InvoCare Monthly Location Visit Report

• Date

  Date

• Location

• Location Manager

• Regional Manager

• Safety

• Yes

  No

  N/A

• Yes

  No

  N/A

• People

• Customer

• Growth

• Efficiencies

• Other

Cremated Remains Register & Receipt Book

• • Check & sign accuracy and compliance

  Compliant

  Non-Compliant

• Comments

Debtors Ledger

• • Check all outstanding debts and ensure notes in Compass

  Compliant

  Non-Compliant

• Comments

Website

• • Review the specific location website to ensure all content accurate and aligned to brand standards

  Compliant

  Non-Compliant

• Comments

HSE Noticeboard and Calendar of Events

• • Check noticeboard is being utilised and is updated.

  Compliant

  Non-Compliant

• Comments

• • Ensure Calendar of event activities are on track for completion.

  Compliant

  Non-Compliant

• Comments

Incidents and Injuries

• • Ensure all incident and injuries have a 1B form completed and lodged

  Compliant

  Non-Compliant

• Comments

Discounts

• • Review location discounts for correct approval and to understand trends

  Compliant

  Non-Compliant

• Comments

Safe combinations, valuables, and locks

• • Ensure that safe combinations and locks changed when team changes have occurred

  Compliant

  Non-Compliant

• Comments

• • Check valuables in our possession have plan for return to families, within guidelines.

  Compliant

  Non-Compliant

• Comments

Mortuary Register

• • Check with operations centre that any long-term deceased in our care have active management plan

  Compliant

  Non-Compliant

• Comments

Workplace Inspections

• • Ensure that the workplace inspection (due quarterly) is completed or scheduled

  Compliant

  Non-Compliant

• Comments