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{{org_field_name}}
Registration Number: {{org_field_registration_no}}
Transportation and Safe Travel Policy
1. Purpose
The purpose of this policy is to ensure that all travel and transportation activities carried out by or on behalf of {{org_field_name}} are safe, compliant with legal standards, and respectful of the rights and needs of the people we support. It provides a structured approach to managing transportation risk, protecting service users and staff, and promoting reliability and dignity during all travel.
As a domiciliary care provider, transportation may be necessary to:
- Support people to attend appointments, day services, or community activities
- Assist with shopping or errands
- Enable participation in social or wellbeing-based travel
- Ensure staff can attend to care visits efficiently and safely
This policy aligns with and should be read in accordance with:
- Health and Social Care Standards: My support, my life
- The Public Services Reform (Scotland) Act 2010
- The Social Care and Social Work Improvement Scotland (Requirements for Care Services) Regulations 2011, especially Regulation 5 on Personal Plans
- SSSC Codes of Practice for Social Service Workers and Employers (effective 1 May 2024)
- Care Inspectorate Quality Framework for Support Services (Care at Home, including supported living models of support)
- Adult Support and Protection (Scotland) Act 2007
- Adults with Incapacity (Scotland) Act 2000
- Mental Health (Care and Treatment) (Scotland) Act 2003, where relevant
- Equality Act 2010
- Carers (Scotland) Act 2016, where carers are involved in planning or review
- UK GDPR and Data Protection Act 2018
- Duty of Candour procedure requirements under the Health (Tobacco, Nicotine etc. and Care) (Scotland) Act 2016 and the Duty of Candour Procedure (Scotland) Regulations 2018
- Road Traffic Act 1988, associated road traffic law, DVLA guidance and the Highway Code
- Current Care Inspectorate guidance on records, notifications and notification reporting for adult services
2. Scope
This policy applies to:
- All staff employed by {{org_field_name}} who use a vehicle during work
- All transport activities involving the people we support
- Use of company vehicles, staff-owned vehicles, or public transportation
- Journeys undertaken for work purposes, including transporting individuals, equipment, or supplies
The policy covers:
- Legal and safety requirements for vehicle use
- Procedures for transporting people safely and with consent
- Risk management strategies during travel
- Staff responsibilities and organisational controls
3. Related Policies
This policy should be read in conjunction with:
- Lone Working Policy
- Health and Safety Policy
- Safeguarding and Protection from Abuse Policy
- Risk Assessment and Management Policy
- Equality, Diversity, and Human Rights Policy
- Incident Reporting and Notification Policy
- Confidentiality and Information Sharing Policy
- Duty of Candour Policy
- Medication Support and Administration Policy
- Data Protection, Records Management and Confidentiality Policy
- Recruitment, Disclosure and PVG Policy
- Complaints Policy
- Infection Prevention and Control Policy
- Business Continuity / Emergency Planning Policy
4. Policy Statement
{{org_field_name}} is committed to ensuring that any transportation or travel arrangement undertaken on behalf of the organisation is safe, legal, and carried out in a way that maintains the dignity, autonomy, and wellbeing of everyone involved. We recognise that safe transport is a key component of person-centred care and often forms an important part of maintaining independence and social inclusion for the people we support.
We also understand that transporting individuals carries additional responsibilities, including safeguarding considerations, insurance compliance, and clear communication. All staff engaged in transportation must follow the principles and procedures set out in this policy.
5. Legal and Regulatory Compliance
When staff drive for work purposes, whether in a company vehicle or their own vehicle, {{org_field_name}} will ensure that transport arrangements are lawful, safe, insured, risk assessed and consistent with the person’s personal plan.
Staff who drive for work must:
- hold a valid driving licence for the class of vehicle used
- immediately inform the organisation of any change affecting their fitness or legal ability to drive, including penalty points, disqualification, medical conditions, medication side effects, eyesight changes or licence restrictions
- ensure that any vehicle used for work is roadworthy, taxed, MOT compliant where required, appropriately serviced, and insured for the relevant business use
- not use a handheld mobile phone or other handheld device while driving
- comply with seat belt law and all road traffic requirements
- not smoke or permit smoking in any vehicle where prohibited by law or where doing so would place a person at risk, undermine dignity, or conflict with the person’s care and support needs
- stop work and seek management advice if they feel too tired, unwell, distressed or otherwise unfit to drive safely.
{{org_field_name}} will:
- carry out and record driving licence checks at recruitment and thereafter at planned intervals based on risk
- obtain and keep evidence of appropriate motor insurance for any staff-owned vehicle used for work
- verify MOT status and, where relevant, vehicle tax and servicing records
- assess whether any reasonable adjustments are required for disabled people supported or transported under this policy
- ensure transport arrangements are reflected in the individual’s personal plan and risk assessment where transport forms part of support
- keep records and notifications in line with current Care Inspectorate guidance and data protection law.
Any worker who does not meet these requirements must not undertake driving or transport duties.
6. Consent, Capacity and Authorisation
Transportation must only take place with the person’s agreement, unless there is another lawful basis for the decision and this is clearly recorded. Staff must begin from the presumption that the person can make their own decisions, provide support to help the person communicate their wishes, and use the least restrictive option.
Where there are concerns about a person’s capacity to consent to travel arrangements or specific decisions during travel, staff must act in accordance with the Adults with Incapacity (Scotland) Act 2000, any welfare power of attorney, guardianship order, intervention order, or other lawful authority. Where relevant, staff must also take account of the Mental Health (Care and Treatment) (Scotland) Act 2003 and any applicable legal restrictions or support arrangements.
Where a representative, attorney, guardian, advocate, nearest relative, or carer is involved, their role must be clearly recorded in the personal plan. Staff must still involve the person as fully as possible in all decisions affecting them.
No member of staff may use transport to impose control, punish, intimidate, or restrict a person’s liberty. Any restriction on a person’s movement, supervision level, route, seating position, accompaniment, or access to the community must be necessary, proportionate, legally justified, recorded in the personal plan and risk assessment, and kept under review.
7. Transporting People We Support
Where it has been agreed through a personal plan that transportation is part of a person’s support, this must be:
- Clearly documented with their informed consent
- Risk-assessed for both the person and the staff member involved
- Delivered by staff trained in safe travel, safeguarding, and manual handling where necessary
Where transport forms part of the person’s support, it must be included in the personal plan within 28 days of the service starting, made available to the person and any representative involved, reviewed when requested, when needs change, and at least once every six months.
The individual’s personal plan must record, where relevant:
- the purpose and frequency of the journey
- whether transport is part of an assessed care outcome or community participation goal
- the person’s wishes, choices, preferred communication method and any support needed to express choice
- consent arrangements and, where relevant, capacity issues, representatives or legal authority
- the agreed method of transport
- collection and drop-off arrangements, including who is responsible at each handover point
- mobility needs, including walking aids, wheelchair use, hoists or other equipment
- health needs during travel, including distress triggers, epilepsy, diabetes, continence needs, medication carried during journeys, and actions in an emergency
- supervision requirements and any safeguarding measures
- financial arrangements where travel costs, parking, tickets or escorts are part of the support package
- arrangements for review.
Travel arrangements must be dignified and discreet. The person’s right to privacy, choice, and safety must be respected at all times.
Staff must:
- Assist individuals into and out of vehicles safely and with appropriate support
- Never leave the person unattended in a vehicle
- Ensure seatbelts are worn at all times (unless exempt by law)
- Avoid transporting any individual without consent, a care plan directive, and managerial approval
- confirm before departure that the journey remains safe and appropriate on that day
- carry out safe handover at the destination and on return
- follow the agreed risk management measures in the personal plan
- report immediately any change in need, distress, refusal, accident, delay, or failed collection/handover.
8. Risk Management and Safety During Travel
A specific travel risk assessment must be completed before a person is routinely transported as part of their support and must be reviewed in line with the personal plan review process or sooner if circumstances change.
The travel risk assessment must consider, where relevant:
- road safety and journey length
- weather, lighting, rural or remote travel and contingency planning
- the person’s mobility, falls risk and ability to enter, exit and travel in the vehicle safely
- communication needs, cognition, confusion, distress, trauma, sensory needs or behaviours that may indicate escalating risk
- moving and handling requirements
- health needs during the journey, including medication, seizure risk, diabetes, continence, pain, fatigue, swallowing risk, and emergency contact information
- safeguarding and protection concerns, including the risk of exploitation, abuse, neglect, being left unsupervised, or becoming lost
- lone working risks to staff
- safe use, storage and transfer of personal information and documents during travel
- arrangements in the event of vehicle breakdown, accident, sudden illness, non-attendance, refusal to travel, or inability to gain access to the destination.
Drivers must not begin or continue a journey where conditions make the journey unsafe. Handheld mobile phones must not be used while driving. Calls must only be made when the vehicle is safely parked and the engine is off, except where emergency services must be contacted in accordance with the law.
9. Wheelchairs, Mobility Aids and Equipment
Where a person travels with a wheelchair, walking aid or other equipment, staff must follow the manufacturer’s guidance, any assessed moving and handling plan, and the organisation’s moving and handling policy. Staff must not improvise with straps, restraints or securing methods.
A person who remains seated in a wheelchair during transport must only be transported in a vehicle and position assessed as suitable for that purpose and with the appropriate securing systems in place. Where this cannot be achieved safely, alternative transport arrangements must be made.
Mobility aids and personal equipment must be stored safely so that they do not create a risk to the person, staff, or other road users.
10. Use of Staff-Owned Vehicles
Where staff use their own vehicle for work purposes (e.g., travel between visits or transporting individuals), they must:
- Obtain and submit proof of business insurance
- Ensure the vehicle is regularly maintained and kept clean and safe
- Complete and sign the Staff Use of Personal Vehicle Agreement before engaging in work-related travel
The organisation may refuse or withdraw authorisation for use of a staff-owned vehicle where documentation is incomplete, the vehicle is unsuitable for the task, there are concerns regarding cleanliness, safety, reliability or dignity, or where the journey should more appropriately be undertaken by another transport provider.
Where a staff-owned vehicle is used to transport a person we support, the manager must be satisfied and able to evidence that:
- this is consistent with the personal plan and risk assessment
- insurance explicitly covers that use
- the person’s dignity, confidentiality and safety can be maintained
- no safer or more appropriate transport arrangement is reasonably available.
Staff should not transport individuals unless this has been pre-authorised in the person’s care plan and the above conditions are met.
Expenses for mileage or parking (where agreed) are reimbursed in accordance with {{org_field_name}}’s Expenses Policy.
11. Public Transport and Taxis
Where appropriate and agreed within a person’s plan, public transport or taxis may be used to support community inclusion or access to appointments.
In these cases:
- The individual’s safety, dignity, and confidence with travel must be considered
- Staff must accompany the individual unless assessed as safe to travel independently
- Invoices or receipts for booked taxis must be managed through approved providers and documented
Staff are reminded that escorting people on public transport requires extra attention to confidentiality and dignity, particularly where disabilities or behaviours may draw attention in public settings.
Where taxis or other third-party transport providers are used, {{org_field_name}} must be satisfied that the provider is suitable for the person’s needs, including accessibility needs where relevant. Booking, collection, escorting and handover arrangements must be clearly documented.
Staff must not share more personal information than is necessary to secure safe transport. Where a person’s health or support information is shared with a transport provider, only the minimum necessary information should be disclosed and this must be justified, proportionate and recorded where appropriate.
12. Staff Travel and Lone Working
Staff who travel between service locations or appointments are considered lone workers while in transit. To manage this safely:
- Staff must maintain contact with the scheduling team or their line manager
- Mobile phones should be fully charged and accessible at all times
- Unexpected delays or issues must be communicated immediately
- Travel routes should be planned in advance, avoiding unnecessary detours or unlit areas
Where staff are working late or in remote areas, additional safety checks may be put in place, including check-in protocols and GPS tracking through care planning apps.
Any use of GPS tracking, electronic monitoring, scheduling data or lone worker technology must be lawful, proportionate, transparent and consistent with the organisation’s data protection policy. Staff must be informed about what is monitored, why it is monitored, who can access the information, and how long it is retained.
13. Equality, Dignity, and Respect
{{org_field_name}} is committed to ensuring that all travel arrangements uphold the individual’s rights to dignity, choice, and equality.
This means:
- Not making assumptions about transport needs based on disability, age, or ethnicity
- Consulting the person and/or their advocate before introducing travel as a support option
- Respecting cultural or religious considerations around mixed-gender travel or physical contact
- Avoiding any language or behaviour that may make the person feel uncomfortable, rushed, or disrespected
Transport is a means to promote inclusion—not a barrier. Our policy ensures travel supports the broader goals of independence and wellbeing.
Transport arrangements must make reasonable adjustments for disabled people and must not discriminate unlawfully on the basis of age, disability, race, religion or belief, sex, sexual orientation, gender reassignment, marriage and civil partnership, or pregnancy and maternity.
14. Incident Management and Learning
If a transport-related incident occurs—such as a breakdown, health episode, or road accident—it must be reported immediately to the Registered Manager ({{org_field_registered_manager_first_name}} {{org_field_registered_manager_last_name}}) and documented using the Incident Report Form.
Depending on the nature of the incident, this may also require:
- immediate medical assistance or emergency services involvement
- notification to the person’s family, representative or advocate, where appropriate
- review of the travel risk assessment and personal plan
- consideration of whether the incident amounts to a protection concern under adult protection procedures
- consideration of whether the incident triggers the Duty of Candour procedure
- notification to the Care Inspectorate within required timescales in line with current adult service notification guidance
- notification to insurers, Police Scotland, local authority commissioners or other relevant professionals where appropriate
- debrief, reflective supervision and further training for staff.
All incidents are reviewed at monthly safety meetings to ensure continuous improvement and organisational learning.
Where an incident has resulted in death, serious harm, unexpected or unintended harm, abuse, neglect, a significant protection concern, or another notifiable event, the Registered Manager must ensure that all statutory notifications, records and follow-up actions are completed without delay.
15. Staff Training and Competency
All staff who are involved in travel or transportation must receive training, instruction or assessed competence appropriate to their role, including:
- safe transport procedures and journey planning
- lone working and dynamic risk assessment
- safeguarding, adult protection and professional boundaries
- consent, communication, supported decision-making and capacity awareness
- moving and handling relevant to transport tasks
- emergency procedures, first aid awareness and escalation
- confidentiality, record keeping and data protection during travel
- reporting incidents, protection concerns and Duty of Candour requirements
- the organisation’s expectations on driver fitness, vehicle checks, and handheld mobile phone prohibition while driving.
Where transportation is a core part of an individual’s support plan, staff may receive additional training in moving and handling, communication needs, or medication safety during travel.
16. Policy Review
This policy will be reviewed at least annually, and sooner where there is a change in legislation, Care Inspectorate guidance, SSSC Codes of Practice, transport law, organisational learning from incidents, or feedback from people using the service, staff, carers, families or inspectors. The Registered Manager and Nominated Individual are responsible for reviewing and updating this policy and ensuring all staff are made aware of any changes.
Responsible Person: {{org_field_registered_manager_first_name}}{{org_field_registered_manager_last_name}}
Reviewed on: {{last_update_date}}
Next Review Date: {{next_review_date}}
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