moving and handling policy - newcastle hospitals · page 1 of 38 the newcastle upon tyne hospitals...

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The Newcastle upon Tyne Hospitals NHS Foundation Trust

Moving and Handling Policy

Version No.: 6.0

Effective From: 16 July 2015

Expiry Date: 16 July 2018

Date Ratified: 21 May 2015

Ratified By: Trust Health and Safety Committee

1 Introduction

1.1 As part of its responsibility towards the health and safety of employees, the Trust recognises that it must take reasonable steps to ensure that the risk of injury is minimised with regard to any moving and handling undertaken by staff.

1.2 With the introduction of the Manual Handling Operations Regulations in 1992 (as amended 2002), the employer is required to adopt an ergonomic approach using a risk-based decision-making process to reduce the risk of injury to staff engaged in moving and handling tasks.

2 Policy Scope

2.1 The Trust will continue to work towards a “safer handling policy” and take all reasonable steps to ensure that:

2.1.1 Its employees are properly informed and trained in relation to all types of moving and handling that may be carried out within the workplace.

2.1.2 Practices used for the moving and handling of patients and objects and any equipment used are safe with any potential risk minimised through a risk assessment process.

3 Aim of Policy

The aim of this Policy is to safeguard staff safety whilst promoting the patient’s independence.

4 Duties – Roles and Responsibilities

4.1 Trust Board The Trust Board is responsible for the development, management and authorisation of this policy.

4.2 Chief Executive The Chief Executive supports the Trust-wide implementation of this policy.

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4.3 Clinical Policy Group (CPG) The Clinical Policy Group is responsible for approving this policy and approving all revisions made to this policy.

4.4 Health and Safety Committee The Health and Safety Committee are responsible for agreeing this policy.

4.5 Moving and Handling Team The Moving and Handling Team (MHT) are responsible for the development, consultation, approval, ratification process, monitoring and review of this policy and the impact assessment.

4.6 Director of Nursing The Director of Nursing is responsible for any clinical issues following the implementation of the policy.

4.7 Managers

4.7.1 The departmental manager is responsible for implementing the Moving and Handling Policy within their department but can nominate a moving and handling facilitator(s) to assist with responsibilities. In office areas the manager can nominate a display screen assessor(s) to carry out the same responsibilities. Please refer to the Display Screen Equipment Policy. The number of facilitators nominated should be assessed by the manager and be sufficient to maintain a proactive training and risk management process. The manager should ensure sufficient support is provided to the facilitator(s) in carrying out their role, including equipment purchase / provision and allocation of time for training, risk assessment and supervision.

4.7.2 The manager, together with the facilitator(s), must:

4.7.2.1 Be aware of manual handling tasks carried out within their

department and ensure that a departmental risk assessment is completed and reviewed on a yearly basis with the formulation of an action plan for the next year.

4.7.2.2 Avoid any hazardous manual handling operations by staff, so

far as is reasonably practicable.

4.7.2.3 Make an assessment of any hazardous patient and object moving and handling tasks that cannot be avoided and introduce appropriate measures to reduce the risk of injury, so far as is reasonably practicable, using the appropriate risk assessment documentation.

4.7.2.4 Maintain a record of all risk assessments, and review

assessments where there has been a change in working conditions or a change in the task itself.

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4.7.2.5 Provide information to all staff on identified risks and measures introduced, and provide training that is relevant and based on risk assessment principles.

4.7.2.6 Ensure that all new staff receive appropriate training within

the department before they undertake any manual handling tasks.

4.7.2.7 Provide adequate moving and handling equipment, identified

by risk assessment, to reduce risks to staff. Equipment provided must be readily accessible and properly maintained, with any defects reported promptly. After patient use all equipment must be cleaned in accordance with the Trust Cleaning and Disinfection Procedures.

4.7.2.8 Maintain departmental moving and handling training records,

ensuring that copies are sent to the MHT. There is a system in place for following up on staff who fail to attend planned mandatory training as outlined in the Mandatory Training Policy and the manager should take action on information received from the Training Department on non-attendance of planned training by their permanent staff.

4.7.2.9 Ensure that all moving and handling incidents within the department are documented and an investigation carried out. The manager should notify and involve relevant parties, such as the MHT, Health and Safety, Risk Management and any others, to receive support in carrying out investigations.

4.7.2.10 Where incident investigation identifies a plan of action to avoid

a further occurrence, the manager must bring in appropriate measures, ensuring that all staff are informed and given appropriate training.

4.7.2.11 Set up a proactive monitoring system on departmental moving

and handling practices in order to maintain required standards and promote staff safety. Where bad practice is identified, the manager must introduce appropriate measures. The MHT are available to provide support and advise managers.

4.8 Employees

The employee must:

4.8.1 Take reasonable care of their own health and safety and that of others who may be affected by their actions when undertaking moving and handling tasks.

4.8.2 Staff should inform their manager of any limitations that prevent them

from undertaking specific moving and handling tasks.

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4.8.3 Co-operate with the manager and facilitator(s) in the carrying out of risk assessments of moving and handling tasks within the department.

4.8.3 Observe safe systems of work and use equipment provided, as well as

ensuring the prompt reporting of any defects to equipment to the manager / facilitator(s).

4.8.4 Participate in moving and handling training within the department and

apply this to moving and handling tasks they undertake. 4.9 The Moving and Handling Team

The MHT are responsible for:

4.9.1 Developing, implementing and monitoring the Trust Moving and Handling Policy by:

4.9.1.1 Developing the service to ensure that the Trust complies with

present and future standards set by Government through legislation and other organisations, including the Health and Safety Executive and the NHSLA

4.9.1.2 Presenting quarterly reports on departmental risk assessments

undertaken to the Trust Health and Safety Committee which takes an organisational overview of the assessments for the moving and handling of patients and objects.

4.9.1.3 Submitting an end-of year report to the Trust Health and Safety

Committee on the performance of the Moving and Handling Service covering the previous year, to include training figures together with risk reduction measures and projects. A strategic plan will also be produced outlining the development of the service over the coming year

4.9.1.4 Attend site meetings of the Health and Safety Committee

where current issues can be discussed and action plans formulated

4.9.1.5 Ongoing monitoring and maintenance of the Moving and

Handling Intranet Site to include the up to date information for all staff:

4.9.1.6 Provide a training programme available with information on

course content. Through an evaluation process, devise, deliver and monitor moving and handling training courses, with the objective being to ensure that content of training is relevant.

4.9.1.7 Monitor current practices, safe systems and processes for the

moving and handling of patients and objects identified through a risk assessment process.

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4.9.1.8 Maintain a list of the location of hoists and standaids across the

Trust. 4.9.1.9 Provide information for ordering handling equipment for both

patient and object handling. 4.9.1.10 Support departments in carrying out training. 4.9.1.11 Provide a support system to facilitators requesting help and

advice in carrying out their responsibilities. 4.9.1.12 Implement a Trust moving and handling risk assessment

programme with the provision of advice and support to managers and facilitators, on request. Monitor departmental risk assessments, with advice and responses offered where the need is identified. Carry out a programme of visits throughout the year to monitor progress made on action plan objectives by departments. A report will be sent to each directorate manager when visits have been concluded in the directorate with recommendations for improving standards in the coming year. Reports sent out in the three month period will be attached to the quarterly report presented to the Trust Health and Safety Committee.

4.9.5 Advise departments on complex handling situations, if required. 4.9.6 Advise managers on resources, including equipment required. 4.9.7 Maintain a database of facilitators across the Trust with changes

recorded to reflect staff movement. 4.9.8 Liaise with the Training Department to ensure that all training records

are forwarded for entry on to the central system.

4.9.9 Available to provide advice and support to managers carrying out accident investigations. The MHT will liaise with the Risk Management Department and Health and Safety Advisers if requested in investigations.

4.10 Moving and Handling Facilitators will be nominated by their manager to

carry out the role within the department.

Moving and handling facilitators will be responsible to their departmental manager for:

4.10.1 On-going training and the update of staff within their department that is

specific to training needs identified through risk assessment, as well as training in the operation of equipment used within the department.

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4.10.2 The maintenance of training records within the department plus the forwarding of copies of all training to the MHT for quality checks before the training records are forwarded to the Training Department for databasing.

4.10.3 The induction of new staff in their department, with the emphasis

placed on the identification of specific moving and handling tasks and associated risks involved. Training should also include the operation of any equipment used in the department.

4.10.4 In co-operation with the manager, carrying out a departmental risk

assessment and other indicated risk assessments throughout the department and requesting support from the MHT for complex assessments.

4.10.5 Providing a resource within the department for advice and support on

moving and handling issues. 4.10.6 The facilitator will work with the manager to uphold best practice within

the department and will seek advice from the MHT when problems are identified.

4.10.7 Maintain a moving and handling file which will remain the department’s

property. The file should contain training records and risk assessments together with any other documentation related to the implementation of the policy within the department.

4.10.8 Monitor incidents occurring within the department and ensuring that

staff complete the appropriate documentation where moving and handling incidents occur.

4.10.9 Attend a facilitators’ update course with the MHT every three years.

The frequency of training is detailed in the mandatory training matrix in the Mandatory Training Policy.

4.11 Health and Safety Advisers

The Health and Safety Advisers will:

4.11.1 Together with the MHT monitor the implementation of the Moving and Handling Policy across the Trust through the Health and Safety Audit Tool.

4.11.2 Liaise with the MHT in providing departmental managers with advice

and support related to the implementation of the Moving and Handling Policy.

4.11.3 Liaise with the MHT in providing departments with advice, on request,

concerning moving and handling problems with the aim of reducing the risk of injury to staff.

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4.11.4 Liaise with the MHT and the Risk Management Department, when required, in the investigation of moving and handling incidents.

4.12 Risk Management Department

The Risk Management Department will: 4.12.1 Be responsible for the databasing of all moving and handling incidents

across the Trust. 4.12.2 Be responsible for reporting all sickness absences of three days or

more than seven days resulting from moving and handling incidents in accordance with Reporting of Injuries, Diseases and Dangerous Occurrences Regulations 2013 (RIDDOR).

4.13 Training Department

The Training Department will:

4.13.1 Be responsible for the provision of administration for the Moving and Handling Service.

4.13.2 Maintain the Mandatory Training Policy that includes the Mandatory

Training Matrix following a Trust-wide training needs analysis including moving and handling training.

4.13.3 Enter all moving and handling training records onto ESR and provide

monthly attendance reports to the directorates against the training needs analysis to monitor progress.

4.13.4 Follow up DNAs for Moving and Handling courses and providing

information to the directorates on a monthly basis. 4.13.5 Produce figures for MH Level 1 and MH Level 2 training every month.

4.14 Occupational Health Following a referral the Occupational Health Department will:

4.14.1 Maintain medical files on staff who sustain musculoskeletal injuries. 4.14.2 Monitor staff returning to duty following injury to ensure that they are fit

for work.

5 Definitions 5.1 Definition of moving and handling According to the guidance on the

Manual Handling Regulations 1992 (amended 2002) moving and handling is transporting a load and supporting a load in a static posture by human effort.


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5.2 Definition of a load According to the guidance on the Manual Handling Regulations 1992 (amended 2002) a load is a discrete movable object including for example not only packages and boxes but also a patient receiving medical attention.

6 Policy Content 6.1 Procedure for Implementation

6.1.1 Within the Trust, there is a wide range of moving and handling procedures undertaken by all disciplines of staff. Departmental managers must be fully aware of the tasks undertaken and take appropriate action to comply with the Policy.

6.1.2 The Moving and Handling Team, together with the Health and Safety

Advisers, have the responsibility for providing advice to departmental managers on all identified potential risks. They will support managers in ensuring that arrangements are put in place, resulting in safe working practices and minimum risk within all departments, and ensure adherence to the Policy through monitoring the completion of departmental risk assessments and action plans.

6.2 Staff Moving and Handling Competencies and Frequency of Updates

6.2.1 All staff must be assigned a moving and handling competency. Staff working in office and object handling areas should be assigned a MH Level 1 competency. Staff who carry out patient handling tasks including assessments as a main part of their role will be assigned a MH Level 2 competency.

6.2.2 Staff with a MH Level 1 competency can update by completing the

Breeze e-learning package available on the Trust intranet site. Staff with a MH Level 2 competency must attend a face to face practical session with either their departmental facilitator or with the MHT to update.

6.2.3 There are some staff groups including medical staff and dentists who

have been assigned MH Level 1 competency but have patient contact. These staff should complete part two of the e-learning that contains information on minimal patient contact. Staff with a MH Level 1 competency who have contact with patients should refer to staff with a MH Level 2 competency if there is a need for more complex patient handling that is beyond their regular handling tasks or when a patient requires a moving and handling assessment.

6.2.4 All staff including facilitators must attend an update every three years in

accordance with the Mandatory Training Matrix in the Mandatory Training Policy.

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6.4 Medical Devices

6.4.1 Reference should also be made to the Trust Medical Devices Policy.

6.4.2 All staff who operate equipment identified as a medical device must be given relevant training and complete a self-assessment form on that device. The forms are available on the moving and handling intranet site. All mobile and overhead patient hoists and standing and raising aids are included in this requirement as well as electric profiling beds and cots. Departmental managers are responsible for ensuring the relevant training is provided, either by the facilitator or the MHT, and documentation is completed and available for inspection within the department. The departmental risk assessment provides information on a department’s action in complying with the completion of forms for moving and handling equipment.

6.4.3 All relevant moving and handling equipment should be included in the

content of training on the department’s induction template for new staff. 6.5 Risk Assessments

6.5.1 All moving and handling tasks of patients and objects require a risk assessment, using the appropriate documentation. All tasks must be reviewed on a regular basis until the level of risk has been reduced as far as is reasonably practicable. Reviews should be undertaken at least yearly or more often depending on the level of risk identified or when there is a change to the task or environment. It is the responsibility of the individual department to ensure that the appropriate documentation is completed and that an appropriate review system is in place.

6.5.2 Departmental and Object Handling Assessment Forms

Intranet site link

6.5.3 Departmental Risk Assessment (Appendix 3)

This should be reviewed on the 1st September every year, or when there is a change of location. The manager, with support from the moving and handling facilitator(s), will be responsible for completing the assessment. Completed assessments should be kept in the department as an information source. A copy should be sent via email to the MHT for quality assurance checks and be available for inspections. The MHT will assist departments in the completion of this document if requested. Moving and Handling will present a quarterly report to the Trust Health and Safety Committee with figures on how many assessments have been completed. Departmental managers are responsible for acting on the measures highlighted in the action plans and if they are beyond their budget or responsibility then should be passed onto higher management within the directorate. Moving and Handling will carry out a programme of visits to departments

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throughout the year to monitor the progress made on achieving aims within action plans.

6.5.4 Object Handling Risk Assessment (Appendix 4)

This assessment form should be completed on a specific object handling task within the department by a moving and handling facilitator or by the MHT. There should be reviews carried out, as noted on the assessment form, with the review period set according to the level of risk. Copies of all risk assessments should be forwarded to the MHT and the site Health and Safety Adviser, and other relevant departments who should respond to the assessment.

6.5.5 Display Screen Equipment Workplace Assessments are required on all computer workstations. Reference should be made to the Trust Display Screen Equipment Policy for guidance on this responsibility.

6.6 Patient Handling Assessment Tools (Hospital Areas)

Intranet Link to order information - 6.6.1 Adult Patient Handling Moving and Handling Assessment Tool

(Appendix 5)

All adult patients admitted to the Trust who need assistance with moving and handling require a risk assessment. The assessment should be reviewed on a regular basis, when there is a change in condition, or when the patient is transferred to a new ward. All patients who require hoisting must have evidence of a sling assessment recorded on the patient assessment documentation.

6.6.2 Paediatric Moving and Handling Assessment Tool (Appendix 6)

All paediatric patients admitted to the Trust who need assistance with moving and handling require a risk assessment. The assessment should be reviewed on a regular basis, when there is a change in condition, or when the patient is transferred to a new ward. All patients who require hoisting must have evidence of a sling assessment recorded on the patient assessment documentation.

6.6.3 Out-Patients’/Day Case Moving and Handling Assessment Tool

(Appendix 7)

All adult and paediatric patients attending Out-Patients’ and Day Case Departments in the Trust who need assistance with moving and handling require a risk assessment. The assessment should be reviewed on each visit to the department. All patients who require hoisting must have evidence of a sling assessment recorded on the patient assessment documentation.


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6.7 Patient Handling Assessment Tools (Community Areas)

6.7.1 All patients in the community who require assistance with moving and handling should have an assessment completed on the electronic SystmOne database. All patients who require hoisting must have evidence of a recorded sling assessment on the patient handling assessment record.

6.7.2 Where there is a need to order moving and handling equipment in the community staff should refer to “Guidance regarding ordering equipment in the community” (Appendix 8).

7 Training 7.1 Training should not be used as a substitute for carrying out risk assessments

– risk assessment should identify specific training requirements within departments. It is the responsibility of departmental managers to ensure that all staff receive appropriate training and produce a training needs analysis to enable all permanent staff to complete relevant moving and handling training.

7.2 All new staff should attend induction training before undertaking moving and

handling tasks. Where this is not reasonably practicable, interim training should be provided within the department by the moving and handling facilitator(s).

7.3 The MHT are responsible for co-ordinating the provision of a training

programme for facilitator training, as well as a general training programme accessible to all staff with a MH Level 2 competency. The Moving and Handling Team will provide support to managers in arranging relevant training for their staff.

7.4 The MHT produce the content of the moving and handling e-learning package

available in the Breeze catalogue on the Trust intranet for staff with an MH Level 1 competency to complete their update.

7.5 Types of training available within the Trust:

7.5.1 Facilitator Training

All newly appointed MH Level 1 and MH Level 2 facilitators must undertake specific facilitator training, which will be provided by the MHT. The manager determines the number of facilitators required within a department. New facilitators will be trained on a Combined Facilitator Course, which provides a module system to ensure that both MH Level 1 and MH Level 2 facilitators receive relevant training to equip them with the skills and knowledge necessary for carrying out their role. The frequency of update training for facilitators is three yearly as detailed in the Mandatory Training Matrix in the Mandatory Training Policy.

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7.5.2 Local Update Training

This training is organised and undertaken by departmental moving and handling facilitator(s). The MHT will be available to provide advice and support to the facilitator, if required.

7.5.3 General Patient Handling Training

There is an on-going programme of patient handling training available

which is accessible to all staff with MH Level 2 competency. Further information is available by contacting the MHT or by accessing the moving and handling Trust intranet Site. Link to training dates on intranet site.

7.5.4 Corporate Trust Induction

The Training Department is responsible for organising Trust Induction

courses, on which the MHT provide training. All new staff will attend a face to face session related to the theory of moving and handling (refer to paragraph 5.3.5.7). Clinical staff with a MH Level 2 competency will also attend a practical patient handling session with the MHT.

7.5.5 Departmental Induction of New Staff

All Departments must use a departmental induction template to provide departmental induction for new staff. Both the MH Level 1 (Appendix 1) and the MH Level 2 (Appendix 2) electronic templates are available on the moving and handling intranet site. Content should include the identification of specific tasks related to the moving and handling of objects and patients, together with training on safe systems and the operation of equipment in the department. A department induction record must be completed as evidence and kept in the department’s moving and handling file ready for inspections. The manager should enter the completed training on the member of staff’s ESR.

7.5.6 E-Learning

Staff with a MH Level 1 competency will be able to complete their update training using the e-learning package available in the Learning Zone section of the Trust intranet. All completed training will be recorded automatically on ESR. Staff with a MH Level 1 competency who have contact with patients should complete part one and part two of the presentation. Staff who have no contact with patients should complete part one only.

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7.5.7 Induction and Update Training sessions will include: 7.5.7.1 Legislation related to moving and handling and relevant

policies, including the Trust’s Moving and Handling Policy, Moving and Handling of the Bariatric (Plus Size) Patient and the Display Screen Equipment Policy.

7.5.7.2 Anatomy and functions of the spine. 7.5.7.3 Spinal awareness, including back care, posture and risks

associated with developing back problems. 7.5.7.4 Risk assessment, including the essential components of task,

individual capability, load, and environment. 7.5.7.5 Principles of safe handling related to objects and patients. 7.5.7.6 TAPE (Think, Assess, Plan, Execute) before handling,

highlighting the importance of a problem-solving approach to manage identified risks.

7.5.7.7 Relevant techniques to be used in the moving and handling of

patients and objects as well as the use of appropriate equipment. The moving and handling intranet site includes a record of approved techniques and the correct use of equipment.

7.6 The moving and handling intranet site provides training resources for

facilitators to ensure that the information given to learners during departmental update training on theory and practical manoeuvres is consistent and accurate.

7.7 Departmental training sessions should highlight specific tasks and

include the management of identified risks to staff, incorporating safe systems and the operation of equipment, with emphasis on a problem-solving approach.

7.8 Where local training is carried out by facilitators, records should be held

within the department and be readily available for inspection. Written evidence in the form of a register that staff have received training, together with a record of training content, must be completed for all training sessions; the required documentation is available on the Trust Intranet Site. All training information is recorded on a central system; copies of training records must be forwarded to the MHT for quality checks. The MHT will forward the record to the Training Department for databasing once there is assurance that all relevant information is included in the training register. If there are any omissions the MHT will contact the facilitator to include required information before the register is forwarded for databasing.



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8 Equality and Diversity The Trust is committed to ensuring that, as far as is reasonably practicable, the way we provide services to the public and the way we treat our staff reflects their individual needs and does not discriminate against individuals or groups on any grounds. This policy has been appropriately assessed. 9 Monitoring

Standard/ Process/ Issue

Monitoring and Audit

Method By Committee Frequency

Risk Effectiveness of the policy

Review of departmental risk assessments, moving and handling update training and incident data, yearly monitoring visits to all departments with reports included on the three monthly report to the Trust Health and Safety Committee.

Lead Moving and Handling Coordinator

Health and Safety Committee

Quarterly

Progress Updates

Present Annual Report and Strategic Plan based on previous year’s performance.

Lead Moving and Handling Coordinator

Health and Safety Committee

Annual

10 Consultation and Review The processes in this policy have been reviewed every three years by the MHT and agreed by the Health and Safety Committee. 11 Implementation of Policy (including raising awareness) 11.1 The Moving and Handling Team is responsible for the interpretation of the

content of the policy. Awareness on the content of this policy is included in moving and handling training and in the e-learning presentation on the Trust intranet. The intranet site also includes the relevant risk assessment documentation for use by managers and facilitators.

11.2 The Training Department will set up courses for the moving and handling course programme and take bookings from staff requiring a face to face training to provide opportunities for staff with MH Level 2 competency to complete an update in moving and handling as well as courses for MH Level 1 facilitators and MH Level 2 facilitators.

11.3 Managers will nominate sufficient facilitators to assist with ensuring that the policy is implemented within the department.

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11.4 Monitoring visits provide a tool to assess adherence of the policy in all departments with feedback to the directorate managers on required actions.

12. References

HSE Health and Safety at Work Act 1974 (Guidance on Regulations) HMSO Norwich

HSE Manual Handling Operations Regulations 1992 amended 2002 (Guidance on Regulations) HMSO Norwich

13. Associated Documentation

Cleaning and Disinfection Procedure

Display Screen Equipment Policy

Mandatory Training Policy

Medical Device Management Policy

Moving and Handling of the Bariatric (Plus Size) Patient (Formerly Moving and Handling of the Bariatric Patient

Pregnant Workers Policy Policy Author: Lead Moving And Handling Co-ordinator







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APPENDIX 1

MOVING AND HANDLING SERVICE

Departmental Induction for Staff with MH Level 1 Competency

Name:

Job Title:

Department/Base:

Directorate:

Personal Number:

Manager:

Facilitator / Display Screen Assessor:

All new staff should have completed a face to face moving and handling awareness session as part of corporate induction.

Section One

Tasks Related to Computer-Based Tasks Date of

Completion Not Applicable

Understands how to seek advice on moving and handling issues within the department

Discussion of recommended workstation setup

Completion of Display Screen Assessment Form

Understands functions of office chair and is able to adjust chair

Is able to access paperwork on shelving in all parts of the department according to safe systems using available equipment if applicable

Knows how to use trolleys for movement of notes/documents and objects around the department.

Observed pushing a trolley using approved technique

Specific Moving and Handling Tasks carried out in the Department involving Object Handling and Static Posture. Following instruction the new member of staff should be observed carrying out the task to assess for safe practice a date for completion is entered.

Task DATE OF COMPLETION

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Section Two This section should be completed by staff who have contact with patients and may provide minimal assistance. These staff must seek assistance from staff with patient handling competency for management of more complex patient handling situations.

Specific Handling Tasks when providing minimal assistance to patients

Date of Completion

Be aware of the departmental system for seeking assistance with more complex patient handling from staff with patient handling competency.

Management of the Falling Patient

Pushing a patient in a wheelchair

Walking a patient

Minimal assistance with sit to stand

Minimal assistance with stand to sit

All required training has been completed. New Staff Member Print Name Signature Manager/Facilitator/Display Screen Assessor Print Name Signature

The completed training record should be kept in the departmental moving and handling file.

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APPENDIX 2

MOVING AND HANDLING SERVICE

Departmental Induction for Staff with MH Level 2 Competency

Name:

Job Title:

Department/Base:

Directorate:

Personal Number:

Manager:

Facilitator:

All new staff should have attended a face to face moving and handling awareness session and a face to face practical session with the Moving and Handling Team as part of corporate induction.

Section One

Tasks Related to Computer-Based Tasks Date of

Completion Not Applicable

Understands how to seek advice on moving and handling issues within the department

Discussion of recommended workstation setup

Completion of Display Screen Assessment Form

Understands functions of office chair and is able to adjust chair

Is able to access paperwork on shelving in all parts of the department according to safe systems using available equipment if applicable

Knows how to use trolleys for movement of notes/documents and objects around the department.

Observed pushing a trolley using approved technique

Specific Moving and Handling Tasks carried out in the Department involving Object Handling and Static Posture. Following instruction the new member of staff should be observed carrying out the task to assess for safe practice before a date for completion is entered.

Task Date of Completion

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Section Two – Patient Handling Tasks Specific patient handling tasks carried out in the department should be recorded below. The new member of staff should be observed carrying out the task to ensure good practice before a date of completion is entered.

Specific Patient Handling Tasks Date of Completion

Understands the system for completion of patient handling assessments tools on the department

Patient Handling Medical Devices including Beds, Cots, Hoists and Standaids All new staff should receive training on all electronic handling equipment used in their department including observation when operating the equipment. The new member of staff should complete the relevant self-assessment form and is responsible for updating their Medical Devices Account to record the new competency.

Moving and Handling Equipment TRAINING

GIVEN

OBSERVED

OPERATING

EQUIPMENT

SELF

ASSESSMENT

FORM

COMPLETED

ENTRY ON

STAFF MEDICAL

DEVICES

ACCOUNT

All required training has been completed New Staff Member Print Name Signature Manager/Facilitator Print Name Signature

The completed training record should be kept in the departmental moving and handling file.

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APPENDIX 3

DEPARTMENTAL MOVING AND HANDLING R ISK ASSESSMENT TOOL

SEND COPIES OF COMPLETED ASSESSMENTS TO MOVING AND HANDLING - [email protected]

WARD / DEPARTMENT

HOSPITAL/BASE RVI CAV FH DH ICFL COM

BRIEF DESCRIPTION OF WARD / DEPARTMENT Including type of department, size, handling requirements (eg patient / object / admin)

MOVING AND HANDLING FACILITATORS / DISPLAY SCREEN ASSESSORS (DSA)

NAME DESIGNATIO

N

MH2

MH1

DSA

HAS ATTENDED AN UPDATE

MH Level 2 In Past 3 Years

MH Level 1 In Past 3 Years

DSA In Past 3 Years

Yes No Bkd Yes No Bkd Yes No Bkd

If any required updates are recorded as “NO” include in ACTION PLAN.

Are there sufficient Facilitators / DSAs to meet departmental needs?

YES NO N / A

If “NO” include in ACTION PLAN

Assessment carried out by

PRINT NAME DESIGNATION

.......................................................

SIGNATURE DATE (DD MM YY)

Review date Within one year or where there is a change of

location or task

DATE (DD MM YY)

Manager responsible for actioning assessment


.......................................................


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RISK ASSESSMENT DOCUMENTATION

An appropriate MOVING AND HANDLING ASSESSMENT TOOL (eg Adult, Paediatric, Out-Patients’) is completed on patients requiring assistance with moving and handling.

YES NO N / A


A WORKPLACE ASSESSMENT CHECKLIST is completed on all staff identified within the Trust DSE Policy as DSE users.

YES NO N / A


An OBJECT HANDLING RISK ASSESSMENT is completed on individual object handling tasks not covered by this Departmental Risk Assessment.

YES NO


All patient handling assessments must be available in the patient’s notes. All other assessments must be held within the departmental moving and handling file.

STAFF TRAINING

All new staff receive training on specific risks in moving and handling tasks which is documented and held within the departmental moving and handling file.

YES NO N / A


All staff groups require regular updates the frequency is set in the Mandatory Training Matrix within the Mandatory Training Policy.

STAFF GROUP

NUMBER OF

STAFF

FREQUENCY OF

TRAINING

Yearly

Yearly

Yearly

Yearly

Yearly

Yearly

Yearly

Yearly

Yearly

Yearly

Yearly

Yearly

Yearly

In the past year, all staff requiring moving and handling training have been updated.

YES NO


All staff have completed self assessment forms on hoists, standaids, cots and beds used in the department with records held for inspection by the department

YES NO N/A


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MOVING AND HANDLING TASKS WITH RISK REDUCTION METHODS ACCORDING TO LOCATION

If several rooms carry out the same tasks, such as patient handling areas, they can be included together under that task; example given below.

LOCATION list room names / numbers

TASK RISK REDUCTION MEASURES eg equipment used, training carried out, safe systems

FURTHER ACTION REQUIRED Include in Action Plan

Store Cupboard Rooms (Room Nos: 1111,1234) .

Storage of equipment and stock. Accessing shelves from below knee to above shoulder height.

Store heavy, regularly used items at waist height with lighter, less used items stored on lower and higher shelves. Floor area to be kept clear with items not overhanging shelves. Staff trained in handling objects on shelving. Trolley to be used for transporting stock.

Set of mobile steps with brake-on castors required for each store room.

LOCATION list room names / numbers

TASK RISK REDUCTION MEASURES eg equipment used, training carried out, safe systems

FURTHER ACTION REQUIRED Include in Action Plan

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ACTION PLAN The Departmental Manager is responsible for implementation; example given below.

TASK / ISSUE Include location

ACTION REQUIRED DATE TO BE

COMPLETED

COMPLETIO

N DATE

Room 1111,1234 Storage of equipment and stock. Accessing shelves from below knee to above shoulder height.

Set of mobile steps with brake-on castors required for each store room.

August 2007

August 2007

TASK / ISSUE Include location

ACTION REQUIRED DATE TO BE

COMPLETED

COMPLETIO

N DATE

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APPENDIX 4

MOVING AND HANDLING RISK ASSESSMENT

WARD / DEPARTMENT/

BASE:

HOSPITAL:

TASK:

DATE OF ASSESSMENT:

ASSESSOR (PRINT NAME):

TITLE:

PRESENT SITUATION / INCLUDE PERSONS AT RISK Include any Statistics and Measurements. Attach any diagrams, stating “not to scale”.

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RECORD THE LEVEL OF RISK BY TICKING A BOX LEAVE BLANK IF IT DOES NOT APPLY

Low

Medium

High

The tasks

Do they involve:

holding loads away from trunk?

twisting?

stooping?

reaching upwards?

large vertical movement?

long carrying distances?

strenuous pushing or pulling?

unpredictable movement of loads?

repetitive handling?

insufficient rest or recovery?

a work rate imposed by a process?

The loads

Are they:

heavy?

bulky / unwieldy?

difficult to grasp?

unstable / unpredictable?

intrinsically harmful (e.g. sharp / hot)?

The working environment

Are there:

constraints on posture?

poor floors?

variations in levels?

hot / cold / humid conditions?

strong air movements?

poor lighting conditions?

Individual capability

Does the job:

require unusual capability?

pose a hazard to those with a health problem?

pose a hazard to those who are pregnant?

call for special information / training?

Other factors

Is movement or posture hindered by clothing or personal protective equipment?

YES

NO

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OTHER COMMENTS:

Options:

This is a list of all possible options for the Manager to action. It is useful to number them for easy reference by the Manager.

REVIEW DATE: This is essential and is set after consideration on the level of risk posed by the task. All assessments must be reviewed at least once yearly.

Always send copies to:

Moving and Handling Team, RVI [email protected]

Paul Clancy, Health and Safety Adviser, FH/CFL [email protected]

Ian Gaffney, Health and Safety Adviser RVI/CAV [email protected]

Tim White, Clinical Governance and Risk, Community, [email protected]

Line Manager (Please state: Name / Title / Department / Site)

Any other person who is involved in the Risk Assessment, e.g. Estates (please list below)

mailto:[email protected]




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APPENDIX 5

MOVING AND HANDLING ASSESSMENT TOOL

WARD / DEPARTMENT ................................................................................................................................

HOSPITAL RVI CAV FH

ON ADMISSION ADMISSION DATE DD MM YY

HEIGHT WEIGHT INSERT ADDRESSOGRAPH

Does the patient’s weight / frame exceed the Safe Working Load / Dimensions of the ward equipment (eg: bed, chair, commode, walking frame etc)?

YES NO

If YES, refer to the Trust “Moving and Handling of the Bariatric Patient Policy” to arrange for the hiring of the appropriate equipment.

THIS ASSESSMENT FORM IS ONLY TO BE USED FOR PATIENTS WHO REQUIRE ASSISTANCE WITH MOVING

AND HANDLING.

All patients should be reassessed when there is a change of condition (eg post-operatively) or at least once per week.

Initial assessment carried out by

....................................................... .......................................................


....................................................... .......................................................


PART ONE – ASSESSMENT CHECKLIST

Weightbearing ................................................... YES NO

History of Falls .................................................. YES NO

Understands Own Limitations ............................... YES NO

Blind / Partially Sighted ....................................... YES NO

Deaf / Partial Hearing ......................................... YES NO

Requires Analgesia ............................................ YES NO

Physical Disability ......................................... YES NO

Co-operative ..................................................... YES NO ON OCCASIONS

Anxious / Lack of Confidence ............................... YES NO ON OCCASIONS

Confusion ........................................................ YES NO ON OCCASIONS

COMMUNICATION

No Problem .......................................

English Not First Language ....................

Slurred Articulation (eg: Parkinson’s) ........

Stammer ...........................................

Difficulty Understanding What Is Said (eg: CVA) ............

Difficulty Expressing Needs (eg: CVA) ......

Learning Disability……………………….….

Alternative Communication (eg: Aid) ......... Other (please state)

WHAT SUPPORT SURFACE IS BEING

USED? e.g.: special mattress

__________________________

TYPE OF BED eg: electric or specialist

PROBLEMS WITH SKIN

CONDITION e.g.: oedema, wounds, etc.

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PART TWO – THE TASKS (Please tick appropriate box) CONSIDER THE PRESENCE OF CATHETERS, IV LINES, DRAINS AND RISKS IDENTIFIED IN PART ONE

MOBILITY (Complete

details on each manoeuvre that requires staff assistance)

DATE

DDMMYY

DDMMYY

DDMMYY

DDMMYY

DDMMYY

DDMMYY

DDMMYY

DDMMYY

DDMMYY

DDMMYY

Independent .................................................

Requires Supervision ..................................

Requires Assistance Record number of staff in review box .........................................

Requires Stick / Crutches / Walking Frame ...........................................................

Can Weightbear But Not Walk .....................

Wheelchair / Bed-Bound..............................

OTHER State method in review box

TRANSFERS: BED / COMMODE / TOILET / CHAIR (Complete details

on each manoeuvre that requires staff assistance)

DATE

DDMMYY

DDMMYY

DDMMYY

DDMMYY

DDMMYY

DDMMYY

DDMMYY

DDMMYY

DDMMYY

DDMMYY

Independent .................................................

Requires Supervision ..................................

Manoeuvre (Without Equipment) Record number of staff in review box .........................................

Manoeuvre With Handling Sling Record number of staff and equipment used in review box ............

Hoist Complete section on sling assessment ......................................

Stand Aid Complete section on sling assessment ......................................

RotaStand / Rotunda/Stedy/Ambiturn………….

+

Slideboard ...................................................


PR

INT

NA

ME

SIG

NA

TU

RE

DE

SIG

NA

TI

ON

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PART TWO – THE TASKS (Continued)

BED MANOEUVRES

(Complete details on each manoeuvre that requires staff assistance)

DATE DDMMYY

DD

MM YY

DDMMYY

DD

MM YY

DDMMYY

DDMMYY

DDMMYY

DD

MM YY

DDMMYY

DD

MM YY

Independent .................................................

Requires Assistance Up And Down Bed Slide Sheets required Record number of staff in review box .........................................

Sitting Forward With Assistance .................

Sitting Forward Using Flexigrip ..................

Rolling Without Slide Sheet Record number of staff in review box .........................................

Rolling With Slide Sheet Record number of staff in review box .........................................

Hoist Complete section on sling assessment ......................................


BATHING (Complete


DATE

DDMMYY

DDMMYY

DDMMYY

DDMMYY

DDMMYY

DDMMYY

DDMMYY

DDMMYY

DD MM YY

DDMMYY

Independent .....................................................

Bed Bath ..........................................................

Hoist Complete section on sling assessment ..........................................

Shower Chair ...................................................

COMMENTS(INCLUDE DATE)

PR

INT

NA

ME

SIG

NA

TU

RE

DE

SIG

NA

TIO

N

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PART THREE – HOISTING / STANDAID SLING ASSESSMENT This Section MUST BE COMPLETED ONLY if the patient requires hoisting or use of a standaid

T A S K Complete where applicable

BED MANOEUVRES / TRANSFERS Toileting Slings

must not be used for these manoeuvres

TOILETING

BATHING Patient-Specific Slings

must not be used for these manoeuvres

Model of Hoist/Standaid

Sling Type eg: Patient-Specific, Patient’s Own, Universal, Toiletting

Sling Size eg: Sml, Med, Lge, XLge

Product Number Located on Label

Assessed by

...................................................... ...................................................... PRINT NAME DESIGNATION

...................................................... ...................................................... SIGNATURE DATE (DD MM YY)

PART FOUR – ADDITIONAL INFORMATION (Date and sign each entry)

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APPENDIX 6

PAEDIATRIC MOVING AND HANDLING ASSESSMENT TOOL

WARD / DEPARTMENT ................................................................................................................................

HOSPITAL RVI FH GNCH

ADMISSION DATE DD MM YY INSERT ADDRESSOGRAPH

ON ADMISSION

HEIGHT WEIGHT

AGE

THIS ASSESSMENT FORM IS ONLY TO BE USED FOR CHILDREN WHO REQUIRE ASSISTANCE WITH MOVING

AND HANDLING.

All children should be reassessed when there is a change of condition (eg post-operatively) or at least once per week.

Initial assessment carried out by

....................................................... .......................................................


....................................................... .......................................................


PART ONE – ASSESSMENT CHECKLIST

Weightbearing .......................... YES NO Understands Instructions ....... YES NO

Mobile ...................................... YES NO Blind / Partially Sighted .......... YES NO

Physical Disability .................... YES NO Deaf / Partial Hearing ............ YES NO

Learning Disability .................... YES NO Pain ........................................ YES NO

Sitting Balance ......................... YES NO Anxious ................................. YES NO

Involuntary Muscle Spasms ...... YES NO

Co-operative ............................ YES NO

COMMUNICATION

Age Appropriate ........................

English Not First Language ........

If Applicable :First Language

…………………………………………….

Difficulty Understanding What Is Said ..

Difficulty Expressing Needs ........

Alternative Communication (eg Aid)

Other (please state)

WHO WILL BE STAYING WITH THE

CHILD?

ARE THEY ASSISTING WITH

HANDLING?

YES NO

DOES THE CHILD USE SPECIAL

EQUIPMENT? e.g.: wheelchair, frame, sleep system

OTHER PROBLEMS THAT WILL AFFECT HANDLING e.g.: skin, catheters, feeding tubes

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PART TWO – THE TASKS (Please tick appropriate box) CONSIDER THE PRESENCE OF CATHETERS, IV LINES, DRAINS AND RISKS IDENTIFIED IN PART ONE

MOBILITY (Complete


DATE DD MM YY

DD MM YY

DD MM YY

DD MM YY

DD MM YY

DD MM YY

DD MM YY

DD MM YY

DD MM YY

DD MM YY

Independent ....................................................................... Requires Supervision ......................................................... Uses Walking Aid ............................................................... Can Weightbear But Not Walk ............................................ Wheelchair / Bed-Bound .....................................................


TRANSFERS: BED / COMMODE / TOILET / CHAIR

(Complete details on each manoeuvre that requires staff assistance)

DATE

DD MM YY

DD MM YY

DD MM YY

DD MM YY

DD MM YY

DD MM YY

DD MM YY

DD MM YY

DD MM YY

DD MM YY

Independent ....................................................................... Requires Supervision ......................................................... Manoeuvre (Without Equipment) Record number of staff / carers in review box ............................ Manoeuvre with Handling Sling Record number of staff and equipment used in review box .........

Hoist Complete section on sling assessment ...................................... Stand Aid Complete section on sling assessment ......................................

RotaStand / Rotunda ..................................................... Slideboard ..........................................................................


PR

INT

NA

ME

SIG

NA

TU

RE

DE

SIG

NA

TIO

N

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PART TWO – THE TASKS (Continued)

BED MANOEUVRES (Complete

details on each manoeuvre that requires staff assistance) DATE

DD

MM YY

DD

MM YY

DD

MM YY

DD

MM YY

DD

MM YY

DD

MM YY

DD

MM YY

DD

MM YY

DD

MM YY

DD

MM YY

Independent ........................................................................ Requires Assistance Using Slide Sheets Up And Down Bed Record number of staff in review box ........................................

Sitting Forward With Assistance ........................................ Sitting Forward Using Flexigrip .......................................... Rolling Without Slide Sheet Record number of staff in review box ........................................

Rolling With Slide Sheet Record number of staff in review box ........................................

Hoist Complete section on sling assessment .....................................


BATHING (Complete


DATE

DD MM YY

DD MM YY

DD MM YY

DD MM YY

DD MM YY

DD MM YY

DD MM YY

DD MM YY

DD MM YY

DD MM YY

Independent With Supervision ........................................... Bed Bath ............................................................................. Hoist Complete section on sling assessment, if applicable ................. Shower Chair ......................................................................

COMMENTS (INCLUDE DATE)

PR

INT

NA

ME

SIG

NA

TU

RE

DE

SIG

NA

TIO

N

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PART THREE – HOISTING / STANDAID SLING ASSESSMENT

This Section MUST BE COMPLETED ONLY if the patient requires hoisting

T A S K (Complete where applicable)

BED MANOEUVRES / TRANSFERS

TOILETTING

BATHING Patient-Specific Slings

must not be used

for these manoeuvres

Model of Hoist/Standaid

Sling Type eg: Patient-Specific, Patient’s Own, Universal, Toiletting

Sling Size eg: Paediatric Size, XS, Sml, Med, Lge

Product Number Located on label

Assessed by

........................................................ ................................ PRINT NAME DESIGNATION

........................................................ ................................ SIGNATURE DATE(DD MM YY)

PART FOUR – ADDITIONAL INFORMATION (Date and sign each comment.)

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APPENDIX 7

OUT-PATIENTS ’/DAY CASE MOVING AND HANDLING ASSESSMENT TOOL

THIS ASSESSMENT FORM IS TO BE USED IN OUT-PATIENTS’ AND DAY CASE DEPARTMENTS FOR

PATIENTS WHO REQUIRE ASSISTANCE WITH MOVING AND HANDLING.

WARD / DEPARTMENT ……………………….…………. DATE OF APPOINTMENT ………………………………….. DD MM YY

RVI CAV FH DH ICFL

INSERT ADDRESSOGRAPH

Assessment carried out by

.................................................. ..................................................


.................................................. ..................................................


What factors need to be considered in the assessment? (please tick)

Ability to Weightbear ................................... Communication ...............................................

Mobility ....................................................... Skin Condition .................................................

History of Falls ............................................ Weight .............................................................

Understands Own Limitations ...................... Pain ................................................................

Sight ........................................................... Sitting Balance ................................................

Hearing ....................................................... Involuntary Muscle Spasms .............................

Co-operation ............................................... Confusion ........................................................

Physical Disability ....................................... Anxiety / Lack of Confidence ...........................

Learning Disability .......................................

COMMENTS

TASK

DESCRIPTION OF MANOEUVRE

Including number of staff and any equipment required

Print Name Designation

Signature Date DD MM YY

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TASK





TASK





HOISTING / SLING ASSESSMENT

This section MUST BE COMPLETED ONLY if the patient requires hoisting

HOIST

SLING e.g.: Patient’s Own, Patient-Specific, Highback

SIZE S, M, L, XL



ADDITIONAL INFORMATION

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Appendix 8

GUIDANCE REGARDING RESPONSIBILITY OF STAFF ORDERING PATIENT HANDLING EQUIPMENT IN THE COMMUNITY

The intention of these guidelines is to clarify the role of the member of staff ordering “moving and handling” equipment in the community which may be used by staff employed by different agencies e.g. Social Services Care at Home, Private Carer Agencies. Newcastle upon Tyne Hospitals NHS Foundation Trust (NUTH) staff undertake moving and handling assessments where Trust staff are involved in the handling in question and on behalf of relatives i.e. unpaid carers.

Community Nurses, Occupational Therapists and Physiotherapists, following a risk assessment, may order hoists and other moving and handling aids for use with specific named patients.

If staff other than those employed by NUTH will use this equipment the manager of the other agency / agencies should be informed of the order.

It is not the responsibility of NUTH staff to ensure that agency staff are trained in moving and handling techniques.

The member of staff ordering the equipment should demonstrate to “other agency” staff how it is to be used i.e. the purpose for which they ordered it. Where a large number of carers are involved it may be advisable that the person responsible for ordering the equipment demonstrates to the manager/senior worker of the agency, who then ensures his / her staff are properly trained. Care is obviously provided at varying times – a mutually convenient time should be agreed but in the event of evening or night care, the agency should be asked to arrange for staff requiring the demonstration to attend during the day.

If Trust staff are actively involved in the care of an individual, the staff member ordering the equipment should ensure that all staff are trained in the appropriate use of the equipment and details documented in the patients care plan.

Trust staff who observe poor / unsafe practice undertaken by other agency staff should inform the relevant manager e.g. Senior worker (Social Services), Independent provider. The Commission for Social Care Inspection may be contacted with regard to unresolved unsafe practice.

Where the equipment is to be used by relatives / informal carers, the staff member ordering the equipment should ensure that adequate instruction is given and that they observe them operating the equipment safely and ensure the appropriate documentation is in the patient’s care plan.

Therapists should ensure before discharge that relatives/informal carers know:

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1) Who to contact in the event of problems with the equipment and 2) How to re-refer to their services in the event that the equipment no longer

meets the need.

Where there is ongoing relationship, regular review should be undertaken to ensure that risk reduction measures implemented remain valid i.e. when the patient’s condition changes, when NUTH staff change or at regular intervals. The interval will vary according to the patient but should not exceed 6 months. The NUTH is responsible for ensuring that risk assessment is undertaken where their staff are deployed and to ensure that any relevant information is relayed to their staff, patients, relatives and any other agency involved.

All staff using “moving & handling” equipment have a responsibility to protect their own health & safety, ensuring that they follow laid down procedure and that they achieve and maintain the competence to use the equipment.

Staff using equipment which has been provided by and belongs to the patient should ensure that it is safe to use and has been regularly maintained by the patient.

The Newcastle upon Tyne Hospitals NHS Foundation Trust

Equality Analysis Form A

This form must be completed and attached to any procedural document when submitted to the appropriate committee for consideration and approval.

PART 1 1. Assessment Date: 2. Name of policy / strategy / service:

Moving and Handling Policy

3. Name and designation of Author:

Gill Hughes, Lead Moving and Handling Co-ordinator

4. Names & designations of those involved in the impact analysis screening process:

5. Is this a: Policy Strategy Service

Is this: New Revised

Who is affected Employees Service Users Wider Community

6. What are the main aims, objectives of the policy, strategy, or service and the intended outcomes? (These can be cut and pasted from your policy)

The aim of this Policy is to safeguard staff safety whilst promoting the patient’s independence in moving and handling practice throughout the Trust.

7. Does this policy, strategy, or service have any equality implications? Yes No

These have been addressed in the final version of the policy If No, state reasons and the information used to make this decision, please refer to paragraph 2.3 of the Equality Analysis Guidance before providing reasons:

The policy refers to “all staff” or “all patients who require assistance with moving and handling” no specific group is singled out or excluded. This policy covers all staff working in the acute setting and in the community. All patient assessments and staff training requirements are aimed at the individual. This policy is required under the Moving and Handling Operations Regulations 1992 (amended 2002).

19 / 05 / 15

8. Summary of evidence related to protected characteristics Protected Characteristic Evidence, i.e. What evidence do you have that the

Trust is meeting the needs of people in various protected Groups

Does evidence/engagement highlight areas of direct or indirect discrimination? If yes describe steps to be taken to address (by whom, completion date and review date)

Does the evidence highlight any areas to advance opportunities or foster good relations. If yes what steps will be taken? (by whom, completion date and review date)

Race / Ethnic origin (including gypsies and travellers)

No specific mention in policy. The communication section of the adult (Appendix 5) and paediatric (Appendix 6) moving and handling assessment tools includes the option to tick “English not first language”. This is to ensure that action can be taken if the patient has difficulty understanding explanations from staff assisting with moving and handling tasks. Moving and Handling can depend upon co-operation from the patient to safeguard patient and staff safety. Raising awareness of communication problems will lower the risk of injury.

No – risks associated with communication have been considered in the policy

No

Sex (male/ female) The policy states that it is the responsibility of departmental managers to ensure that all staff receive appropriate training

No No

Religion and Belief The policy states that it is the responsibility of departmental managers to ensure that all staff receive appropriate training

No No

Sexual orientation including lesbian, gay and bisexual people

None relevant to this policy No No

Age In the Paediatric Assessment Tool (Appendix 6) the age is recorded as this gives an important indication of a child’s level of understanding and in co-operating in regards to moving and handling.

No No

Disability – learning difficulties, physical disability, sensory

The policy states that it is the responsibility of departmental managers to ensure that all staff receive appropriate training

Disability patient’s needs are considered within the policy. Addition to policy (4.8.2) by Gill Hughes

No

impairment and mental health. Consider the needs of carers in this section

Staff health and where relevant ability to undertake moving and handling is considered within the recruitment process. The initial assessment on the adult (Appendix 5), paediatric (Appendix 6) and the outpatient/daycase assessment tool includes identification of any learning or physical disabilities and hearing and sight problems so that appropriate action can be taken to safeguard the safety of patients during moving and handling tasks. There is also the need to record weight and height on both the adult and paediatric tools as body size and shape has significance in planning moving and handling for the individual patient.

Moving and Handling - Staff should inform their manager of any limitations that prevent them from undertaking specific moving and handling tasks. Physical disability and learning disability is to be included in the Adult Patient Handling Assessment Tool- Appendix 5. Arrangements will be made to ensure the document change is in place with the printers before the next print run by Gill Hughes Moving and Handling.

Gender Re-assignment None relevant to this policy No No Marriage and Civil Partnership

None relevant to this policy No No

Maternity / Pregnancy See Pregnant Workers Policy There may be limitations on pregnant staff in moving and handling. Addition made to policy (4.8.2) by Gill Hughes Moving and Handling - Staff should inform their manager of any limitations that prevent them from undertaking specific moving and handling tasks.

No

9. Are there any gaps in the evidence outlined above? If ‘yes’ how will these be rectified?

No

10. Engagement has taken place with people who have protected characteristics and will continue through the Equality Delivery

System and the Equality Diversity and Human Rights Group. Please note you may require further engagement in respect of any significant changes to policies, new developments and or changes to service delivery. In such circumstances please contact the Equality and Diversity Lead or the Involvement and Equalities Officer.

Do you require further engagement? Yes No

11. Could the policy, strategy or service have a negative impact on human rights? (E.g. the right to respect for private and family

life, the right to a fair hearing and the right to education?

No

PART 2 Name:

Gill Hughes

Date of completion:

19th May 2015

(If any reader of this procedural document identifies a potential discriminatory impact that has not been identified, please refer to the Policy Author identified above, together with any suggestions for action required to avoid/reduce the impact.)

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