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Health & SafetySOPUS edition

Infection Control Procedure template

An infection control procedure is the written routine that stops infections moving between the people you care for and the people who do the caring — hand hygiene, personal protective equipment, cleaning and disinfection, and what happens the moment someone is exposed. It turns CDC guidance into the specific habits of your team, in your building, on every shift.

Free to use
US-focused
Updated 13 July 2026
UK version →

The foundation is standard precautions: the CDC's principle that every patient's blood and body fluids are treated as potentially infectious, every time, regardless of diagnosis. Precautions that depend on knowing who is infectious fail precisely when it matters, because the most dangerous patient is the one nobody has flagged yet.

This template gives you the full procedure: the standard precautions baseline, the hand hygiene routine, PPE selection and the donning and doffing sequence, cleaning and disinfection of environment and equipment, and the exposure response that should be pinned up long before anyone needs it.

The template

Full text, ready to adapt.

Highlighted fields are placeholders — replace them with your organisation's specifics. A starting point, not legal advice.

Infection Control Procedure

SOP · Health & Safety

1. Purpose and scope

This procedure sets out how {{org.name}} prevents and controls infection at [site/service]. It applies to all staff — clinical, care, housekeeping, and administrative — plus students, volunteers, and contractors working in areas where the precautions apply.

[Name/role] is the infection control lead: they own this procedure, the training that goes with it, and the review after any exposure or outbreak. Where {{org.name}} has occupational exposure to blood or other potentially infectious materials, this procedure operates alongside the written exposure control plan OSHA requires, kept at [location].

2. Standard precautions

Standard precautions apply to every patient and client contact, every time, regardless of diagnosis or appearance. They are the floor, not the ceiling:

  • Treat all blood, body fluids, secretions, excretions (except sweat), non-intact skin, and mucous membranes as potentially infectious.
  • Perform hand hygiene at the moments listed below — the single most effective control in this document.
  • Select PPE based on the anticipated exposure for the task, not the patient's chart.
  • Handle sharps per the sharps procedure: no recapping, disposal at the point of use into the sharps container, containers replaced before full.
  • Practice respiratory hygiene: cover coughs, mask symptomatic people where appropriate, and follow [site rules] on staff working while symptomatic.
  • Apply transmission-based precautions (contact, droplet, airborne) on top of standard precautions when a known or suspected infection requires them — per the current CDC guidance and [site isolation procedure].

3. Hand hygiene

  1. 1Clean hands before touching a patient or client, before any clean or aseptic task, after body fluid exposure risk, after touching the patient, and after touching the patient's surroundings — the CDC's moments, learned as a rhythm, not a poster.
  2. 2Use alcohol-based hand rub as the default: cover all surfaces of both hands and rub until completely dry.
  3. 3Wash with soap and water instead when hands are visibly soiled, after caring for anyone with suspected or confirmed C. difficile or norovirus [per site policy], and after using the restroom.
  4. 4Remove rings and wrist items per [site policy], keep nails short, and cover cuts with a waterproof dressing before the shift.
  5. 5Perform hand hygiene immediately after removing gloves — gloves are not a substitute for clean hands.
  6. 6Keep dispensers stocked and working; report empty dispensers to [name/role] the same day, because an empty dispenser sets the real compliance rate.

4. Personal protective equipment

  1. 1Select PPE for the task using the matrix at [location]: gloves for contact with blood, body fluids, or contaminated items; gown when clothing or skin may be soiled; mask and eye protection when splashes or sprays are possible; respirator [type] where airborne precautions apply.
  2. 2Don in order: hand hygiene, gown, mask or respirator (seal-check the respirator), eye protection, gloves last — gloves go over the gown cuffs.
  3. 3Doff in order: gloves, eye protection, gown, then hand hygiene, then mask or respirator last, touching only the ties or straps — the front of used PPE is contaminated.
  4. 4Change PPE between patients and whenever it is torn, soiled, or saturated; never wear the same gloves from one patient to the next.
  5. 5Discard used PPE at the point of removal into [waste stream], not carried down the corridor.
  6. 6Report PPE shortages to [name/role] immediately — improvising PPE is how exposures happen, and OSHA requires the employer to provide it at no cost to workers with occupational exposure.

5. Cleaning and disinfection

  1. 1Clean before you disinfect: disinfectant applied over visible soil does not work.
  2. 2Use the products on the approved list at [location], at label dilution, and honor the wet contact time on the label — a surface wiped dry early was not disinfected.
  3. 3Clean high-touch surfaces (bed rails, door handles, call bells, faucets, shared keyboards) at [frequency] and between patients or clients.
  4. 4Clean shared equipment (blood pressure cuffs, hoists, thermometers, wheelchairs) between every use per the equipment matrix at [location].
  5. 5Handle laundry as potentially contaminated: minimal agitation, no sorting in care areas, bagged at the point of use per [site procedure].
  6. 6Clean blood and body fluid spills immediately per the spill procedure: PPE on, absorb, clean, disinfect with [approved product], and dispose into [waste stream].
  7. 7Sign the cleaning schedule as tasks complete — the signed schedule is the evidence the routine happened.

6. Exposure incidents

  1. 1For a sharps injury or bite that breaks skin: wash the wound with soap and running water immediately — do not squeeze it.
  2. 2For a splash to eyes, nose, or mouth: irrigate with water or saline for [duration per site procedure].
  3. 3Report to the [person in charge] immediately — post-exposure treatment for some pathogens is time-critical, so this is minutes, not end-of-shift.
  4. 4Seek evaluation per the exposure control plan: [occupational health provider / emergency department], with the source information the assessor will need.
  5. 5Record the incident on the exposure log and incident report; where OSHA recordkeeping applies, [name/role] handles the recordable determination.
  6. 6Debrief within [days]: what allowed the exposure, and what changes — device, technique, staffing, or this procedure itself.

7. Records and review

Training records, cleaning sign-offs, exposure logs, and incident reports are kept at [system/location] for [period] — exposure and medical records for the retention period the exposure control plan specifies. They are what an OSHA inspector, licensing surveyor, or attorney will ask for first.

This procedure is reviewed [frequency, e.g. annually], after every exposure incident or outbreak, and whenever CDC guidance or the services {{org.name}} provides change. Owner: [name/role]. Next review due: [date].

Make it yours

How to adapt this template.

1

Map your services against the precautions first: which tasks involve exposure risk, which areas need which PPE, and where transmission-based precautions could apply.

2

Build the PPE matrix and the equipment cleaning matrix for your actual rooms and devices — a generic list protects nobody.

3

If any role has occupational exposure to blood, confirm your written exposure control plan exists and matches this procedure — OSHA requires the plan, the vaccination offer, and the post-exposure follow-up.

4

Fill in the exposure response contacts and post them where exposures happen, not just in the binder.

5

Train everyone against this procedure with a sign-off, including housekeeping and temporary staff, and refresh at [frequency].

6

Audit monthly with fresh eyes: watch five hand hygiene moments, one doffing sequence, and one equipment clean — fix the routine, not just the person.

A document is not a system

Turn this template into trained, proven behaviour

A policy in a drawer proves nothing. In TrainedTeam this template becomes assigned training with knowledge checks, e-signature acknowledgments, version history, and an audit-ready record of who completed what, when.

Infection Control Procedure template FAQs

What are standard precautions?

The CDC's baseline for infection control: treat every patient's blood, body fluids, non-intact skin, and mucous membranes as potentially infectious, every time, regardless of diagnosis. Hand hygiene, task-based PPE, sharps safety, respiratory hygiene, and environmental cleaning all flow from that principle. Transmission-based precautions are added on top for known or suspected infections — never instead.

Does OSHA require an infection control program?

OSHA's bloodborne pathogens standard requires employers whose workers have occupational exposure to blood or other potentially infectious materials to maintain a written exposure control plan, provide PPE at no cost, offer hepatitis B vaccination, and provide post-exposure follow-up. Beyond that, the General Duty Clause covers recognized infection hazards generally, and state plans and licensing rules can add more — check your state.

Hand rub or soap and water — which is right?

Alcohol-based hand rub is the default for most moments: it is faster, better tolerated, and effective against most pathogens when used correctly. Soap and water take over when hands are visibly soiled, after restroom use, and for organisms like C. difficile and norovirus where rub is unreliable. The honest answer to compliance problems is usually dispenser placement and stocking, not more posters.

What counts as an exposure incident?

Blood or other potentially infectious material reaching you through a sharps injury, a bite that breaks skin, a splash to eyes, nose, or mouth, or contact with non-intact skin. All of them get the same response: immediate first aid, immediate reporting, and evaluation per the exposure control plan — some post-exposure treatments are time-critical, so reporting waits for nobody.

How often should infection control training happen?

At hire, before any task with exposure risk, and on a refresh cycle — annually is the common rhythm, and OSHA requires annual training for workers covered by the bloodborne pathogens standard. Retrain sooner when procedures, products, or PPE change, and after any exposure that revealed a gap.