OVERSIGHT CARE — UNIVERSAL AUDIT FOLDER STRUCTURE

This download contains:
1. A universal audit folder structure suitable for most care providers.
2. Four optional care-setting folders for:
   - Home care
   - Residential care
   - Nursing care
   - Supported living

SETUP
Keep the universal folders. Then open:
07_OPTIONAL_CARE_SETTING_FOLDERS

Keep the folder that matches your service and delete the folders you do not need.
Providers operating more than one care setting can keep multiple folders.

HOW TO USE
- Store the annual audit schedule in 01_Audit_Planning.
- Keep blank master audit forms in 01_Audit_Planning/02_Audit_Templates.
- Save completed audits by month in 02_Completed_Audits.
- Use 03_Universal_Audit_Areas to organise audits by subject.
- Use the relevant folder in 07_OPTIONAL_CARE_SETTING_FOLDERS for setting-specific audits.
- Record findings and actions in 04_Audit_Actions.
- Save proof of completion in 04_Audit_Actions/02_Evidence_of_Completion.
- Use 05_Management_Review for oversight and trend reviews.
- Move historic records into 06_Archived_Audits in line with your retention policy.

SUGGESTED FILE NAME
YYYY-MM-DD_Audit-Area_Service-Name_Status

Example:
2026-07-24_Medication_Audit_Elgin-Service_Action-Required.pdf

IMPORTANT
Adapt the folders to your service, policies, regulator, contractual requirements and
records-retention arrangements. Avoid unnecessary duplicate copies and apply suitable
access controls to confidential information.
