Case Recording Re-Fresh Adults

Due to financial pressures we are sorry to inform you that we are unable to provide tea and coffee at the training events during 2019-2020, we advise that you take drinks and a packed lunch with you to events.


Course Provider

Bond Solon


Course Objectives

This highly practical half day course follows the 'journey' of a record; from the initial creation, the management, and storage of records to best practice. The course highlights the importance of records during legal proceedings and how easily they can be attacked or discredited.

Details of what to include in notes concerning evaluation, assessment, information obtained, intervention, planning and decision making will be considered. The accountability of the Social Care Professional and the different ways in which records are scrutinised will also be analysed and explained. Delegates will gain the ability to gather, secure and present records to best practice.

This interactive course develops the skills of written evidence in social workers' statements and/or reports. Through trainer-led exercises, delegates will consider the content of written evidence by looking at the source and weight of information to be included. They will gain the ability to distinguish between facts, inferences and opinions, and explore the common pitfalls and mistakes made by Social Care Professionals, and learn how to avoid them.

Delegates will review reports, including style and format, and use objective assessment criteria to assess their own written evidence.


Key Learning Points

  • Recognise the importance of records in providing better outcomes for adults
  • Identify key factors in ensuring continuity of care
  • Distinguish between facts, inference and opinion
  • Record clear and concise facts from observation, questioning and documentation
  • Manage records to best practice (including electronic records)
  • Be able to use records as a primary source of information
  • Correctly adhere to information-sharing protocols
  • Identify how a professional is held accountable for their records
  • Recognise the importance of collecting information effectively by knowing how it is included in written evidence
  • Identify the issues, facts and sources, and the weight of them
  • Distinguish between different types, and the source and weight, of evidence available
  • Be able to use records as a primary source of information on which the report is written
  • Distinguish between facts, inference and opinion
  • Develop an objective and critical eye in relation to their own written information
  • Produce court-compliant statements and reports that are insulated against cross-examination
  • Construct a good report, including appropriate layout, format and style




There is no charge to attend these courses, however a cancellation charge may apply to non-attendance if sufficient notice is not given

Express an interest in this course here Expression of Interest Form for Training Courses



  • Email:
  • Phone: 01597 827330 / 01597 827333
  • Address: Social Care Workforce Development Team, The Gwalia, Ithon Road, Llandrindod Wells, Powys, LD1 6AA


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