needed
  4. To update the document, upload a new version

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Replacing a Policy Document

If your policy has been updated:
  1. Open the policy
  2. Click Replace Document
  3. Upload the new version
  4. The previous document will be replaced

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Deleting Policies

To remove a policy:
  1. Navigate to Settings → Policies
  2. Click on the policy
  3. Click Delete
  4. Confirm the deletion
Deleting a policy removes it from the AI analysis. Historical incidents that referenced this policy will no longer have access to its guidance.

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Best Practices

Use Official Names

Use your official policy titles so staff can easily find them

Keep Updated

Replace policy documents when you update your policies

Select Correct Type

Choose the policy type that best matches the content for better AI matching

Start with Core Policies

Begin with Child Protection, Behavior, and Anti-Bullying policies

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Troubleshooting

  • Ensure the document uploaded successfully
  • Check the document contains readable text (not scanned images without OCR)
  • The incident category should relate to the policy type
  • Allow time for AI processing after upload
  • Check file size is under 55 MB
  • Ensure file format is supported
  • Try converting to PDF if other formats fail
  • If uploading a scanned document, ensure it has good image quality
  • Consider uploading a native PDF or Word document instead

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Next Steps

Policy Overview

Learn more about how policies work in Signal

Incidents

See how policies appear when creating incidents