“9.8. … The Claimant cited her heart condition as preventing her from doing the “lifting” required at Silverbirch. Ms Taft denied any knowledge of a heart condition, contended that no “lifting” was required either at Silverbirch or elsewhere in the care home and that Silverbirch had been assessed as the lowest risk Unit. The Claimant threatened to “go off sick” if rotaed to work on Silverbirch. …”
“I write to confirm that [the Claimant] suffers from exertional breathlessness and paroxysmal tachycardia. These conditions could be exacerbated by heavy lifting. It would not be advisable for [the Claimant] to be moved to a Department where duties included heavy lifting.”
“9.9. … It is unfortunate that both at the meeting on 01 August and in approaching her doctor at the time of the preparation of the report the Claimant stressed the “lifting” aspect of the work in Silverbirch. As the Respondents [sic] properly asserted the physical “lifting” of patients by carers is prohibited by their Manual Handling Rules and equipment is provided to obviate the need for “lifting”
“9.10. It may therefore be understandable if Ms Taft took the view at the meeting on 01 August that the Claimant could, and should, have been able to work whether on Silverbirch or elsewhere in the care home without having to lift patients. However matters did not end there because at that meeting she could, and indeed in cross-examination she accepted, that, with hindsight, she should have asked more questions about the “heart condition”.”
“9.12. … On Silverbirch it was, she asserted, “all go”
“9.12. … She agreed that patients on Silverbirch were less mobile than those on Oak and more reliant for regular help on the caring staff but her case was that the physical demands which this might otherwise have made on the caring staff [were] substantially mitigated by the provision of aids and the staffing numbers which ensured that generally there were several staff to deal with every intervention.”
“9.23. To be told that she was “on the Bradford factor” with 141 points came as a shock to the Claimant. …”
“I here by give you one weeks notice … due to the Unit I moved to as it is to [sic] physical where my health condition lays [sic].”
“The Claimant claims that, by reason of the acts or omissions described below, she was put at a substantial disadvantage by the Respondent’s failure to make reasonable adjustments contrary to sections 20 and 21 [EqA]. In accordance with the order of Employment Judge Camp dated 11 th July 2014, the Claimant hereby provides further and better particulars of that claim. 1. Requiring the Claimant to move from the Oaks Unit to the Silverbirch Unit … The Claimant was aware that, on the Silverbirch Unit, she would be required to do a great deal of heavy lifting, which she was unable to do because she suffered from Paroxysmal Tachycardia and that such work could exacerbate her condition. … … B. Substantial Disadvantage: … The Claimant contends that the work on the Silverbirch Unit required carers to do a great deal of heavy lifting, which she was unable to do. By moving her to Silverbirch, therefore, she would be put at a substantial disadvantage in that she would not be able to do the work or would struggle to do the work and or her condition would be exacerbated. … 2. The Decision to put the Claimant on the Bradford Scale on her return to work … B. Substantial Disadvantage: The Bradford Scale is usually used to monitor frequent, short term absenteeism. As the Claimant is and was disabled, and in view of the concerns already raised by the Claimant about her ability or inability to do the work on the Silverbirch Unit and the risk that it would exacerbate her condition, she was more likely than other non-disabled employees to be absent from work and, as a result, score badly on the Bradford Scale. …”
“11.1. … According to the further and better particulars the Claimant alleges that by reason of two specific acts or omissions that the Respondents failed to comply with the duty imposed on them by Section 20 and accordingly by reason of Section 21(2) that they have discriminated against her. Those acts/omissions were a requirement to move from the Oak Unit to Silverbirch and secondly the decision, on her return to work, to put the Claimant on “the Bradford scale”. …”
“(1) Where this Act imposes a duty to make reasonable adjustments on a person, this section, sections 21 and 22 and the applicable Schedule apply; and for those purposes, a person on whom the duty is imposed is referred to as A. (2) The duty comprises the following three requirements. (3) The first requirement is a requirement, where a provision, criterion or practice of A’s puts a disabled person at a substantial disadvantage in relation to a relevant matter in comparison with persons who are not disabled, to take such steps as it is reasonable to have to take to avoid the disadvantage.”
“(1) A failure to comply with the first, second or third requirement is a failure to comply with a duty to make reasonable adjustments.”
“10. … At the hearing itself, the Tribunal appeared to accept that there was a difference between lifting on the one hand and general physical activity on the other. It went on to determine the case not upon the basis that there was any greater need for lifting at Silver Birch than there was at Oak, because it rejected that, says Ms Reece. It did so by noting (paragraph 9.9 in the penultimate sentence) that equipment was provided to obviate any need for manual lifting. When it came to dealing with the way in which life worked in practice (at paragraphs 9.12 and 9.13), it had claimed that her case had shifted from that which was pleaded to being one where she was talking about the general physical demands. The Tribunal found that her description of each of the Units was “more telling” than that of Ms Taft. It is not clear, says Ms Reece, from those words what precisely the Tribunal was finding. She argues that given the acceptance by the Claimant that mechanical aids were provided for lifting and moving patients and given what the Tribunal said at paragraph 9.9, the Claimant’s case was not one of general physical effort but one of heavy lifting. The Tribunal did not come to any clear finding on that, or, if it did, it came to a finding that accepted there was no such demand made at Silver Birch by comparison with the Oak Unit.”
“11. … If, as this history might suggest, the Claimant at all material times was saying to the employer that the problem was heavy lifting and was not saying that it was the general heaviness of the physical work involved, then the employer could not be blamed in law for failing in its duty, because it did not or would not understand the need to make an adjustment. Ms Reece makes the point that so far as the employer was concerned it had made the necessary adjustments to cope with heavy lifting at the Silver Birch Unit and therefore rejected the Claimant’s complaints. That is at the heart of its case. The Tribunal did not appreciate that it had to judge the behaviour of the Respondent by that which it was given to understand at the time was the problem.”
“9.8. … The Claimant cited her heart condition as preventing her from doing the “lifting” required at Silverbirch. Ms Taft denied any knowledge of a heart condition, contended that no “lifting” was required either at Silverbirch or elsewhere in the care home and that Silverbirch had been assessed as the lowest risk Unit. …”
“9.9. … As the Respondents [sic] properly asserted the physical “lifting” of patients by carers is prohibited by their Manual Handling Rules and equipment is provided to obviate the need for “lifting”
“9.12. … these were always in use, needed moving regularly, were sometimes not available due to competing requirements from patients. Overall on Silverbirch she contended it was a concentrated physical exertion for carers throughout the 8 hour shift. …”