21 NCAC 34B .0110          WORK REPORTS AND CHECKLISTS

(a)  Active resident trainees shall submit a work report to the Board every month on a form provided by the Board no later than the 10th day of the calendar month that immediately follows the month during which the work was performed. On the work report, the resident trainee shall provide:

(1)           The trainee's name, trainee number, and email address;

(2)           The month during which the work was performed;

(3)           The number of hours worked during that month;

(4)           The name, address, and permit number of the funeral establishment where the resident trainee is working;

(5)           A description of the work performed in the practice of funeral service during that month, as described in Paragraph (g) of this Rule;

(6)           The name, license number, and notarized signature of the trainee's supervisor; and

(7)           The name, license number, and notarized signature of the licensed manager of the funeral establishment where the resident trainee is working. A trainee supervisor who also serves as the licensed manager shall sign the work report once, in his or her capacity as the trainee supervisor, provided that he or she designates the dual role held as both trainee supervisor and licensed manager on the work report.

(b)  By signing the work report, the trainee's supervisor shall certify that the data contained in the report is correct. Neither the trainee nor the trainee's supervisor shall be permitted to amend or revise the work report after it is submitted to the Board. The Board shall not accept incomplete work reports and a trainee who fails to submit a complete work report by the due date shall be subject to the provisions of Paragraph (c) of this Rule.

(c)  A late fee of twenty-five dollars ($25.00) shall be assessed against the trainee for each work report that is submitted to the Board after the due date. Following a trainee's first failure to timely submit a work report, the Board shall issue the trainee a letter that cautions against future non-compliance with this Rule. Following a trainee's second failure to timely submit a work report, the work set forth in the second untimely work report shall not be credited toward the certification of the trainee's resident traineeship. Following a trainee's third failure to timely submit a work report, the Board shall revoke the trainee's resident traineeship.

(d)  Resident trainees shall maintain a checklist for each decedent for whom he or she performs funeral services on a form provided by the Board. The checklist shall contain the following information:

(1)           The name of the deceased person;

(2)           The date when the services were provided;

(3)           The trainee's name and signature;

(4)           A description of the funeral services provided; and

(5)           The supervisor's signature.

(e)  Resident trainees shall maintain a list of the preneed funeral contracts with which the resident trainees participated.

(f)  Copies of all documents and information set forth in this Rule shall be retained by the trainee until his or her traineeship requirement has been certified by the Board. During this time, the reports and information shall be subject to inspection by the Board.

(g)  When providing a description of work performed in the practice of funeral service for purposes of Paragraph (a) of this Rule, resident trainees shall provide the following:

(1)           For resident trainees in embalming, the number of embalming cases performed in which the resident trainee completed five or more of the following tasks:

(A)          setting features;

(B)          mixing fluids;

(C)          raising vessels and inserting tubes;

(D)          injecting fluids;

(E)           suturing incisions; and

(F)           cavity treatment;

(2)           For resident trainees in funeral directing, the number of following activities performed:

(A)          at-need or preneed arranging;

(B)          imminent or hospice death arranging;

(C)          observing the sale of funeral service;

(D)          assisting with funeral, memorial, interment, or committal ceremonies for casketed remains; and

(E)           assisting with funeral, memorial, interment, or committal ceremonies for reduced remains;

(3)           For resident trainees in funeral service, the number of embalming cases as set forth in Subparagraph (g)(1) of this Rule and the number of activities performed as set forth in Subparagraph (g)(2) of this Rule.

History Note:        Authority G.S. 90-210.23(a); 90-210.23(d); 90-210.23(f); 90-210.25(a)(4)e.; 90-210.25(a)(4)g.; 90-210.67(a); 90-210.69(a);

Eff. February 1, 1976;

Readopted Eff. September 27, 1977;

Amended Eff. November 1, 2004; June 1, 1994; August 1, 1988; September 1, 1979;

Pursuant to G.S. 150B-21.3A, rule is necessary without substantive public interest Eff. August 19, 2017;

Amended Eff. February 1, 2026; November 1, 2020.