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

ID

C20

Version

1.

...

1.0

Type

Capability

...

Category

Health or care organisation management

Status

Effective

Effective Date

Framework(s)

Description

Excerpt

Supports

...

the creation of custom Workflows for the management of

...

activities within the Health or Care Organisation.

Outcomes

For a Patient/Service User:

Receiving efficient service as the

...

Health or Care Organisation is easily able to monitor and manage activities related to their health and care.

For

...

a Health or Care Organisation:

Supporting day-to-day activities in a

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Health or Care Organisation with the ability to create and manage custom Workflows

...

.

For the wider NHS and social care system:

Supporting and facilitating the coordination of Patient or Service User care across the health and social care system.

...

...

MUST Epics -

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Epic 1 - manage Task templates

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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

E00397 - manage custom Workflows

As a Health or Care Professional

I want to manage

...

custom Workflows

So that

...

I can manage Workflows that are customised for my Health or Care Organisation

Acceptance criterion 1: create

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a custom Workflow

Given the

...

Health or Care Professional is permitted to

...

manage custom Workflows

When the

...

Health or Care Professional selects to create a

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custom Workflow

Then the

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custom Workflow is created

Acceptance criterion 2:

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view a custom Workflow 

Given the

...

Health or Care Professional is permitted to

...

manage custom Workflows

When the

...

Health or Care Professional selects to view a custom Workflow 

Then the

...

custom Workflow is

...

displayed

Acceptance criterion 3:

...

amend a custom Workflow

Given the

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Health or Care Professional is permitted to

...

manage custom Workflows

When the

...

Health or Care Professional selects to amend a custom Workflow

Then the

...

custom Workflow is

...

amended

Acceptance criterion 4: delete

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a custom Workflow

Given the

...

Health or Care Professional is permitted to

...

manage custom Workflows

When the

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Health or Care Professional selects to delete

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a custom Workflow

Then the

...

custom Workflow is deleted

Epic 2 - manage Workflow templates

As a Practice User

I want to manage Workflow templates

So that Workflows can be created from templates

Acceptance criterion 1: create Workflow template

Given the Practice User is permitted to create Workflow templates

When the Practice User chooses to create a Workflow template

Then the Workflow template is created

Acceptance criterion 2: amend Workflow template

Given the Practice User is permitted to amend Workflow templates

When the Practice User chooses to amend a Workflow template

Then the Workflow template is amended

Acceptance criterion 3: copy Workflow template

Given the Practice User is permitted to copy Workflow templates

When the Practice User chooses to copy a Workflow template

Then the Workflow template is copied

Acceptance criterion 4: delete Workflow template

Given the Practice User is permitted to delete Workflow templates

When the Practice User chooses to delete a Workflow template

Then the Workflow template is deleted

Epic 3 - configure Task rules

As a Practice User 

I want to configure rules for Tasks

Info

E00397 - Supporting Information

  • Workflow data items 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)

    • Workflow assignee(s)

    • Priority

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

    • A Task (see Task Management Capability)

    • A medication request

    • A document review

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:

...

Given the Practice User is permitted to create Task rules

When the Practice User creates a Task allocation rule

Then the Task rule is created

Epic 4 - configure Workflow rules

As a Practice User 

I want to configure rules for Workflows

So that the rules for Workflows can be applied

Acceptance criterion 1: create default Workflow priority rule

Given the Practice User is permitted to create Workflow rules

When the Practice User creates a default Workflow priority rule

Then the Workflow rule is created

Epic 5 - manage Tasks

As a Practice User 

I want to manage Tasks

So that I can manage the day-to-day activities of the Practice

Acceptance criterion 1: create Tasks

Given the Practice User is permitted to create Tasks

When the Practice User chooses to create a Task

...

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

...

Acceptance criterion 5: cancel a Task

Given the Practice User is permitted to cancel Tasks

When the Practice User chooses to cancel a Task 

Then the Task is cancelled

Acceptance criterion 6: delete a Task

Given the Practice User is permitted to delete Tasks

When the Practice User chooses to delete a Task 

Then the Task is deleted

Acceptance criterion 7: reassign a Task

Given the Practice User is permitted to reassign Tasks

When the Practice User chooses to reassign a Task to another recipient

Then the Task is reassigned

Acceptance criterion 8: amend a Task

Given the Practice User is permitted to amend Tasks

When the Practice User chooses to amend a Task

Then the Task is amended

Epic 6 - manage Workflows

As a Practice User 

I want to manage Workflows

So that I can manage the day-to-day activities of the practice

Acceptance criterion 1: create a Workflow automatically

Given there is a Workflow defined to be triggered automatically

When the Workflow is triggered

Then the Workflow is automatically created

Acceptance criterion 2: create a Workflow from template

Given the Practice User is permitted to create Workflows

...

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

...

Acceptance criterion 3: view a Workflow 

Given the Practice User is permitted to view Workflows

When the Practice User chooses to view a Workflow 

Then the Workflow is displayed

Acceptance criterion 4: update Workflow Status

Given the Practice User is permitted to update Workflows

When the Practice User chooses to update the status of a Workflow

Then the Workflow Status is updated

Acceptance criterion 5: update Workflow Events

Given the Practice User is permitted to update Workflows

When the Practice User chooses to update a Workflow Event

Then the Workflow Event is updated

Acceptance criterion 6: delete a Workflow

Given the Practice User is permitted to delete Workflows

When the Practice User chooses to delete a Workflow

Then the Workflow is deleted

Acceptance criterion 7: amend a Workflow

Given the Practice User is permitted to amend Workflows

When the Practice User chooses to amend a Workflow

Then the Workflow is amended

Epic 7 - manage Task List configurations

As a Practice User 

I want to manage Task List configurations

So that I can view lists of Tasks in ways that I prefer

Acceptance criterion 1: view Tasks List configuration

Given the Practice User is permitted to view Tasks

When the Practice User chooses to view a Task List configuration

Then the Task List is displayed

Acceptance criterion 2: save Task List configuration

Given the Practice User is permitted to save Task List configurations

When the Practice User chooses to save a Task List configuration

Then the Task List configuration is saved

Epic 8 - manage Workflows List configurations

As a Practice User 

I want to manage Workflows List configurations

So that I can view lists of Workflows in ways that I prefer

Acceptance criterion 1: view Workflow List configurations

Given the Practice User is permitted to view Workflows List configurations

When the Practice User chooses to view a Workflow List configuration

Then the Workflow List is displayed

Acceptance criterion 2: save Workflow List configuration

Given the Practice User is permitted to save Workflow List configurations

When the Practice User chooses to save a Workflow List configuration

Then the Workflow List configuration is saved

Epic 9 - view Task reports

As a Practice User

I want to view Task reports

So that I can see Task activity

Acceptance criterion 1: view Task reports

Given the Practice User is permitted to view Task reports

When the Practice User chooses to view a Task report

Then the report is displayed

Epic 10 - view Workflow reports

As a Practice User

I want to view Workflow reports

So that I can see Workflow activity

Acceptance criterion 1: view Workflow reports

Given the Practice User is permitted to view Workflow reports

When the Practice User chooses to view a Workflow report

Then the report is displayed

Epic 11 - access Patient Record

As a Practice User

I want to access the Patient Record

So that I can access the Patient Record

Acceptance criterion 1: accessing Patient Record where identified

Given a Patient Record is identified

And the Practice User is permitted to view the Patient Record

When the Practice User chooses to access the Patient Record

Then the Patient Record is accessed

...

titleColorwhite
titleBGColor#375D81
titleMAY Epics - All May Epics and Acceptance Criteria will be evaluated during the Capability Assessment Stage of 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.

Epic 12 - share Task List configuration

As a Practice User

I want to share Task List configurations

So that the other Practice Users can use my configurations

Acceptance criterion 1: share Task List configuration

Given the Practice User is permitted to share Task List configurations

When the Practice User chooses to share a Task List configuration

Then the Task List configuration is shared

Epic 13 - share Workflow List configuration

As a Practice User

I want to share Workflow List configurations

So that the other Practice Users can use my configurations

Acceptance criterion 1: share Workflow List configuration

Given the Practice User is permitted to share Workflow List configurations

When the Practice User chooses to share a Workflow List configuration

Then the Workflow List configuration is shared

Panel
titleBGColor#ABC8E2
borderStylesolid
titleCapability Specific Standard

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

Panel
titleBGColor#C4D7ED
borderStylesolid
titleOther Applicable Standards

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

...

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

Suppliers will not be assessed or assured on these Roadmap Items as part of Onboarding

Page Properties Report

...

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cqllabel = "

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c20" and space

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