Case Notes and CharityLog

1. CharityLog Training

Your line manager will work through the following sections with you.

1.1. Remember...

1.2. The importance of ensuring case notes are correct

1.3. Fact not Opinion

1.4. Why may case notes not be completed properly?

1.5. What is needed in a case note?

1.6. Case note examples

Please read the case note examples below and then record your answers here. This will open in a new window.

1.7. Further example

Please read and discuss with your line manager.

1.8. Additional examples

Please read and discuss these with your line manager.

1.9. Risk Management

1.10. GDPR and Consent

1.11. Accurate and inaccurate information

1.12. GDPR and Safeguarding

1.13. Case Studies

You will be presented with five case studies, one per page. After each case study there is a text box for you to type your answers. Please ensure you respond to all five case studies before submitting as you will not be able to go back to add an answer or to change your response.

Please note that whilst these are all scenarios that are more relevant to family support workers some of them are relevant to all job roles as they may occur in the centre or over the phone as well. 

You can access that case studies here. This will open in a new window. Once submitted you can return back here to continue your training and induction.

Your line manager will review your responses to the case studies and hold a discussion with you afterwards.

1.14. Any questions?

Now you have completed this section, please take the opportunity to ask your line manager any questions that you may have.