Referral procedures/agreements/memorandum of understandings with other organisations Organisations databased detailing local support groups Case File Reviews Quality of Advice Audits Shadowing/Observation/Call Listening Organisations databased detailing local support groups 1.5.3 - Clients are made aware of other Referral statistical reports information sources relevant to their needs and Team awareness of referral agreements abilities Resource database Advice Pro reports Self Help guides Signposting/Referral Agreements Case File Reviews Quality of Advice Audits Shadowing/Observation/Call Listening Case recording reports 1.5.4 - Clients are referred to other sources of Referral procedures/agreements/memorandum of support when this is in their best interests understandings with other organisations Safeguarding/adults risk policy and procedure Client risk assessment Home Visiting/Lone Working policy A list of resources that the centre has access to e.g. CPAG books, wall charts, subscriptions, DRH, benefit 1.6.1 - The adviser has access to and utilises calculators, resource databases, self-help resources up to date information at all times Training and CPD records Training plans Information database Information update checklist Subscription renewals 1.6.2 - The provider has a mechanism for 1.6 - Accurate and Membership renewals complete advice regular update of information Training records Team meetings AdviceLink Training and CPD records 1.6.3 - All advisers are given regular training Training and updates on researching and accessing Team meetings information relevant to all areas of advice Internal updates/training covered Training and CPD records
Referral procedures/agreements/memorandum of understandings with other organisations Organisations databased detailing local support groups 1.5.3 - Clients are made aware of other information sources relevant to their needs and abilities Case File Reviews Quality of Advice Audits Shadowing/Observation/Call Listening Organisations databased detailing local support groups Referral statistical reports Team awareness of referral agreements Resource database Advice Pro reports Self Help guides Signposting/Referral Agreements 1.5.4 - Clients are referred to other sources of support when this is in their best interests Case File Reviews Quality of Advice Audits Shadowing/Observation/Call Listening Case recording reports Referral procedures/agreements/memorandum of understandings with other organisations Safeguarding/adults risk policy and procedure Client risk assessment Home Visiting/Lone Working policy 1.6 - Accurate and complete advice 1.6.1 - The adviser has access to and utilises up to date information at all times A list of resources that the centre has access to e.g. CPAG books, wall charts, subscriptions, DRH, benefit calculators, resource databases, self-help resources Training and CPD records Training plans 1.6.2 - The provider has a mechanism for regular update of information Information database Information update checklist Subscription renewals Membership renewals Training records Team meetings AdviceLink 1.6.3 - All advisers are given regular training and updates on researching and accessing information relevant to all areas of advice covered Training and CPD records Training Team meetings Internal updates/training Training and CPD records