Case Management Checklist

Transcription

1 case management Case Management Checklist Employee - College/ Dept / School - Completed by - Date - Issue Summary Action Plan By When By Who Review Date By

2 1. Demands Employees can cope with the demands of their jobs a) has the job role been designed with realistic demand in mind? b) do you have the required skills/abilities to fulfil the role? c) is further training or supervision available to help develop skills/abilities? d) are workloads covered during staff absences? e) is the workload distributed evenly between members? f) are sufficient resources provided to carry out the job effectively? g) are excessive working hours worked on a regular basis? h) is the physical working environment comfortable and safe? i) is the psychological working environment comfortable and safe? j) Is the workload unnecessarily boring or repetitive? k) are there any other demand issues Terms and conditions of employment Annual leave and working hours Recruitment and interview procedures Probationary periods Performance Development Reviews Financial and budget procedures Risk assessments for work areas, maintenance and inspection programmes, defect reporting and maintenance request systems Accident and incident reporting and investigation procedures include aggression, violence and / or verbal abuse measures required?

3 2. Control Employees have a say in how they do their work a) do you have a say in the way your work is undertaken? b) do you have a choice when breaks are taken? c) can you influence the pattern of your work? d) is the pace of your work driven by a source beyond your control? e) does the job allow you to use your skill and initiative? f) are the demands of work and life outside work balanced? g) are there opportunities to learn new skills or take on new pieces of work? h) do you feel able to raise concerns about the job or working environment? i) is your role subject to conflicting demands from multiple sources? j) are there any other control issues Family friendly policies Personal development reviews measures required?

4 3. Support Employees receive adequate support and information from colleagues and managers a) are mechanisms in place to provide support for work issues? b) is the individual aware of the support mechanisms available for both work and home life issues? c) are individuals encouraged to seek support if they need it? d) are regular meetings held to review work issues? e) is support available from other team members, both formally and informally? f) does the individual know how to access all the job resources available? g) does the individual receive regular and constructive feedback? h) are there any other support issues Induction courses Equality commitment Family friendly policies Grievance and disciplinary procedures Attendance management procedures Trade Unions

5 4. Relationships Employees are not subject to unreasonable behaviours a) are there issues with regard to working relationships with others? b) do you feel you are subject to unreasonable behaviours? c) is there evidence of bullying and harassment? d) are combative and confrontational communication styles under control? e) is the individual themselves demonstrating unreasonable behaviour to others? e) are you aware of the policies and support networks in place to tackle unreasonable behaviours? f) would you feel able to report any concerns formally? g) are there any other relationship issues Staff / student relationships policy Grievance procedures Dignity at work and study policy Commitment to equality Harassment advisers Personal development reviews Mediation services

6 5. Role Employees understand their role and responsibilities a) have you received a comprehensive induction to the university and faculty/area? b) do you have clear performance and development objectives that reflect the role? c) does the job description reflect the full nature of the role in practice? d) is there a clear plan of work in place for the role? e) do you understand management expectations of the role? f) do you understand how their role fits alongside others in the team? g) do you understand how their role fits into wider organisation aims? h) are there any other role issues Terms and conditions of employment Professional development reviews

7 6. Change Employees are engaged with the organisation undergoes change a) have you been consulted with as part of the change process? b) have you been given an opportunity to ask questions regarding the change process? c) do you understand the reasons for changes? d) do you understand the likely impact of change on their job? e) have additional support measures been implemented through the change process? (see part 3 Support ) f) if the change involves workplace relocation has a specific risk assessment be undertaken for this? g) have all relevant timescales been communicated to you? h) are there any other change issues Communication and consultation about change where possible Voluntary severance