How to use this checklist
Work through each section with your registered manager or operations lead. Mark what is evidenced in your current system, what is informal, and what is missing. Revisit quarterly, compliance is a rhythm, not an annual project.
Property & HHSRS
Confirm property safety evidence is current and actionable:
- Current HHSRS / property condition assessments for each unit
- Open hazards have owners, target dates, and completion evidence
- Repairs logged with status from report to resolution
- Fire, gas, and electrical safety certificates stored and in date
Tenancy & occupancy
Confirm occupancy and charging records are complete:
- Licence or tenancy agreements stored against the resident record
- Start/end dates, notice periods, and key terms accessible to authorised staff
- Rent/licence charge sheets and arrears positions are current
- Voids and placements visible without a separate spreadsheet
Support, safeguarding & outcomes
Confirm support practice is evidenced in the resident record:
- Person-centred support plans with review dates
- Risk assessments and safeguarding chronologies linked to the resident
- Outcome / social value evidence (e.g. Outcome Star) available for commissioners
- Incidents recorded with investigation trails
Data protection & access
Confirm information governance controls are in place:
- Role-based access to sensitive records
- Audit trails for who viewed or changed key information
- Retention and subject-access processes documented
- Staff use a single system of record rather than email attachments
Closing the gaps with GreenShoots
GreenShoots brings rent, repairs, HHSRS, support planning, and outcomes into one platform for supported housing, including services that also deliver treatment pathways.
Download this checklist into your board pack, then book a demo to map each gap to a live workflow.