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Stage 1: Identification of vulnerability

Stage 1: Identification of vulnerability

See CONVERSATION 1 for identification practice guidance.

For more information, please see our policy and procedure 

 

Identification case note

When a vulnerability is first identified, the responding staff member should add a case note to the tenant’s file which includes key information such as: 

  • Information on the vulnerability and/or relevant events  

  • Details of any risks identified  

  • Preferences and needs  

  • Support offered  

  • Agreed actions or next steps  

  • Any other agencies working with the resident  

  • Any other relevant information e.g. mental capacity, triggers, warning signs  

Case notes should be updated with relevant and useful information throughout the duration of support. For more information, see our recording section.

Last updated: 16 May 2025