You need the DSL or Owner role to manage policies and mark them as reviewed.
Setting up the review schedule
When you add or edit a policy, four fields control its review schedule:- Policy Owner — the staff member responsible for keeping the policy up to date. Review reminders go to the owner. Leave this set to DSLs and reminders go to your safeguarding leads instead.
- Review Frequency — how often the policy should be reviewed: Annually, Every 2 years, or Every 3 years.
- Date Ratified — when the current version of the policy was approved.
- Next Review Due — when the next review is due.

Review status badges
The Review Due column on the policies page (Settings → Policies) shows each policy’s next review date alongside a status badge:- Due soon (amber) — the review date is within the next 30 days.
- Overdue (red) — the review date has passed.
- Guidance updated (amber, with a book icon) — government guidance relevant to this policy has changed since it was last reviewed, so a review is recommended even if the date is not yet due. This badge stays until the policy is marked as reviewed, even if the guidance update alert has been dismissed.

Where reminders appear
Dashboard
The Policy Reviews Due section on the dashboard lists policies that are due soon, overdue, or flagged for a guidance update, along with their review date and owner. Policies listed only because of a guidance update drop off once that alert is dismissed — those that are due or overdue stay.
Daily digest email
The daily digest includes a count of policies due for review, with a link straight to the policies page.

Marking a policy as reviewed
When a review is complete, record it in Signal so the badges clear and the next review date is set.
Running an AI review does not mark a policy as reviewed. The AI review is a tool to help you carry out the review — completing it is always a human decision, recorded with Mark as reviewed.
