Amendments

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

This procedure was updated in May 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)’.

In May 2026, Section 2, Human Rights – What the Law Says, was updated following a legal review of the tri.x Safeguarding Adults Board Procedures.

In May 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.

In May 2026, a link to the Commissioning Responsibilities under the Care Act chapter of the Care Act 2014 Resource was added.

This procedure was updated in May 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’.

In May 2026, a scope box was added to this chapter.

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

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

In May 2026, a ‘Need to know’ box about Accommodation-Related Needs was added to Section 5, Next Steps (Eligible Needs).

In May 2026, information about the Mental Health Act 2025, its proposed changes, and its implementation process was added to the beginning of this chapter.

In May 2026, information about the Mental Health Act 2025, its proposed changes, and its implementation process was added to the beginning of this chapter.

In May 2026, information about the Mental Health Act 2025, its proposed changes, and its implementation process was added to the beginning of this chapter.

In May 2026, information about the Mental Health Act 2025, its proposed changes, and its implementation process was added to the beginning of this chapter.

In May 2026, information about the Mental Health Act 2025, its proposed changes, and its implementation process was added to the beginning of this chapter.

In May 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.

In November 2025, 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.

In November 2025, 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.