Family care role checklist

Circle organiser

• Maintain the current handoverKeep the factual version, correction history and sources clear.
• Review who has accessInvite only people who need the details and remove access when it is no longer needed.
• Name

Record checker

• Keep wording connected to its sourceCheck documents, labels and appointment letters before sharing a factual update.
• Keep corrections visibleDo not silently replace the earlier family record.
• Name

Appointment coordinator

• Gather prepared questionsInclude only the factual information useful for that appointment.
• Confirm practical arrangementsRecord date, place, transport owner and documents to take.
• Name

Action owners

Do not assign an action to ‘everyone’. Name one person who will report its factual status.

Backup and handover time