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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

Reading time 3 minsMissed Call Toolkit Legislative Requirements Regulatory Guidance CQC (England) Care Inspectorate (Scotland) Care Inspectorate Wales (CIW) CQC Key Questions 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 Disclaimer Missed Call ToolkitThis toolkit supports consistent recording, investigation and learning from missed or late domiciliary care calls and service visits. It helps organisations identify root causes, mitigate immediate risks (including time‑critical medicines), trigger safeguarding where required, and evidence corrective actions that improve reliability and compliance.Legislative RequirementsCare Act 2014 — providers must promote wellbeing, prevent deterioration and assure continuity of care. Missed or late visits that interrupt essential care o

Medical Emergency Pathway ToolkitReading time 3 minsMedical Emergency Pathway Toolkit Legislative Requirements Regulatory Guidance CQC (England) Care Inspectorate (Scotland) Care Inspectorate Wales (CIW) 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 Disclaimer Medical Emergency Pathway ToolkitThis Event Toolkit defines a standardised pathway for recognising, escalating and managing acute medical emergencies in health and social care settings. It supports rapid clinical assessment, appropriate escalation (including 999/acute services), proportionate investigation, assurance of immediate mitigations and structured learning to reduce recurrence and harm.Legislative RequirementsCare Act 2014 — providers must act to protect wellbeing and prevent avoidable deterioration. Emerge

Reading time 3 minsInternal Observation Toolkit Legislative Requirements Regulatory Guidance CQC (England) Care Inspectorate (Scotland) Care Inspectorate (Wales) CQC Key Questions 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 Disclaimer Internal Observation ToolkitThis toolkit provides a standardised approach for capturing, reviewing and acting on internal observations of care and service delivery. It supports systematic quality assurance, early detection of deteriorating standards, lawful record keeping and continuous improvement through local and governance‑level learning.Legislative RequirementsInternal observation activity sits within existing statutory duties and should be used to demonstrate how providers meet their legal responsibilities.Care Act 2014 — observatio

Reading time 3 minsInfection Toolkit Legislative Requirements Regulatory Guidance CQC (England) Care Inspectorate (Scotland) Care Inspectorate Wales (CIW) Statutory Guidance Health care 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 Disclaimer Infection ToolkitThis toolkit provides a structured approach for recording, managing and learning from infection‑related events in health and social care settings. It supports surveillance, outbreak management, statutory notifications, timely clinical review and adherence to national infection prevention and control (IPC) standards.Legislative RequirementsCare Act 2014 — infection prevention is integral to promoting wellbeing. Providers must identify and manage infection risks to prevent deterioration, safeguard people and reduce avoidable care needs. Mental Capa

Reading time 3 minsIncident (Other) Toolkit Legislative Requirements Regulatory Guidance CQC (England) Care Inspectorate (Scotland) Care Inspectorate Wales (CIW) Statutory Guidance Health care Guidance Evidence Based Practice Using the Toolkit — Practical Steps Templates & Data Fields (recommended) Monitoring, Audit and Reporting Value Proposition References Disclaimer Incident (Other) ToolkitThis Event Toolkit provides a flexible framework for reporting, managing and investigating non‑clinical incidents such as property damage, facilities failures, equipment faults and staff or visitor accidents. It supports accurate documentation, proportionate investigation (root cause/system analysis), safeguarding and regulatory escalation where required, and tracking of remedial actions to ensure learning and compliance.Legislative RequirementsCare Act 2014 — incident processes must connect to wellbeing, prevention of harm and safeguarding duties. Providers should evidence th

Reading time 3 minsFreedom To Speak Up Toolkit Legislative Requirements Regulatory Guidance CQC (England) Care Inspectorate (Scotland) Care Inspectorate Wales (CIW) Statutory Guidance Health care 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 Disclaimer Freedom To Speak Up ToolkitThis Event Toolkit provides a structured platform for staff to raise concerns in line with Freedom To Speak Up/whistleblowing guidance. It supports anonymous and named reporting, ensures concerns are triaged and acted on proportionately, integrates with safeguarding and patient‑safety systems, and promotes a culture of openness and continuous learning.Legislative RequirementsCare Act 2014 — while not a whistleblowing statute, the Act creates duties that shape organisational response to staff concerns (safeguarding, wellbeing,

Reading time 3 minsFreedom Of Information (FOI) Toolkit Legislative Requirements Regulatory Guidance CQC (England) Care Inspectorate Scotland Care Inspectorate Wales (CIW) Statutory Guidance Health care 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 Disclaimer Freedom Of Information (FOI) ToolkitThis Event Toolkit supports receipt, tracking and response to Freedom Of Information (FOI) requests across health and social care. It enables lawful, auditable decision‑making, protection of sensitive and patient data, timely responses within statutory timeframes and effective governance and escalation where exemptions, safeguarding or ICO review are involved.Legislative RequirementsCare Act 2014 — ensure disclosures under FOI promote wellbeing, dignity and respect for vulnerable adults; balance transparency with safe

Reading time 3 minsFalls Toolkit Legislative Requirements Regulatory Guidance CQC (England) Care Inspectorate Scotland Care Inspectorate Wales (CIW) Statutory Guidance Health care 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 Disclaimer Falls ToolkitThis Event Toolkit supports structured reporting, investigation and management of falls across health and social care settings. It enables rapid risk assessment, multi‑disciplinary follow‑up, legal and safeguarding escalation where required, and captures learning to reduce recurrence and improve safety and independence.Legislative RequirementsCare Act 2014 — duties to promote wellbeing, prevent or delay needs and assess care/support. Falls risk must be considered in assessments and care plans; providers must cooperate with NHS partners

Reading time 3 minsExternal Observation Toolkit Legislative Requirements Regulatory Guidance CQC (England) Care Inspectorate Scotland Care Inspectorate Wales (CIW) Statutory Guidance Health care 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 Disclaimer External Observation ToolkitThis toolkit enables structured recording, review and governance of external observations such as regulatory inspections, third‑party assurance visits, peer reviews and professional observations. It supports rapid risk assessment, lawful data handling, proportional responses (including safeguarding), and embedding learning into quality improvement cycles.Legislative RequirementsCare Act 2014 — although the Act does not name “external observation”, it obliges providers to act on information indicating poor quality care or risk

Reading time 3 minsExcellence Reporting Toolkit Legislative Requirements Regulatory Guidance CQC (England) Care Inspectorate Scotland Care Inspectorate Wales (CIW) Statutory Guidance Health care 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 Disclaimer Excellence Reporting ToolkitThis toolkit enables organisations to record, validate and promote examples of exceptional practice across health and social care. It supports structured capture of “instances of good care”, links excellence to measurable outcomes and learning, and provides auditable evidence to boards, inspectors and partners.Legislative RequirementsCare Act 2014 — providers must show systems that promote wellbeing, dignity and participation and embed strengths‑based practice. Excellence reporting should be part of governance, continuous quality imp

Reading time 3 minsDeath of a Resident/Patient Toolkit Legislative Requirements Regulatory Guidance CQC (England) Care Inspectorate Scotland Care Inspectorate Wales (CIW) Statutory Guidance Health care 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 Disclaimer Death of a Resident/Patient ToolkitThis toolkit provides a structured process for recording and managing deaths of residents or patients across health and social care settings. It supports respectful handling, statutory notifications, family liaison, multi‑agency escalation (coroner/procurator fiscal, police, safeguarding), and organisational learning.Legislative RequirementsCare Act 2014 — record deaths accurately; cooperate with coronial/regulatory processes; escalate to safeguarding where abuse or neglect is suspected; reflect learning through

Reading time 3 minsData Breach Toolkit Overview Legislative Requirements Regulatory Guidance Statutory Guidance Health care Guidance Evidence Based Practice Clinical governance and Safety (NHS) Toolkit Statistics Using the Toolkit — Practical Steps Templates & Data Fields (recommended) Monitoring, Audit and Reporting Value Proposition References Disclaimer Data Breach ToolkitThis toolkit supports consistent logging, assessment, containment and learning for personal data breaches affecting health and social care services. It provides a structured, auditable record to support legal reporting, safeguarding decisions, regulatory responses and system improvement.OverviewThe Data Breach Toolkit enables organisations to:Record breach details (type, scope, data categories, affected individuals) and initial containment steps. Assess likelihood and severity of risk to individuals and services and determine ICO/reporting thresholds. Link breaches to safeguarding, clinical safety,

Reading time 3 minsClaims Toolkit Overview Legislative Requirements Regulatory Guidance Statutory Guidance Health care Guidance Evidence Based Practice Toolkit Statistics Clinical governance and Safety (NHS) Using the Toolkit — Practical Steps Templates & Data Fields (recommended) Monitoring, Audit and Reporting Value Proposition References Disclaimer Claims ToolkitThis Event Toolkit supports logging and management of clinical/care and non‑clinical claims (including property and liability). It provides a structured, auditable record for investigations, evidence gathering, legal liaison and learning, enabling collaborative review and resolution while supporting regulatory and governance requirements.OverviewThe Claims Toolkit enables organisations to:Record claim type (clinical negligence, property, liability), claimant details and relationships to the resident. Link claims to incident events, safeguarding activity and duty of candour actions. Store legal contacts (soli

Reading time 2 minsCIW Ratings Toolkit Overview Legislative Requirements Regulatory Guidance Using the Toolkit — Practical Steps Templates & Data Fields (recommended) Monitoring, Audit and Reporting Evidence and Best Practice Value Proposition References Disclaimer CIW Ratings ToolkitThis toolkit supports consistent recording, tracking and management of Care Inspectorate Wales (CIW) inspection ratings. It maps CIW National Minimum Standard questions to structured records, captures actions arising from inspections and provides auditable evidence for governance and improvement planning.OverviewThe CIW Ratings Toolkit helps providers to:Record ratings for each CIW National Minimum Standard question following inspection. Store inspection reports, recommendations and required actions with named owners and target dates. Track trends across services and standards and identify priorities for improvement. Provide dashboard views of current ratings, overdue actions and supporting ev

Reading time 2 minsCIS Ratings Toolkit Overview Legislative Requirements Regulatory Guidance Using the Toolkit — Practical Steps Templates & Data Fields (recommended) Monitoring, Audit and Reporting Evidence and Best Practice Value Proposition References Disclaimer CIS Ratings ToolkitThis toolkit enables consistent logging, tracking and follow‑up of Care Inspectorate Scotland (CIS) inspection ratings. It maps ratings to the Health and Social Care Standards questions, records actions arising from inspections and provides auditable evidence for governance and regulatory oversight.OverviewThe CIS Ratings Toolkit is designed to help providers:Capture ratings for each CIS Health and Social Care Standards question following inspection. Record inspection reports, improvement notices and required actions with owners and target dates. Track trends across services, identify areas for improvement and demonstrate progress to inspectors and boards. Provide a dashboard view of current r

Reading time 3 minsAnti‑Psychotic Medication Use Toolkit Overview Legislative Requirements Regulatory Guidance CQC (England) Care Inspectorate (Scotland) CIW (Wales) Statutory Guidance and Accountability Health care Guidance Evidence and Best Practice Clinical Governance and PSIRF Toolkit Statistics Using the Toolkit — Practical Steps Templates & Data Fields (recommended) Monitoring, Audit and Reporting Training & Competence Value Proposition References Disclaimer Anti‑Psychotic Medication Use ToolkitThis toolkit supports consistent recording, oversight and review of antipsychotic medication use across care settings. It helps providers document indication, consent/capacity, risk discussions, review cycles and deprescribing intent to reduce inappropriate or prolonged use and to demonstrate compliance with statutory and regulatory expectations.OverviewThe toolkit enables organisations to:Record indication, dose, start date and intended review schedule for ant

Reading time 3 minsAllegation of Abuse Toolkit Overview Legislative Requirements Mental Capacity Act (MCA) and Safeguarding Data Protection and Information Sharing Regulatory Guidance CQC (England) Care Inspectorate (Scotland) CIW (Wales) Statutory Guidance and Accountability Health care Guidance Evidence and Best Practice NHS Clinical Safety and PSIRF Toolkit Statistics Using the Toolkit — Practical Steps Templates & Data Fields (recommended) Monitoring, Audit and Reporting Training & Competence Value Proposition References Disclaimer Allegation of Abuse ToolkitThis Event Toolkit provides a structured framework for reporting, escalating and managing allegations of abuse. It supports timely safeguarding action, coordinated investigation, clear record-keeping and organisational learning to reduce avoidable harm.OverviewThe toolkit helps organisations to:Record and escalate allegations quickly and consistently. Ensure immediate safety and emergency response

Reading Time 2 minsAdults with Incapacity (AWI) Toolkit Overview Key Legislative & Regulatory Requirements Adults with Incapacity (Scotland) Act 2000 AWI Codes of Practice Medical Treatment under Section 47 Mental Welfare Commission (MWC) Data Protection (UK GDPR / DPA 2018) Care Inspectorate & Health and Social Care Standards Using the Toolkit in Radar — Practical Steps Templates & Data Fields (recommended) Monitoring, Audit and Reporting Training & Competence Data Protection — Practical Controls Escalation & Incident Handling Value Proposition References Summary Disclaimer Adults with Incapacity (AWI) ToolkitThis Event Toolkit supports the management, documentation and review of Adults with Incapacity (AWI) duties in Scotland. It streamlines recording and monitoring, helps demonstrate compliance with statutory and regulatory expectations, and safeguards the rights of adults who may lack capacity.OverviewThe AWI Toolkit is designed to help p

Sending a Patient Information article The Article module allows you to search for a Patient Information article and send it to your patient by email or text message.Please note that this module does not provide tracking and is not patient-specific.  Once you have logged into the Digital Consent dashboard, follow the steps below.  How to send an article Select “Articles” from the menu. Search for the procedure by its name or EIDO code.   Search for a patient information article  Select “Continue”. Enter the patient’s name. Choose whether to send the article by email or SMS.   Send the article to the patient  If required, use the Bcc field to send a copy to your own email address. Select “Send to patient” to complete the process. The patient information entered here is not stored. It is used to send the message and is discarded once the message has been sent.The patient will receive a link to the article, which they can open on any device.