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Standards › Standard 5 › Standard operating procedures (SOPs)

Standard operating procedure (SOP) · BLD-SOP-001 · Version 1.0 · Approved by the ASF Expert Committee

Supports: 5.1

At a glance

  • Each donor is screened by the written questionnaire and the examination before donation.
  • A donor who does not meet the criteria is deferred.
  • Every deferral is recorded with its reason and the time to return.
  • Donors are told in a way they understand.
  • Stop and get help straight away if: a donation is taken from a donor who has not been screened, or a deferral is not recorded.

1. Purpose

To make sure only suitable donors give blood, and that every decision is recorded (5.1).

2. Scope

Applies to Clinical and support staff in the hospital
Locations All wards, clinics and departments of the facility
When Whenever the activity described is carried out
Does not apply to Activities covered by another document listed in section 15

3. Definitions

Term Meaning
Clinical lead The doctor or nurse in charge of the area at the time

4. Background

A donor with an infection or a condition that makes donation unsafe can put a recipient at risk. Screening before every donation, and recording each deferral, is the first barrier.

5. Responsibilities

Role Responsibility Competence
Donor clinician Screens each donor and decides on deferral Clinician
Donor nurse Records the screening and the deferral Nurse

6. Materials and equipment

Item Requirement Condition
Records and forms named in this document Current version Checked before use

7. Safety

8. Before you start

9. Procedure

Step 1. Screen.

  • Complete the donor questionnaire and examination before each donation (BLD-FRM-001).

Key point: Every donation, every donor.

Step 2. Decide.

  • Defer any donor who does not meet the criteria, and record the reason and the return date.

Key point: Deferral is a safety decision.

Step 3. Tell.

  • Explain the deferral to the donor in a language they understand, and offer advice where needed.

Key point: The donor understands.

10. Decision points

11. Special situations

Situation Action
Out of hours Follow the same steps. Use the on-call contact on the wall of the area.

12. Escalation

13. Monitoring

Measure Target Frequency Owner If not met
Donations with completed screening 100% Monthly Blood bank director Escalate to governing body
Deferrals with reason recorded 100% Monthly Blood bank director Escalate to governing body

14. Records

Record Kept in Retention
Record named in this document Patient record or the area file the period set by the facility’s records policy years

15. Training

16. Related documents

ID Title Use
BLD-FRM-001 Donor screening and deferral record Record

17. Evidence

Reference Note
E-009 Donor criteria to follow the national blood service guidance. Based on the WHO framework for voluntary blood donation (2010).
E-006 ASF Policy Framework v1.2. Adapted.
E-009 ASF Expert Committee consensus.

18. Change history

Version Date What changed Approval
1.0 the date of approval First version set Expert Committee approval

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