Title Page
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Conducted on
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Prepared by
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Scheme
H&S Folders
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Daily wellbeing calls check sheet - care (upload photos)
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Weekly Stairlift Checks - housing (upload photo) if applicable to your scheme
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Daily H&S check sheet - care (upload photos)
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Weekly H&S check sheet - care (upload photos)
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Monthly H&S check sheet - care (upload photos)
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Daily fire panel checks - care (upload photos)
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Weekly hot/cold water checks - care (upload photos)
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Weekly water flush checks including voids - care (upload photos)
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Weekly internal EML checks - care (upload photos)
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Monthly external EML checks - care (upload photos)
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Monthly communal window restrictor checks - care (upload photos)
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Monthly communal pull cord checks - care (upload photos)
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Monthly customer pull cord, pendant & window restrictor checks - care (upload photos)
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Monthly thermometer calibration checks - care (upload photos)
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Monthly first aid stock checks - care (upload photos)
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Monthly disaster box stock checks - care (upload photos)
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Monthly SALTO Audit checks - care/housing (upload photos)
Audits
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Scheme management site audit complete via iAuditor, PDF report saved on shared, add date in notes
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Area management site audit complete via iAuditor, PDF report saved on shared, add date in notes
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Weekly kitchen audits complete within iAuditor, PDF report saved on shared folder
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Weekly master key audit (upload photos or complete via iAuditor/save to shared))
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Weekly gym audit (upload photo or complete via iAuditor/save to shared)s)
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Weekly safe audits (if not cashless)
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Monthly pull cord spot check - housing (upload photos or complete via iAuditor template)
Bar & Catering
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Weekly stocktake sheets complete
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Customer attendance tracker complete
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Catering panel meeting minutes saved within sheets (quality & transformation - catering - catering panels)
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MLE debt tracker have been updated with commentary
Customers & Allocations
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Customer list kept up to date
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Customer/village monthly meeting complete, minutes saved within shared folder, add date in notes
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Resident discussion meeting minutes complete with schemes which hold resident funds, add date in notes
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NTQ's all stored within shared folder
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Void tracker kept up to date
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Expression for interest list kept up to date
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Latest annual customer satisfaction survey report is saved within the quality folder along with an action plan
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Complaints are being logged within service360 via an interaction along with early resolution notes
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Have you raised a BA on NG, evidence in notes with BA number or insert photo/screenshot.
Building safety
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Customer PEEPs are in date, summary is in place
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ERP in date, monthly scenarios complete, scenario tracker updated
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Service certificate & risk assessment dashboards in date
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Weekly fire actions complete on C365 - none overdue
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No FRA's overdue, actions updated & chased pro-actively
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Fire door checks are complete and evidenced on the tracker
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Home checks are being completed and evidenced on the tracker
Care Provider
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Care provider handovers in place for the full month, summary sheet complete including joint management meeting date
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Joint management meeting complete, minutes saved within shared folder, add date in notes
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Are all care staff H&S induction completed and up to date, ensure all new starters are complete
On Call
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Care provider contact information stored on shared folder
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Housing staff contact information stored on shared folder and matches current staff
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Kitchen emergency details stored on shared folder
Contract Management
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Snap survey complete for grounds maintenance (take photo of survey uploaded webpage), add date in notes
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Snap survey complete for window cleaning (take photo of survey uploaded webpage), add date in notes
Staff
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Annual Policies, H&S induction/renewal, DSE & 3rd party resident fund have all been complete by staff and are not overdue
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Monthly staff meeting complete, minutes saved upon shared, add date in notes
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Staff tracker in date with no overdue dates within each tab
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Monthly Lifestyle Coach performance pulse document complete
RLM Sign off
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RLM Signature
