Reference

Pinned documents and categories.

Two things keep a Person We Support’s Support Documents easy to move around: pinning the documents colleagues reach for most, and grouping everything into categories. Here’s how each one works, and what belongs where.

Pinning

Key documents

Click the pin icon on a document to add it to Key Documents at the very top of the list, whatever category it sits in. Pin the things colleagues need at a glance (a Crisis Plan, a current Risk Assessment) so they’re never more than a moment away.

Best for The documents you reach for most
Categories

Tags & filtering

Every document belongs to one category. Click a category chip above the list to filter to a single type at a time, narrowing a long list down to just what you’re after. Pinned key documents still stay at the top.

Best for Finding a type, not a name
What goes where

Emergency Protocols

Documents that tell colleagues what to do in a specific situation.

Crisis Plan Seizure Protocol Epilepsy Management Plan Hypoglycaemia Protocol Hyperglycaemia Protocol Emergency Evacuation Plan (PEEP) Anaphylaxis Protocol Missing Person Protocol Herbert Protocol Choking Emergency Protocol Buccal Midazolam Protocol Hospital Passport (if mainly emergency-focused) End of Life Emergency Guidance

Support Plans

Documents describing day-to-day support.

Care Passport Support Plan Advance Care Plan Positive Behaviour Support Plan Daily Living Support Plan Community Access Plan Travel Training Plan Personal Care Plan Sleep Support Plan Mealtime Support Plan

Risk Assessments

Documents assessing risks and the controls in place.

Safety Assessment Pack Falls Risk Assessment Choking Risk Assessment Medication Self-Administration Assessment Financial Abuse Risk Assessment Community Access Risk Assessment Road Safety Assessment Environmental Risk Assessment Online Safety Assessment Lone Working Risk Assessment (if person-specific)

Medication

Anything directly related to medicines.

Medication Profiles PRN & Homely Remedies Medication Self-Administration Assessment Medication Administration Guidance Controlled Drugs Information Anticoagulant Information Rescue Medication Plans MAR-related guidance

Health

Health information and healthcare support.

Dental Passport Health Action Plan Annual Health Check Information Hospital Passport Diabetes Care Plan Nutrition & Hydration Plan Dysphagia Guidance Weight Monitoring Plan Continence Assessment Physiotherapy Guidelines Occupational Therapy Recommendations Vision Support Information Hearing Support Information

Communication

How the person communicates, and how colleagues communicate with them.

Communication Passport Sensory Plan Communication Assessment Accessible Information Profile Preferred Communication Methods Intensive Interaction Guidance Social Stories Visual Support Guidance Makaton Information Communication Dictionaries

Planning Tools

Person-centred planning resources.

My Life My Way One Page Profile Goal Setting Tools Relationship Maps What’s Important To Me Decision-Making Tools Outcome Tracking Tools Person-Centred Review Documents Future Planning Documents

Health & Safety

Service-level or environmental safety documents.

Fire Risk Assessment COSHH Assessments Health & Safety Policy Pack Building Safety Checks Equipment Safety Checks Legionella Assessments PAT Testing Records Vehicle Safety Information First Aid Guidance
Optional, not a category yet

Miscellaneous

Awkward documents that don’t sit neatly anywhere else. Only worth adding if you decide to create the category.

Consent Forms Photo Consent Personal Belongings Inventories Finance Agreements Tenancy Documents Key Contact Lists Meeting Minutes Review Notes Advocacy Information Citizenship Resources Support Guides Welcome Packs Complaint Information Compliments & Feedback Records Personal History / Life Story Documents Memory Books Achievement Records Transition Plans