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Edit a policy’s draft

For Manager, Owner

  1. Open the policy and tap Edit the draft.
  2. Change the wording where your home works differently. Text in square brackets is still to fill in, or fills from Settings.
  3. A section marked “(if this applies)” can be left out: tap Doesn’t apply here, say why, then Leave it out.
  4. Tap Save as you go, or Save and finish when you’re done.

Editing a live policy changes its draft only. The live version stays until the new draft is approved.

When it’s done

The draft shows your wording, with your details filled in. “Last edited by” has your name.

If it doesn’t work

  • It says someone else changed the draft: reload the page to see their changes, then make yours again.
  • It didn’t save: copy anything you can’t lose, reload and try again.
  • It says only sections marked “(if this applies)” can be left out: change the wording of that section instead.
A draft policy, with Edit the draft.
CareRecorda · For CQC-registered care homes in England
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