Glossary

The words Policy Core uses, in plain English. Where a word has its own page, it is linked.

Administrator

A person who looks after people, roles, settings and Care Core, and can do everything a manager can. See Roles and permissions.

Appendix

A document that belongs with a policy, labelled Appendix A, B and so on. Also the general word for any form, template or reference document attached to a policy. See Adding appendices, forms and templates.

Archive

Take a policy out of use without losing its records. See Archiving, restoring and deleting.

Audience

The people a policy applies to. See How "who has to read it" is decided.

Carried forward

A reading counted for a corrected version because the person had read the one before, and the correction did not need re-reading. See Changing a policy that is already published.

Care Core

The system that holds an organisation's staff, teams and the people it supports. Policy Core can read staff and teams from it. See Connecting Care Core.

Category

A group for policies, such as "Health and safety", used to filter lists.

Compliance (page)

The pages showing who has read each policy. See Following up: who has read it.

Confirmation

A person recording that they have read and understood a version. The unit of evidence. See What a reading record shows, and what it does not.

API key

A secret code that lets one system read information from another. Policy Core uses one, with read-only permissions, to read staff and teams from Care Core. API stands for application programming interface.

CSV

Comma-separated values: a simple spreadsheet file that opens in Excel and similar programs.

Draft

A version that is still being written. Only managers can see it. Nobody is asked to read it.

Form

An appendix that people fill in, kept as written text or as a file.

Item

The fourth and lowest level of a part, numbered like 1.1.1.1.

Job title

The title of someone's job, as recorded. Policies can be applied to people by job title.

Major version

A version that changes what people should do, so everyone must read it again. 1.0 becomes 2.0.

Manager

A person who writes and publishes policies and follows up who has read them.

Minor version

A correction that did not need re-reading. 1.0 becomes 1.1.

Outstanding

Required to read the current version and has not yet.

Owner

The manager responsible for keeping a policy up to date.

Paragraph

The third level of a part, numbered like 1.1.1.

Part

A numbered piece of a policy: a section, subsection, paragraph or item. See How numbered parts and permanent links work.

PDF

Portable document format: a document that looks the same on every computer and prints reliably.

Pass mark

The percentage of questions a person must get right before they can confirm.

Permanent link

A link to one part of a policy that keeps working if the policy is reorganised. Made by the link icon beside a part.

Policy

A document your organisation has decided its staff should follow.

Preview

Looking at a draft as a reader would see it.

Published

The version in force. Locked. People the policy applies to are asked to read it. See Publishing a policy.

Reference

An optional code you give a policy, such as POL-012.

Relates to

A note on a part saying which requirement or standard it comes from. See Tracing a requirement to your policies.

Required reading

One person who has to read one policy. Used to work out percentages.

Review

Reading a policy through and deciding whether it is still right. See Keeping policies reviewed.

Revision

One saved state of an appendix. A new one is made when you replace something an earlier published version uses.

Section

The top level of a part, numbered 1, 2, 3. It must have a title.

Subsection

The second level of a part, numbered like 1.1.

Superseded

A version that has been replaced by a newer published one. Kept and read-only.

Sync

Bringing staff and teams in line with Care Core.

Template

An appendix people copy and adapt.

Version

One published (or draft) state of a policy, labelled like 2.1. See Changing a policy that is already published.

Webhook

A message Care Core sends when something changes, so Policy Core can update within about a minute.