← References

Sample Work Packages for Task Manager

reference sample-work-packages-for-task-manager · via upload · Sample Work Packages for Task Manager.docx · v0.1 published
Currently viewing
Edit

This is a good set of real‑world examples and yes — you should absolutely reuse these as Work Package samples. They map perfectly to the direction of Task Manager v2.2 and Features – Task Manager v1.0.

Below is a clean, spec‑ready set of sample Work Packages, derived directly from your screenshots, written so they can drop into both documents (technical spec = illustrative examples; feature doc = “what this looks like in practice”).

I’ll also call out where they reinforce CORE principles (calendar‑backed, role‑first, audit‑ready).

Sample Work Packages (for inclusion)

1. Diary Team Checks (Daily)

Purpose

Ensure diary quality, charging accuracy, and short‑term capacity optimisation are reviewed every day — without relying on memory or informal handovers.

Type

Daily work package (recurring)

Default Owner

Front Desk / Diary Team (role‑based)

Time Window

Daily, early afternoon (configurable)

Tasks within the Work Package

Task 1: Previous Day Review

Checklist:

Missed payments or treatment not charged through

Treatments requiring an aftercare call or follow‑up task

Appointment booked with appropriate practitioner (last emergency / family / type of treatment)

Recall date checks / appointment reason checks for recall

Forms and aftercare compliance completed and logged

Cash reconciled and secured

Evidence:

Checklist tick‑off

Optional notes per item

Task 2: Next 48–72 Hours Diary Review

Checklist:

Lab work checked and tracker/status updated

Accessibility requirements reviewed

White space identified and flagged for filling

Emergency slots available

Deposits taken where required

Pending appointments chased or confirmed

Missed follow‑up actions identified

Evidence:

Checklist completion

Notes / flags per exception

Why this matters (Feature Page framing)

Turns diary management into planned operational work, preventing revenue leakage and last‑minute disruption.

2. Cashing Up Checklist (Daily)

Purpose

Ensure daily takings are accurately reconciled, cash handled safely, and discrepancies addressed immediately.

Type

Daily work package

Default Owner

Front Desk / Duty Manager (role‑based)

Time Window

End of day

Tasks within the Work Package

Task: Cashing Up

Checklist:

Reconcile all payments for the day

Verify iZettle IDs linked to payments

If cash taken, filter takings by cash and print report

Follow cashing‑up procedure and hand cash to manager

Change float (£20 notes → £10/£5/change)

Evidence:

Checklist tick‑off

Notes for discrepancies

Optional attachment (photo of report if required by policy)

Governance Note

Completion is attributed to a named user even when role‑owned.

3. Appointments / Day List Checklist (Daily)

Purpose

Prepare the clinical day properly, reduce chair downtime, and ensure patients are ready before arrival.

Type

Daily work package

Default Owner

Front Desk / Diary Team

Time Window

Morning, before first appointments

Tasks within the Work Package

Task: Day List Review

Checklist:

Open Dentally day list and review patients

Print day list for each dentist/hygienist (if applicable)

Identify patients with incomplete medical history and chase if needed

Review diary gaps and emergency slots

Open multi‑day practitioner view and note empty gaps

Review waiting list and attempt to fill gaps

Prioritise specific practitioners where configured

Recall intervals verified/updated for today’s list

Evidence:

Checklist completion

Notes for gaps or unresolved items

4. On Arrival Checklist (Daily – Opening)

Purpose

Ensure the practice is physically, digitally, and operationally ready before patients arrive.

Type

Daily work package

Default Owner

Front Desk / Opening Staff (role‑based)

Time Window

Opening time

Tasks within the Work Package

Task: Practice Opening

Checklist:

Open blinds

Unlock front door (with weather considerations)

Place A‑board on pavement

Put Invisalign flag out

Switch on computer, card machine, printer

Ensure waiting room door is open

Switch on waiting room TV (ART mode)

Check and top up leaflets

Turn on music and check volume

Check PC sound level

Check and top up bathroom supplies

Quick reception clean / tidy display

Evidence:

Checklist tick‑off only (no attachments required)

Tablet‑First Execution

Designed to be completed on a shared reception tablet with named user attribution.

5. Workstation Set‑Up Checklist (Daily)

Purpose

Ensure systems and inboxes are checked every day so tasks, messages, and exceptions surface early.

Type

Daily work package

Default Owner

Front Desk / Admin

Time Window

Start of shift

Tasks within the Work Package

Task: Digital Workstation Setup

Checklist:

Open core applications (Dentally, Dengro, 3CX, Tabeo, iZettle, Outlook, Teams, Facebook)

Check email inbox / hello@ inbox

Check Dentally SMS & mail inbox

Check Dentally Tasks (filter = Anyone)

Check Teams messages / colleague notes

Add leads to Dengro (voicemail, emails, messenger)

Create task list for the day

Run Dentally reports (Cancelled Appointments, Unbooked Appointments, Birthdays)

Evidence:

Checklist completion

Optional notes

6. Decontamination Checklist (Weekly)

Purpose

Deliver repeatable, auditable decon compliance routines aligned to regulation and inspection readiness.

Type

Weekly work package

Default Owner

Decon Team (role‑based)

Time Window

Weekly (configurable day)

Tasks within the Work Package

Task: Weekly Decon Checks

Checklist:

Silicone grease O‑ring of yellow filter

Check oxygen levels

Verify emergency drugs are in date

Update log book

Vacuum test and autoclave fill procedure

Empty suction pump yellow filter / amalgam separator

Evidence:

Checklist tick‑off

Notes

Optional photo attachments (if required by policy)

Compliance Value

Creates a calendar‑backed, auditable trail suitable for inspection.

Where to place these in the documents

✅ Task Manager – Technical Specification v2.2

Add a subsection under 3.5 Work Packages (Operational Playbooks):

“Example Work Package Instances (Illustrative)”

These examples:

Validate the data model

Prove tablet‑first execution

Demonstrate checklist + evidence behaviour

Anchor scope for engineering & QA

✅ Features – Task Manager v1.0

Add a section:

“What Work Packages look like in practice”

Shortened versions of 2–3 examples (Diary Team, Opening, Decon) for sales clarity.

Direct answer to your question

✅ Yes — reuse diary team checklists

✅ Yes — these are textbook Work Packages

✅ They perfectly demonstrate:

Planned operational work

Role‑based ownership

Calendar‑backed execution

Audit‑ready compliance

If you want next, I can:

Convert these into template JSON‑style definitions for engineering

Reduce them into one‑page visual examples for UX

Or mark which are CORE vs extended via other modules

Just say where you want to go next.