The Care Planning Audit page provides a clear audit trail of changes made to care planning records. It allows users to review what has changed, when changes were made, and who made them, supporting transparency, governance, and compliance.
What's Improved
Centralised audit view of care planning changes
Clear visibility of completed and reviewed care planning activity
Direct comparison of care plan changes over time
Improved filtering by date, service user, and worker
Why It Matters
Supports governance and accountability in care planning
Helps identify when and how care plans have been updated
Provides clear evidence for audits, reviews, and inspections
Enables teams to verify that changes are appropriate and timely
Where to Find Care Planning Audit
Screen 1: Care Planning Audit Entry Point
The Care Planning Audit page can be accessed from:
Process → Governance → Care planning audit
Care Planning Audit - Deep Dive
The Care Planning Audit page displays recorded care planning activity based on the filters you apply. When first opened, the page loads in an initial state with no data shown until filters are selected.
Key capabilities include:
Viewing care planning changes over a selected date range
Reviewing completed and reviewed care planning actions
Identifying which worker made each change
Comparing changes made to care plans over time
Initial State (Before Filters Are Applied)
Screen 2: Initial State for Care Planning Audit
When the Care Planning Audit page first loads:
The Filters section is displayed at the top of the page
No audit data is shown by default
An informational message prompts the user to apply filters
What this shows
A message indicating that no information is available until filters are applied.
Use this to:
Understand that filters are required to load audit results
Avoid reviewing incomplete or unintended data
Filters
Screen 3: Care Planning Audit Filter Section
The Filters section allows you to define which care planning audit records are displayed.
Available filters include:
Date From – start date for the audit period
Date To (Inclusive) – end date for the audit period
Service User – view audit records for all service users or a specific individual
Worker – filter results by the staff member who made the change
Once filters are set, select Apply Filters to load the audit results.
Use this to:
Focus on specific time periods
Review changes for individual service users
Audit activity by specific workers
Care Planning Audit Table/List
Once filters are applied, audit records are grouped by service user and date.
Screen 4: Care Planning Audit Table/List
Each entry displays (Grouped per Service User):
Date (Grouped per Month) – when the change occurred
Care planning audit – type of activity (e.g. assessment tool, planned care action)
Detail – summary of what was changed
Status – completion or review status
Worker – staff member responsible for the change
Actions – available actions such as comparison or review
What this shows
A chronological record of care planning changes with full accountability.
Use this to:
Review care plan updates
Confirm completion and review status
Track staff activity related to care planning
Compare Changes
Screen 5: Compare Changes
Where available, selecting Compare changes allows users to view differences between versions of a care plan.
This highlights:
What content was changed
How many actions or sections were updated
The nature of the changes made
What this shows
A clear comparison between previous and updated versions of a care plan.
Use this to:
Validate the appropriateness of changes
Support governance and quality assurance
Provide evidence during audits or investigations
Completed and Reviewed Records
Screen 6: Completed and Reviewed Records
Audit entries may show statuses such as:
Completed – care planning activity has been completed
Reviewed – changes have been reviewed
What this shows
The progress and verification state of care planning activity.
Use this to:
Ensure care plans are not only updated but reviewed
Identify records awaiting review
Maintain compliance with internal processes
Filtering by Service User
Screen 7: Completed and Reviewed Records
When a specific service user is selected:
The audit list refreshes to show only records related to that individual
Audit history is limited to the selected service user
Use this to:
Focus on one service user’s care planning audit history
Support targeted audits or reviews
Reduce noise when managing large services
Empty State (No Data Found)
Screen 7: Empty State (No Data Found)
When filters are applied and no matching audit records are found:
The Filters section remains visible
No audit data is displayed
An informational message confirms that no results are available
What this shows
That no care planning audit records match the selected criteria.
Use this to:
Confirm that no changes occurred in the selected period
Adjust filters to broaden or refine results
Avoid assuming missing data
Navigation and Page Actions
Screen 7: Navigation and Page Actions
Navigation controls provide quick access to key actions while viewing the Care Planning Audit.
These include:
Copy API link – copy audit data for sharing or integration
Print – print the current view for offline review
Return to top – quickly navigate back to the top of the page
Use this to:
Share or export audit data
Print records for inspections or meetings
Navigate efficiently through long audit histories