How to create a job plan template?

Modified on Thu, 25 Jul, 2024 at 10:45 AM

You would create a job plan template to save time and ensure consistency which is done by creating a template with all the common tasks in one plan and copying the same plan to multiple people. You can either create a template from scratch or copy an existing template or job plan.

To create a job plan:

Select the “Add job plan template” button.
Select “Blank template”/”Copy of another template”/”Copy of an existing job plan”
Add a “Name” for the template. Use a clear and recognisable name.
Select the department/s that the template will be relevant to. This can be selected at the Directorate and Division level.
Select the “Save template” button at the bottom of the structure.
Add tasks to the job plan template. In the template, there will be two sections – one to “edit template” details and one to “edit job plan”. The “Edit job plan” has 3 sections to complete.
1. Contract
2. Activities
3. On-call supplement

NOTE: When you create a template with multiple departments some activities may not be available for you to select and you should discuss this with your Administrator.