External visit procedure
External visit procedure

The following Practice Management guidance note provides comprehensive and up to date legal information covering:

  • External visit procedure

  1. 1

    Application of this procedure

    1. 1.1

      This procedure should be followed by all staff members before undertaking any visits away from our offices, including:

      1. 1.1.1

        visits to [client OR customer OR s’ homes or place of business

      2. 1.1.2

        visits to other external locations such as drop-in centres or advice clinics, or

      3. 1.1.3

        otherwise when the staff member is proposing to conduct work away from our premises.

    2. 1.2

      This procedure is designed to prevent staff members from being placed in situations that expose them to an unreasonable level of risk. If the risks cannot be contained or the risks mitigated to acceptable levels then the visit must not take place.

  2. 2

    Initial enquiries

    1. 2.1

      Prior to undertaking any visits, the staff member must make suitable enquiries about the premises to determine whether there may be any potential risks to their health or safety. Issues to be considered may include:

      1. 2.1.1

        the purpose of the visit and whether there is a necessary reason or justification for making that visit

      2. 2.1.2

        the general condition of the premises to be visited

      3. 2.1.3

        potential accessibility issues, for example, multi-storey buildings without working lifts or obstructions to entrances

      4. 2.1.4

        who the staff member will b