Quality in Case Recording *Now Updated for New Quality Standards*

This half-day course is designed for Citizens Advice advisers who want to make sure that their CASEBook case records are as good as they can be. The Quality of Advice Audit stipulates what needs to be recorded and how, and this course will show you how to meet those requirements every time.  New Standards were introduced in September 2026, and this course will help you to understand how they impact they way you need to record your case notes.

Learning Objectives:

To understand why we keep case records

• To understand why we keep case records

• To recognise key procedural requirements

• To understand the Five Principles of Quality Case Recording

• To understand how to evidence that you have met the Five Principles of Quality Case Recording

• To recognise examples of good and poor case recording

Price:

Individual Delegate: £25.00

Block Booking Five Delegates: £119.00

(No VAT is added)

Joining Instructions

A Zoom Link and electronic copies of the handouts will be emailed to delegates (or Training Manager for bulk bookings) no less than one week before the course.

Cancellation

The Customer may cancel Individual Bookings with the following penalties:

·         More than 21 days before the course date, No charge.

·         More than 7 days and less than 21 days before the course date, 50% charge

·         7 days or less before the course date, 100% charge

·         The customer may substitute one delegate for another at no notice.

Bulk bookings may not be cancelled. Please see Terms and Conditions for details.

Disclaimer

All training provided is for information purposes only and by its nature is general and non-specific.  Delegates should refer to their own organisational guidelines for how the training might be applied. No responsibility can be accepted by the Training Provider for action taken as a result of information contained within the training.