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


Photo Comment

2. Role of Staff Member


Photo Comment

3. Role of Person performing this audit


Photo Comment
Appearance

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


Photo Comment

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


Photo Comment

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


Photo Comment

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


Photo Comment

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


Photo Comment

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


Photo Comment

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


Photo Comment

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


Photo Comment

9. Comments / Observations


Photo Comment
Entry & Greeting

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


Photo Comment

2. Has the care worker announced themselves correctly?


Photo Comment

3. Has the care worker signed into the system?


Photo Comment

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


Photo Comment

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


Photo Comment

6. Comments / Observations


Photo Comment
Equipment Check

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


Photo Comment

2. Comments / Observations


Photo Comment
Manual Handling Assessment

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


Photo Comment

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


Photo Comment

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


Photo Comment

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


Photo Comment

5. Comments / Observations


Photo Comment
Communication

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


Photo Comment

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


Photo Comment

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


Photo Comment

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


Photo Comment

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


Photo Comment

6. Comments / Observations


Photo Comment
PPE

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


Photo Comment

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


Photo Comment

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


Photo Comment

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


Photo Comment

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


Photo Comment

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


Photo Comment

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


Photo Comment

8. Comments / Observations


Photo Comment
Personal Care Tasks

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


Photo Comment

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


Photo Comment

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


Photo Comment

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


Photo Comment

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


Photo Comment

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


Photo Comment

7. Comments / Observations


Photo Comment
Food / Drink Preparation

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


Photo Comment

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


Photo Comment

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


Photo Comment

4. Comments / Observations


Photo Comment
Documentation

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


Photo Comment

2. Are the notes correct and thorough?


Photo Comment

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


Photo Comment

4. Comments / Observations


Photo Comment
Privacy And Dignity

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


Photo Comment

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


Photo Comment

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


Photo Comment

4. Comments / Observations


Photo Comment
Medication

1. Did the care worker administer any medication?


Photo Comment

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


Photo Comment

3. Did the care worker offer any PRN medication?


Photo Comment

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


Photo Comment

5. Comments / Observations


Photo Comment

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


Photo Comment

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


Photo Comment

Is this sample what you are looking for?
Sign up to use & customise this template, or create your own custom checklist:

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.

Easy inspection app for your digital checklists