AAOM Handbook

PL.22 Create or Amend the Template Context

Many of the Tasks that we undertake as part of operating and servicing a business area are repetitive. In some cases the work package detail is almost exactly the same in each repetition, in other cases there may be some detail changes. Whenever there is significant similarity in repeated work there are advantages to creating a template for the work package. A template improves the efficiency of creating the work package, because most of the elements of a quality work package will be saved in the template and can therefore be created for the new package with only a few keystrokes. Any changes necessary for a specific instance of work can be made to the work package created from the template. A template can also help improve the quality of a work package. Some of the time saved through creating the work package from a template can be used to improve the quality of the package. The improvements can be saved within the template for future use. If a work package is likely to be regularly done again, the planning detail should be stored in a job template. Purpose To capture planning details for use in future work packages. Quantity  Amend an existing job template. or  Create a new job template. Quality A template may include the following requirements for the work;  Identification of equipment/component or workplace/location to which the work relates.  The elements of the work that will need to be separately identified within a schedule.  Each distinct outcome for the work (what must be achieved at each stage, and at completion, of the work).  Tolerance or standard required for each outcome.  Conditions or constraints applying to the work.  Identification of potential hazards and management of the associated risks.  Permits and isolations.  Method or procedure for achieving the outcomes.