• Document No.

  • Audit Title

  • Client / Site

  • Conducted on

  • Prepared by

  • Location
  • Personnel

Initial impressions / Department signage

Staff uniform.

Morning brief/Handover:

  • Examples (this list is not exhaustive) : Duty handover Work priorities Vehicles Bed State Visitors

Escorted rounds.

  • Knowledge of patients / support / bedside manner / liaison with hospital staff / infection control.

Bed state.

Departmental preparations for Audit

Mobile phones:

  • Usage / Condition / Relevant numbers / Itemised bills

Day Books

  • Monitoring and application.

Interaction with other departments and HQ.

State of vehicles and vehicle paperwork

Understanding of current policies and any issues.

Petty Cash / Donations

Understanding of performance statistics and all monthly returns

Management of Department

  • Manning / Tasks / Reports / Resources / Training

Feedback from Military / Other parties / Liaison with other departments

Department training / Induction programme and local log / individual ITR's

Generic / department presentation by SWO

Welfare roles and responsibilities within department.

Welfare Officer Competency Framework

  • Verbal / Written communication Specific Assessment Skills / History Taking Understanding Non-Verbal Communication Aware of barriers to good communications Empathy Non judgemental approach Negotiating Skills Assertiveness Self Awareness Barriers to listening Accountability of WO's Code of Conduct Confidentiality Scope and Boundaries of Professional Practice

Department handbook:

  • Last updated?

Return to work / Sickness and absence organisation

Duty Folder / Telephone list (internal / external)


Managing Stress.

  • Personal responsibility / Corporate responsibility / Supervision


  • Team dynamics / Conflict in the workplace / Complaints other departments / Neutrality

Returns schedules deputised in SWO/LWO absence.

Departmental Filing system.

PR information / Hand outs / Corporate image / Good news stories / Commendations.

Action for dealing with complaints patients and families.

Department induction programme and evidence of use / updates.

Safety, Health, Environment & Fire ( SHEF) Procedures.

Patient assessments

IT / Housekeeping general folders.

Statistics / Internal / External / Headlines.

  • Check for duplication of visits and carry overs

Dedicated private area

Individual one to one interviews.


The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.