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Single Assessment Process - training materials

Briefings


The following listing is subject to ongoing review and revision...


The STEP assessment system Cumbria Health Community [author: Idris Williams] (Sept 2006)
As a result of experience and further field testing, the STEP Assessment System has been refined and brought up to date to conform with new thinking. It now consists of an assessment instrument which can be used reactively in acute situations, or proactively (e.g. in management of long-term conditions programme). It has a self administered version which has the same framework of domains and questions. A section is included in this assessment which allows an assessor to review it on completion and to produce a summary and care plan. As a further refinement, there is a "stand alone" contact assessment with can be used reactively. It allows an assessor to proceed to STEP overview, or deal with the situation by direct referrals. A training assessment instrument is being developed and field tested.
This short paper (2 pp) outlines some key attributes of the STEP System.
See also: STEP (Standardised Assessment of Elderly People in Primary Care in Europe), E I Williams et al, 2002.
Contact Details: Prof Idris Williams, Barn Howe, Lyth, Kendal, Cumbria LA8 8DF. Tel: 01539 568666  |  Fax:
E–mail: idrisandkate@ktdbroadband.com | 
Web links:  | 
Target group:  |  Type / Format: briefing
Availability / Price: On application to Prof Idris Williams  |  ISBN/ISSN:
Notes: Prof Williams was formerly Board Chair, Morecambe Bay Hospital NHS Trust


Blackburn with Darwen PCT / Blackburn with Darwen Borough Council, Social Services Department,
Key attributes of the Single Assessment Process what do we want to achieve?
The 3 key attributes of the Single Assessment Process are introduced: a person-centred approach; a standardised approach; and an outcome-centred approach.This training material (11 pp) is based on a Powerpoint presentation, which includes a reminder that SAP relates to the National Service Framework for Older People (NSF) Standard Two: Person-centred care. Another part of the presentation looks at shared values - : valuing person-centred care and independence; valuing carers and family members; valuing integrated and responsive services; and valuing staff.
Contact Details: Judith Johnston, Project Manager, Older People's NSF, Blackburn with Darwen PCT, Guide Business Centre, School Lane, Blackburn BB1 2QH. Tel: 01254 267000 (PCT switchboard)  |  Fax:
E–mail: judith.johnston@bwdpct.nhs.uk | 
Web links: http://www.bwdpct.nhs.uk/  | 
Target group: SSD/PCT staff  |  Type / Format: briefing
Availability / Price:  |  ISBN/ISSN:
Notes: Other contact: Simon Robson, Head of Services for Older People, Blackburn with Darwen Borough Council, Social Services Department, Jubilee House, Jubilee Street, Blackburn, Lancashire BB1 1ET.


Bradford South & West Primary Care Trust
The Single Assessment Process in Bradford Bradford and Airedale's Single Assessment Process (SAP) Homepage; [including SAP toolkit and Practitioner handbook] [author: Steve Clayton] (2005)
Bradford and Airedale's Single Assessment Process (SAP) Homepage is part of Learnonline, a district-wide website, designed to support Learning and Development within the Health and Social Care organisations in Bradford. The aim is that this website will become a portal for all aspects of learning and training. The SAP Homepage includes links to SAP news, and to national resources: Department of Health (DH), Centre for Policy on Ageing (CPA), National Progamme for IT (West Yorkshire), EASY-Care, FACE, and Birmingham SAP.
Bradford's SAP toolkit comprises three key components:
SAP assessment and care planning tools, prefaced by a link, Assessment types and assessment tools explained. Links to what Bradford currently uses (to be reviewed in Autumn 2006) are: Permission to share personal assessment information; Contact assessment; Overview assessment; carer's assessment; FACE risk profile; Summary of needs and care options; and Summary care plan.
The SAP care file ( this includes a section explaining informed consent).
Procedures for providing a named care co-ordinator for all people in receipt of ongoing assessment of care (this includes a section on the role of the named care co-ordinator).
Bradford's initial emphasis is on the implementation of paper systems that support the sharing of information directly with older people and practitioners involved via the user-held SAP care file.
The Practitioner handbook (54 pp), for use across Bradford, is compiled by Steve Clayton. Contents include: person centred care and SAP; stages in assessment and care planning; SAP assessment types and assessment tools; assessor's guide to exploring need (Contact and Overview assessment); effective information sharing; and care co-ordination. Appendices include a SAP dataset for preferred religion, ethnicity and language. Material (including a video resource) from a project undertaken by Lewisham Health and Social Care Partnership is acknowledged.
Contact Details: Steve Clayton, Project Manager - Older People, Strategic Commissioning and Service Improvement, Bradford Social Services, Olicana House, Chapel Street, Bradford BD1 5RE Tel: +44 (0)1274 431526 07917883465 (SC mobile)  |  Fax:
E–mail: Steve.Clayton@Bradford.Gov.UK | 
Web links: http://www.learnonline.nhs.uk/Single+Assessment+Process/  | 
Target group: PCT/SSD staff  |  Type / Format: website; toolkit; briefing; e-learning
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Care Services Improvement Partnership (CSIP), Social Care Programme, Department of Health
CSIP Telecare eNewsletter [Care Serivces Improvement Partnership]
Monthly online newsletter available free of charge through subscribing to the email address. It is available in Word or PDF format; archive issues available on website. CSIP's monthly Telecare eNewsletter brings you essential information to support building telecare in your area. Useful weblinks given and recent local developments in telecare. For example, May 2007 issue contents:- 1 Hi-Tech Home Healthcare - demonstrator sites announced 2 Telecare and telehealth references (update) 3 Support for local telecare implementation - did you reach your 2006-7 CSCI projections? 4 Preparing for mainstreaming - charging 5 Transforming community equipment services 6 Other recent publications and press releases 7 Telecare and falls 8 Telecare resources move to ICN website 9 Access to CSIP services 10 Telecare events
Contact Details: Care Services Improvement Partnership 133 - 155 Waterloo Road, London, SE1 8UG Tel:  |  Fax:
E–mail: telecare@csip.org.uk | 
Web links: http://www.cat.csip.org.uk/telecare  | 
Target group:  |  Type / Format: briefing
Availability / Price: online  |  ISBN/ISSN:
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Department of Health
Making it happen pilots, early implementers and demonstrations (18 October 2006)
The White Paper, "Our health, our care, our say : a new direction for community services" (Cm 6737, January 2006) introduced, among other things (in Para 5.26), the Common Assessment Framework (CAF) which is in place for children's services. The White Paper acknowledges that "we have already developed a Single Assessment Process for older people's services".
"Making it happen" (Web link 1) accompanies the report, "Our health, our care, our say: making it happen" (Web link 2), which provides an update on progress on implementation of the White Paper. The use of pilot and demonstration sites enables the development of good practice and increases awareness of practical risks and issues that could affect implementation of a wider roll-out. The involvement of local partners, from both the statutory and non-statutory sector, will help develop an understanding of the contributions and opportunities offered by effective engagement of such diverse providers. This brief document provides details of those demonstration sites and pilots currently in operation; it will be periodically updated.
Pilots of interest to the SAP community include:
Development of the Common Assessment Framework (self assessment pilots): St Helens, East Riding of Yorkshire, Kingston upon Hull, Derby, Nottinghamshire, Birmingham, Barnet, Hammersmith & Fulham, Kingston upon Thames, Croydon, and Bristol;
Long-term conditions; integrated care and assistive technology (ICAT) demonstration sites: 3 sites proposed, and expressions of interest from PCT and local authority partnerships are soon to be invited;
Individual budgets: Gateshead, Oldham, Manchester, Barnsley, Lincolnshire, Leicestershire, Coventry, Norfolk, Essex, Kensington & Chelsea, Barking & Dagenham, West Sussex, and Bath & North East Somerset;
Partnerships for Older People Projects (POPPs) Northumberland, Knowsley, Manchester, Wigan, Bradford, Leeds, North Lincolnshire, North Yorkshire, Sheffield, Worcestershire, Luton, Norfolk, Brent, Camden, Southwark, East Sussex, Dorset, Somerset and Poole.
Contact Details: David Gilbert, Our health, our care, our say Programme Team, Department of Health Richmond House 79 Whitehall London SW1A 2NS. Tel: 020 7210 5787  |  Fax:
E–mail:  | 
Web links: http://www.dh.gov.uk/assetRoot/04/14/00/41/04140041.pdf  |  http://www.dh.gov.uk/assetRoot/04/14/00/65/04140065.pdf
Target group: HAs/LAs  |  Type / Format: briefing; policy
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Growing Older (GO) Programme, Economic & Social Research Council - ESRC
Quality of life and social support among older people from different ethnic groups GO Findings: 23 - Research Findings from the Growing Older Programme [authors: Jabeer Butt, Jo Moriarty, Michaela Brockmann (et al)] (October 2003)
This study set out to explore quality of life and social support among older people from different ethnic groups. The authors carried out in-depth interviews with 203 older people from Caribbean, Asian (including Chinese), African and white communities aged 55 and over. The study suggests that ethnicity influences both collective and personal responses to perceptions of quality of life.
Contact Details: ESRC Growing Older Programme, Department of Sociological Studies, Elmfield, Northumberland Road, University of Sheffield, Sheffield S10 2TU. Tel: +44 (0)114 222 6467  |  Fax: +44 (0)114 222 6492
E–mail: Marg.Walker@shef.ac.uk | 
Web links: http://www.shef.ac.uk/uni/projects/gop/index.htm  | 
Target group:  |  Type / Format: briefing
Availability / Price: download/upon request, free of charge  |  ISBN/ISSN:
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Hertfordshire County Council
Single Assessment Process in Hertfordshire: investing in change management ( 2004)
As featured in an article in the Journal of Integrated Care, vol 13, no 2, April 2005 pp 28-33. Attached to this SAP entry are some of the main powerpoint presentations and briefing documents used by Hertfordshire in providing a training programme to improve services for older people, with the introduction of single assessment, in the complex setting of a shire county with a number PCTs, acute trusts, a county partnership trust and a county council social care service.
Stephen Casson was an external Consultant employed to work alongside Dorothy Skidmore and help deliver some of the training.
1. Briefing sessions for voluntary organisations features 24 slide powerpoint presentation.
2. Briefing sessions for residential and nursing homes features 27 slide powerpoint presentation.
3. Hertfordshire SAP training document (6 pp) features "Background information" and "Stages of assessment".
4. Briefing sessions about SAP with managers from residential and nursing homes (October 2004) (2pp document).
5. Briefing sessions on SAP with voluntary organisations (October 2004)(2pp document).
Contact Details: Dorothy Skidmore, Development Manager, Integrated Services, Policy & Performance Unit, Adult Care Services, Mount Pleasant, Mount Pleasant Lane, Hatfield Herts AL9 5PU Tel: +44 (0)1707 280652 mob: 07887 833749  |  Fax:
E–mail: Dorothy.Skidmore@hertscc.gov.uk |  Stephen@scasson.fsbusiness.co.uk
Web links: http://www.hertsdirect.org  | 
Target group:  |  Type / Format: powerpoint; briefing
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King's Fund
Policy framework for integrated care for older people developed by the Carmen network [author: Penny Banks] [August 2004]
Forty organisations in eleven European countries that make up the Carmen network exchanged experiences on coordinating and integrating services to meet the holistic and often complex needs of older people. Key themes emerged that have resonance for national policy in every country. They are described in this policy framework, which offers a checklist for national and regional policy makers concerned with improving the integration of sevices to older people. The framework can also be used by older people, carers and their organisations, service providers and commissioners and all who have a stake in changing current service systems. The approaches promoted in the framework reinforce policies on active ageing, emphasising control by individual older people and the concept of interdependence, in which older people give as well as receive. View document.
Contact Details: Penny Banks, Fellow in Health Policy, King's Fund, 11 - 13 Cavendish Square , London W1G 0AN Tel: 020 7307 2400  |  Fax: 020 7307 2801
E–mail:  | 
Web links: http://www.kingsfund.org.uk/pdf/integratedcareforolderpeople.pdf  |  http://www.kingsfund.org.uk
Target group:  |  Type / Format: briefing; policy
Availability / Price: View pdf  |  ISBN/ISSN:
Notes: CARMEN stands for the Care and Management of Services for Older People in Europe Network.


Lancashire County Council Integrated Teams for Services for Older People
Single Assessment and shared access to services in East Lancashire using single electronic record [author: Tom Daniels] [September 2004]
In September 2004, a Strategic Partnership Agreement was formally signed by Burnley, Pendle and Rossendale PCT, Hyndburn and Ribble Valley PCT and Lancashire Social Services Directorate to work towards developing an Integrated Older People's Service between the three agencies. This briefing (2pp) by Tom Daniels, a senior manager in Lancashire Social Services, identifies six key work streams necessary for the first stages of integration.
Two locations have been identified for a pilot scheme around the Single Assessment Process (SAP) and shared access to services: Burnley Wood in the Burnley, Pendle and Rossendale PCT area, and Clitheroe in the Hyndburn and Ribble Valley PCT area. The project's key elements and its benefits to patients, service users, and the organisations covered are outlined.
View document.
Contact Details: Alex Sunderland, SAP Project Manager and Policy Officer for Older People, PO Box 162, East Cliff County Offices, Preston, Lancs, PR1 3EA Tel: 01772 534449 (direct) 01772 254868 (switch)  |  Fax:
E–mail: alexander.sunderland@ssd.lancscc.gov.uk | 
Web links:  | 
Target group: LA/HA  |  Type / Format: briefing
Availability / Price:  |  ISBN/ISSN: -
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Milton Keynes Council
Single Assessment Process [handout to accompany Workshop 1] [author: MIlton Keynes Council] (August 2003)
Handout expanding the detail of Powerpoint presentation of Workshop 1 brought by a partnership of Milton Keynes PCT, Milton Keynes Council, Age Concern Milton Keynes, and Milton Keynes Hospital Trust. Accompanied by: ''The Single Assessment Process: a brief guide''; and DoH notes of guidance - Annexes F & H.
view handouts |  view brief guide |  view Annexes F & H
Contact Details: John Holley, Single Assessment Process Manager, Milton Keynes Council, Civic Offices, 1 Saxon Gate East, Central Milton Keynes MK9 3HQ Tel: +44 (0)1908 253952 (JH)  |  Fax:
E–mail: John.Holley@Milton-keynes.gov.uk | 
Web links: http://www.mkweb.co.uk/mkcouncil  | 
Target group: General  |  Type / Format: briefing
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NEA (National Energy Action)
Prevention is better than cure: a guide to assessing the risks to vulnerable people living in cold, damp homes through the Single Assessment Process and recommendations for action an NEA guidance note for those involved in the design, management or delivery of the Single Assessment Process (April 2007)
NEA has produced a guide to assessing the risks to vulnerable people living in cold, damp homes through the Single Assessment Process and recommendations for action, ‘Prevention is Better than Cure’. This guidance note (40 pp) is aimed at those involved in the design, management or delivery of the Single Assessment Process. It includes: findings of a scoping study arising from responses to a questionnaire to health and social care agencies involved with SAP; and examples of good practice in Herefordshire, South West Peninsula, Darlington, Birmingham, North Yorkshire, Calderdale, Waltham Forest, and Greenwich.
Key recommendations are made for the different forms of assessment. In particular, questions on affordable warmth and information of referral pathways should always be included at Contact Assessment. SAP leads and SAP managers should also be trained or have an awareness of of key affordable warmth issues when developing and/or delivering training for SAP assessors.
Appendices include: the scoping study questionnaire; the Herefordshire Signposting Assessment; an example of a cold weather checklist; and an example of training resource on raising awareness around fuel poverty and affordable warmth.
NEA was funded by DEFRA (Department for Environment, Food and Rural Affairs).to undertake the project leading to this publication, which investigated the extent to which health and social care agencies already included considerations of the health impacts on those living in cold damp homes, particularly those with long term conditions, within the single assessment process.
Contact Details: Diane Bland, Project Co-ordinator, NEA Area Office, PO Box 113, Northallerton DL7 7AN. Tel: 01609 883 918 (NEA Area Office) 07855 863312 (DB mobile)  |  Fax:
E–mail: diane.bland@nea.org.uk | 
Web links: http://www.nea.org.uk/downloads/publications/H1442_Single_Assessment_Process_Booklet.pdf  | 
Target group:  |  Type / Format: briefing; guidance
Availability / Price: Download  |  ISBN/ISSN:
Notes: Large print version available on request .


NEA (National Energy Action)
Reducing the health impacts of cold, damp homes on those living with long-term conditions a briefing note for community matrons (March 2007)
This briefing (6 pp) outlines ways in which Community Matrons can improve the case management and care of those living in cold, damp housing. It focuses on findings drawn from NEA’s Health Champions’ Programme and the guidance note ‘Prevention is better than cure', which includes recommendations on the development of the Single Assessment Process (SAP) to meet the needs of those living in cold, damp housing. The briefing provides a useful introduction to the impact of cold homes on health, provides guidance on policy and practice development as well as available sources of specialist information, advice and assistance. Case studies from County Durham and South West Essex PCT illustrate how community matrons include issues or questions on affordable warmth in SAP and assessment documentation.
Contact Details: Diane Bland, Project Co-ordinator, NEA Area Office, PO BOX 183, NORTHALLERTON DL7 7AN Tel: 01609 883 918 (NEA Area Office) 01609 883 155 (DB home)  |  Fax:
E–mail: diane.bland@nea.org.uk | 
Web links: http://www.nea.org.uk/downloads/publications/Community_Matrons_Briefing_Note.pdf  | 
Target group: Community matrons  |  Type / Format: briefing
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NHS Connecting for Health (CfT)
A national framework for electronic SAP implementation [author: Jan Hoogewerf] (28 February 2006)
NHS Connecting for Health have commissioned a team to look at electronic implementations of SAP with Jan Hoogewerf as project director and Robin Stern as project manager. The project is co-sponsored by and will report to the NHS Connecting for Health National Programme Board,the Electronic Social Care Records Implementation Board, and the Care Records Development Board.. The first stage of the project, which will be completed by the end of May 2006, will define and evaluate options for electronic SAP. The team seeks input to this process from the SAP community either via the SAP discussion forum or directly to Jan and Robin.
The documentation comprises:
A briefing paper (1 p), outlining the project and its governance;
An introductory powerpoint presentation (11 frames) on the timetable for the project ;
Project initiation document (17 pp), version 0.2, dated 8 March 2006; and
Framework for the project.
Contact Details: Jan Hoogewerf , Project Director Tel:  |  Fax:
E–mail: jan.hoogewerf@porticoconsulting.co.uk |  robin@medmosaic.co.uk
Web links: http://www.connectingforhealth.nhs.uk/  |  http://www.cpa.org.uk/sap/e-sap
Target group:  |  Type / Format: briefing; powerpoint;
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North Yorkshire County Council
SAP newsletter - (North Yorkshire) (author: Becky Nightingale) (June 2006)
Newsletter June 2006 (download) includes updates on electronic SAP (e-SAP),, person held records, and systems and processes. Also, refers to the Senior Management Conference, "The future of Single Assessment Process in North Yorkshire and the wider Strategic Health Authority area"; held on 12 June 2006 at Thirsk Racecource, which is described in a separate entry. An article on lessons learnt from CHARD refers to implementation of NPfIT in Skipton and Ripon, in Craven, Harrogate and Rural District PCT.
Previous and later newsletters at weblink.
View newsletter.
Contact Details: Becky Allright, SAP Project Co-ordinator, North Yorkshire County Council, Finkle Street, Thirsk, North Yorkshire YO7 1DA. Tel: 01609 536912 07976 908812 (mobile)  |  Fax:
E–mail: becky.allright@northyorks.gov.uk | 
Web links: http://www.northyorks.gov.uk/sap  | 
Target group: All staff  |  Type / Format: briefing
Availability / Price:  |  ISBN/ISSN:
Notes: Becky Allright (change of name from Becky Nightingale).


Personal Social Services Research Unit (PSSRU)
A Systematic Evaluation of the Development and Impact of the Single Assessment Process in England Research and Policy Update, Issue 1 [author: PSSRU, University of Manchester] (July 2006)
PSSRU at Manchester is currently investigating the implementation and impact of the Single Assessment Process in England. The project has been commissioned by the Department of Health. As part of this study PSSRU has published an update on Stage 1 of the project as one of the series: Research and Policy Update, issue 1 which can be downloaded from their website. This update focuses on key findings from the literature review undertaken. Findings from a focus group of SAP Lead Officers is also included; these groups were used to evaluate the extent to which the literature review findings resonated with the local experience of implementation. Twenty five members of the SAP Lead Officers group in the North West of England participated in this process. The Update concludes with details of related research undertaken by PSSRU Manchester. View summary.
Contact Details: Paul Clarkson, Research Fellow, PSSRU at Manchester, Faculty of Medicine and Human Sciences University of Manchester, Dover Street Building, Oxford Road, , Manchester M13 9PL Tel: 0161 275 5674  |  Fax: +44 ( 0 ) 161 275 5790
E–mail: Paul.Clarkson@manchester.ac.uk | 
Web links: http://www.PSSRU.ac.uk  | 
Target group:  |  Type / Format: briefing
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Notes: PSSRU staff who conducted this study were Michele Abendstern, Jane Hughes, Paul Clarkson, Caroline Sutcliffe and David Challis. The research team is intending to publish short summaries and documents relating to the research as it goes on. Interested parties can request to be added to a mailing list for these.
View the Project Outline pdf via the weblink for further information on the larger project.


Personal Social Services Research Unit (PSSRU)
A Systematic Evaluation of the Development and Impact of the Single Assessment Process in England Research and Policy Update, Issue 2 [author: PSSRU, University of Manchester] (January 2008)
PSSRU at Manchester is currently investigating the implementation and impact of the Single Assessment Process in England. The project has been commissioned by the Department of Health. As part of this study PSSRU has published updates on Stage 1 and now Stage 2 of the project as one of the series: Research and Policy Update. Issue 2 which can be downloaded from their website focuses on some of the key findings from Stage 2. Firstly, key issues from the national survey of SAP lead officers will be reported. Secondly, observations are reported from two SAP lead officers regarding the utility of the findings from the PSSRU survey of user experience in their authority. View summary.
Contact Details: Jane Hughes, Lecturer in Community Care Research PSSRU at Manchester, Faculty of Medicine and Human Sciences University of Manchester, Dover Street Building, Oxford Road, , Manchester M13 9PL Tel: 0161 275 5674  |  Fax: +44 ( 0 ) 161 275 5790
E–mail:  |  Jane.Hughes@manchester.ac.uk
Web links: http://www.PSSRU.ac.uk/research.php  | 
Target group:  |  Type / Format: briefing
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Notes: PSSRU staff who conducted this study were Michele Abendstern, Jane Hughes, Paul Clarkson, Caroline Sutcliffe and David Challis. The research team is intending to publish short summaries and documents relating to the research as it goes on. Interested parties can request to be added to a mailing list for these.
View the Project Outline pdf via the weblink for further information on the larger project.


Personal Social Services Research Unit (PSSRU)
Implementing the Single Assessment Process: key findings from the literature [author: PSSRU, University of Manchester] October 2005
PSSRU at Manchester is currently investigating the implementation and impact of the Single Assessment Process in England. The project has been commissioned by the Department of Health. As part of this study PSSRU reviewed available literature concerning issues relevant to SAP. The review considered studies published after 1985 and included both evidence based reports and policy and practice reviews. This summary presents some of the key findings. The headings under which the material is summarised reflect issues identified by the DH as critical to implementation.
Outline of the research study itself as funded by the DoH is also available to download (dated May 2004). View summary.
Contact Details: Paul Clarkson, Research Fellow, PSSRU at Manchester, Faculty of Medicine, Dentistry and Nursing, University of Manchester, 1st Floor, Dover Street Building, Oxford Road, , Manchester M13 9PL Tel: 0161 275 5250  |  Fax:
E–mail: pssru@manchester.ac.uk | 
Web links: http://www.PSSRU.ac.uk/research.php  |  http://www.pssru.ac.uk/pdf/p060.pdf
Target group:  |  Type / Format: briefing
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Notes: PSSRU staff who conducted this study were Michele Abendstern, Jane Hughes, Paul Clarkson, Caroline Sutcliffe and David Challis. The research team is intending to publish short summaries and documents relating to the research as it goes on. Interested parties can request to be added to a mailing list for these.
View the Project Outline pdf via the weblink for further information on the larger project.


Personal Social Services Research Unit (PSSRU), University of Manchester
Enhancing the efficiency and effectiveness of assessment in community care outline of a research project funded by the Department of Health [authors: David Challis, Jane Hughes, Paul Clarkson, Michele Abendstern and Sue Tucker] (October 2006)
The Department of Health (DH) has commissioned the Personal Social Services Research Unit (PSSRU) at the University of Manchester to evaluate the self assessment pilot projects in a 2-year study which commenced in the autumn of 2006. Fieldwork will be undertaken in all the sites hosting the self assessment pilot projects (i.e. Birmingham, Bristol, Croydon, Kingston upon Hull, Hammersmith & Fulham, Nottinghamshire, St Helens, Kingston upon Thames, Barnet, East Riding of Yorkshire, and Derby). The research will focus on different approaches to self assessment;. This briefing (2 pp; Web link 2) outlines the study's design and research strategies, and notes that the research is set in the context of the introduction of the Single Assessment Process (SAP). The resulting report will be made available on the PSSRU website (Web link 1) View summary.
Contact Details: Paul Clarkson, Research Fellow, PSSRU at Manchester, Faculty of Medicine, Dentistry and Nursing, University of Manchester, 1st Floor, Dover Street Building, Oxford Road, , Manchester M13 9PL Tel: 0161 275 5229  |  Fax:
E–mail: pssru@manchester.ac.uk | 
Web links: http://www.PSSRU.ac.uk  |  http://www.medicine.manchester.ac.uk/pssru/research/SelfAssessmentProjectOutline.pdf
Target group:  |  Type / Format: briefing
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Notes: The grant holders for this study are David Challis, Jane Hughes and Paul Clarkson. Dissemination of the findings will involve a report of the study and journal articles. The resulting report will also be made available on the PSSRU website (Web link 1). Arrangements will be made with participating authorities for them to receive feedback relating to particular initiatives.


Sunderland Social Services
Attaching documents [to Liquidlogic records] [handout accompanying SAP training session] (2005)
This 4pp handout indicates how and where documents can be attached to and retrieved from Liquidlogic records.
View handout
Contact Details: Robin Welsh, SAP Training Officer, Floor 4, 50 Fawcett St, Sunderland, Tyne & Wear SR1 1RF. Tel: 0191 566 1420 07789942247  |  Fax:
E–mail: Robin.Welsh@ssd.sunderland.gov.uk | 
Web links:  | 
Target group: SAP staff using Liquidlogic  |  Type / Format: briefing
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Sunderland Social Services
Sunderland Social Services Single Assessment Process Liquid Logic SAP training (2005)
Powerpoint for Liquidlogic SAP staff training sessions in Sunderland. The presentation comprises 29 slides illustrating the course objectives for an overall understanding of how to use Liquidlogic for creating and using records for the Single Assessment Process.
The aim is that, by the end of the course, attendees will be able to understand: the work and workgroup trays; finding a service user; creating a new person (i.e. a service user record); how to complete a Contact Assessment; how to complete an Overview assessment; SAP needs and SAP risks; finalising the assessment; making referrals; making appointments;; and updating demographics. The training programme includes practice exercises.
An associated handout (11pp) for attendees, "SAP trainers guide" outlines the course programme.
View presentation  | View trainer guide
Contact Details: Robin Welsh, SAP Training Officer, Floor 4, 50 Fawcett St, Sunderland, Tyne & Wear SR1 1RF. Tel: 0191 566 1420 07789942247  |  Fax:
E–mail: Robin.Welsh@ssd.sunderland.gov.uk | 
Web links:  | 
Target group: SAP staff using Liquidlogic  |  Type / Format: powerpoint; briefing
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Sunderland Social Services
Sunderland Social Services Single Assessment Process Liquid Logic super users super user training (2005)
Powerpoint for Liquidlogic "super user" training sessions in Sunderland. The presentation comprises 13 slides illustrating the course objectives: maps, keystrokes, work processes, page navigation and problem solving.
An associated handout (3pp) for attendees, "SAP super users trainers guide" outlines the course programme.
View presentation  | View trainer guide
Contact Details: Robin Welsh, SAP Training Officer, Floor 4, 50 Fawcett St, Sunderland, Tyne & Wear SR1 1RF. Tel: 0191 566 1420 07789942247  |  Fax:
E–mail: Robin.Welsh@ssd.sunderland.gov.uk | 
Web links:  | 
Target group: SAP managers using Liquidlogic  |  Type / Format: powerpoint; briefing
Availability / Price:  |  ISBN/ISSN:
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Wandsworth Borough Council; Wandsworth Primary Care Trust
EASY-Care & Single Assessment briefing notes, [Wandsworth]
These Briefing notes (3 pp) on the assessment tool for SAP for health and social services staff in Wandsworth outline the terminology, why the Single Assessment Process is being introduced, and the role of EASY-Care as an assessment tool in Wandsworth.
View briefing notes
Contact Details: Wendy Moreton, Senior Planning and Review Officer, Wandsworth Borough Council, Town Hall, Wandsworth High Street, London SW18 2PU. Tel: +44 (0)20 8871 6271 (WM) +44 (0)20 8789 5511 (FN)  |  Fax:
E–mail: wmoreton@wandsworth.gov.uk |  fleur.norwood@swlondon.nhs.uk
Web links:  | 
Target group: Health/social services staff  |  Type / Format: assessment tool; briefing
Availability / Price:  |  ISBN/ISSN:
Notes: Other Contact: Alastair Bearne, abearne@wandsworth.gov.uk


 

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