Senior Living Housekeeping Preference Card Audit

Inspection template for verifying resident housekeeping preference cards are current, accurate, and followed during room cleaning in senior living settings.

Audit Scope and Resident Identification

• Resident name and room number match the preference card
• Preference card is dated and within the facility review interval
  Verify the card has a current review date and has not exceeded the facility's required update cycle.
• Audit date and shift are recorded
• Housekeeping staff member assigned to the room is identified

Preference Card Currency and Accuracy

• Resident housekeeping preferences documented on the card are complete
  Confirm the card includes relevant preferences such as cleaning frequency, room entry timing, privacy requests, linen handling, and personal item handling as applicable.
• Card reflects the resident's current preferences and no outdated instructions are present
• Resident or responsible party confirmation is documented when required by policy
• Preference changes are dated, initialed, and traceable to the source of update
• Any special instructions are clear, specific, and actionable for housekeeping staff

Housekeeping Practice and Resident Preference Follow-Through

• Observed room cleaning followed the documented resident preferences
• Housekeeping entered the room at the preferred time or within the allowed window
• Privacy and dignity were maintained during cleaning
  Verify knock-and-announce practices, door closure, respectful communication, and appropriate handling of resident belongings.
• Resident belongings were handled according to documented preferences
• Cleaning frequency and scope matched the preference card

Safety, Infection Control, and Environmental Conditions

• Housekeeping chemicals and supplies were stored and used safely in accordance with facility policy and OSHA 1910.1200
  Verify labeled containers, safe handling, and no unsafe mixing or exposure risks.
• PPE was used as required for the task and resident area
• Room surfaces were clean and free of visible soil, spills, and odor concerns after service
• No trip hazards, blocked egress, or unsafe clutter were left in the resident room
  Check floors, cords, equipment placement, and clear access to exits and pathways.

Corrective Actions and Sign-Off

• Deficiencies were documented with specific corrective actions and responsible owner
• Follow-up date was assigned for unresolved non-conformances
• Inspector signature completed
• Supervisor or department lead review completed when required