All Wales Manual Handling Training Passport

& Information Scheme

Manual Handling Person Handling Competency Assessment

Personal Details
Name:
Job Title:
Department:
Manager’s Name:
Date of Last Manual Handling Training:
Course or Competency Assessment date:
Assessor’s Name:
Assessor’s Designation:

Please read the following :

I confirm that I have received instruction in the topics / tasks as indicated in this training / competency record.

I have also been given the opportunity to discuss relevant issues and ask questions.

I confirm that I have received handouts as appropriate.

N.B. Any changes to this record with the intention to deceive will be considered as fraudulent.

Employee Signature:
Assessor’s Signature:
Date:
Date of next assessment :
Section 1 completed / Section 2 completed / Section 3 completed

Initial and date as completed

/ MANUAL HANDLING HEALTH QUESTIONNAIRE

During the training/ competency assessment you will be required to participate in client/inanimate load handling techniques. You will carry out a number of practical exercises. In order for the trainer to train you safely and provide guidance pertinent to you personally they need to know about any pre existing condition you may have. The information given will be treated in confidence.

If you knowingly give incorrect information to Conwy County Borough Council, it can bear no responsibility for any resultant pain or injury.

Do any of the below apply? Please advise your assessor / Yes / No
1. I am suffering from musculoskeletal pain
2. I have suffered with pain, injury and or have had surgery in the last 6 months
3. I am receiving treatment for a condition/ have a medical condition which may affect my ability to engage in physical activity
4. I am pregnant/ I have given birth within the last 6 months/ I am breast feeding

If you have answered ‘yes’ to any of the questions numbered 1-4 please provide further information to your trainer / assessor in confidence.

If necessary advice will be sought from the Occupational Health Department

Should you suffer any discomfort or injury during the training / assessment you must report this to the trainer / assessor immediately.

Signature: / Date:

For trainer / assessor use:

Health questionnaire must be screened prior to training / assessment

Please tick / Signature
Continue to training / assessment
Unable to continue with training / assessment
Further action required : e.g. inform manager, refer to O.H etc

Section 1 – To be completed by the employee

Self Assessment of Competency in Manual Handling Techniques
Please indicate for each of the following techniques: / Carried out in my work / I need additional training in this
Rolling & turning a person in bed / Yes No / Yes No
Lying to sitting & sitting to lying / Yes No / Yes No
Assisting in & out of bed / Yes No / Yes No
Moving person up/down in bed / Yes No / Yes No
Fitting, using & removing of slide sheets / Yes No / Yes No
Fitting a sling in bed/ in chair / Yes No / Yes No
Hoisting in & out of bed / Yes No / Yes No
Hoisting in & out chair/ commode / Yes No / Yes No
Assisted walking / Yes No / Yes No
Sitting to standing and standing to sitting from chair or bed / Yes No / Yes No
Standing turner transfer / Yes No / Yes No
Standing hoist and sling transfer / Yes No / Yes No
Sitting forwards in a chair / Yes No / Yes No
Re-positioning a person in a chair / Yes No / Yes No
Raising a fallen person / Yes No / Yes No
Hoisting from floor / Yes No / Yes No
Lifting & lowering to/from floor or low level working / Yes No / Yes No
Pushing of a wheelchair or commode / Yes No / Yes No
Team Handling/ Double handed handling / Yes No / Yes No
Child handling techniques (Children’s services only) / Yes No / Yes No
Frequency of use of Manual Handling Techniques / Daily / Any Periods of extended non use as a result of / Sickness/injury
Change of role/dept
Weekly
Occasionally / Any other reason………………………
Intermittently
Do you use the full range of skills taught to you when you last attended training / YES NO / Explain :
Have you sustained any injuries as a result of Manual Handling / YES NO / Explain :
Do you have any concerns relating to your competency in any trained techniques / YES NO / Explain :
Do you consider that there are Manual Handling tasks used during your job for which you have not received training / YES NO / Explain :

Which do you consider best describes your manual handling competence? Please tick √

Competent in the complete range of techniques / Comments :
Competent in those techniques regularly used
Require further training in some techniques
Should not undertake manual handling without further training
Signature of Employee: / Date:

Section 2 - Manual Handling Theory - To be completed by the employee

Please answer the following Manual Handling theory questions – one answer per question

1. Fill in the manual handling task that is missing from the definition below

The definition of Manual Handling is the movement of a load through bodily force which includes lift/ lower/ hold/ carry/ pull and _ _ _ _

2. Who is responsible for Health & Safety in the workplace?

The Employer Both the Employees and Employer

The Employees The Health & Safety Officer

3. Which of the following Regulations/ Legislation apply to Manual Handling tasks/ practices?

Health and Safety at Work Act 1974 (H.A.S.A.W)

Manual Handling Operations Regulations (1992) as amended (2002)

Lifting Operations and Lifting Equipment Regulations 1998 (LOLER)

Management of Health and Safety at Work (1999)

Provision and Use of Work Equipment (1998)

All of the above

4. Under the L.O.L.E.R Regulations (1998), how often should object handling equipment i.e mechanical hoists be serviced?

Every month Every Twelve Months

Every six months When needed

5. What are considered poor manual handling practices?

Twisting of the spine Lifting too heavy a weight

Over- reaching Incorrect lifting techniques

Handling whilst unbalanced All of the above

6. Which is the main area of the spine most commonly injured through poor manual handling practices?

Cervical (Neck region) Sacral (Pelvic Region)

Thoracic (Mid Back Region) Coccyx (Base tail of the spine)

Lumbar (Lower back region)

7. Which of the following is NOT a function of the spine?

Protection Movement

Support Lifting

8. A risk assessment is nothing more than a careful examination of what, in work, could cause harm to people, so that it can be decided whether you enough precautions have been taken or more should be done to prevent harm. What is the purpose of the Manual Handling risk assessment?

Client/ service user safety

Employee Safety

Legal requirement

Employer providing a safe system of work (instructions on how to complete the task safely)

All of the above

9. Where would you locate/ find Manual Handling Risk assessments/ Safe System of Work within your workplace?

______

10. There are four main areas that we consider when completing a Manual Handling Risk Assessment? Fill in the missing area

Task

Individual

L_ _ _

Environment

11. What are employee’s/ your duties with regard to Manual Handling risk assessments?

Communicate any handling difficulties experienced to manager so that a new assessment can be completed

Follow instructions (safe systems of work) provided within the risk assessment

All of the above

12. Which muscles should provide the power for Moving and Handling?

Leg and back Buttock and back

Leg and arm Leg and buttock

13. What would you do if you saw a colleague carrying out unsafe handling practices which were putting themselves and others at risk?

Stop them and offer assistance/ guidance. Inform your supervisor/ manager.

Do nothing – not your job

14. If you injure yourself whilst undertaking Manual Handling activities at work, whilst failing to use the training, equipment and/ or following risk assessments that have been provided, who do you think will be found responsible?

My trainers, because they should give me the knowledge and the skills I need.

My manager/ assessor- they are responsible for assessing the tasks that I am expected to do

Myself, as the person responsible

15. When experiencing back pain, you should :

Take to your bed and rest Keep as active as possible

Lie on a plank of wood under the mattress or on the floor Do nothing.

Total Score of Manual Handling Theory Quiz / /15
Conclusion
[tick all applicable boxes] / P
Sound knowledge of manual handling principles, & competent with regards to theoretical principles
Needs coaching in a specific area [identify which area]
Needs to attend Manual Handling training on theoretical principles (Modules A&B of MH Passport – Level 2 Training)
Action to meet identified needs
Signature of Employee: / Date:
Signature of Assessor: / Date:

Trainer/ assessor use only :

Section 3 – Practical M. H Observation to be completed by the assessor

Tasks observed – The observed supervision covers the techniques listed below only

Rolling & turning a person in bed / Sitting to standing and standing to sitting from chair or bed
Lying to sitting & sitting to lying / Standing turner transfer
Assisting in & out of bed / Standing hoist and sling transfer
Moving person up/down in bed / Sitting forwards in a chair
Fitting, using & removing of slide sheets / Re-positioning a person in a chair
Fitting a sling in bed/ in chair / Raising a fallen person
Hoisting in & out of bed / Hoisting from floor
Hoisting in & out chair/ commode / Lifting & lowering to/from floor or low level working
Assisted walking / Pushing of a wheelchair or commode
Other : / Other :
Task Demonstrated / Comments
Shows awareness of client risk assessment and manual handling plan / Correct Incorrect
Communicated with service user and promoted independence throughout task / Correct Incorrect
Preparation of area for the task / Correct Incorrect
Appropriate technique selected / Correct Incorrect
Appropriate selection and use of equipment / Correct Incorrect
All equipment checked prior to use, and used correctly / Correct Incorrect
Communicated appropriately with colleague if applicable / Correct Incorrect
Technique performed safely and effectively, client in required position / Correct Incorrect
Maintained good posture and stability; used suitable stance. / Correct Incorrect
Checked client was comfortable at end of task. / Correct Incorrect
Other : / Correct Incorrect
Conclusion
[tick all applicable boxes] / P
Sound knowledge of manual handling principles, & competent with regards to manual handling technique and practice of those techniques observed- no concerns
Assessor advised/corrected technique/ practice/ posture during observation
Needs coaching in a specific area [identify which area]
Needs to attend manual handling update training
Action to meet identified needs
Signature of Employee: / Date:
Signature of Assessor: / Date:

Section 3 – Practical M. H Observation to be completed by the assessor

Tasks observed – The observed supervision covers the techniques listed below only

Rolling & turning a person in bed / Sitting to standing and standing to sitting from chair or bed
Lying to sitting & sitting to lying / Standing turner transfer
Assisting in & out of bed / Standing hoist and sling transfer
Moving person up/down in bed / Sitting forwards in a chair
Fitting, using & removing of slide sheets / Re-positioning a person in a chair
Fitting a sling in bed/ in chair / Raising a fallen person
Hoisting in & out of bed / Hoisting from floor
Hoisting in & out chair/ commode / Lifting & lowering to/from floor or low level working
Assisted walking / Pushing of a wheelchair or commode
Other : / Other :
Task Demonstrated / Comments
Shows awareness of client risk assessment and manual handling plan / Correct Incorrect
Communicated with service user and promoted independence throughout task / Correct Incorrect
Preparation of area for the task / Correct Incorrect
Appropriate technique selected / Correct Incorrect
Appropriate selection and use of equipment / Correct Incorrect
All equipment checked prior to use, and used correctly / Correct Incorrect
Communicated appropriately with colleague if applicable / Correct Incorrect
Technique performed safely and effectively, client in required position / Correct Incorrect
Maintained good posture and stability; used suitable stance. / Correct Incorrect
Checked client was comfortable at end of task. / Correct Incorrect
Other : / Correct Incorrect
Conclusion
[tick all applicable boxes] / P
Sound knowledge of manual handling principles, & competent with regards to manual handling technique and practice of those techniques observed- no concerns
Assessor advised/corrected technique/ practice/ posture during observation
Needs coaching in a specific area [identify which area]
Needs to attend manual handling update training
Action to meet identified needs
Signature of Employee: / Date:
Signature of Assessor: / Date:

Conclusions (more than one box may be ticked)

Check as indicated / Comments
Full range of competence in theory and practice of those tasks observed / YES NO
Should be retrained on normal scheduled training – Level 2 / YES NO
Should be retrained on first available course - Level 2 / YES NO
Should not undertake Manual Handling tasks until retrained – Level 2 / YES NO
Requires MH site/ task/ People handling specific training (Level 3) / YES NO
Refer to Physiotherapy / YES NO / Arranged by:
Date of referral:
Refer to Occupational Health / YES NO / Arranged by :
Date of referral:
Requires capability assessment / YES NO / Arranged by :
Date of referral:
Manual Handling Activities restricted to those specified : / Manager informed :
Comments:
Signed – Staff Member: / Date:
Signed – Named Assessor: / Date:
Review date (s):

Section 4 – To be completed by line manager

Have you or any other manager recommended further training for this employee? / YES NO / Comments :
Have you observed any poor practice or have any concerns? / YES NO / Comments :
Do you agree with the competency assessment/ required actions? / YES NO / Comments :
Signed Line Manager: / Date:

A copy should be kept within the employee’s personal file