Shadowing & Spot Checks - Care Workers

Use this checklist to shadow or perform spot checks on care workers to ensure they are following the best practices and to assess their knowledge and work ethic. ​

Shadowing & Spot Checks - Care Workers



General Information

1. Name of Staff Member


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2. Role of Staff Member


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3. Role of Person performing this audit


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Appearance

1. Is the care worker wearing the appropriate uniform or following the staff dress code?


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2. Is the care worker wearing tailored black/navy trousers?


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3. Is the care worker wearing dark, fully enclosed flat-soled shoes?


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4. Does the care worker have any long hair tied back?


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5. Is the care worker wearing only a minimum amount of jewellery?


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6. Is the care worker sporting minimal makeup or perfume?


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7. Does the care worker have short, clean nails?


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8. Does the care worker look generally clean and tidy?


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9. Comments / Observations


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Entry & Greeting

1. Has the care worker used the correct entry procedure?


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2. Has the care worker announced themselves correctly?


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3. Has the care worker signed into the system?


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4. Has the care worker used the service user’s preferred name when greeting them?


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5. Did the care worker check the care plan summary for any changes or updates?


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6. Comments / Observations


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Equipment Check

1. Has the care worker checked that all equipment is in working order?


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2. Comments / Observations


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Manual Handling Assessment

1. Has the care worker moved the service user up the bed safely?


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2. Has the care worker turned/rolled the service user in bed safely?


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3. Has the care worker transferred the service user safely?


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4. Was all equipment used correctly, as per care plan/risk assessment?


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5. Comments / Observations


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Communication

1. Did the care worker seek consent to carry out care as appropriate?


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2. Has the care worker used the service user’s preferred name throughout the visit?


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3. Is the care worker communicating with the client throughout the visit?


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4. Is the care worker using appropriate communication techniques, as detailed in the care plan?


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5. Is the care worker fully explaining what is happening when carrying out tasks?


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6. Comments / Observations


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PPE

1. Is the care worker able to name or identify some items of PPE is and why it’s important to wear it?


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2. Did the care worker include gloves in their answer?


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3. Did the care worker include aprons in their answer?


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4. Did the care worker include overshoes in their answer?


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5. Did the care worker give a good explanation of why it is important to wear PPE?


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6. Did the care worker wash their hands as necessary during the visit?


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7. Did the care worker wear the correct PPE at the appropriate times?


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8. Comments / Observations


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Personal Care Tasks

1. Has the care worker washed the service user safely/correctly?


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2. Has the care worker dried and dressed the service user safely/correctly?


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3. Has the care worker toileted the service user safely/correctly?


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4. Has the care worker carried out oral care safely/correctly?


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5. Did the care worker ask the service user to choose the nature of washing?


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6. Did the care worker ask the service user which clothes they wanted to wear?


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7. Comments / Observations


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Food / Drink Preparation

1. Has the care worker made a hot or cold drink in line with the care plan?


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2. Has the service user made a hot or cold meal in line with the care plan?


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3. Did the care worker follow good Food Hygiene practices?


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4. Comments / Observations


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Documentation

1. Has the care worker fully completed all tasks and notes?


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2. Are the notes correct and thorough?


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3. Is it written in an appropriate way, with the correct use of language?


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4. Comments / Observations


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Privacy And Dignity

1. Did the care worker, work in a way that respects privacy and promotes dignity?


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2. Did the care worker ensure that they used coverings whilst carrying out personal care?


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3. Did the care worker use appropriate language throughout the visit?


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4. Comments / Observations


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Medication

1. Did the care worker administer any medication?


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2. Did the care worker administer medication using the appropriate method?


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3. Did the care worker offer any PRN medication?


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4. Did the care worker complete the medication record correctly (with dosage)?


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5. Comments / Observations


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6. Please use this space to record any further comments or observations


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7. Please use this space to record details of care worker’s response to observations made


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Checklist by GoAudits.com – Please note that this checklist is intended as an example. We do not guarantee compliance with the laws applicable to your territory or industry. You should seek professional advice to determine how this checklist should be adapted to your workplace or jurisdiction.

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