General FAQs
I need access to Job Planning
The Job Planning product should show along the bar at the top of your page. If this isn't listed here, this is possible to change on the site, but the SARD Support Team will not be able to assist in this matter unfortunately. This will need to be managed by the administrators for your organisation - their contact details can be found on your SARD Dashboard.Few readersWhat do the Job Plan activity acronyms stand for?
DCC = Direct Clinical Care SPA = Special Programmed Activity AR = Additional Responsibility ED = External Duty APA = Additional Programmed Activity PRIV = Private TRAV = Travel FPS = Fee Paying Services MS = Medical SchoolFew readersHow do I share my Job Plan as a template?
The first thing to be aware of is that you do not need to do this simply to use your Job Plan as a template for your next Job Plan. If you want to use your Job Plan as a template for your next Job Plan that will automatically be an option when you open your next Job Plan. This link will take you to our helpdesk article on opening a New Job Plan using information from your previous Job PlanFew readersSARD Job Planning update - 30th September 2024
Information on recent SARD updatesFew readers
Starting a New Job Plan
My Job Plan has the wrong dates
If you’d like your Job Plan to start on a different date to the one currently showing, that’s very easily done. If you access Section 2, General info, you’ll see a box marked Effective Date with a date next to it. This is the date from which your Job Plan will start. To change it, simply click on the date itself, select a new date from the calendar that pops up and save the page.Few readersHow do I start a new Job Plan, using the information from the previous SARD Job Plan?
Firstly, it would be important to note that you can only have one Draft or Submitted Job Plan on the site at one time; if you’re still awaiting signatures from one or more signatories on your previous year's Job Plan, you will not yet be able to open a new entry. Once the previous Job Plan has been completed, it’s very simple to copy over your last Job Plan to the new entry. On the Job Planning page, click New Job Plan and a pop-up box will appear. The default option you’ll see would bPopular
Timetabling Activities
How do I add an activity to my Job Plan Timetable?
To add an activity, we start by going to the Timetable section. The clearest display would then come from the Overview tab, if this is selected at the top of that page. If you press + New Activity to the top right of the page, this will allow you to start entering the activity details. Categorisation From there you will have to pick what Category the activity would fall under (e.g DCC, SPA, etc.) If you’re unsure what Category the activity in question would fall under, there’Few readersHow do I schedule activities?
Scheduling Below the Category section is the Schedule section, where you enter the days and times on which an activity occurs. Let’s try a very simple example; lets say you wanted to add an activity that’s scheduled to occur weekly on TuesFew readers
Submitting and Signing Off
How do I add signatories to my Job Plan?
To submit a Job Plan, you’ll need to have the requisite number of the relevant signatories added to your Job Plan. These are added in Section 3, Signatories. If the signatories are centrally managed (i.e they’re managed by the administrators for your organisation), there will be a note there to tellFew readersHow do I sign off my Job Plan?
Congratulations! You’ve worked through all the sections on the left, entering all the information needed in every one. You’re now ready to submit your Job Plan for sign off! Click the green “Sign and submit” button at at the bottom left of your job plan; you should now see a message saying “Job Plan submitted for sign off” This means you’ve answered all the mandatory questions within your Job Plan and it’s been sent off to to the subsequent signatories to sign off. They will be notified by emaiFew readersHow do I sign off a Job Plan for which I am a signatory?
The signing off of a Job Plan is quite a simple process, as this will always be accomplished by clicking the green Sign button next to your name in the final Sign Off section of the Job Plan. Navigating to that section is the important distinction, and this is lFew readers