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