Delegated tasks and competency, proven for every person you support.
Record who delegated each clinical task, which staff are signed off to carry it out, and when that sign-off needs renewing. When an inspector asks who can give rescue medication to one person, you can show them in seconds.
One register of every delegated task.
A delegated healthcare activity is a clinical task that a registered professional hands to a care worker to carry out for a specific person, such as enteral feeding, rescue medication for epilepsy, catheter or stoma care, or blood glucose monitoring.
Assure records each task against the person it is for, with:
- The delegating clinician, such as a district nurse, specialist nurse, dietitian or speech and language therapist.
- The delegation date and review date, with overdue reviews flagged.
- Protocol notes and a link to the relevant procedure.
- How many staff are signed off, so gaps show before they reach the rota.

The delegated tasks register. Sample data from a fictional service.

The competency matrix for one person, with staff compliance below.
Signed off for that task, for that person.
Training certificates held centrally do not show that a carer can safely carry out a task for one individual. Assure records competency per member of staff, per task, per person.
- Assessments record the assessor and their registration, the evidence type (such as observed practice, simulation or a written reflection) and the date reassessment is due.
- The competency matrix shows at a glance who is competent, who is expiring, who needs action and who is not assigned.
- Expired sign-offs are flagged on the dashboard: staff should not carry out that task until they are reassessed.
Staff know exactly what they are signed off for.
On their phone, each carer sees the tasks they are authorised to carry out and the person each one is for, with the review date. It removes the guesswork for relief and bank staff, and gives managers confidence that the right people are doing the right tasks.
Managers can authorise staff, set when each authorisation needs renewing, and revoke it when needed. Every change is recorded in the audit trail.

CPD and training, in the same place
Competency is only part of the picture. Assure also keeps a record of each person's continuing professional development.
CPD logging
Staff record training, study days, conferences, shadowing, peer learning and reflective accounts.
Manager verification
Managers verify CPD entries and the evidence attached to them.
Staff compliance
A compliance percentage for each member of staff, with expiring sign-offs listed.
Reassessment reminders
Reassessments due in the next 30 days show on the dashboard, with the person and task named.
Linked procedures
Link each task to its procedure, so staff can read it before they are assessed.
Ready-made reports
Competency compliance, competency expiry, CPD and delegated tasks reports, as PDF or spreadsheet.
How delegation records support your evidence
Skills for Care's guiding principles for delegated healthcare activities ask for person-centred, clinically appropriate, safe and effective delegation. This is what Assure helps you show.
| What is asked | What Assure records |
|---|---|
| A clear delegation decision | The task, the person, the delegating clinician and the date it was delegated. |
| Person-specific competence | Assessment per carer, per task, per person, with the assessor and evidence type. |
| Regular review | Review dates for each task and reassessment dates for each carer, with alerts. |
| Regulation 18, staffing | Evidence that staff carrying out clinical tasks are suitably competent and skilled. |
| Regulation 17, good governance | A complete, auditable register and reports for governance meetings. |
Common questions
Can we record tasks delegated by our own clinical team?
Yes. The delegating clinician can be an external professional, such as a district nurse, or your own clinical lead, registered nurse or paramedic.
What happens when a competency expires?
It is shown as action needed in the matrix and flagged on the dashboard, with the member of staff, task and person named, until a reassessment is recorded.
Can staff see their own sign-offs?
Yes. Each member of staff sees the tasks they are signed off for, and the person each one is for, on their phone.
We already record training in another system. Do we need both?
Many providers keep mandatory training elsewhere. Assure focuses on what those systems usually miss: task-specific, person-specific competency linked to the delegation itself.
Explore more of Assure
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Read morePolicies and read-and-sign
Version-controlled policies, read-and-sign tracking and review reminders, all evidenced.
Read moreFor home care
Delegated tasks, person-specific competency and incident reporting for staff working alone in people's homes.
Read morePass the five-minute delegation test, every time.
Book a demo and we will show you the task register, the competency matrix and what a carer sees on their phone.
Plans from £119 a month, with every feature and onboarding included. See pricing