Citadel Secure — Task Report CRM

Task Detail — From Call

Type of Task

Due Time (Required By)

Reason for Task

Specific Vehicle Needs

Cell Wheelchair N/A

CAD No AUTO

Invoice No

Appointing Agency

Appointing Agency Name

Agency POC (Point of Contact)

POC Position

Tel Number

Tel Ext

Agency Payable (if different from above)

Collecting From

Hospital / Facility Name

Ward Name

Address

Postcode

POC at Location

Position

Tel Number

Tel Ext

Conveying To

Hospital / Facility Name

Ward Name

Address

Postcode

POC at Destination

Position

Tel Number

Tel Ext

Point 3 — Additional Stop (Optional)

Hospital / Facility Name

Ward

Address

Postcode

POC

Position

Tel

Tel Ext

Service User Information

Full Name

Gender

Nationality

Date of Birth

Age AUTO

NHS / HOSP No

Build Type

Slim Medium Large Bariatric

Height

GP Code

Will they need returning?

Yes No Unknown

Supporting Passengers (if any)

Additional Notes

Notes for Crew — visible to crew on their task card

Controller Notes — PRIVATE, crew cannot see these

Risk Assessment — From Care Team

THIS RISK ASSESSMENT IS BASED ON INFORMATION ISSUED BY THE CARE TEAM. RISKS CAN BE SUBJECT TO CHANGE AT ANY TIME.

Team Gender Preference

Male Female N/A

Is SU Detained Under MHA?

Presentation

Acts of Risk	Unlikely	Possible	Likely	Highly Likely	Unknown
Self Harm
Suicide
Resistance
Aggression (physical)
Violence
Escape

RECOMMENDED CREW

SELECT RISK LEVELS TO CALCULATE

COVID-19 Positive

Yes No Unknown

History of Violence

Yes No Unknown

Subject to Protection Plan

Yes No Unknown

Infections / Allergies Detail

Triggers / Other Risk Info

Travel Estimate

Our Base Postcode

Point 1 Postcode (auto from Collecting From)

Point 2 Postcode (auto from Conveying To)

Wait time at Point 1 (mins — collecting, paperwork, handover)

Wait time at Point 2 (mins — dropoff, handover, paperwork)

CALCULATES: BASE → POINT 1 (+ WAIT) → POINT 2 (+ WAIT) → BASE. ESTIMATES BASED ON UK AVERAGE DRIVING SPEED.

Date & Time

Date & Time Required

Reason

Locations

Collecting From

Ward

Conveying To

Ward

Crew

Lead ST

ADDITIONAL STAFF

Vehicle

Service User

Full Name

NHS No

Timeline & Invoice

EN ROUTE Time

POINT 1 Time

POINT 2 Time

COMPLETED Time

RETURNED TO BASE

LEFT BASE Override

Task Hours

Active Miles

VRN

Status

Booking Status

Appointing Agency

Organisation / Agency *

Payable By

Point of Contact Name *

Position / Role

Telephone *

Tel Ext

Task Details

Task Type

If Other, specify

Date & Time Required *

Reason for Transport

Vehicle Needs

Cell Wheelchair N/A

Collecting From

Hospital / Location *

Ward

Address

Postcode

POC Name

Position

Tel

Conveying To

Hospital / Destination *

Ward

Address

Postcode

POC Name

Position

Tel

Service User Information

Full Name *

Gender

Nationality

Date of Birth

Age AUTO

NHS / HOSP No

Build

Slim Medium Large Bariatric

Height

GP Code

Will they need returning?

Yes No Unknown

Supporting Passengers

Risk Assessment

BASED ON INFORMATION FROM CARE TEAM — RISKS SUBJECT TO CHANGE

Team Gender Preference

Male Female N/A

Is SU Detained Under MHA?

Presentation

Acts of Risk	Unlikely	Possible	Likely	Highly Likely	Unknown
Self Harm
Suicide
Resistance
Aggression (physical)
Violence
Escape

History of Violence

Yes No Unknown

COVID Positive

Yes No Unknown

Protection Plan in Place

Yes No Unknown

Known Triggers

Infections / Allergies

ADD NEW LEAD

Contact Name *

Job Title / Role

Organisation *

Phone Number

Email Address

Source — How did they find us?

Area / Region

Follow-up Date

Initial Notes

ADD NEW USER

Username *

Display Name *

Password *

Mobile Number

Role *

Incident Details

Job Reference

Date & Time of Incident

Location of Incident

Type of Incident *

Severity

Low Medium High Critical

Were Police Called?

Yes No

Was Anyone Injured?

Yes No

Description of Incident *

Actions Taken

Witnesses (names)