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    July 29, 2019

    EAFRT Documents by Category

    This page contains team documents that we have permission to provide or that are available online.  The documents are organized by category.  We have also organized documents by team on this page: EAFRT Documents by Team.

    The documents are copyrighted and owned by the team or organization that developed them.  If you want to adapt or use a team’s document, contact the team for permission. If you need help contacting the team, contact the Commission on Law and Aging.

    You may find it useful to review our content analyses of team documents if you haven’t done that already.  The analyses are available in the 11 charts in the Updated Replication Manual.

    Policies and Procedures 

    They may have other names such as a charter, operating guidelines, protocols, or a team manual, but we’re using “policies and procedures” generically for documents that cover multiple topics about how the team functions.  Topics usually include case selection and review criteria, confidentiality, leader or member roles and responsibilities, membership criteria, mission and purpose, reports and recommendations, and relevant laws.  These documents often contain team forms, especially those used for case reviews, confidentiality agreements, and data collection.   Note, however, that some teams have discrete documents in addition to or instead of compiled policies and procedures, and we have listed those documents in separate categories.

    Case Review and Data Collection Forms

    Teams use an array of forms to facilitate and guide their fatality reviews and to capture the resulting data, need for follow-up, recommendations, and other issues.  Some forms have one purpose while others are multi-purpose, so we have included all of them in this category.     

    Confidentiality Agreements

    A hallmark of EAFRTs is that they treat team discussions and records as confidential and limit or prohibit disclosure outside the team.  Teams use various forms and practices to assure that members and guests understand the importance of confidentiality and agree to maintain it before participating in an EAFRT meeting.  See our Confidentiality Practices chart.

    Member Roles and Responsibilities

    Most teams include information about the roles and responsibilities of team leaders, staff, or members in their policies and procedures documents.  A few teams have discrete documents.

    Memoranda of Understanding

    Sometimes known by other names, such as Memoranda of Agreement or of Cooperation, these documents establish an agreement between two or more organizations represented on the EAFRT to take described actions such as participating on the team, sharing otherwise confidential information with each other, or providing training to each other.

    Mission/Purpose Statements   

    Most teams include their mission/purpose statement in their policies or procedures document, or sometimes provide the statement in a report.  A few teams have discrete mission/purpose statements; those documents are listed here. (See our Mission/Purpose Statements chart  for the text of and source for all statements.)

    Reports

    An EAFRT may produce, on a regular or irregular schedule, a report that explains its purpose and process, provides and discusses data collected from case reviews, identifies system gaps, and offers recommendations for closing those gaps.  

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