Title Page
-
Conducted on
-
Prepared by
-
Scheme
H&S Folders
-
Weekly Housekeeping - housing (upload photos)
-
Weekly fire alarm checks - housing (upload photos)
-
Daily H&S check sheet - care (upload photos)
-
Weekly H&S check sheet - care (upload photos)
-
Monthly H&S check sheet - care (upload photos)
-
Daily fire panel checks - care (upload photos)
-
Weekly hot/cold water checks - care (upload photos)
-
Weekly water flush checks including voids - care (upload photos)
-
Weekly internal EML checks - care (upload photos)
-
Monthly external EML checks - care (upload photos)
-
Monthly communal window restrictor checks - care (upload photos)
-
Monthly communal pull cord checks - care (upload photos)
-
Monthly customer pull cord, pendant & window restrictor checks - care (upload photos)
-
Monthly thermometer calibration checks - care (upload photos)
-
Monthly first aid stock checks - care (upload photos)
-
Monthly disaster box stock checks - care (upload photos)
-
Monthly SALTO Audit checks - care/housing (upload photos)
Care Provider Partnership
-
Care provider handovers in place for the full month, summary sheet complete including joint management meeting date
-
Joint management meeting complete, minutes saved within shared folder, add date in notes
-
Monthly pull cord spot check - housing (upload photos), add date in notes
Building safety
-
Customer PEEPs are in date, summary is in place
-
ERP in date, monthly scenarios complete, scenario tracker updated
-
H&S plan up to date, service certificates in date
-
Weekly gym audit (upload photos)
-
Weekly master key audit (upload photos)
-
Weekly fire actions complete on C365 - none overdue
-
No FRA's overdue, actions updated & chased pro-actively
-
Risk assessments in date
-
Scheme management site audit complete via iAuditor, PDF report saved on shared, add date in notes
-
Area management site audit complete via iAuditor, PDF report saved on shared, add date in notes
On call
-
Care provider contact information stored on shared folder
-
Housing staff contact information stored on shared folder and matches current staff
-
Kitchen emergency details stored on shared folder
Catering
-
Weekly kitchen audits complete within iAuditor, PDF report saved on shared folder
-
Weekly stocktake sheets complete
-
Customer attendance tracker complete
-
Catering panel meeting minutes saved within sheets (quality & transformation - catering - catering panels)
Customers
-
Meeting tracker sheet updated to reflect overview of village, catering and any other meetings complete
-
Customer list kept up to date
-
Customer/village monthly meeting complete, minutes saved within shared folder, add date in notes
Allocations
-
NTQ's all stored within shared folder
-
Void tracker kept up to date
-
Expression for interest list kept up to date
Finance
-
MLE debt tracker have been updated with commentary
-
Resident discussion meeting minutes complete with schemes which hold resident funds, add date in notes
-
Weekly safe audits (if not cashless)
Contract Management
-
Snap survey complete for grounds maintenance (take photo of survey uploaded webpage), add date in notes
-
Snap survey complete for window cleaning (take photo of survey uploaded webpage), add date in notes
Staff
-
Staff tracker in date with no overdue dates of annual policies, DSE, H&S refresher or supervision
-
Monthly staff meeting complete, minutes saved upon shared, add date in notes
-
Lifestyle KPI dashboards have been filled, trends of missed KPIs discussed with Lifestyle coach
