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Amendments

2026

March 2026

Professional Curiosity

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

Contact and Referral Adult Care and Support Procedures

In March 2026, the link to the Urgent or Interim Support Decision Tool in Section 12, Urgent or Interim Support was removed. Additionally, the link to the Team Suitability Decision Support Tool was removed from Section 15, Transferring a Case, as both resources are no longer available.

Actions and Next Steps

In March 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.

Signing off a Support Plan and Agreeing a Final Personal Budget

In March 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.

Signing Off a Care and Support Plan and Agreeing a Final Personal Budget

In March 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.

The Review Conversation

This procedure was updated in March 2026 following a full tri.x review. The chapters ‘The Full Review Conversation’ and ‘The Light Touch Review Conversation’ were replaced by one new procedure: 'The Review Conversation’.

No Recourse to Public Funds (NRPF)

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

The Review Conversation (Carers)

This procedure was updated in March 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 procedure: 'The Review Conversation (Carers)’.

Actions and Next Steps (Carers)

In March 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.

2025

September 2025

Risk Assessment

This chapter was refreshed in September 2025.

Interpreter and Translation Services

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

Receiving a Contact or Referral

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

Protecting Moveable Property

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

Acting as an Appropriate Adult

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

Direct Payments

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

Working Effectively with Parents and Children's Services

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

Prisons and Approved Premises

In September 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.