Technical Caseworker Training

A combined package providing all the skills necessary for managing straightforward adaptations

In these difficult times we are always looking for ways of carrying out tasks more efficiently and using less resources. Some agencies have examined the customer pathway and identified a way of combining the technical officer and caseworker roles into a single role for straightforward cases. Having a technical caseworker role allows you to save time and resource through combining these posts into a single position. This will reduce the number of visits required for some cases reducing stress on the customer, speeding up your delivery times and saving on costs.  It allows for your technical resource to be focussed on more complex cases. This model is based upon the assumption that behind the role sits a trained technical officer offering support and supervision for this position.

We have identified 3 ways of training up suitable staff to this new role

  1. Through increasing their knowledge of technical issues with 'Technical considerations in adaptation work' a training offered by Foundations in partnership with Viva Access.

A course to assist professionals from non-technical backgrounds (such as HIA case workers, EHOs and OTs) to better understand building and technical issues relating to housing adaptation work. It aims to increase delegate understanding of methods of housing construction and to address technical issues frequently raised by those from non-technical backgrounds, such as:

- How far can you move toilets when adapting bathrooms?
- Can you ramp over manholes and airbricks?
- Can load-bearing walls be removed to create accessible facilities on the ground floor?
- Which types of showers are appropriate for which types of floor construction?
- If a threshold step is removed, will it affect the damp proof course?
….and much more!

On completion of the course, delegates should:

– be familiar with a wide range of building terminology
– understand technical and structural issues pertaining to common adaptations such as threshold removal, ramp installation, creation of hard standings, shower installations, widening of doorways and so on
– have an overview of essential planning criteria and building regulations, such as ‘right to light’, how far you are permitted to extend out from a property, adaptations to listed buildings etc
– understand issues relating to fire safety / means of escape within residential schemes
– have explored ways (via case studies, drawings and discussion) in which to resolve or circumvent technical problems in order to optimise schemes 

The course can be attended as a one-off piece of training or as a supplement to a Trusted Assessor course on adaptations. Courses can be arranged in house or periodically.

Upcoming course

  • Date – November 2016 (please advise your interest)
  • Cost - TBC
  • Venue – TBC
To express your interest, please send an email to


  1. Through training staff to use a simple CAD package that is ideal for drawing out plans for level access showers.

The training can be completed in a day, by which time most people are proficient to draw out simple plans for shower schemes using the iDapt system. Once accurate measurements are taken with awareness of drainage and other issues, then a plan can be completed ready for sending out to tender, or directly to a builder if you are using a schedule of rates or fixed price tender. Our partners iDapt offer this resource with tailored training and support for new workers.

  1. Through obtaining an Enhanced Trusted Assessor training to allow staff to prescribe straightforward adaptations such as stair lifts and wet floor rooms.

Existing courses cover the ability to prescribe for minor adaptations with the cardinal rule of being aware of your own limitations so that if you are unsure about the prescription then seek advice from your supervisor.  We always recommend that staff receive back up and supervision from qualified Occupational Therapists in fulfilling this enhanced role. Currently we are in discussions with the Disabled Living Foundation to provide this training and will be posting details once we have settled on the format of the training.

Once staff have mastered the skills, technique and knowledge contained within the 3 elements of training they will be able to appraise the technical situation, produce a scaled drawing and if required be able to prescribe with confidence stair-lifts and showers. We recommend that staff in this role have a technical mentor to guide them through any difficulties that might occur and supervision from an Occupational Therapist to advise on any issues that might arise when considering the prescription.

Please contact Victoria for any information regarding these course.