Add MAY Epics to Custom Workflows and Cross-Organisation Custom Workflows

Owned by Victoria Bussey
Last updated: 26-03-2024Version comment

ID

RM219

Version

1.0.0

Type

Roadmap Item

Frameworks

Title

Add MAY Epics to Custom Workflows and Cross-organisation Custom Workflows

Description

Add 1x MAY Epic to Custom Workflows and 3x MAY Epics to Cross-organisation Custom Workflows Capabilities

Date Added

Feb 27, 2024

Standards and Capabilities

Custom Workflows, Cross-organisation Custom Workflows

Change Route

Managed Capacity - Other

Change Type

Uplift

Status

Closed

Publication Date

Mar 12, 2024

Effective Date

Mar 26, 2024

Incentives / Funding

No

Incentive / Funding Dates

N/A

Background

Whilst GEN2 uplifting Capabilities it became apparent that there are various Epics which would suitably fit in other Capabilities and it was determined it would be beneficial to include these. Having completed those uplifts, we are now improving the coherence and completeness of the C&S Model.

This Roadmap item is to align the Custom Workflows and Cross-organisation Custom Workflows Capabilities.

Outline Plan

N/A

Summary of Change

Custom Workflows: MAY Epic added

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

Cross-organisation Custom Workflows: MAY Epics added

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

E00398 - Supporting Information

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

    • Default Workflow assignee

    • Default 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

E00404 - Supporting Information

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

Full Specification

  • Custom Workflows V1.1.0

  • Cross-organisation Custom Workflows V1.1.0

Assurance Approach

New MAY Epics

New MAY requirements have been added in the form of MAY Epics which describe additional functionality. These can be selected by Suppliers but are not mandatory. If selected, they will be assessed as part of the Capability Assessment phase and this will be a high level assessment based on the Acceptance Criteria defined.