Starting point
Identify rooms and times requiring privacy, and how to request entry or change the timetable. Clear instructions support the work without sharing information unnecessary for the duties.
with recurring support visits
Keep a core list for each visit and allow room for changes rather than redefining the arrangement every time.
a practical task sheet
Note each duty, its location, timing and one completion criterion, then review the sheet with the person carrying it out.
Checklist
Selections are not sent or saved.
Before agreeing
Do not include documents, passwords or access codes in a general enquiry summary.