One of the most important aspects of ensuring you have the right skill mix and numbers of staff on your vaccine site is to be certain that the person building your demand templates is consistent and really understands how to construct the templates.
Typically if various administrators’ or super users are building templates they will start to name requirements differently, this creates confusion from a reporting point of view but also for the member of staff using EOL they can at times get confused.
A recent Covid-19 project showed rostering demand templates with several naming conventions for the same requirement, the operational team were convinced they had enough Marshalls, it was only after a deep dive and a couple of reports that they realised it was not the case.
The other key issue is with grades or grade types not used correctly you run the risk of staff not seeing the unfilled duties on the EOL/Me app when sent from HealthRoster to the BankStaff application.
Lessons learnt is to use a template spreadsheet, share this with the ops team, get the design approved and then start your build. Double check your build and ensure you have used the right locations, grades etc
If you need to add new grade types or new grades this will be evident once you have your signed off template to work from.
Approaching this in a non methodical way will just mean that maybe later on you will have to unpick several rosters which already have staff assigned to them, making the task a little complicated to resolve.
Here is an example of a demand template in HealthRoster 11
With regards to having an excel template to begin the design and get approval, we use something similar to this.
