What is a job plan template?

Certain departments or bands may have elements that are the same for all medics or other staffing groups. The shared common parts of the job plan may be based on training requirements during placement or an even distribution of work established during team-based job planning.

For example, training placements for an Occupational Therapist will normally have very set expectations regarding the number of specific DCC tasks and the weekly amounts of SPA.  Another example would be when Consultants take a “fair share” of tasks such as clinics.

You would create a job plan template (with all the common tasks) once and then copy this to multiple job plans which would reduce the time that this would take and ensure more consistent data entry. Common elements of practice may include priority or attending work – where there is a common amount of work but there is no predictable frequency. When there is a vacancy in your team/department, you may also copy the job plan of the person who is leaving as a job plan template which would be a placeholder for the position or even as recruitment collateral.

You would copy a job plan templates from an existing account or create it from scratch:

NOTE: If you copy the templates from someone’s job plan, then you will need to remove any tasks that are specific to that person and ensure that the remaining tasks do not contain information in the description that is specific to that person.