Docsroom

Solutions / Health and social care

The file an inspector asks for, already complete.

Safe recruitment is a list with dates on it. One room per member of staff, everything attached to the request that asked for it, and renewals chased before they lapse, not after.

BLBethan Lloyd · starts 22 September3 of 6 back4 of 6 back
  • UploadDBS certificatedbs.pdfComplete
  • UploadSecond referenceFairhaven LodgeReminder sent
  • FormOccupational health6 questionsReady to check
The list

The staff file, as a list

Regulation 19 and Schedule 3 amount to a checklist. Build it once as a template of requests with dates, then start it for each new member of staff.

Pre-employment fileMegan Lewis8 of 10 back
  • Identity and history
  • UploadPhoto IDand proof of addressMLMegan LewisDanin 3 daysComplete
  • UploadRight to workpassport or share codeMLMegan LewisDanin 5 daysComplete
  • QuestionEnhanced DBSnumber, level and dateMLMegan LewisDanin 7 daysComplete
  • TableEmployment historygaps explainedMLMegan LewisDanin 9 daysReady to check
  • UploadQualificationsfor the roleMLMegan LewisDanin 11 days2 files sent
  • Registration, health and training
  • UploadRegistrationand its expiryMLMegan LewisDantomorrowComplete
  • FormReferencestwo, one the latest employerMLMegan LewisDanin 3 daysReminder sent
  • QuestionConduct abroadif worked abroadMLMegan LewisDanin 5 daysComplete
  • FormOccupational healthsix questionsMLMegan LewisDanin 7 daysAwaiting reply
  • UploadMandatory trainingwith datesMLMegan LewisDanin 9 days4 files sent

An illustration. The names are made up.

How it works

Keeping a file current

Renewals chase themselves

Registration lapses, training expires, a DBS goes stale. Put the date on the request and the chasing runs off it, three days out and again on the day. The yearly refresher round is a pack set to repeat.

Gaps are a question, not a guess

An unexplained gap in employment history is a request with a thread on it. The answer is dated and stays with the file.

Each colleague sees their share

Give each colleague every staff file, the files you choose, or only the requests allocated to them. A viewer can read and download but not change anything.

The pictures are illustrations. The names are made up.

Every file, side by side

One screen showing every member of staff and what is outstanding against each. Before an inspection that is the only report you need, and it exports as CSV.

  • Outstanding by person or overdue
  • A dated history for every document
  • Download history recorded per file
Care workers · a file each
  • BLBethan Lloydstarts 22 September1 overdue
  • CRCallum Reeceyearly round due5 awaiting
  • SMSana Mahmoodin postEverything in

Every job since school, and the gaps

Schedule 3 wants a full employment history and a written explanation of anything missing from it. Asked for as a table, the dates come back in columns you can read down, and the gap comes back in the applicant’s own words at the time rather than as something half remembered in an interview.

  • Gaps answered in writing, and dated
  • Two referees, one the last employer
Employment history · every gap accounted for
  • Fairhaven Lodge2023 to 2026, carer
  • Seven monthscarer for a parentAnswered
  • Marsden House2019 to 2022, support

Rolling a year forward

Annual training, appraisals and re-declarations are the same list every year. Roll the pack forward and it comes back as a draft, empty and ready to send, with last year’s answers still on the record beside it.

CRYearly round · Callum ReeceEvery September
  • Sep2026rolled forward 1 September3 of 5 back
  • Sep2027same five, new datesScheduled
Refreshers, competency checks and declarations

What this is and is not

Docsroom holds the evidence, the dates and the history, and gives you an export. It is not a rostering or care planning system, it does not decide whether a person is fit for a role, and it makes no claim to establish compliance with the Health and Social Care Act or its regulations. It is the filing, done properly, so that the judgment is the only part left to you.

Put one team’s files in order.

Free for 14 days, no card.