Template

Monthly Desktop Audit Checklist for Care and Housing

by Emma Rowley, from the Community

Use this monthly desktop audit template to manage care and housing schemes. It consolidates health and safety tasks, fire and water checks, emergency lighting, access control audits, catering records, finance reviews, resident and customer updates, care provider handovers, quality actions, and staff compliance. Track site audits, PEEPs and emergency plans, meeting minutes, and KPI scores, then capture evidence and sign off.

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Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
Monthly Desktop Audit 2023
This monthly desktop audit template helps care and housing scheme managers review compliance and operations. It covers health and safety folders, fire alarms, stairlifts, daily to monthly checks, water and emergency lighting tests, pull cords, thermometer calibration, first aid and disaster box stock, SALTO access audits, and site audits. It includes care provider handovers, customer meetings, catering records, finance tracking, building safety (PEEPs, ERP, certificates, FRA actions), risk assessments, contact lists, quality and complaints logs, contract surveys, staff inductions, meetings, and KPI dashboards, with verification sign-offs.
by Jacob Sprayson, from the Community
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Template
Monthly Desktop Audit 2023 - August Update
This monthly desktop audit checklist supports care and housing teams in maintaining compliance and safety. Track daily, weekly, and monthly health and safety tasks including fire panel checks, water temperature and flushing, internal and external emergency lighting tests, communal window restrictor and pull cord checks, thermometer calibration, first aid and disaster box stock reviews, and SALTO access control audits. Record scheme and area management site audits, kitchen and master key audits, gym and safe checks, and housing pull cord spot checks. Capture care provider handovers, staff inductions, catering stocktakes, attendance tracking, customer meetings, satisfaction surveys, and complaint logging. Maintain building safety with in-date PEEPs, emergency response scenarios, service certifications, fire actions, and FRA tracking. Keep on-call and contract management details current, ensure staff training, meetings, and trackers are up to date, and complete RLM sign off.
by Emma Rowley, from the Community
Downloads: 0
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Template
Monthly Desktop Audit V5 Checklist
This Monthly Desktop Audit V5 checklist helps housing and care scheme managers maintain health and safety, compliance, and smooth operations. It guides teams to evidence H and S folder upkeep and to complete daily, weekly, and monthly checks for fire alarms and panels, water temperatures and flushing, internal and external emergency lighting, window restrictors, pull cords, and thermometer calibration. It includes SALTO access audits, allocations, void and expression of interest tracking, site audits, kitchen and master key audits, fire door and home checks. Sections cover care provider handovers, staff health and safety inductions, catering stocktakes and attendance, customer meetings, finance debt tracking, resident funds, building safety plans and certificates, fire risk assessment actions, risk assessments, on call contacts, quality surveys and complaints, contract management, staff policies and DSE, and KPI dashboards with management verification.
by Jacob Sprayson, from the Community
Downloads: 0
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Template
Monthly Desktop Audit 2023 - September Update
This Monthly Desktop Audit template supports care and housing schemes with a structured review of health and safety, building compliance, and operational records. It covers daily, weekly, and monthly checks including wellbeing calls, stairlift inspections, fire panels, water temperature and flushing, internal and external emergency lighting, window restrictors, pull cords and pendants, thermometer calibration, first aid and disaster box stock, and SALTO access audits. It also guides audits for site management, kitchens, keys, gyms, and safes; bar and catering stock and engagement; customer lists, meetings, and complaints; building safety tasks like PEEPs, ERP scenarios, certifications, FRA and fire door actions; care provider handovers and joint meetings; contract surveys; and staff inductions, policies, meetings, and trackers, concluding with RLM sign-off.
by Emma Rowley, from the Community
Downloads: 0
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Monthly Desktop Audit 2023

This monthly desktop audit template helps care and housing scheme managers review compliance and operations. It covers health and safety folders, fire alarms, stairlifts, daily to monthly checks, water and emergency lighting tests, pull cords, thermometer calibration, first aid and disaster box stock, SALTO access audits, and site audits. It includes care provider handovers, customer meetings, catering records, finance tracking, building safety (PEEPs, ERP, certificates, FRA actions), risk assessments, contact lists, quality and complaints logs, contract surveys, staff inductions, meetings, and KPI dashboards, with verification sign-offs.

by Jacob Sprayson, from the Community

Get

Template

Monthly Desktop Audit 2023 - August Update

This monthly desktop audit checklist supports care and housing teams in maintaining compliance and safety. Track daily, weekly, and monthly health and safety tasks including fire panel checks, water temperature and flushing, internal and external emergency lighting tests, communal window restrictor and pull cord checks, thermometer calibration, first aid and disaster box stock reviews, and SALTO access control audits. Record scheme and area management site audits, kitchen and master key audits, gym and safe checks, and housing pull cord spot checks. Capture care provider handovers, staff inductions, catering stocktakes, attendance tracking, customer meetings, satisfaction surveys, and complaint logging. Maintain building safety with in-date PEEPs, emergency response scenarios, service certifications, fire actions, and FRA tracking. Keep on-call and contract management details current, ensure staff training, meetings, and trackers are up to date, and complete RLM sign off.

by Emma Rowley, from the Community

Get

Template

Monthly Desktop Audit V5 Checklist

This Monthly Desktop Audit V5 checklist helps housing and care scheme managers maintain health and safety, compliance, and smooth operations. It guides teams to evidence H and S folder upkeep and to complete daily, weekly, and monthly checks for fire alarms and panels, water temperatures and flushing, internal and external emergency lighting, window restrictors, pull cords, and thermometer calibration. It includes SALTO access audits, allocations, void and expression of interest tracking, site audits, kitchen and master key audits, fire door and home checks. Sections cover care provider handovers, staff health and safety inductions, catering stocktakes and attendance, customer meetings, finance debt tracking, resident funds, building safety plans and certificates, fire risk assessment actions, risk assessments, on call contacts, quality surveys and complaints, contract management, staff policies and DSE, and KPI dashboards with management verification.

by Jacob Sprayson, from the Community

Get

Template

Monthly Desktop Audit 2023 - September Update

This Monthly Desktop Audit template supports care and housing schemes with a structured review of health and safety, building compliance, and operational records. It covers daily, weekly, and monthly checks including wellbeing calls, stairlift inspections, fire panels, water temperature and flushing, internal and external emergency lighting, window restrictors, pull cords and pendants, thermometer calibration, first aid and disaster box stock, and SALTO access audits. It also guides audits for site management, kitchens, keys, gyms, and safes; bar and catering stock and engagement; customer lists, meetings, and complaints; building safety tasks like PEEPs, ERP scenarios, certifications, FRA and fire door actions; care provider handovers and joint meetings; contract surveys; and staff inductions, policies, meetings, and trackers, concluding with RLM sign-off.

by Emma Rowley, from the Community

Get

Monthly Desktop Audit Checklist for Care and Housing

About author

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