Manual Handling Policy

Policy: S08

Policy Descriptor
This policy sets out the Trusts approach to managing and reducing the risks
associated with moving and handling activities and reaffirms the Trust’s
commitment to supporting the health, safety and welfare of all employees.

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Document Control
Policy Ref No & Title: S08 Manual Handling
Version: v2.4
Replaces / dated: Previous policy dated March 2017
Author(s) Names / Job Title Mark Abbotts, Health and Safety Manager
responsible / email: [email protected]
Ratifying committee: Health and Safety Committee
Director / Sponsor: Director of Nursing and Practice
Primary Readers: All Staff
Additional Readers
Date ratified: 12th June 2019
Date issued: June 2019
Date for review: June 2021
Date archived:
Other Relevant Standards
NHS Employment Check Standards
met:
Contents

1. Introduction............................................................................................................................. 3
2. Purpose.................................................................................................................................... 4
3. Duties....................................................................................................................................... 4
4. Definitions............................................................................................................................... 8
5. Training.................................................................................................................................... 9
6. Risk Assessments.................................................................................................................. 9
7. Audit....................................................................................................................................... 10
8. Incident Reporting................................................................................................................ 10
9. Financial Consideration of Health and Safety Manual Handling Improvements..............10
10. Process for Monitoring and Review....................................................................................10
11. References............................................................................................................................. 11

Appendix 1 – Manual Handling Risk Assessment Form...........................................................12

Appendix 2 – Manual Handling Equipment Inventory...............................................................22
Appendix 3 – Policy Guidelines on the Manual Handling of Loads.........................................24
Appendix 4 – Guidelines for the Lifting of Inert Loads.............................................................25
Appendix 5 – Policy Guidelines for Movement of Wheeled Equipment...................................28
Appendix 6 – Policy Guidelines for Moving & Handling Patients.............................................29
Appendix 7 – Guidelines for Patients weighing more than 160kg (25stone)...........................31
Appendix 8 – Use of Patient Hoisting Equipment and other Patient Manual Handling Aids..36
Appendix 9 – Further Information / Professional Bodies..........................................................37

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1. Introduction

1.1. The Devon Partnership NHS Trust (hereafter referred to as the Trust) is committed to
ensuring the health, safety and welfare of employees, patients, contractors and others who
may be involved with, or affected by manual handling operations, so far as is reasonable
practicable. It is the policy of the Trust that operations involving manual handling of loads
will be eliminated so far as reasonably practicable and where it is not reasonably
practicable to eliminate manual handling, risk assessments will be made to determine the
level of risk and to implement action plans to reduce the risk to the lowest level possible.
The Trust ensures that progressive health and safety improvements in relation to manual
handling are made in a systematic way, taking into consideration the level of risk as
identified by risk assessment.

1.2. Ultimate responsibility for compliance with the “Manual Handling Operations Regulations
1992 (MHOR 92,amended 2004)”, “Lifting Operations Lifting Equipment Regulations 1998
(LOLER 98)” and other Health and Safety Legislation in relation to manual handling rests
with the Chief Executive, who has appointed an Executive Director to have specific
responsibility for Health and Safety. Responsibilities for the design and implementation of
effective manual handling management systems are delegated throughout the Trust,
ensuring that minimum Legal duties are met.

1.3. The Trust supports working in an open and fair culture, and to this end, strives to consult
with staff on all matters that may materially affect their health and safety at work in relation
to manual handling.

1.4. The Trust will strive to do all that is reasonably practicable to prevent injury or loss to any
person by fully accepting and acting effectively to comply with the MHOR 92 (amended
2004), LOLER 98 and all other relevant Health and Safety Legislation.

1.5. The Trust recognises that in some cases manual handling is necessary in both specific
work areas and for achieving rehabilitation objectives for patients. Only following thorough
risk assessments and completed action plans should this option be chosen.

1.6. The Trust strongly acknowledges that people are a key resource within the organisation
and, as such, protecting their health and safety is paramount. It is recognised that the key
to the success of this policy is the involvement of all those who have an interest in
preventing manual handling injuries within the workplace, this includes:

 The Trust Board who supports the risk management strategy and the current manual
handling provision in support of the requirements of this policy.

 Managers who consider the welfare of their employees as an integral part of their
management role.

 Employees who practice safely at all times and report any risks or difficulties they may
be having.

 Advisors/co-coordinators/trainers within the Trust who ensure that they provide

accurate, timely and supportive advice when required.

 Visitors and lay users who comment on practice and environment design issues.

1.7. The implementation of this policy will also contribute to service delivery by reducing injuries
and ill health, improving patient care and patient experience, reducing unnecessary losses
and liabilities. The Trust is therefore dedicated to providing financial assistance to provide
relevant manual handling equipment, based on suitable and sufficient risk assessments.

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 1.8. In order to achieve holistic integrated Risk Management systems across the Trust, this
policy should be read in conjunction with the Risk Management Strategy Policy and Risk
Assessment Process, Incident Reporting Policy and Health and Safety Policy.

1.9. Factors which Contribute to the Implementation of Safer Handling.

Adequate Ergonomic
Trained, fit staff supervision Assessments

Planned
Sufficient staff Maintenance

SAFER
HANDLING Repair / replacement
Competent agency staff
equipment program

Reporting and
investigation of incidents Control of purchasing

Influencing attitudes Suitable and

of patients and sufficient handling
relatives aids

Moving and handling of Patients Chapter 23.

The Royal Marsden Hospital Manual of Clinical Nursing Procedures Sixth Edition 2004

2. Purpose

2.1. The purpose of Manual Handling Policy is to provide a framework for the establishment and
implementation of a risk management process for manual handling activities which will
support and assist in the achievement of the Trust’s strategic objectives and the fulfilment
of the Trust’s Governance agenda.

3. Duties

3.1. The Trust is dedicated to providing a safe and healthy workplace in relation to manual
handling and is committed so far as is reasonably practicable, to ensure the health, safety
and welfare of all employees and any other person who may be affected by the Trusts
activities. In order to achieve this, there are set and clear structures, defining
responsibilities within the organisation, to ensure that safer manual handling is managed
effectively. Responsibility for manual handling is devolved from the Chief Executive, via
Directors, to local managers and employees. The Manual Handling Trainer provides
competent advice and support to managers and staff for the effective management of risks
associated with manual handling activities. These responsibilities are in accordance with
the Trusts Risk Management Strategy, Incident Report Policy and specialist health and
safety policies. The key roles and responsibilities are summarised below.

3.2. The Chief Executive

 Overall responsibility for the organisation and arrangements made to ensure that the
objectives outlined within this policy are established, implemented and achieved.

 Reviewing, updating and ensuring the implementation of the Manual Handling Policy.

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  Ensuring manual handling risks are included as part of the Risk Management Process.

 Endorse safer handling management.

 To ensure that sufficient and adequate financial and physical resources are allocated to
the management of manual handling and ergonomic risks within the Trust. To ensure
the appointment of competent persons to assist and advise in the measures necessary
to comply with the requirements of all relevant legal duties and national NHS standards
in relation to manual handling.

3.3. Executive Lead for Health and Safety – Director of Nursing and Practice

 Overall responsibility for arrangements to ensure the effective implementation,

monitoring and overall effectiveness of the Manual Handling Policy.

 Responsible for the management of health and safety process within the Trust and will
advise the Trust Board on manual handling and ergonomic issues.

 Has overall responsibility for the monitoring of Trust agreed manual handling targets,
ensuring the Trust Board is informed of the appropriate resources required to meet
those targets, and safer handling objectives as set by this policy and outside agencies
such as the Health & Safety Executive.

 Ensure effective arrangements are in place to feed relevant manual handling and
ergonomic risks up to the Trust Assurance Framework Corporate Risk Register from
operational risk registers.

 To ensure a robust moving and handling education programme for employees is

provided.

 Ensure that structures exist for the management of manual handling within each
Service/Locality and ensure they are adequately trained and attend all necessary
health and safety committees and forums in relation to manual handling.

 Gain assurance that managers discharge their responsibilities to implement the Trust’s
Manual Handling Policy.

 Ensure a competent occupational health service will be available to all employees for
health surveillance and support where necessary in relation to musculoskeletal and
manual handling injuries.

 To ensure systems are in place so that due consideration will be given to manual
handling and ergonomic issues in the design of all-new developments and services.

3.4. Health and Safety Manager

 Appointed as the Back Care Advisor, the Health and Safety Manager will work with
Executive Directors, Directorate/Service leads and the Workforce Planning and
Development Service to develop the Trust wide ergonomic and manual handling
strategy and appropriate policies.

 Provide advice and support to the Manual Handling Trainer and employees on the
management of manual handling operations.

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  Where appropriate, ensures manual handling operations risks are included within the
Operational and Corporate Assurance Framework Risk Register in compliance with
Risk Management Strategy, Policy and Risk Assessment Process R03.

3.5. Directors/Head of Service

 Are responsible for ensuring compliance with this Policy. They must ensure systems
are in place to identify and assess manual handling risks and implement safe systems
of working for all significant manual handling risks identified within their area of
responsibility.

3.6. Heads of Department/Senior Managers/Managers/Team Leaders

 Are responsible for ensuring compliance with this Policy and that the necessary
remedial action is taken whenever significant manual handling risks are identified within
their area of responsibility, in particular:

 Ensuring that staff have undertaken appropriate training.

 Ensuring that manual handling risk assessments are completed and any resulting
actions implemented and reviewed as often as is necessary.

 Informing their Director/Head of Service of all significant manual handling risks where
additional action is required or where additional resources are required to reduce and
manage the risk.

 To liaise closely with Manual Handling Trainer or Health and Safety Manager and seek
competent advice when necessary.

 Ensuring suitable person(s) are identified as risk assessors to provide support within a
particular team/locality/profession.

 Reviewing emergency procedures so that the risk of manual handling injury is not
necessarily increased in these situations.

 Ensuring that any adverse event/incident relating to manual handling is reported to the
appropriate line manager, documented according to the Organisations adverse
event/incident system and that the necessary action is taken to prevent or minimise a
re-occurrence.

 Sickness absence related to manual handling adverse events is documented on the

member of staff’s sickness absence form.

3.7. Employees

 All employees have a responsibility to comply with this Policy to ensure the safety
themselves and others whilst at work. In particular, this includes:

 Personally reviewing the risk prior to carrying out any manual handling and following
manual handling risk assessment guidelines, care plans/nursing notes and other safe
systems of work.

 Making full and proper use of any equipment provided.

 Considering the safety of the person you are working with (e.g. height, injuries, training
etc).

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  Informing your manager of anything that may affect your ability to undertake safe
moving and handling (injury, pregnancy, training needs, ill health etc.).

 Attend Core Training as outlined in Section 5.

3.8. Manual Handling Trainer

 To provide competent training and advice across the Trust in relation to manual
handling and ergonomics.

 To deliver manual handling training programs in line with the approved codes of
practice, individual professional bodies and the Trust’s training requirements.

 To develop specific training programmes to meet individual employees’ requirements

as identified by risk assessments when required.

3.9. Moving and Handling Risk Assessor

 To support managers in assessing the risk and complete all relevant documentation.

 Gain advice and support from the Manual Handling Trainer whenever necessary, to
work closely with the Manual Handling Trainer who will update them with regard to
current best practice, use of new equipment in their area, and any local or national
initiatives beneficial to the role.

 Ensure training is undertaken when required.

 Attend regular meetings to support the role.

3.10. Risk Management Department

 Responsible for ensuring any safety/hazard notices in relation to ergonomic and

manual handling issues (e.g. hoist, ambulift equipment) from The Medicines and Health
Care Products Regulatory Agency (MHRA) and Central Alerting System (CAS) has the
appropriate action taken and relevant action plans completed.

 Provide advice and support on the use of the Trust’s Assurance Framework Corporate
Risk Register process to ensure it is kept live and continues to be effective in
recording and monitoring manual handling risks in an holistic manner in compliance
with the Risk Management Strategy, Policy and Risk Assessment Process R03.

3.11. Estates Department

 So far as is reasonably practicable, maintain mechanical equipment / machinery to

ensure that all equipment is maintained in efficient working order and in good repair, in
line with the “Lifting Operations and Lifting Equipment Regulations 1998” (LOLER 98).

 Notify ward and departmental managers of any defects identified by the statutory
inspections carried out on specific equipment, i.e. patient hoists. So that a suitable
repair / replacement program can be implemented. Inspections of this nature will not
include non-mechanical handling aids, e.g. slides, belts etc.

 Maintain an inventory of all mechanical manual handling equipment updated by

information from ward and departmental managers when there are changes to local
inventories.

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  Provide advice on maintenance costs to the purchasing manager, for all mechanical
moving and handling equipment.

 Consult with the Health and Safety Manager in the planning, development or
refurbishment of Trust premises, where manual handling issues are pertinent.

3.12. Occupational Health Service

 Provide health screening of all new employees.

 Provide health advice following referral for musculoskeletal problems or injuries.

 Liaise with the relevant personnel (i.e. Individual managers ) to ensure concerns raised
during consultations are resolved.

 Following a review, will make recommendation regarding return to work arrangements.

3.13. Workforce Planning and Development Service

 To procure manual handling training and ensure adequate resources are in place to
meet the Trust’s training requirements.

 To maintain records on all the manual handling training that is undertaken.

 To ensure achievement against the Trust’s training requirements is reported to

managers and the Health and Safety Committee on a regular basis.

3.14. Procurement

 To monitor manual handling equipment purchases via the procurement process and
provide advice to the Manual Handling Trainer Health and Safety Manager when
necessary.

3.15. Trust Committees

3.15.1. There are various committees and groups active within the trust with a responsibility
for health, safety and risk. The key groups and committees for health and safety
management and risk terms of reference can be found in the Risk Management
Strategy. The roles of these committees and groups are summarised in the Health &
Safety policy.

3.15.2. It is the responsibility of the Health, Safety and Security Committee to approve and
agree amendments of this policy.

4. Definitions

4.1. Manual Handling Operations – any transporting or supporting of a load (including the
lifting, lowering, pushing, pulling, carrying, supporting, restraining or moving thereof) by
hand or bodily force.

4.2. Load – anything that is moveable, e.g. person, inanimate object or animal. An implement,
tool or machine – such as a fire hose, breathing apparatus, regulator or valve – is not
considered to constitute a load while in use for its intended purpose.

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4.3. Injury – hazards from toxic or corrosive properties of loads through spillage or leakage or
from external contamination are not covered by this policy, though such hazards should be
considered in the light of other provisions such as COSHH - the Control of Substances
Hazardous to Health Regulations 2002. For example, the presence of oil on the surface of a
load is relevant to the Regulations if it makes the load slippery to handle; but a risk of
dermatitis from contact with the oil is dealt with by the COSHH Regulations.

4.4. Ergonomics – looking at manual handling holistically, taking into account all relevant
factors including the task, load, the working environment and the individual capability
(requires worker participation) including psychosocial factors. Often described as ‘fitting the
job to the person, rather than the person to the job’.

4.5. Bariatric – Derives from the Greek words Barys, meaning heavy and new Latin iatria
relating to medical treatment. This term is used to describe patients who are obese and
seeking treatment for their condition. Bariatric also relates to any person whose body
structure weight or size exceeds the safe working load of existing equipment and whose
body structure weight or size may require additional consideration for staffing, equipment
and the environment.

4.6. Safer Handling – to eliminate hazardous manual handling where possible in all but
exceptional or unknown life- threatening situations.

4.7. Mandatory – Compulsory, something which must be done.

5. Training

5.1. The Health, Safety and Security Committee will advise on the training requirements for staff
within the organisation.

5.2. Manual handling training is regarded by the Trust as a Core Training requirement for all
staff. The Trust considers it to be an integral part of the risk management process and all
staff must attend when required to do so.

5.3. Core Training requirements - Manual Handling training is Core Training for all staff and is
identified by the Trust as the minimum training requirements for staff to practice safely
within the organisation. This applies to all staff in the organisation. Manual Handling
training requirements are described in detail within the Core Training Grid published on
Daisy and individual manual handling training requirements can be viewed by staff and their
managers via DEVELOP the Learning Management System.

6. Risk Assessments

6.1. Risk assessments are a legal requirement and are undertaken within the Trust in line with
the guidance set out in the Risk Management Strategy, Policy and Risk assessment
Process. Any risk which poses a significant risk to staff, visitors, patients or contractors
must be formally documented using the Trusts standard Risk assessment form. Employees
that are particularly at risk, such as young or inexperienced, new or expectant mothers,
lone workers, night workers and night workers should be considered in any risk
assessment. Where there is a manual handling risk a moving and handling risk assessment
form must also be completed (appendix 1) Risk assessment forms can also be found on the
Trust Intranet site. The Manual Handling Risk Assessment Form should be used for
general manual handling activities (e.g. kinetic handling) and the My Handling Assessment
and Plan should be used for patient handling and a copy held in the care plan.

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6.2. Risk assessments should be used as a proactive tool to assist staff in identifying manual
handling risks before they are realised, to ensure that action plans can be made and that
risks are eliminated or reduced to the lowest level practicable. Risk assessments should be
reviewed regularly to ensure that they are kept up to date. All staff should be aware of and
have open access to risk assessments relevant to the daily tasks they perform. Staff must
follow all actions and guidance given within the assessment. Any action plans made as a
result of a risk assessment should be completed as soon as is reasonably practicable. Risk
assessments must be reviewed and updated as necessary in response to any incident
which poses a significant risk to staff, patients, visitors or contractors.

6.3. The Trust has a formulated risk register, which includes details of all risks identified from
any source. The risk register includes risks arising from health and safety issues (this
includes moving and handling / ergonomic risks) and is compiled in three sections (Trust
wide, Directorate/Service and Departmental). The risk register is a live document, which is
continually updated and monitored. The risk register allows risks to be prioritised and
addressed accordingly. See the Trust’s Risk Management Strategy for more information on
the risk register process.

6.4. Additional advice and support or urgent advice regarding manual handling risk is provided
by the Manual Handling Trainer. Outside normal working hours, urgent advice and support
regarding the clinical care of people that use our services is available via the ‘on call
Manager’ (duty on call rota).

7. Audit

7.1. The Health and Safety Manager will undertake regular audits of manual handling / health
and safety compliance within the Trust. These audits will be designed to monitor
compliance in particular aspects of manual handling, which can be chosen according to
external reporting requirements, the HSE, incident reports, trends and local needs.
Managers will be required to provide information for these Audits and implement any
actions recommended as a result.

8. Incident Reporting

8.1. The Trust operates an “open and fair” incident reporting culture and welcomes knowledge
of incidents as an opportunity to learn. Incident reporting allows the Trust to identify
potential risks, and to learn from incidents to prevent a reoccurrence. All manual handling
related accidents or incidents should be reported in the same way as all other incidents; by
using the standardised Trust incident reporting form and incident reporting process
thereafter. Specific details on the incident reporting process can be found within the
Incident Reporting Policy.

8.2. Investigation of incidents is undertaken within the Trust. Details of incident investigation
process can be found within the Incident Reporting Policy.

9. Financial Consideration of Health and Safety Manual Handling Improvements

9.1. All Service’s and Localities are responsible for allocating funds from their budgets for
health and safety manual handling improvements and managers should consider the risk
register when making decisions on fund allocation.

10. Process for Monitoring and Review

10.1. Manual handling type incident performance is reported and monitored within the Annual
Report. This includes a trend analysis of all incidents affecting staff, people that use our
service and visitors.

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10.2. Reporting trends of manual handling is monitored by the Health and Safety Committee on
an ongoing basis. The committee receives all quarterly incident reports (both Health &
Safety and Patient Safety). Any reports and action plans generated are shared with the
appropriate Board Committee who will then monitor the implementation and outcome of
identified actions.

10.3. Serious Untoward Incidents and RIDDOR reportable incidents are subject to audit by the
Health and Safety Manager.

10.4. The annual health & safety inspection monitors the requirement and compliance to
undertake risk assessments for the management of manual handling activities of staff and
others. This is reviewed by the Health and Safety Committee.

10.5. Annual targets for staff attendance at training are set by the Workforce Committee and are
in line with the Trusts Training Needs Analysis. Training attendance is monitored at the
Workforce Committee and the Health and Safety Committee.

10.6. This document requires review and approval by the Health and Safety Committee. It will be
reviewed every two years.

11. References

Health and Safety at Work etc Act 1974

Management of Health and Safety at Work Regulations 1999
Manual Handling Operations Regulations 1992 (as amended 2002)
Lifting Operations and Lowering Equipment Regulations 1998
Provision and use of work Equipment Regulations 1998
Equality Act 2010
Human Rights Act 1998
Reporting of Injuries Diseases and Dangerous Occurrence Regulations 2013
Guide to the handling of people 6th edition. RCN Publications
The Royal College of Nursing Code of Practice for the handling of patients
Getting to Grips with manual handling – A short guide. HSE

Devon Partnership NHS Trust policies and procedures:

Incident Reporting
The Investigating Incidents, Complaints and Claims
Health & Safety
Corporate Risk Management Strategy, Policy and Risk Assessment Process
Health and Safety Audit and Workplace Inspection Procedure
Decontamination - Intranet
Infection Control

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Appendix 1 – Manual Handling Risk Assessment Form

Use this form when both evaluating the risk of injury associated with manual handling tasks and devising the measures
needed to remove or reduce such risks.
An assessment will be needed if there is a potential risk of injury and/or the task falls outside the recommended guidelines
Section A – Preliminary Assessment detail
Task name/Job description:
(i.e. pushing a bed, carrying a box, bed to
bed transfer of a patient)

Task description :
(i.e. Lifting a square box containing coiled
wire from bench to trolley)

Manual handling operations

covered by this assessment :
(detailed description i.e. operator lifts box
manually using both hands with a palm to
palm grip. The bench is 70cm from the floor
and a 100cm wide. The bench has a wall
100cm behind it and the operator has to
carry the box 3m to reach a low level
trolley, between ankle and knee height.
Boxes are stacked 6 high and the trolley
has no supporting sides)
Diagram/ Photograph:
(draw lay out positioning operators,
equipment etc include any existing control
measures. Attach drawing or alternatively
photograph)

Load weight: Frequency

(i.e. weight of box, of lift:
patient etc) (i.e. number of
lifts in a minute,
hour etc)
Carry distances: (if applicable i.e.
the walking distance to carry the object
from A to B, B to C etc)
Personnel / operators involved:
(please list i.e. nurse, porter, Dr, technician,
all ward staff, electrician etc)
Are other manual handling
tasks carried out by these Yes  No 
operators?
(List if deemed appropriate)

Locations:
(please list)

Assessments discussed with Date Evidence of discussion (i.e. team meeting minutes 27/09/05
employees/ safety
representatives?
Yes  No 
Is a detailed assessment If ‘No’ evidence to
needed?(i.e. is there a potential risk for Yes  No  support decision:
injury, are the factors beyond the guideline ( no significant risk
weights) factors, i.e. does not
exceed guideline
weights )

If ‘NO’ detailed assessment B is not required (please sign & Date below)
If ‘Yes’ please complete detailed assessment section B, followed by section C remedial action.
Assessor Name. Signature. Date

Manager Name Signature Date

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Section B – Lifting and Carrying - More detailed assessment where necessary

Questions to consider If applies, tick Problems occurring from Possible remedial action
appropriate level the task (E.g. changes that needs to be
(make rough notes in this made to the task, load,
column in preparation for the working environment etc.
possible remedial action to be Who needs to be involved in
taken) implementing the changes?)
Low Med High
Task - does it involve:

 Holding the load away from the

trunk?
 Twisting?

 Stooping?

 Reaching upwards?

 Large vertical movement?

 Long carrying distances?

 Strenuous pushing or pulling?

 Unpredictable movement of loads?

 Repetitive handling?

 Insufficient rest or recovery?

 A work rate imposed by a process?

Load - is it:
 Heavy?

 Bulky/unwieldy?

 Difficult to grasp?

 Unstable/unpredictable?

 Intrinsically harmful (e.g. sharp/hot)?

Working environment - are there:

 Constraints on posture?

 Poor floors?

 Variations in levels?

 Hot/cold/humid conditions?

 Strong air movements?

 Poor lighting conditions?

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Questions to consider If applies, tick Problems occurring from Possible remedial action
appropriate level the task (E.g. changes that needs to be
(make rough notes in this made to the task, load,
column in preparation for the working environment etc.
possible remedial action to be Who needs to be involved in
taken) implementing the changes?)
Low Med High
Individual capability - does the job:
 Require unusual capability?

 Pose a risk to those with a health

problem or a physical or learning
difficulty?
 Pose a risk to those who are
pregnant?

 Call for special information/training

other than general handling skills?

Other factors:
Protective Clothing
 Is movement or posture hindered by Yes  No 
clothing or personal protective
equipment (PPE)?

 Is there an absence of the correct / Yes  No 

suitable PPE being worn?

Work Organisation (psychosocial factors)

 Do workers feel that there is poor Yes  No 
communication between managers and
employees (e.g. not involved in risk
assessments or decisions on changes in
workstation design?)

 Are there sudden changes in workload, Yes  No 

or seasonal changes in volume without
mechanisms for dealing with the
change?

 Do workers feel they have not been Yes  No 

given enough training and information to
carry out the task successfully?

Assessment Scores

Overall assessment of the risk of injury? Low  Medium  High 

(As assessed from detailed assessment B above)

Consequence X Likelihood = Risk score

Risk Score - for Trust Risk Register (refer to H & S Policy (1-5) (1-5) (1-25)
No.7 appendix 3)
X =

If score 8 or above please place on Divisional Risk Register

via Divisional Lead for Risk

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Section B – Pushing and Pulling of Loads - More detailed assessment where necessary
Questions to consider If applies, tick Problems occurring from Possible remedial action
appropriate level the task (E.g. changes that needs to be
(make rough notes in this made to the task, load, working
column in preparation for the environment etc.
possible remedial action to be Who needs to be involved in
taken) implementing the changes?)
Low Med High
Task - does it involve:
High initial forces to get the load moving?

High forces to keep the load in potion?

Sudden movements to start, stop or

manoeuvre the load?
Twisting/manoeuvring of the load into
position or around obstacles?
One-handed operations?

The hands below the waist or above

shoulder height?
Movement at high speed?

Movement over long distances?

The Load or object to be moved:

Does it lack good handhold?

Is it unstable/unpredictable?

Is vision over/around it restricted?

If on wheelscastors, are they:

Unsuitable for the type of load?

Unsuitable for the floor surface/work

environment?
Difficult to steer?

Easily damaged or defective?

Without brakes or difficult to stop?

With brakes, but the brakes are

poor/ineffective?
Without planned inspection and
maintenance regime based on frequency
that keeps them in working order?
Consider the working environment - are
there:
Constraints on posture/positioning?
Confined spaces/narrow doorways?

Surfaces or edges to cause

cuts/abrasions/burns to hands or body?
Rutted/damaged/slippery floors?

Ramps/slopes/uneven surfaces?

Trapping or tripping hazards?

Poor lighting conditions?

Hot/cold/humid conditions?

Strong air movements?

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Questions to consider If applies, tick Problems occurring from Possible remedial action
appropriate level the task (E.g. changes that needs to be
(make rough notes in this made to the task, load,
column in preparation for the working environment etc.
possible remedial action to be Who needs to be involved in
taken) implementing the changes?)
Low Med High
Consider Individual capability - does
the job:

 Require unusual capability?

 Hazard those with a health problem or
a physical or learning difficulty?
 Hazard those who are pregnant?

 Call for special information/training?

Other factors:
Protective Clothing
 Is movement or posture hindered by Yes  No 
clothing or personal protective
equipment (PPE)?

 Is there an absence of the correct / Yes  No 

suitable PPE being worn?

 Is there a lack of a regular maintenance Yes  No 

procedure for the equipment?

Work Organisation Yes  No 

 Do workers feel that there is a lack of

consideration given to the planning and
scheduling
 Do workers feel that there is poor Yes  No 
communication between managers and
employees (e.g. not involved in risk
assessments or decisions on changes in
workstation design?)

 Are there sudden changes in workload, Yes  No 

or seasonal changes in volume without
mechanisms for dealing with the
change?

 Do workers feel they have not been Yes  No 

given enough training and information to
carry out the task successfully?

Assessment Scores

Overall assessment of the risk of injury? Low  Medium  High 

(As assessed from detailed assessment B above)

Consequence X Likelihood = Risk score

Risk Score - for Trust Risk Register (refer to H & S Policy (1-5) (1-5) (1-25)
No.7 appendix 3)
X =

If score 8 or above please place on Divisional Risk Register

via Divisional Lead for Risk

16
Section C – Remedial action to be taken

Remedial steps that should be Person responsible for Target Completed Action
taken in order of Priority: implementing controls: implementation Yes/No
date: Date:
1

10

Date for review of

assessment:
Assessor’s name(s): 1. 2. 3.

Signature(s): 1. 2. 3.

Manager’s name: Signature:

Copies to: Patient notes Dept/ Ward File Divisional lead for risk
(Please ) Risk Management Dept Employee Other -

TAKE ACTION … AND CHECK THAT IT HAS THE DESIRED EFFECT

17
 Community Risk Assessment and Handling Plan

My Handling Assessment Plan

Name: CF6/NHS Number: Address/Ward Diagnosis and relevant medical history
for moving and handling:
DOB: GP:
Or insert Patient Label

BMI: Weight: Height:

Factors to be considered
(Please tick the relevant box and add information on page 2)
Can the patient/person co-operate/communicate? Yes □ No □ Does the patient/person take any medication that affects movement? Yes □ No □
If yes, please specify: If yes, please specify:
Does the patient/person have any cognitive or behavioural issues? Yes □ No □ Does the patient/person have any skin or tissue viability problems? Yes □ No □
If yes, please specify: If yes, please specify:
Has the patient/person any pain? Yes □ No □ Does the patient/person have any history of falls? Yes □ No □
If yes please specify: If yes complete a falls assessment
Does the patient/person have any attachments e.g. catheter/prosthetics/orthotics? Yes □ Does the patient/person have any problems with spasms/muscle tone/weakness
No □ If yes, please specify: Yes □ No □ If yes, please specify

Risk Assessment
GREEN – Low Risk YELLOW – Medium Risk RED – High Risk
Risk Risk Risk
Load Risk Description Level Level Level Load Risk Description Comments
Low Medium High
The patient/person can lift legs independently The patient/person can lift legs independently
The patient/person has sitting balance The patient/person has sitting balance
The patient/person can sit to stand weight bear The patient/person can sit to stand weight bear
The patient/person can transfer The patient/person can transfer
The patient/person can walk The patient/person can walk
The patient/person can reposition in bed The patient/person can reposition in bed
The patient/person can get in and out of bed The patient/person can get in and out of bed
The patient/person can use steps and stairs The patient/person can use steps and stairs

18
 Community Risk Assessment and Handling Plan
Name: Environment Person Providing Care
Consider space available Spouse/agency/carer/neighbour:
DOB:
CF6/NHS Number: Print Name:

(or insert patient label) Level of ability to carry out task:

Contact details:

Tasks requiring handling plan (tick if yes)

Repositioning in bed □ Reasoning:
In/out of bed □ Reasoning:
Sit to stand □ Reasoning:
Transfers to and from bed/chair/commode/wheelchair □ Reasoning:
Walking □ Reasoning:
Stairs □ Reasoning:
Lateral transfer □ Reasoning:
Other □ Please specify □ Reasoning:
For every identified task, please complete fully in patient/person handling plan section.
Patient/Person Specific Wishes and Consent Obtained

Information/Equipment Required
1. Moving and handling techniques demonstrated to (e.g. spouse/carer):

2. Additional Information:

In my clinical judgement the patient/person’s risk of moving and handling is: Low / Medium / High
Only choose one risk level: please document the method of moving and handling techniques in the ‘My Handling Plan’ section.
Note: all providers of care are responsible for ongoing risk assessment and monitoring as change occurs.
Print name: Sign: Date & Time: Designation:

19
Community Risk Assessment and Handling Plan
Name:
T = Task
DOB:
Think!
I = Individual
CF6/NHS Number:

(or insert patient label)

L = Load

E = Environment

O = Other

My Handling Plan
Name of Print Name / Sign /
No. Staff Risk Level SOPs
Task Manual handling instructions including sling/loop/configuration equipment Date & Time /
Required (low/med/high) Ref/no
required Designation

Low □

Med □

High □
Review Date

Low □

Med □

High □ Review Date

Low □

Med □

High □
Review Date
Community Risk Assessment and Handling Plan
20
Name:
T = Task
DOB:
Think!
I = Individual
CF6/NHS Number:

(or insert patient label)

L = Load

E = Environment

O = Other

My Handling Plan
Name of Print Name / Sign /
No. Staff Risk Level SOPs
Task Manual handling instructions including sling/loop/configuration equipment Date & Time /
Required (low/med/high) Ref/no
required Designation

Low □

Med □

High □ Review Date

Low □

Med □
Review Date
High □

Low □

Med □

High □ Review Date

If there are significant changes to ‘My Handling Plan’ due to patient/person’s ability or environment, please complete a new risk assessment and
Handling plan

21
Appendix 2 – Manual Handling Equipment Inventory

Ward/ Dept: Date:

List the manual handling aids used or available in your department/ ward and whether you own or regularly
borrow/hire them. Where possible the equipment brand name should be used.

Examples of Handling Aids: Slide sheet, lateral transfer slides (e.g.) Patslide, transfer boards, handling belts
bathing hoist, standing hoist, other specialised hoist mobile, overhead hoist –gantry, mobile & fixed, sling lifting
hoist, patient hand blocks, rope ladders, monkey poles, electric profile beds

Name of Handling Aid Quantity Based If Borrowed Are all Suitable Slings and Changes/
on Your Specify required for area If other repairs or
Ward? Where? attachments not why? attachments additional
Y/N available? available attachments
needed
1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

22
Ward/ Dept: Date:

List the manual handling aids used or available in your department/ ward and whether you own or regularly
borrow/hire them. Where possible the equipment brand name should be used.

Examples of Handling Aids: Slide sheet, lateral transfer slides (e.g.) Patslide, transfer boards, handling belts
bathing hoist, standing hoist, other specialised hoist mobile, overhead hoist –gantry, mobile & fixed, sling lifting
hoist, patient hand blocks, rope ladders, monkey poles, electric profile beds

Name of Handling Aid Quantity Based If Borrowed Are all Suitable Slings and Changes/
on Your Specify required for area If other repairs or
Ward? Where? attachments not why? attachments additional
Y/N available? available attachments
needed
11.

12.

13.

14.

15.

16.

17.

18.

19.

20.

23
Appendix 3 – Policy Guidelines on the Manual Handling of Loads Meets
standard b)
from page 20
 Where reasonably practicable all hazardous manual handling must be avoided.
to 30

 Managers are responsible for ensuring the systematic recorded assessment of all potentially
hazardous movement of loads and implementation of safe systems of work.

 Where assessment indicates that the load needs physical assistance to move it, methods that
avoid manual lifting must be used, e.g. hoists, standing aids, sliding sheets, trolleys, sack
trucks, rollers etc.

 In ideal circumstances, an employee should not be expected to exceed the guideline figures
shown. These guidelines should be adjusted when working as a team, and according to an
assessment of the nature of the task, individual capability, characteristics of the load and the
working environment (T.I.L.E.). Exceptionally, where assessment indicates no option but to
exceed these guidelines, a more detailed risk assessment must be undertaken and the task
carried out by suitably trained staff.

Guide Limits for Lifting and Lowering.

These guideline weights should be used when undertaking risk assessments.

However, they should not be regarded as safe limits. When seated or standing
for any manual-handling task, if hands enter more than one zone during the
operation, the lowest weight applies.

Lifting and lowering Handling while seated

Guidelines for pushing and pulling

For women a force of 16.6 kg is the maximum
force that should normally be required to start a
load moving. 6.6 kg is the maximum force that
should normally be required to keep it moving.

For men the maximum for starting a load

moving should normally be 25 kg for keeping
it moving, 10 kg

24
Appendix 4 – Guidelines for the Lifting of Inert Loads

Think before handling/lifting.

 Plan the lift / handling activity.

 Where is the load going to be
placed?
 Use appropriate handling aids
where possible.
 Will help be needed with the load?
 Remove obstructions, such as
discarded wrapping materials.
 For long lifts, such as from floor to
shoulder height, consider resting
the load mid-way on a table or
bench to change grip.

Keep the load close to the waist.

 Keep the load close to the waist for

as long as possible while lifting.
 The distance of the load from the
spine at waist height is an important
factor in the overall load on the
spine and back muscles.
 Keep the heaviest side of the load
next to the body.
 If a close approach to the load is
not possible, try to slide it towards
the body before attempting to lift it.

Adopt a stable position.

 The feet should be shoulder width

apart with one leg slightly forward
to maintain balance (alongside the
load if it is on the ground).
 Be prepared to move your feet
during the lift to maintain a stable
posture.
 Wearing over-tight clothing or
unsuitable footwear may make this
difficult.

25
 Ensure a good hold on the load.

 Where possible hug the load as

close as possible to the body. This
may be better than gripping it tightly
only with the hands.

 Moderate flexion (slight bending)

of the back, hips and knees at
the start of the lift is preferable to
either fully flexing the back
(stooping) or fully flexing the hips
and knees (full/deep squatting).

Don't flex the back any further while

lifting.
 This can happen if the legs begin to
straighten before starting to raise
the load.

Avoid twisting the back or leaning

sideways especially while the back
is bent.
 Keep shoulders level and facing in
the same direction as the hips.
 Turning by moving the feet is better
than twisting and lifting at the same
time.

Keep the head up when handling.

 Look ahead, not down at the load
once it is held securely.

Move smoothly.
 Do not jerk or snatch the load as
this can make it harder to keep
control and can increase the risk of
injury.

Don't lift or handle more than can be

easily managed.
 There is a difference between what
people can lift and what they can
safely lift. If in doubt, seek advice or
get help.

26
 Put down, then adjust.
 If precise positioning of the load is
necessary, put it down first and
then slide it into the desired
position.

(HSE Guidance on Regulations-Manual Handling Operations Regulations 1992 (as amended 2004)

Team Handling

If the requirement of a task exceeds the capabilities of 1 person, help will be needed.
Were possible in such instances:

 Think about your partners / teams stature and where possible lift with a person/ persons of
similar height and physical capability

 Where the weight of the load is unevenly distributed, the strongest members of the team
should take the heavier end / part

 Ensure that there is enough space for all the team members to perform the manoeuvre
correctly

 Nominate a leader before initiating the task

 The leader will be responsible for planning and co-ordinating the operation and must provide
clear, precise and predetermined commands (e.g. Ready, Steady, Lift)

 The partner or other team members must answer in response to the commands. There must
be good communication between team members at all times

27
Appendix 5 – Policy Guidelines for Movement of Wheeled Equipment

1 Manual handling operations involving pushing and pulling include loads which are slid,
rolled, or supported on wheels.

2 To avoid unnecessary handling, wheeled equipment should be stored where used if

possible.

3 Where potentially hazardous wheeled equipment (loaded or unloaded) has to be moved an

appropriate risk assessment should be completed to determine the force needed to start
and maintain the load's movement (appendix 1 guidelines).

4 Where the movement is potentially hazardous, mechanical means of propulsion should be

considered.

5 Specific care should be taken when pushing and pulling beds or patient trolleys.

Recommended guidance:

 Where possible always use the mechanical hospital bed push.

 If mechanical aids are unavailable, due consideration must be taken to identify the
sufficient number of staff required to assist and ensure the forces are kept to a
minimum. This must include the weight and clinical condition of the patient where
applicable.

 There must be a minimum of two staff to move a bed/ patient trolley.

 If available the ‘steer’ facility on wheeled equipment should be used

28
Appendix 6 – Policy Guidelines for Moving & Handling Patients

1 All patients who can safely do so must be encouraged to move themselves.

2 All patients who receive handling must be appropriately assessed on the relevant moving
and handling patient risk assessment.

3 These assessments should be checked per shift and amended as changes occur.

4 All patients must be moved and handled in line with the “The Guide to the Handling of
People 6th Edition”, and in accordance with individual professional governing bodies.

5 Guidance for safer handling during resuscitation in hospitals should be used as a reference
for handling in resuscitation situations. Patient handlers will be trained in this area at
induction and during area specific update training sessions.

6 In the event of patients refusing to be moved or assisted in a manner which is safe for them
or the employee (e.g. refusing aid of mechanical hoists or handling equipment), the person
in charge of that patient should be informed.

If no mutually acceptable method of movement can be agreed, senior management should

be notified with all communications and actions documented in the relevant patient
documentation. No attempt to use practices not deemed as safe practice should be used
without a full risk assessment and guidance from senior management and the Manual
Handling Trainer or Health and Safety Manager.

7 The use of a hoist to lift patients from the floor is mandatory except in an emergency, or
situation deemed to be life threatening to the patient. Extreme care should be taken using
guidance from the Resuscitation council 2001 document.

Guidance for Safer Handling during Resuscitation in Hospitals July 2001 Pages 12, 13.
Resuscitation Council (UK).

Manual Lift from Floor

A mechanical lift using a hoist is the safest method of lifting a patient from the floor. All manual lifts
involve significant risk of injury. Where a hoist transfer cannot be performed, for example if the
patient has collapsed in an area that is inaccessible to a hoist or sustained a injury where this may
put the patient at risk , a manual lifting transfer may be the only alternative.

The safest method must be established. This should take into consideration the varying heights of
the rescuers, the environment and the optimal positioning of the trolley. The risks are significantly
increased if transferring directly to a bed because a bed is wider than a trolley. This causes the
rescuers to hold the patient further away from their trunk which increases spinal pressure.

This type of transfer is high risk and should only be considered as a last resort.
All the people involved must be made aware of the risks associated with this
transfer and the physical abilities that will be required of them.
Resuscitation Council (UK)

The following is advised:

 One person should co-ordinate the commands and lifting activity

 A designated lifting sheet (i.e. a sheet that has been designed for lifting) must be made
available. In areas such as A&E a scoop stretcher may be used

29
 The patient is log-rolled onto the lifting sheet

 A minimum of three people are positioned on each side of the patient

 An additional person is required to support the head

 Each rescuer faces the patient and drops down into the half-kneeling position (or into
 a position they feel comfortable in and are able to rise back up from)

 Each rescuer grasps the lifting sheet (or handles if present) with their wrists in a
 neutral position

 On the command the rescuers stand lifting the patient to approximately waist-height

 The patient is transferred onto an appropriately positioned height-adjustable trolley

In the event that the resuscitation is unsuccessful, the patient should be hoisted and
transferred onto a trolley, bed or directly onto the mortuary trolley

30
Appendix 7 – Guidelines for Patients weighing more than 160kg (25stone)

1. It is recognised that there are issues associated with the caring of the bariatric patient
(definition page 6) Failure to plan for the total management of the client may mean that
healthcare staff are faced with inadequate resources to provide basic care.

2. All clients assessed as being in excess of 160kgs / 25 stone or with a Body Mass Index
(BMI) in excess of 30+ will be classed as Bariatric and therefore subject to these guidelines.
It should also be recognised that other individuals with lower weight and BMI’s may be subject
to the guidelines depending on their weight distribution, height, size and immobility problems
and may also be referred to as a bariatric patient.

3. The Manual Handling Trainer and Health and Safety Manager must be informed at the earliest
opportunity should a client in excess of 160kgs / or has a BMI of 30+ require care or treatment
within the Trust where equipment and systems are not already in place. (ext. 3911).

4. If new services are going to be developed the Manual Handling Trainer and Health and Safety
Manager must be contacted to advise on suitable and sufficient equipment needs in relation to
handling of the bariatric patient.

5. All clinical areas must devise and develop a suitable and sufficient manual handling care
pathway for bariatric patients to ensure all suitable and sufficient manual handling and clinical
equipment is available for their care. (This should include systems to hire aids where
appropriate).

6. Provision of equipment may not be available within the Trust and where systems are not yet
established Manual Handling Risk Assessments should be completed to establish the level of
risk to both patients and staff and recorded on relevant risk register for action.

7. It is essential that bariatric clients are treated with respect and dignity. In order to implement
this level of care extra resources will need to be deployed.

8. Weighing of the client.

It is imperative to establish the weight of the patient once admitted (prior to admission for
elective surgery) as this may impact on the choice of equipment used to support the patient.

9. Patient Handling Risk Assessment and Plan of Care (Strategy)

A Patient Risk Assessment and Safer Handling Plan of Care must be completed in line with
Trust policy with agreed Safe Systems of Work.

This assessment should identify:

 The patients weight, height, body mass index, weight distribution / body type and
circumference of the waist

 The patients level of mobility on admission

 The patients level of mobility prior to the medical event and admission

 Handling activities that require either guidance and / or assistance general and bed mobility

 Equipment provision / aids required

31
  The number of staff required for all handling strategies to be undertaken

 Preventative control measures to be in place to ensure the client is secure and safe in the
event of an emergency (i.e. cardiac arrest, falling client, evacuation)

Ergonomic Risk Factors to consider

 Space
 Safe Working Load of the floor in the admitting area
 Safe Working Load of the lifts for admitting to above the ground floor level
 Weight of the equipment to be used
 Weight of spouse / carers if they sit on the bed or kneel to undertake handling tasks
 All risk factors need to be considered and added to the weight limit calculation when
requesting equipment provision

Following a documented risk assessment the appropriate safer handing plan of care must
accompany the patient at all times and be communicated to all healthcare staff involved.
Once assessed, suitable, sufficient and appropriate equipment must be made available.

Staff must have completed the Trusts Safer Handling education programme and feel confident
and competent to undertake the Trust agreed Safe System of Work in their practice

10. Equipment.
Every piece of equipment such as trolleys, beds, chairs and hoists have a Safe Working Load
(SWL). It is imperative that the SWL is not exceeded, as it will affect the stability and
mechanism of the equipment. Each clinical area must have a list of equipment with SWL
recorded.
Examples of equipment which may be required:

 Electric profiling bed – This must be suitable for the weight of the patient and also allow
for weight distribution. It must be a) compatible with the Trust bed mover and b) used at
all times for interdepartmental transfers

 A battery powered mobile hoist or mobile powered overhead gantry hoist – this will
require suitable sized hoist slings which are patient specific. All handling tasks need to be
minimised to the lowest level so far as is reasonably practicable
 Depending on patient needs other items to be considered are: Arm chair, wheelchair;
walking frame, commode, shower stool, transfer chair. Please also include clinical aids
such as blood pressure cuff etc.

All of the above equipment may need to be hired in on admission and / or the Trust may
need to procure this equipment for immediate use.

11. Hire / Procurement of Equipment.

If a patient is in excess of 160kg they may not be supported within the Trusts existing
equipment provision and resources. The hiring of equipment to meet the patients needs is
therefore essential.

All equipment must have authorisation and approval by the Clinical Manager. All orders need
to follow AGRESSO Procurement Process

Guidance for suitable hire is available from:

 Manual Handling Trainer

 Health and Safety Manager
 Tissue Viability Team – (pressure relieving mattresses and cushions)

32
 Heavy Duty Equipment Available for Hire

Contact the Manual Handling Trainer for advice.

Huntleigh Healthcare Rental Service

Telephone number: 08457 342000

Bariatric items that can be Length of time equipment will

Name/Code Weight limit and dimensions
ordered take to be delivered to ward
24 hours before equipment can be
Mobile Hoist Huntleigh Porta 250kg (39 stone)
delivered onto ward
250kg - Static mattress as standard -
24 hours before equipment can be
Electric bed Huntleigh Contoura 880 Dynamic mattress on request Nimbus 3 has a
delivered onto ward
SWL of 39 stone/248kg
267 kg (42 stone) - Static mattress as
24 hours before equipment can be
Electric bed Huntleigh Contoura 560 standard - Dynamic mattress on request
delivered onto ward
Nimbus 3 has a SWL of 39 stone/248kg
250kg (39 stone) - Nimbus 3 - NB check 24 hours before equipment can be
Mattress replacement system Huntleigh
equipment library delivered onto ward
24 hours before equipment can be
Mobile hoist Huntleigh Porta 250kg (39 stone)
delivered onto ward
24 hours before equipment can be
Weight scales Huntleigh 225kg (35 stone)- Porta hoist
delivered onto ward
24 hours before equipment can be
Shower stool Huntleigh 254kg (39 stone)
delivered onto ward
24 hours before equipment can be
Commode Huntleigh 254kg (39 stone)
delivered onto ward
24 hours before equipment can be
Walking frame Huntleigh 300kg (47 stone)
delivered onto ward
24 hours before equipment can be
Armchair Huntleigh 254kg (39 stone)
delivered onto ward
24 hours before equipment can be
Transfer chair Huntleigh TC 300 - 300kg (47 stone)
delivered onto ward
24 hours before equipment can be
Wheelchair Huntleigh 140kg (22 stone)
delivered onto ward

33
Hill-rom Rental Service

Telephone Number: 07841 743666

Bariatric items that can be Length of time equipment will

Name/Code Weight limit and dimension
ordered take to be delivered to ward
300 kg (47 stone) - 1 XL sling to be 24 hours before equipment can be
Mobile hoist Liko viking XL
provided delivered onto ward
400kg (62 stone) - Free standing
24 hours before equipment can be
Mobile overhead track hoist Liko ultra twin (2.0m) does not need to be supported
delivered onto ward
against wall or ceiling - 1 XL sling

Benmor Medical UK LTD Rental

Telephone Number: 0333 8009000

Bariatric items that can be Length of time equipment will

Name/Code Weight limit and dimension
ordered take to be delivered to ward
24 hours before equipment can be
Weigh scales (wheel on ramp) Benmor Medical T100S 496kg (78 stone)
delivered onto ward
24 hours before equipment can be
Commode Benmor Medical T100C/53 337kg (53 stone)
delivered onto ward
24 hours before equipment can be
Walking frame Benmor Medical T100F 298kg (46 stone)
delivered onto ward
318 kg (50 stone) - Static chair 24 hours before equipment can be
Armchair Benmor Medical ST600
with drop down arms delivered onto ward
24 hours before equipment can be
Armchair Benmor Medical ST700 382kg (60 stone) - Static chair
delivered onto ward
24 hours before equipment can be
Wheelchair Benmor Medical T100W 298kg (46 stone)
delivered onto ward

34
12. Inter Departmental Transfer
If a patient is to be transferred to a ward or department, the receiving area should be informed.
The completed documented risk assessment should accompany the patient at all times and
information regarding handling activities must be communicated to all staff involved.

13. Risk Assessment Review

The assessment and care plan must be reviewed on a daily basis for all patients subject to
these guidelines. Any identified ergonomic, manual handling or tissue viability concerns must
be documented and reported immediately to the appropriate advisor.

14. Closure of a Bed Space

Following a documented risk assessment to ensure that the patients individual needs are met it
may necessitate the closure of the adjoining bed space. To carry out this process you will need
to contact the Clinical Manager throughout the 24 hour period for verification of this process.

15. Discharge Planning

The discharge planning of a bariatric patient must commence as soon as possible after
admission, this is to ensure all necessary assessments are undertaken by the appropriate
personnel, especially if the client’s condition or circumstances change during their
hospitalisation. This will ensure a safe and seamless return to the community. Each stage of
the discharge process should be documented in the patient’s plan of care.

16. In the Event of the Death of the Bariatric Patient

In the event of the death of the bariatric patient, the body should be transported to the mortuary
using the appropriate equipment. The body is then transferred into the designated body store
for a bariatric patient. The transfer is undertaken using a pat slide, slide sheets and a variable
height trolley with an appropriate safe working load. It may necessary to use a mobile hoist or
mobile gantry system.

Based on a documented risk assessment and individual patients it may be necessary for
identified funeral directors to collect the body directly from the mortuary area or the ward /
department.

35
Appendix 8 – Use of Patient Hoisting Equipment and other Patient Manual Handling Aids

Before using any moving and handling equipment:

 You must be familiar with the Manufacturers operating instructions

 Have received training in its use by a competent person

 Be deemed competent to use the equipment

 Ensure equipment and accessories have been inspected / serviced (Lifting

Operations Lifting Equipment Regulations 1998) and that a relevant service sticker is visible
where appropriate

 Have assessed the patients suitability for the equipment and advised them of your
intentions (multidisciplinary approach)

 Risk assessed the task and environment for suitability

 Hoist specific:

 Must have sufficient battery power to complete activity

 Sling must be compatible with the hoist to be used and be of the right, style and size
(suitable for patients’ needs and condition)

 The user must be confident in fitting the sling to the patient, hoist and completing the
activity.

Prior to use, each sling, slide sheet or other fabric type handling aid must be inspected to identify
any of the following defects:

 Loose or broken stitching or bias binding

 Tears, breaks, fraying or holes in the material

 Excessive wear or thinning of the material

 Excessive shrinkage (causing risk of skin damage to the patient)

 White lines, marks, or cracking on the plastic “key – hole” clips (found on hoist slings)

Equipment with any of the listed defects must be immediately condemned and removed from
service.

All manual handling equipment should be adequately labeled including patient hoist slings.
Labeling must include name of clinical area, hospital name in full and relevant code/ number.

All aids must be individually listed in the Ward/ Department equipment inventory, including
identifying code/ number Appendix 2).

36
Appendix 9 – Further Information / Professional Bodies

Trust Manual Handling Trainer Tel: 01392 674949

Contact Workforce Development

Experience, Risk and Safety Manager Tel: 01392 675690/208868

Paul Tucker or Trudy Emmett

Health and Safety Manager Tel: 01392 208642

Mark Abbotts

Health &Safety Executive – www.hse.gov.uk

Back Care – www.backcare.org.uk

NHS UK – www.nhs.uk/backinwork

British Association / College of Occupational Therapists – www.cot.co.uk

Chartered Society of Physiotherapy – www.csp.org.uk

The Royal College of Midwives – www.rcm.org.uk

The Royal College of Nursing – www.rcn.org.uk

Royal college of Radiologists – www.rcr.ac.uk

37