Reporting and Record Keeping

This one day course will provide clear information about the basics of reporting and record keeping and encourage participants to develop the necessary practical skills to support each other.

The importance of sharing information is highlighted in a number of recent governemment initiatives (particularly with regard to safeguarding children and vulnerable adults).

The emphasis will be on developing a team approach to effective record keeping and reporting. We will aim to recognise employees' legitimate and diverse support needs and encourage systems to ensure that those needs are addressed.

We will promote an open and relaxed atmosphere in which to explore and begin to practise effective written communication skills and alternative means of recording and sharing information.

The day will include a number of interactive exercises and participants will have the opportunity to address individual and organisational requirements for future development.

Reporting and Record Keeping Aims

• To develop an understanding of legal requirements with reference to keeping records and reporting incidents.
• To develop skills and confidence in the practicalities of reporting and record keeping. 

Reporting and Record Keeping Objectives

• To identify different types of records, their purpose, life span and storage requirements.
• To distinguish between fact and opinion.
• To encourage transparency (user-friendly language).
• To recognise the importance of being clear and concise.
• To understand responsibilities and requirements with regard to data protection and confidentiality.
• To develop skills and confidence in written communication.
• To underline the importance of access to information.
• To appreciate the necessity of face-to-face communication.

Who is it for?

• Managers, supervisors, employees, volunteers.
• Anyone expected to keep records or provide reports.
• Anyone who needs to access and understand records and reports.

In-house cost

• £375 for groups of up to 20 people.
• £300 for voluntary organisations.

Open course

We intend to run a number of open courses throughout the year at various locations across the U.K. If you would be interested in attending, please contact us. 

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