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Clearing your browser cache It is sometimes necessary to clear your browser cache, to remove old settings or application data and to make the page work correctly. This is different for each browser, so please choose your browser from below and follow the steps. Google ChromeOpen Chrome and click the three dots in the top-right corner.Select Delete browsing data (or go to Settings > Privacy and security > Clear browsing data).Choose a time range like All time for a complete cleanup.Check Cached images and files (you can uncheck history or cookies if you want to stay signed in).Click Delete data.  Microsoft EdgeOpen Edge and click the three dots in the top-right corner.Select Settings then click Privacy, search, and services.Look for Clear browsing data and click Choose what to clear.Select Cached data and files.Click Clear now. Mozilla FirefoxClick the menu button (three horizontal lines) in the top-right corner.Select Settings and go to the Privacy & Security panel.Scroll dow

Reading time 3 minsIntroduction Legislative Requirements Regulatory Guidance Statutory Guidance HealthCare Guidance Evidence Based Practice Clinical governance and Safety (NHS) PSIRF Using the Toolkit — Practical Steps Templates & Data Fields (recommended) Monitoring, Audit and Reporting Toolkit Statistics Value Proposition References DisclaimerIntroductionThe Wound Toolkit provides a structured, auditable workflow to record, triage and manage wounds (including pressure ulcers). It supports recording of assessments, photographic documentation, treatment plans, 7‑day review steps, escalation to tissue‑viability specialists and closed‑loop verification of healing progress and preventative actions.Legislative RequirementsCare Act 2014 — duties to promote wellbeing, prevent deterioration and safeguard adults apply where wound management could cause avoidable harm (for example, pressure ulcers). Poor wound care may indicate neglect and must be escalated and recorded. Mental Capacity Act

Reading time 3 minsIntroduction Legislative Requirements Regulatory Guidance Statutory Guidance HealthCare Guidance Evidence Based Practice Clinical governance and Safety (NHS) Using the Toolkit — Practical Steps Templates & Data Fields (recommended) Monitoring, Audit and Reporting Value Proposition References DisclaimerIntroductionThe Visitor Feedback Toolkit provides a structured, auditable mechanism to capture, triage and respond to feedback from visitors (relatives, friends, advocates, health professionals and other external contacts). It supports multiple reporting channels, clear differentiation from complaints or safeguarding referrals, systematic analysis of themes, closed‑loop responses and use of visitor insight to inform service improvement and governance.Legislative RequirementsCare Act 2014 — visitor experience is integral to promoting wellbeing and safeguarding. Providers must recognise visitors as partners in care, treat concerns raised by visitors about quality, neg

Reading time 3 minsIntroduction Legislative Requirements Regulatory Guidance Statutory Guidance HealthCare Guidance Evidence Based Practice Clinical governance and Safety (NHS) PSIRF Using the Toolkit — Practical Steps Templates & Data Fields (recommended) Monitoring, Audit and Reporting Value Proposition References DisclaimerIntroductionThe Subject Access Request (SAR) Toolkit provides a structured, auditable workflow to receive, triage, process and close SARs (including Right to Be Forgotten/erasure requests) in health and social care settings. It balances individual access rights with safeguarding, confidentiality and public‑interest exemptions; supports lawful identity verification, proportionate redaction and robust audit trails; and links SAR activity into governance, safeguarding and patient‑safety processes.Legislative RequirementsCare Act 2014 — not an information‑rights statute, but creates duties (promoting wellbeing, preventing deterioration, safeguarding) that shape SA

Reading time 3 minsIntroduction Legislative Requirements Regulatory Guidance Statutory Guidance HealthCare Guidance Evidence Based Practice Clinical governance and Safety (NHS) PSIRF Using the Toolkit — Practical Steps Templates & Data Fields (recommended) Monitoring, Audit and Reporting Value Proposition References DisclaimerIntroductionThe Staffing Toolkit provides a structured, auditable workflow to record, triage and manage staffing‑related events such as shortages, skill‑mix concerns, rota gaps, excessive temporary staffing use and supervision deficits. It supports operational escalation, workforce planning, governor/board assurance and evidence‑based interventions to reduce risk, preserve continuity of care and protect people from avoidable harm.Legislative RequirementsCare Act 2014 — the Act does not set ratios but creates duties that shape staffing decisions: promote wellbeing, prevent deterioration, protect people from neglect and ensure continuity of care. Providers must

Reading time 3 minsIntroduction Legislative Requirements Regulatory Guidance Statutory Guidance HealthCare Guidance Evidence Based Practice Clinical governance and Safety (NHS) PSIRF Using the Toolkit — Practical Steps Templates & Data Fields (recommended) Monitoring, Audit and Reporting Value Proposition References DisclaimerIntroductionThis Staff Feedback Toolkit provides a structured, auditable mechanism to collect, triage and act on routine workforce insight. It supports multiple feedback channels, clear differentiation from whistleblowing or incident reporting, systematic analysis, closed‑loop responses and use of themes to inform workforce development, quality improvement and organisational governance.Legislative RequirementsCare Act 2014 — staff feedback contributes indirectly to statutory duties: promoting wellbeing, preventing deterioration of care, assuring quality and shaping workforce development. Providers must use staff feedback to identify issues that could affect se

Reading time 3 minsIntroduction Legislative Requirements Regulatory Guidance Statutory Guidance HealthCare Guidance Evidence Based Practice Clinical governance and Safety (NHS) PSIRF Using the Toolkit — Practical Steps Templates & Data Fields (recommended) Monitoring, Audit and Reporting Value Proposition References DisclaimerIntroductionThe Safety Alerts Toolkit provides a structured, auditable framework for receiving, logging, cascading and implementing national safety communications (MHRA, CAS, NatPSAs and related notices). The toolkit supports administrators to record an alert as an event, select affected locations (customisable), and automatically trigger manager tasks for each selected location so local implementation and verification are auditable and traceable.Legislative RequirementsCare Act 2014 — while not safety‑alert specific, the Act creates duties affecting alert management. Providers must: prevent avoidable harm by acting on alert recommendations; promote wellbeing

Reading time 3 minsIntroduction Legislative Requirements Regulatory Guidance Statutory Guidance HealthCare Guidance Evidence Based Practice Clinical governance and Safety (NHS) PSIRF Using the Toolkit — Practical Steps Templates & Data Fields (recommended) Monitoring, Audit and Reporting Value Proposition References DisclaimerIntroductionThe Risk Assessment Toolkit provides a structured, auditable workflow for capturing activities where risks and associated controls are identified. It standardises risk recording, grading, mitigation planning and review so operational teams can decide whether risks require inclusion on formal registers, escalation to senior governance, or immediate mitigations to protect people and services.Legislative RequirementsCare Act 2014 — while not prescribing risk‑reporting formats, the Act requires providers to promote wellbeing, prevent deterioration and protect people from abuse or neglect. Organisations must identify, assess, record and escalate risks t

Reading time 3 minsIntroduction Legislative Requirements Regulatory Guidance Statutory Guidance HealthCare Guidance Evidence Based Practice Using the Toolkit — Practical Steps Templates & Data Fields (recommended) Monitoring, Audit and Reporting Value Proposition References DisclaimerIntroductionThis Resident / Client Experience Toolkit provides a structured, auditable mechanism to collect, triage and respond to the full spectrum of feedback from people who use services — compliments, suggestions, concerns and complaints. It supports inclusive engagement, timely responses, learning and demonstrable improvement so that experience data drives service design, staff development and regulatory assurance.Legislative RequirementsCare Act 2014 — providers must enable involvement, promote wellbeing and take account of people’s views, wishes and feelings. All feedback (positive and negative) must be captured, evidenced, used to improve outcomes and escalated where it indicates abuse or negle

Reading time 3 minsIntroduction Legislative Requirements Regulatory Guidance Statutory Guidance HealthCare Guidance Evidence Based Practice Clinical governance and Safety (NHS) PSIRF Using the Toolkit — Practical Steps Templates & Data Fields (recommended) Monitoring, Audit and Reporting Value Proposition References DisclaimerIntroductionThe Quality Audit Toolkit provides an auditable event pathway to capture a baseline snapshot of a specific quality concern prior to commencing a Quality Improvement (QI) project and to follow that work through to assured, sustainable improvement. It standardises baseline measurement, risk triage, governance approval, iterative testing (PDSA), assurance and closure so improvements are traceable, evidence‑based and embedded into routine practice.Legislative RequirementsCare Act 2014 — QI activity must support delivery of safe, effective and person‑centred care, promote wellbeing and prevent harm. Organisations must identify and mitigate risks from po

Reading time 3 minsIntroduction Legislative Requirements Regulatory Guidance Statutory Guidance HealthCare Guidance Evidence Based Practice Clinical governance and Safety (NHS) PSIRF Using the Toolkit — Practical Steps Templates & Data Fields (recommended) Monitoring, Audit and Reporting Value Proposition References DisclaimerIntroductionThe Quality Alerts Toolkit provides a structured, auditable workflow for managing incoming and outgoing quality alerts across health and social care settings. It supports capturing alerts about the provider’s services (incoming) and documenting alerts sent externally (outgoing), assigning ownership, recording actions and evidencing closed‑loop assurance so that early warnings of declining quality are managed consistently and lawfully.Legislative RequirementsCare Act 2014 — while not naming “quality alerts”, the Act requires providers to identify, escalate and act on risks to wellbeing and care quality. Organisations must show systems that detect ea

Reading time 3 minsIntroduction Legislative Requirements Regulatory Guidance Statutory Guidance HealthCare Guidance Evidence Based Practice Clinical governance and Safety (NHS) PSIRF Using the Toolkit — Practical Steps Templates & Data Fields (recommended) Monitoring, Audit and Reporting Value Proposition References DisclaimerIntroductionThis NICE Guidance Toolkit provides a structured, auditable process for receiving, risk‑stratifying, communicating and implementing NICE alerts across affected locations. The toolkit supports logging alerts as events, assigning local managers to assess impact, executing clinical impact assessments, organising timely implementation actions, and evidencing closed‑loop assurance.Legislative RequirementsCare Act 2014 — providers must deliver safe, effective and evidence‑based care. Failure to act on relevant NICE alerts (for example those affecting medication safety, infection control or pressure ulcer prevention) may amount to neglect, and requires ti

Reading time 3 minsIntroduction Legislative Requirements Regulatory Guidance Statutory Guidance HealthCare Guidance Evidence Based Practice Clinical governance and Safety (NHS) PSIRF Using the Toolkit — Practical Steps Templates & Data Fields (recommended) Monitoring, Audit and Reporting Value Proposition References DisclaimerIntroductionThis Mortality Review Toolkit provides a structured, auditable approach to reviewing deaths across health and social care settings. It supports use of validated methodologies (for example the RCP Structured Judgement Review), proportionate screening and triage, family engagement and closed‑loop learning to identify care quality issues, system factors and improvement actions.Legislative RequirementsCare Act 2014 — deaths of people with care and support needs should be screened for safeguarding, learning and service improvement; partnership working with Safeguarding Adults Boards and commissioners is required where thresholds are met. Mental Capacity

Reading time 3 minsIntroduction Legislative Requirements Regulatory Guidance Statutory Guidance Healthcare Guidance Evidence Based Practice Clinical governance and Safety (NHS) PSIRF Using the Toolkit — Practical Steps Templates & Data Fields (recommended) Monitoring, Audit and Reporting Value Proposition References DisclaimerIntroductionThis Medication Management Toolkit provides a consistent, auditable approach for recording, escalating and learning from medication-related incidents and concerns—administration errors, missed doses, near-misses, controlled drug (CD) incidents and adverse drug reactions (ADRs). It supports immediate clinical mitigation, lawful information sharing, root-cause analysis and targeted improvement actions to reduce recurrence and harm.Legislative RequirementsCare Act 2014 — promotes wellbeing and safe delivery of care. All medication errors and near-misses must be recorded (date, time, people involved, immediate actions), reported via incident systems, r

Reading time 3 minsIntroduction Legislative Requirements Regulatory Guidance Statutory Guidance HealthCare Guidance Evidence Based Practice Clinical governance and Safety (NHS) PSIRF Using the Toolkit — Practical Steps Templates & Data Fields (recommended) Monitoring, Audit and Reporting Value Proposition References DisclaimerIntroductionThis Missing Person Toolkit provides a standardised, auditable approach for recording, escalating and managing incidents where an adult goes missing from a health or social care setting. It supports immediate safety actions, multi‑agency coordination, lawful information sharing, return debriefs and organisational learning to reduce recurrence and harm.Legislative RequirementsCare Act 2014 — missing persons in care settings are treated within the safeguarding framework. Providers must assess risk, cooperate with Safeguarding Adults Boards and multi‑agency partners, and support Safeguarding Adults Reviews (SARs) where death or serious harm occurs. Me

Please note - this user guide is in reference to the Enhanced Audit functionality.Reading time 3 minutesIntroduction Why duplicate a schedule? How to duplicate an audit schedule What is copied when a schedule is duplicated? Schedule name updatesIntroduction Duplicate an existing audit schedule to create a new schedule using the same configuration. This is useful when you need to continue a recurring schedule into a new period without changing the current schedule.When a schedule is duplicated, the Schedule an audit wizard automatically populates with the details from the original schedule. You can review and amend the copied information before saving the new schedule. Why duplicate a schedule? Duplicating a schedule allows you to:Create a new schedule using an existing setup. Save time by avoiding manual reconfiguration. Amend locations, dates, frequencies, and other settings before saving. Preserve the original schedule and any audits that have already been created from it.ExampleYou