Template

Monthly Scheme Audit 2023

by Emma Rowley, from the Community

Use this Monthly Scheme Audit 2023 template to manage compliance across care and housing schemes. The checklist covers health and safety tasks, emergency response planning, fire actions, fire panel status, resident evacuation plans, first aid, disaster box stock, water temperature and flushing, internal and external emergency lighting, window restrictors, pull cords and pendants, SALTO backups, master key audits, and contractor sign in. It also guides staff and customer processes including meetings, restaurant attendance, complaints tracking, policy renewals, staff training, DBS checks, agency and new starter inductions, and KPI scorecards to support CQC readiness.

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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

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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 Scheme Audit 2023 Checklist
Conduct a comprehensive monthly audit for residential care schemes. This checklist covers health and safety tasks, fire safety actions, equipment and access control checks, water temperature and flushing, emergency lighting, first aid and disaster box stock, staff training and compliance, customer engagement and meeting records, complaints tracking, and key performance indicators. Use it to verify documentation such as personal emergency evacuation plans, emergency response plans, service certificates, insurance and liability displays, and regulator readiness. Includes manager sign off.
by Emma Rowley, from the Community
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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
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Retirement Living Plus Scheme Audit
This retirement living audit template helps teams assess safety, care, and facility standards across senior living schemes. Use it to record first impressions, internal and external walkarounds, and verify compliance with emergency response plans and personal emergency evacuation plans. Capture evidence of fire safety, water temperature flushing, emergency lighting, stairlift and window restrictor checks, and first aid and disaster box stock. Track staff training, DBS checks, inductions, handovers, and meeting minutes. Monitor complaints, KPIs, restaurant attendance, and resident engagement. Keep documents up to date including risk assessments, insurance, public liability, and CQC ratings, and maintain key control, contractor sign in, and SALTO audits.
by Emma Rowley, from the Community
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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
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Monthly Scheme Audit 2023

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Monthly Scheme Audit 2023 Checklist

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