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DELEGATION OF TASKS

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					           Process for the
         Delegation of Tasks




                           LCR PCT
Adopted by:




On:                        1 October 2006




Review Date:               30 September 2007




Directorate responsible    Nursing and Quality
for Review




Policy Number:             GP008




                          .....................................................
Signature:
                          Anna Barrett
                          Director of Nursing & Quality
                             DELEGATION OF TASKS

1.    INTRODUCTION

1.1   It is recognised that one aspect of successful work/caseload management is the
      delegation of tasks.

1.2   In order to identify aspects of work/caseload that can be delegated a guide to the
      process that can be used by all disciplines is necessary.

1.3    The guide is intended for use in the process of delegation;
      • from qualified staff to qualified staff
      • qualified staff to unqualified staff
      • qualified health care worker to social care worker
      • within or across teams/agencies
      • within or across professions

1.4   Specific tasks are not listed as successful delegation relies upon the assessment
      of the individual patient, coupled with the healthcare professional’s clinical
      judgement.


2.    DELEGATION

2.1   Delegation can be defined as the entrusting of a task to another person.

2.2   The delegate has a responsibility:

      -for agreeing to undertake the task in accordance with training and instructions
      from the person delegating.
      -to communicate changes and conditions, which affect their competency and have
      a right to refuse to undertake that delegated task.


3.    ACCOUNTABILITY/RESPONSIBILITY

3.1   Professional accountability is fundamentally concerned with weighing up the
      interest of patients and clients in complex situations, using professional knowledge,
      judgement and skills to make a decision and enabling the professional to account
      for the decision made.

3.2   Delegation to unqualified/unregistered staff entails the professional delegating
      being responsible to ensure:
      • The delegate is able to do it
      • That appropriate levels of supervision and support are in place
      •   That it is in accordance with professional standards and the employing
          organisation’s policies, procedures and guidelines.

3.3   The professional always retains accountability and responsibility.

4.    DELEGATION PROCESS

4.1   Identification of the skills and knowledge needed to carry out the delegated task
      will determine the most appropriate staff member to carry out the task and the
      training required to achieve competency.

4.2   Agreement to delegation by both the professional delegating and the delegate is
      essential to establish where accountability and responsibility for undertaking the
      tasks lies.

4.3   Delegated tasks must be monitored at agreed intervals, using agreed
      documentation and lines of communication.


5.    TRAINING

5.1   The task to be delegated will be assessed by predictability, clinical risk, complexity
      and the competence of the individual to whom the task will be delegated.

5.2   Identification of an appropriate trainer and utilisation of a current training pack, if
      available, is essential.

5.3   The person delegating will be responsible for ensuring appropriate training and
      assessment of competency has been completed.

5.4   Where an agreed criteria for competency exists it must be used or developed by
      the trainer as the need arises.

5.5   Competency must be agreed by both the trainer and the delegate.

5.6   Records of training and assessment to be kept by the person delegating, the
      trainer and the delegate.


6.    RECORDS

6.1   Documentation should include a record of the training given (appendix A).

6.2   Clears lines of delegation should be included in patients’ care plans.

6.3   Good practice dictates that care delivered should be negotiated and agreed. The
      record of care should reflect this and be completed by the individual delivering that
      care.
7.       AUDIT

7.1      Delegation of tasks will be audited against a standard of practice (appendix B)
                                  FOR DELEGATION OF TASKS
                     ACTION                                     RATIONALE

      1. Identify task to be delegated.         To establish a clear pathway for delegation.


      2. Assess task considering
         predictability, clinical risk and      To develop appropriate training.
         complexity.


      3. Identify skills and knowledge          To identify appropriate delegate and
         required.                              training required.


      4. Identify profession/personnel to act   To enable delegated task to be carried out
         as a delegate.                         safely within the scope of professional
                                                bodies, codes and guidelines.


      5. Assess successful completion of        To ensure the delegates are adequately
         training and achievement of            trained for the task.
         competency.

      6. Agree delegation and complete          To provide a clear and concise record of
         relevant documentation.                tasks delegated.


      7. Agree a monitoring system to           To demonstrate accountability has been
         include:                               maintained by those delegating.
             a) Frequency                       To maintain cycle of assessment and
             b) Effectiveness                   evaluation.
             c) Documentation
             d) Reassessment


BIBLIOGRAPHY
Guidelines for records and record keeping, NMC 2004
Code of Professional Conduct, NMC 2002
Guidelines for Professional Practice, UKCC 1996
Health & Social Care Protocol Resource Pack 2002
Code of Ethics and Professional Conduct for Occupational Therapists, College of
Occupational Therapists 2003
Care Standards of Physiotherapy Practice , Chartered Society of Physiotherapists 2005
Physiotherapy Assistants Code of Conduct, Chartered Society of Physiotherapists 2002
                   THE DELEGATION PATH




                   IDENTIFICATION OF
                         TASK
     YES                                              NO
                        Can it be delegated?


                                                 CONTINUE
                                                  CURRENT
                                                HEALTHCARE
                                                 PROVISION

  IS THERE A
     CLEAR
 PATHWAY OF        NO                              REVIEW
 DELEGATION?



                              SET REVIEW
                               DATE AND
     YES                      FREQUENCY

                                                  ADDRESS
                                                  TRAINING
                                                   NEEDS
IDENTIFY SKILLS,                                 Identification of
KNOWLEDGE AND                   ASSESS
                                                   appropriate
  THE TRAINING               COMPETENCY &
                                                   trainer and
LEVEL REQUIRED                  AGREE               resources
                              DELEGATION




    IDENTIFY                DISCUSS AND AGREE
 DELEGATE AND                 THEIR CURRENT
SEEK AGREEMENT                  KNOWLEDGE
                            AND COMPETENCIES



  Appendix A
                                    RECORD OF TRAINING

The delegate will undergo appropriate training and once assessed as competent (level 3) may
carry out the delegated task.

Date …………………                  Name and base contact tel number of Trainer …………………..

                              …………………………………………………………………………

                             Name of Delegate ……………………………………………………

Title of training……………………… ……………………………………………………………………

………………………………………………………………………………………………………………

Summary of key points within the training …………………………………………………………….

………………………………………………………………………………………………………………

………………………………………………………………………………………………………………

………………………………………………………………………………………………………………

Task agreed to be carried out by the delegate ……………………………………………………….

………………………………………………………………………………………………………………

Competency assessed ………………………………………………………………………..


Patient /patient group requiring the care ……………………………………………………………..

……………………………………………………………………………………………………………..

Frequency of review …………………………………………………………………………………….

Date competency to be next reviewed ………………………………………………………………..

Signature of PERSON DELEGATING ………………………………………………………………..

Signature of TRAINER ………………………………………………………………………………….

Signature of DELEGATE ……………………………………………………………………………….
A COPY OF THIS IS TO BE RETAINED BY TRAINER, DELEGATE, PERSON DELEGATING AND
THEIR LINE MANAGERS
Appendix B


           Care Outcome:         Maintenance of service delivery standards by appropriate task delegation to competent delegates

    STATEMENT                                          AUDIT CRITERIA                                              YES       NO         N/A

    The process of delegation will be carried out in     1. There is evidence that an assessment of the task
    accordance with Charnwood and North West                has been carried out.
    Leicestershire Primary Care Trust guidelines.        2. A clear pathway has been established to identify an
                                                            appropriate delegate.
    TARGET                                               3. There is evidence that training needs have been
                                                            identified and addressed.
    ACTUAL                                               4. Relevant documentation reflects delegation has
                                                            been agreed.
    VARIANCE                                             5. There is evidence of a review system.

    Formula for calculating actual performance         ACTION PLAN including time scales

    Number of ‘yes’ responses divided by number          1.
    of applicable responses
    Multiplied by (x)                                    2.
    100
    equals (=)                                           3.
    percentage (%) of actual performance



  Signature of auditor:                                             Job title:                                Location of audit:

  Date of audit:                                                    Review date:                             Date of follow up audit: