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TLA Task List

The document outlines the tasks of a Team Lead Assistant (TLA) which include: 1) Maintaining accurate client records and notifying other teams of changes 2) Auditing engagement logs and documentation to ensure all visits are logged 3) Cross-checking dates in files against a spreadsheet for Dossiers and assessments 4) Printing client lists weekly for Case Workers to review 5) Processing transportation vouchers including calculating dates and collecting evidence 6) Assisting the Team Leader as needed

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Sapna Shaligram
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36 views3 pages

TLA Task List

The document outlines the tasks of a Team Lead Assistant (TLA) which include: 1) Maintaining accurate client records and notifying other teams of changes 2) Auditing engagement logs and documentation to ensure all visits are logged 3) Cross-checking dates in files against a spreadsheet for Dossiers and assessments 4) Printing client lists weekly for Case Workers to review 5) Processing transportation vouchers including calculating dates and collecting evidence 6) Assisting the Team Leader as needed

Uploaded by

Sapna Shaligram
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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ENERGY & INDUSTRY DIVISION

Unit 11, Lot 15 & 16, Ume St,


Section 53, Gordon, NCD
PO Box 1995
Port Moresby,
NCD, Papua New Guinea

TEAM LEAD ASSISTANT TASK LIST

1. Maintaining records - to ensure accurate data:

 TLA to open team spreadsheet first thing each morning and maintain
ownership of this spreadsheet.

 Ongoing updates of Dossier / CMSPR completion dates, pathway changes,


location changes, departures, CW changes, and phone numbers on all
platforms (spreadsheet, Transport data spreadsheet, and contact list). as per
email confirmation from TL &/or CW.

 TLA to notify IR team, IM team, and Log. Team of any relevant changes e.g.
movements and/or pathways.

2. Engagement log audit Monitoring the engagement and documentation


pathway:

 TLA to complete an engagement and documentation pathway audit on each CW


every morning starting from 9am.

Check the engagement log of the CW is up to date as of the previous 2


working days.
Check all visits to the Applus office are in the engagement log (as per
internet visitation log)
Check all direct and indirect engagements logged from the previous 2
working days have a corresponding case note in the BOTH the CW
engagement folder and the IM managed digital file.
TLA to cross reference engagement logs and visitation log to ensure no
missed documents from either IM team or CW.
Send report via email to Team Lead by lunchtime each day. This report
includes; engagements logged without a case note saved in the digital
file and/or engagement folder. (For missing case notes The TLA
should include a copy of the engagement log cells with missing case
notes).

Applus PNG Limited


Company No:.1-15480
ENERGY & INDUSTRY DIVISION
Unit 11, Lot 15 & 16, Ume St,
Section 53, Gordon, NCD
PO Box 1995
Port Moresby,
NCD, Papua New Guinea

3. Dossier / CMSPR Audit - to ensure CW are following the engagement /


documentation pathway as per contractual requirements:

 Each Monday morning TLA to crosscheck Dossier and CMSP dates in the
digital file (Information Management) against dates in the team spreadsheet
and update team spreadsheet accordingly.
****Consulting with CW and CW team engagement folder if required.

 There should only be 1 Dossier per individual saved in the CWs S-drive (team
engagement folder).

4. Printing of CW individual case list - to assist CW to remain up to date with


their documentation and to provide an opportunity for CW to notify TLA of
any data discrepancies:

 Each Monday morning (after the Dossier / CMSPR audit) TLA to prepare a
printed case list to include Identification number, first name, surname, Case
Worker, Status, CMSP Last completed date, Dossier date, Location, Pathway,
and taxi voucher next issue date (filtered so Dossiers are dated oldest to
newest). To be completed by 10am

 TLA to print case lists and give these to TL further action.

 Each print out should have written on it:


“CW to identify any data discrepancies and notify TLA via email”
 TLA to update records and nom roll if any relevant data is to be updated as
per confirmation from CW

5. Issuing of Taxi Vouchers:

 Once CW has handed over monthly taxi vouchers to the individual, TLA to
enter the date of issue in the team spread sheet (e.g., 09/03/2021)

 TLA to then calculate date of issue + 1 month – (minus) 2 working days to


enter the next transport plan submission date in the team spreadsheet.
(e.g., 09/04/2021 – 2 working days = 07/04/2021)
This is the date the TLA must submit the next transport plan.

Applus PNG Limited


Company No:.1-15480
ENERGY & INDUSTRY DIVISION
Unit 11, Lot 15 & 16, Ume St,
Section 53, Gordon, NCD
PO Box 1995
Port Moresby,
NCD, Papua New Guinea

 TLA to create transport plan and enter the date of submission to TL in the
team spreadsheet.

 TL to approve and send to Shallbe, Philip, yutok, TLA, CW, and Chloe

Creating a Transport Plan:

 Each individual will be provided with 5(10) taxi vouchers without needing to
provide any evidence.

 If an individual requires more than 5(10) taxi vouchers for the coming month,
evidence of PIH + Applus appointments must be provided in the
transport plan.

 For each appointment evidenced = 1 extra taxi voucher issued for the month.

 TLA to utilise PIH appointment/attended list. And copy and paste these as
evidence in the transport plan.

 TLA to copy and paste proof of engagement at Applus office (engagement log
and/or internet café Visitation log sheet) as evidence of Applus appointments.

 TLA to submit ALL transport plans to TL and assigned CW for approval. And
save in the S-drive.

 Once processed, Transport team to email TLAs and TLs .

 TLAs will collect taxi vouchers and checklists from upstairs and notify
CWs that Taxi Vouchers are ready for issuing.

 CW take Taxi Vouchers and Checklist from TLA when they are ready to
collect / deliver to the individual.

 Back to step 1.

TL to act as the final gate keeper to ensure taxi vouchers are only being issued for those
with appropriate evidences

6. Assist Team leader as required.

Applus PNG Limited


Company No:.1-15480

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