- No Change - If there are no changes to be made to the signed off job plan and both parties are still in agreement that it is correct and current then you can simply restart it. Click on the 3 dots to the right of the signed off plan line and select ‘End Job Plan’. Choose the correct date for the plan to end and click ‘save’. Click on the 3 dots again and choose the ‘Restart job plan’ option. It will ask you to confirm the date and also remind you that it will not go through the sign off process. If you agree, the plan will be copied and added as the new current fully signed off job plan.
- Changes - If the most current job plan has some changes to be made before you republish it for the current year, you can use the ‘Edit and republish job plan’ option accessed via the 3 dots to the right of the job plan line. It will ask you to confirm that you want to edit and republish the job plan with that date (please note that is the start date of the job plan you are copying, not the start date of the new plan).
Alternatively, if you want to publish the most current job plan to the clinician, in order for them to make changes themselves, please use the ‘Republish job plan’ option. Again, it will ask you to confirm that you want to republish the job plan with that date (please note that is the start date of the job plan you are copying, not the start date of the new plan). If you proceed it will copy the plan and place it in the discussion stage. The Clinician can then review and edit the plan.
- Completely New Plan – If you want to start a blank new job plan then either use the ‘Edit and Publish’ option in the name bar to open a new plan to edit yourself, or use the ‘Publish’ option to publish a blank job plan to the clinician for them to complete.
Please note that when you complete these actions the clinician will be sent a notification by the system.
In addition to the above options you can also Republish and Edit and Republish any previous job plans. These options will be available via the 3 dots to the right of any previous historic job plans.