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Module 15 : Describe why preparatory checks are necessary

Lesson 16/16 | Study Time: 200 Min
Module 15 : Describe why preparatory checks are necessary


Before you start…

Preparatory checks are an important part of health and safety which includes legal requirements. They should be carried out every time before you engage in moving and assisting people to move tasks.

You must always check to see if there are any changes to the following.

The care plan will inform you of how best to complete a task.It will include the equipment to be used and any essential information about the individual and the environment to promote best practice. The care plan will have a record of any changes since the last time you worked with the individual. 

Essential care plan information includes the individual’s likes, dislikes, preferred communication method and their normal level of participation. Check these have not changed. Individuals have the right to request changes. 

You can make minor adjustments if they do not affect health and safety or go against the risk assessment and care plan instructions.

Don’t rush! Take your time! Get it right!

Environmental checks

Examples of environmental constraints that might be required prior to assisting and moving an individual:

  • -Ensuring the environment supports the individual’s dignity.
  • -Moving an item(s) to provide adequate space.
  • -Applying the brakes on a wheelchair, bed and hoist.
  • -Checking the floor surface is even.
  • -Preparing the area where the individual is going to be moved to.
  • -Collecting all personal care items needed.
  • -Communicating with the individual and any other people involved.
  • -Removing any potential hazards.
  • -Checking that equipment is safe and appropriate for use.

Moving and handling risk assessment

You should conduct an ‘on the spot’ moving and handling risk assessment before you complete a task to cover hazards and risks, such as: 

Space
Do you have enough space?
You
 How are you feeling?
The individual
How are they at that time?
PPE
Are you wearing suitable clothing, footwear and PPE?
Help
Do you need someone to help?
Time
How long will it take?

Before using any equipment, make sure that it is the correct item for the task. 

Check it is properly maintained and fit for use. 

Ensure that battery powered equipment is fully charged (or has enough charge to complete the manoeuvre).

Legal requirements for the safety of equipment 

Equipment needs to be maintained in line with manufacturers’ instructions and guidelines. Equipment safety is a legal requirement under Provision and Use of Work Equipment Regulations 1998 (PUWER).

Lifting Operations and Lifting Equipment Regulations (LOLER) 1998 states employers must ensure lifting equipment is examined:

-Every 6 months for equipment used for lifting people.

-Every 12 months for lifting equipment used for lifting loads.

-After installation.

-After being moved to a new site or location.