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Comment: Capability updated to v1.1.0 as per Roadmap Item RM219
Page Properties

ID

C24

Version

1.1.0

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Type

Capability

Category

Health or care organisation management

Status

Effective

Effective Date

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Framework(s)

Description

Excerpt

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hiddentrue

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Supports and automates clinical and business processes across Organisational boundaries to make processes and communication more efficient.

A Cross-Organisation workflow can be defined as a series of tasks undertaken across different organisations by Health and Care Professionals in support of a particular clinical or business process. The Cross-organisation Workflow Tools capability supports such workflows and enables organisations to efficiently manage events throughout the various stages of a process through the automation of standard, repeatable processes.

The Cross-Organisation Workflow Tools Capability reduces the communication burden between Organisations and facilitates better coordination of Patient/Service User care across the health and social care system. It allows tasks in the process to be assigned to the correct Health or Care Professional or other Staff Member (the 'participant') and ensures the participant can perform assigned tasks quickly and efficiently by making relevant information about the Patient/Service User and their care available. This could include artefacts such as a shared assessment or care plan.

The Cross-Organisation Workflow Tools Capability provides health and care organisations with the tools that allow them to effectively manage their work across multi-disciplinary and multi-organisational teams. Progress can be tracked, increasing simplicity and allowing issues to be quickly identified and addressed.

Examples of Cross-Organisation workflows include:

...

Supports the creation of custom Workflows for the management of activities across multiple Health or Care Organisations.

Outcomes

For a Patient/Service User:

Receive efficient services from Health or Care Organisations due to improved monitoring and management of cross-organisation activities related to their health and care.

For a Health or Care Organisations:

Supporting day-to-day activities across Health or Care Organisations with the ability to create and manage custom Workflows that support multi-disciplinary and multi-organisational teams.

MUST Epics - Describes the minimum functionality required to deliver a Capability. Solutions MUST be successfully evaluated against each Epic and Acceptance Criteria via Capability Assessment in order to be associated with this Capability

E00528 - manage cross-organisation custom Workflows

As a Health or Care Professional

I want to manage cross-organisation custom Workflows

So that I can manage Workflows that are customised across multiple Health or Care Organisations

Acceptance criterion 1: create a cross-organisation custom Workflow

Given the Health or Care Professional is permitted to manage cross-organisation custom Workflows

When the Health or Care Professional selects to create a cross-organisation custom Workflow

Then the cross-organisation custom Workflow is created

Acceptance criterion 2: view a cross-organisation custom Workflow

Given the Health or Care Professional is permitted to manage cross-organisation custom Workflows

When the Health or Care Professional selects to view a cross-organisation custom Workflow

Then the cross-organisation custom Workflow is displayed

Acceptance criterion 3: amend a cross-organisation custom Workflow

Given the Health or Care Professional is permitted to manage cross-organisation custom Workflows

When the Health or Care Professional selects to amend a cross-organisation custom Workflow

Then the cross-organisation custom Workflow is amended

Acceptance criterion 4: delete a cross-organisation custom Workflow

Given the Health or Care Professional is permitted to manage cross-organisation custom Workflows

When the Health or Care Professional selects to delete a cross-organisation custom Workflow

Then the cross-organisation custom Workflow is deleted

Info

E00528 - Supporting Information

  • Examples of cross-organisation custom Workflows MAY include, but are not limited to:

    • The delivery of a Shared Care Plan across a range of service provider teams  

    • The

...

    • review of a document (e.g. Care Plan) by all appropriate staff/organisations involved

Outcomes

...

    • The assessment of arrangements to support the transfer of a Patient (e.g.

...

  • The ability to monitor progress means issues (e.g. late tasks) can be quickly and easily identified: manual overhead associated with tracking problems across multiple organisations is reduced
  • Use of workflows and templates allows processes to be standardised and made more consistent across the multiple organisations
  • Availability of information relating to workflows and tasks allows process design issues (e.g. pinch-points, poor hand-offs) to be identified and addressed

...

  • Integrated care is better supported through automation of cross-organisational clinical and business processes

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titleColorwhite
titleBGColor#183152
titleMUST Epics - Epics and acceptance criteria will be evaluated during the Capability Assessment Stage of Onboarding

C24E1 - use Workflow to run a Cross-organisational Process

As a Manager

I want to be able to initiate, run and monitor cross-organisational workflows

So that I can ensure the workflows are effectively supporting cross-organisational business and clinical processes

Acceptance criterion 1: initiate cross-organisational workflow

Given a workflow has been defined to support a cross-organisational process (e.g. workflow to support diagnosis of diabetes)

When the trigger for the process occurs (e.g. a Patient requires a diabetes diagnosis)

Then the cross-organisational workflow can be initiated

And any information regarding workflow can be provided (e.g. information about the Patient/Service User requiring diagnosis)

And any supporting artefacts can be linked to the workflow (e.g. Patient Assessment Form, care plan, referral)

Acceptance criterion 2: monitor in-flight cross-organisational workflows

Given workflows are being used to support cross-organisational business and clinical processes

When the cross-organisational workflow management 'view' is accessed

Then information about cross-organisational workflows can be viewed

And the view can be filtered to display only those workflows meeting criteria defined by the user (e.g. overdue workflows or those assigned to a particular user or organisation)

And the order in which the workflows are presented to view can be changed

Acceptance criterion 3: participant performs cross-organisational workflow task

Given a cross-organisational workflow has been initiated

And one or more tasks in the workflow have been assigned to participants

When a participant accesses their task or the cross-organisational workflow

Then they can view information on progress of the workflow

And they can view details of their task

And they can access any documents associated with the task or workflow

And they can update their task (e.g. change the status or provide information relating to the process)

C24E2 - maintain cross-organisational workflows

As a Manager

I want to be able to maintain cross-organisational workflows 

So that I can use these workflows to correctly deliver the range of clinical and business processes undertaken across the Organisations

Acceptance criterion 1: create cross-organisational workflows

Given workflows are used to support the management of cross-organisational processes

When the need for a cross-organisational workflow is identified (e.g. workflow to support diagnosis of diabetes)

Then the workflow can be created

And information about the workflow can be created

And the events of the workflow can be created

And the workflow events can be assigned to participants

Acceptance criterion 2: amend cross-organisational workflows

Given workflows are used to support the management of cross-organisational processes

When the need to amend a cross-organisational workflow is identified (e.g. add or remove steps from the diabetes diagnosis workflow)

Then the workflow can be amended

And information about the workflow can be amended

And the events of the workflow can be amended

And the participants assigned to events in the workflow can be amended

Acceptance criterion 3: delete cross-organisational workflows

Given workflows are used to support the management of cross-organisational processes

When a cross-organisational workflow is no longer needed

Then the workflow can be deleted

...

titleColorwhite
titleBGColor#375D81
titleMAY Epics - All May Epics and Acceptance Criteria will be evaluated during the Capability Assessment Stage of unsafe-On-boarding. However, these Epics are not mandatory and will not be used as part of the overall assessment of whether the Capability is fully met. Any May Epics that are assessed as met will be available to buyers via the Buying Catalogue.

C24E3 - maintain cross-organisational workflow templates

As a Manager

I want to have access to cross-organisational task and workflow templates

So that I can efficiently and effectively maintain cross-organisation workflows

Acceptance criterion 1: create cross-organisational workflow task or template

Given workflows are used to support the management of cross-organisational processes

And some workflows have shared or common elements

When the need for a cross-organisational workflow task or template is identified

Then the relevant cross-organisational workflow task or template can be created

And the new task or template is available, so workflows can be built based on the task or template

Acceptance criterion 2: amend cross-organisational workflow task or template

Given workflows are used to support the management of cross-organisational processes

And some workflows have shared or common elements

When the need to update a cross-organisational workflow task or template is identified

Then the relevant cross-organisational workflow task or template can be amended

And the amended task or template is available, so workflows can be built based on the task or template

Acceptance criterion 3: delete cross-organisational workflow task or template

Given workflows are used to support the management of cross-organisational processes

When a cross-organisational workflow task or template is no longer needed

Then the workflow task or template can be deleted

C24E4 - share workflow templates

As a Manager

I want to be able to share existing workflow and task templates 

So that I can improve efficiency and consistency by using existing templates to create cross-organisation workflows

Acceptance criterion 1: share workflow/task templates

Given that one or more templates exist to support the creation of Workflows and Tasks

When a template is shared with another user

Then the template can be used to create a task or workflow

C24E5 - manage automated notifications and reminders

As a Manager

I want to be able to generate notifications and reminders in relation to tasks and cross-organisational workflows 

So that I can ensure that cross-organisational workflows are actively managed and progress smoothly

...

Given a cross-organisational workflow has been configured to support a business or clinical process

When the need to generate notifications or reminders in relation to the workflow is identified

Then reminders or notifications can be configured

Acceptance criterion 2: generate notification or reminder

Given a cross-organisational workflow has been configured to generate notifications

And the recipient(s) of the notification or reminder have been defined

And recipient contact details have been captured

When the event that triggers the notification or reminder occurs (e.g. a workflow is initiated or is stopped, task is due or overdue)

Then notifications or reminders are sent to the relevant recipients

C24E6 - manage ad-hoc notifications

As a Manager

I want to be able to manually generate ad hoc notifications in relation to cross-organisational workflows 

So that I can ensure appropriate people or organisations are kept informed

Acceptance criterion 1: generate ad hoc notifications

Given a cross-organisational workflow has been configured to support a business or clinical process

When the need for an ad hoc notification is identified

Then an ad hoc notification can be configured

And the ad hoc notification is sent to the relevant recipients

C24E7 - Report on Cross-organisational Workflows

As a Manager

I want to be able to generate reports relating to the use of cross-organisational workflows using a variety of parameters (e.g. types of workflow/task, participants, dates, outcomes, length of time to complete, etc.)

So that I can monitor the effectiveness of the workflows in supporting clinical and business processes and use the information to improve workflow design 

Acceptance criterion 1: report based on a range of selection criteria

Given that information relating to cross-organisation workflows and their associated tasks is available

And this information is available to the reporting tool

When a reporting need is identified

Then a report can be run to create the relevant output relating to cross-organisational workflows

Panel
titleBGColor#ABC8E2
borderStylesolid
titleCapability Specific Standards

Suppliers will have to attain compliance with these Standards during the compliance stage before they can be live on a framework with this Capability:

None

Panel
titleBGColor#C4D7ED
borderStylesolid
titleOther Applicable Standards

Suppliers will have to attain compliance with these Standards during the compliance stage before they can be live on a framework with this Capability:

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    • discharge from hospital to home)

    • An assessment by one or more Health or Care Professionals in different organisations which may trigger a subsequent referral of a Patient to external services

  • Examples of cross-organisation custom Workflow data MAY include, but are not limited to:

    • Workflow type

    • Workflow description

    • Creator

    • Creation date and time

    • Status (e.g. To Do, In Progress or Complete)

    • Workflow Event(s), including:

      • Sequential

      • Parallel 

      • Conditional

      • Manual

      • Automated time based (e.g. automatic updating of event after a certain time period has passed)

      • Automated data driven (e.g. automatic triggering of event based on data being recorded)

    • Supporting information (e.g. a link to a document or URL to external website)

    • Expected duration (e.g. time from generation to expected completion)

    • Assignee(s)

    • Priority

MAY Epics - Describes additional functionality associated with the Capability. Suppliers should consider all MAY Epics as part of their User Research. Suppliers can choose to map their Solutions to these Epics and they will be evaluated via Capability Assessment. Framework Authorities or purchasing organisations may require these Epics as product qualification or requirements criteria

E00398 - configure Workflow rules

As a Health or Care Professional

I want to configure rules for Workflows

So that rules for Workflows can be applied

Acceptance criterion 1: create a Workflow rule

Given the Health or Care Professional is permitted to manage Workflow rules

When the Health or Care Professional selects to create a rule

Then the Workflow rule is created

Acceptance criterion 2: applying a Workflow rule

Given Workflow rules have been created

When a Health or Care Professional creates a Workflow

And the criteria for a Workflow rule is met

Then the Workflow rule is applied

Info

E00398 - Supporting Information

  • Examples of rules MAY include, but are not limited to:

    • Default Workflow assignee

    • Default priority

E00399 - manage Workflow templates

As a Health or Care Professional

I want to manage Workflow templates

So that Workflows can be created from templates

Acceptance criterion 1: create Workflow template

Given the Health or Care Professional is permitted to manage Workflow templates

When the Health or Care Professional selects to create a Workflow template

Then the Workflow template is created

Acceptance criterion 2: view Workflow template

Given the Health or Care Professional is permitted to manage Workflow templates

When the Health or Care Professional selects to view a Workflow template

Then the Workflow template is displayed

Acceptance criterion 3: amend Workflow template

Given the Health or Care Professional is permitted to manage Workflow templates

When the Health or Care Professional selects to amend a Workflow template

Then the Workflow template is amended

Acceptance criterion 4: delete Workflow template

Given the Health or Care Professional is permitted to manage Workflow templates

When the Health or Care Professional selects to delete a Workflow template

Then the Workflow template is deleted

Info

E00399 - Supporting Information

  • Workflow template information MAY include, but is not limited to:

    • Template name

    • Workflow type

    • Workflow description

    • Creator

    • Creation date and time

    • Template status (e.g. active or inactive)

    • Workflow Event(s), including:

      • Sequential

      • Parallel 

      • Conditional

      • Manual

      • Automated (time) (e.g. automatic updating of event after a certain time period has passed)

      • Automated (data driven) (e.g. automatic triggering of event based on data being recorded)

    • Supporting information (e.g. a link to a document or URL to external website)

    • Expected duration (e.g. time from generation to expected completion)

    • Priority

E00400 - manually create Workflows from templates

As a Health or Care Professional

I want to manually create Workflows from templates

So that Workflows can be created manually from templates

Acceptance criterion 1: manually create Workflows from templates

Given the Health or Care Professional is permitted to manage Workflows

When the Health or Care Professional selects to create a Workflow from a template

Then the Workflow is created

E00401 - automatically create Workflows from templates

As a Health or Care Professional

I want Workflows to be created automatically from templates

So that Workflows can be created automatically from templates

Acceptance criterion 1: automatically create Workflows from templates

Given the trigger for the automatic creation of a Workflow from a template is defined

When the automatic creation of a Workflow from a template is triggered

Then the Workflow is created

Info

E00401 - Supporting Information

  • Examples of how the automatic creation of Workflows from templates MAY be triggered include, but are not limited to:

    • Data driven (e.g. certain data is added to a record)

    • Time based (e.g. a due date is approaching or has been reached)

E00529 - share Workflow templates

As a Health or Care Professional

I want to share existing Workflow templates 

So that I can improve consistency by using existing templates to create Workflows

Acceptance criterion 1: share Workflow templates

Given the Health or Care Professional is permitted to share Workflow templates

When the Health or Care Professional selects to share a Workflow template with another Health or Care Professional

Then the Workflow template is shared

E00402 - create a personalised display for Workflows

As a Health or Care Professional

I want to create a personalised display for Workflows

So that I can personalise my display of Workflows

Acceptance criterion 1: create a personalised display for Workflows

Given the Health or Care Professional is permitted to manage Workflows

When the Health or Care Professional selects to create a personalised display for Workflows

Then a personalised display is created

Acceptance criterion 2: view Workflows using a personalised display

Given the Health or Care Professional is permitted to manage Workflows

When the Health or Care Professional selects to view Workflows

And the Health or Care Professional has created a personalised display for Workflows

Then the Workflows are displayed with the personalised display applied

Info

E00402 - Supporting Information

  • Examples of personalising the display of Workflows MAY include, but are not limited to:

    • Reordering the display, for example:

      • Chronologically

      • Based on certain characteristics

      • Priority Tasks

    • Filtering Workflows in or out based on certain characteristics or priority

E00403 - share personalised display for Workflows

As a Health or Care Professional

I want to share a personalised display for Workflows

So that other Health or Care Professionals can use the same personalised display for Workflows

Acceptance criterion 1: share personalised display for Workflows

Given the Health or Care Professional is permitted to share personalised display for Workflows

When the Health or Care Professional selects to share a personalised display for Workflows

Then the personalised display for Workflows configuration is shared

E00404 - flag overdue Workflows

As a Health or Care Professional

I want overdue Workflows to be automatically flagged

So that I can see which Workflows are overdue

Acceptance criterion 1: flag overdue Workflows

Given there is an overdue Workflow

When a Health or Care Professional views a Workflow

Then the Workflow is flagged as overdue

Info

E00404 - Supporting Information

  • For example, indicate a Workflow as ‘overdue’ if it is not completed when the Expected Due Date is surpassed

E00405 - view Workflow reports

As a Health or Care Professional

I want to view Workflow reports

So that I can see Workflow activity

Acceptance criterion 1: view Workflow reports

Given the Health or Care Professional is permitted to view Workflow reports

When the Health or Care Professional selects to view a Workflow report

Then the report results are displayed

Items on the Roadmap which impact or relate to this Capability

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Page Properties Report

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cqllabel = "

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C24" and space

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in ( currentSpace ( ) , "DCSDCS" , "DCSDR" )