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Adopt policies

For Manager, Owner

  1. Open Policies. The ones that apply to your home are listed from your answers about your service.
  2. Tap Adopt everything that applies, or open one and tap Adopt this policy.
  3. A policy that doesn’t fit your home: tap Mark not applicable and say why.
  4. An adopted policy is your draft. Fill in its gaps, send it for approval, and approve it to make it live.

When it’s done

The policy is your draft, ready to fill in and approve. Nothing is live until it’s approved.

If it doesn’t work

  • A policy you need isn’t listed: look at your answers about your service again. They choose what applies.
  • Mark not applicable is refused: that policy applies to every home.
  • You marked one by mistake: open it and tap This applies after all.
Policies for a manager: what applies, and Adopt everything that applies.
CareRecorda · For CQC-registered care homes in England
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