Level 2 Trusted Assessor Training
OCN Accredited Trusted Assessor Programme (Level 2)
Build confidence in safe, proportionate equipment assessment and decision-making through OT-led Trusted Assessor Training designed for frontline staff working across health, social care and housing services.
DOTS Level 2 Trusted Assessor Training provides a strong foundation in assessing, prescribing and installing simple aids of daily living. The programme combines practical learning, real-world case discussion and structured competency development to help staff deliver safer, more consistent outcomes.
Delivered nationally since 2012, this course is designed and taught by experienced Occupational Therapists with extensive frontline experience in equipment provision, community rehabilitation and adaptations.
Who This Course Is For
This programme is suitable for:
- Trusted Assessors new to the role
- Occupational Therapy Assistants
- Community equipment staff
- Reablement and rehabilitation teams
- Housing and support staff
- Hospital discharge teams
- Social care practitioners
- Staff involved in basic equipment provision
The course is ideal for organisations wanting to strengthen workforce confidence, improve consistency and support clear escalation pathways.
What Learners Will Cover
Participants will explore:
- Principles of safe and proportionate assessment
- Understanding activities of daily living
- Identifying appropriate simple equipment solutions
- Risk awareness and safe decision-making
- Professional boundaries and accountability
- Documentation and defensible reasoning
- Recognising when to refer back to Occupational Therapy services
- Practical application through real-world examples and discussion
Learning Outcomes
By the end of the course, learners will be able to:
- Understand the role and remit of a Trusted Assessor
- Complete basic functional assessments safely and confidently
- Prescribe and install simple aids of daily living appropriately
- Apply proportionate risk-based decision-making
- Identify situations requiring escalation or OT referral
- Improve consistency and confidence within their role
Successful learners will receive certification on completion.
CPD & Certification
Participants receive a certificate of attendance on completion of the programme.
This training supports continuing professional development (CPD) and can contribute towards individual learning records, reflective practice and portfolio evidence.accreditation pathways.
This programme is OCN London accredited and provides recognised learning outcomes linked to competency development in Trusted Assessor practice.
Course Format
- One or two-day training programme
- Available face-to-face or live online
- OT-led interactive delivery
- Pre-course and post-course learning materials included
- Portfolio completion required for accreditation pathway
- Bespoke organisational delivery available
Why Choose DOTS Training & Consultancy
- OT-led training and consultancy
- Delivered nationally since 2012
- OCN accredited programmes
- HCPC registered Occupational Therapists
- Practical, real-world teaching approach
- Experience across NHS, Local Authority and housing sectors
Frequently Asked Questions
Level 2 is designed for staff who are new to assessing, prescribing and installing simple aids of daily living. It is suitable for Trusted Assessors, Occupational Therapy Assistants, reablement staff, community equipment teams and other practitioners involved in equipment provision.
No. Level 2 provides a strong foundation and is suitable for learners who are new to the role or looking to develop confidence and competence in equipment assessment and provision.
Yes. Level 2 Trusted Assessor Training is accredited by OCN London and includes portfolio-based assessment requirements.
The programme can be delivered face-to-face or live online and is available as either a one-day or two-day course, depending on organisational requirements.
Learners complete a portfolio that demonstrates their understanding and application of the course content. Clear guidance and assessment criteria are provided throughout the programme.
Yes. Learners who successfully complete the programme requirements will receive certification on completion.
Yes. DOTS delivers bespoke organisational training for Local Authorities, NHS teams, housing providers, equipment services and voluntary sector organisations.
Learners will have greater confidence in assessing needs, prescribing simple equipment, making proportionate decisions and recognising when a referral back to Occupational Therapy services is required.
How Our Training is Delivered
DOTS Training & Consultancy works closely with organisations to ensure training is practical, relevant and aligned to local service needs.
Our programmes are designed to support workforce development, improve confidence and enable safe, proportionate decision-making in real-world environments.
Training can be delivered in a format that works best for your organisation and workforce.
Delivery Options
- Bespoke organisational programmes
- Face-to-face classroom delivery
- Live online training
- Hybrid learning options
- Open courses
- Structured competency-based pathways
- Pre-course and post-course learning materials
Every programme is delivered by experienced Occupational Therapists and combines practical learning, discussion, reflection and real-world case examples.
Enquire About Trusted Assessor Training
Speak to DOTS Training & Consultancy about Level 2 Trusted Assessor Training for your organisation, workforce or service.
