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Partially signed off

  • With changes - Click on the 3 dots to the right, select ‘Lock down’ and confirm that you want to proceed. Click on the 3 dots again and select ‘End job Plan’. Choose the correct date for the plan to end and click ‘save’. You can now use the ‘edit and republish job plan’ option via the 3 dots to start the new plan.

 

  • No Changes - Click on the 3 dots and select ‘Lock down’ and confirm that you want to proceed. Click on the 3 dots again and select ‘End job Plan’. Choose the correct date for the plan to end and click ‘save’. You can now use the ‘republish job plan’ option via the 3 dots to publish copy of the previous job plan to the clinician for them to review and sign off.

 

  • 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.

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