Amendments

In April 2026, the link to the Care and Support Plan Sign Off Tool was removed from Section 3, Signing Off a Plan (Guidance for Authorisers) as this resource is no longer available.

In April 2026, information about the accessible information standard was added to Section 2, Providing Information and Advice. In addition, links to the Team Suitability Decision Support Tool, Urgent or Interim Support Decision Tool, and Allocation Support Tool were removed throughout, as these resources are no longer available.

In April 2026, following a full tri.x review, the chapters ‘The Full Review Conversation’ and ‘The Light Touch Review Conversation’ were replaced by one new chapter ‘The Review Conversation'.

In April 2026, the link to the Care and Support Plan Sign Off Tool was removed from Section 3, Signing Off a Plan (Guidance for Authorisers) as this resource is no longer available.

In April 2026, information about the Mental Health Act 2025, its proposed changes, and its implementation process was added to the beginning of this chapter.

In April 2026, this new chapter was added to the Universal Procedures section.

In April 2026, information about the Mental Health Act 2025, its proposed changes, and its implementation process was added to the beginning of this chapter.

In April 2026, information about the accessible information standard was added to Section 2, Providing Information and Advice. In addition, links to the Team Suitability Decision Support Tool, Urgent or Interim Support Decision Tool, and Allocation Support Tool were removed throughout, as these resources are no longer available.

In April 2026, this new chapter was added to the Universal Procedures section.

In April 2026, information about the Mental Health Act 2025, its proposed changes, and its implementation process was added to the beginning of this chapter.

In April 2026, following a full tri.x review, the chapters ‘The Full Review Conversation (Carers)’ and ‘The Light Touch Review Conversation (Carers)’ were replaced by one new chapter ‘The Review Conversation (Carers)’.

In April 2026, a link to the Commissioning Responsibilities under the Care Act chapter of the Care Act 2014 Resource was added.

In April 2026, a ‘Need to know’ box about Accommodation-Related Needs was added to Section 5, Next Steps (Eligible Needs).

In April 2026, Section 2, Human Rights – What the Law Says, was updated following a legal review of the tri.x Safeguarding Adults Board Procedures.

In April 2026, the Scope of this Chapter was added.

In April 2026, this chapter was updated following a legal review.

In April 2026, information about the Mental Health Act 2025, its proposed changes, and its implementation process was added to the beginning of this chapter.

In April 2026, information about the Mental Health Act 2025, its proposed changes, and its implementation process was added to the beginning of this chapter.

Section 5, Identifying Carers, was updated in October 2025 to highlight the importance of identifying informal carers.

In October 2025, this chapter was refreshed following a tri.x review.

In October 2025, amendments were made to the case examples in Section 4, Seeking Consent to Protect Moveable Property.

In October 2025, a link to the GOV.UK guidance for prisons on what facilities, services and support to provide to prisoners on a daily basis was added to Section 1, Using this Procedure and Further Guidance.

In October 2025, this new chapter was added to the Specialist Procedures Section.

In October 2025, this chapter was refreshed throughout following a full tri.x review.

In October 2025, text improvements were made to this chapter following a tri.x review.

In October 2025, this chapter was replaced with an updated version following a full tri.x review.

In April 2025, The Skills for Care Common Core Principles and Competencies in Section 7, Good Practice Guidance for End of Life Care was removed and replaced with The Universal Principles for Advance Care Planning. Information about The Victoria and Stuart Project end of life care planning toolkit was also added to Section 12, Learning Disability.

Section 11, Meeting Needs and Review was updated in April 2025 to include information about alternative temporary housing options that can be explored. Additionally, Section 13, People with NRPF who are Receiving After-Care under Section 117 of the Mental Health Act 1983 was refreshed and a link was added to the Section 117 Aftercare chapter.

Section 4, Providing Information about a Carer was updated in April 2025 to reflect amendments made to the chapter Providing Information about a Person or Carer following a full tri.x legal review.

Section 12, The Skilled Conversation: Risk and Contingency was updated in April 2025 to include transport arrangements in contingency planning. 

In April 2025, this new chapter was added to the Universal Procedures section.

In April 2025, information about prepaid cards was added into Section 1, What is a Direct Payment.

In April 2025, this chapter was replaced with an updated version following a full review. The new version includes an update to Section 2, Providing Information about a Person or Carer to reflect amendments made to the chapter Providing Information about a Person or Carer following a full tri.x legal review.

In April 2025, this chapter was updated throughout following a full tri.x legal review.

In April 2025, this new chapter was added to the Specialist Procedures section. 

In April 2025, full tri.x review of the chapter, Protecting Moveable Property and Belongings was carried out. The chapter was renamed, and all content was updated. This included incorporating amendments made to the Care Act 2014 Resource chapter, Protecting Property of Adults being Cared for Away from Home following a recent full legal review.