Resource Management - Standard

ID

S12

Version

1.0.1

Type

Capability Specific Standard

Status

Effective

Effective Date

 


Requirements

Epic MappingRequirement IDRequirement TextLevel
C12E1

GP-03.4-01

Practice and branch site information

Create and maintain information about the Practice and any branch sites, including:

  • Organisation name (legal)
  • Organisation name (business name)
  • ODS code
  • Organisation address
    • Multiple telephone numbers (and associated labels e.g. Branch site x, Appointments, Fax)
    • Multiple email addresses (and associated labels)
MUST
C12E2

GP-03.4-02

Staff Member information

Create and maintain details about each/every individual Staff Member working in or for one or more General Practices, including:

  • Unique identifier
  • Preferred name
  • Gender
  • Role(s) (for/within the Practice)
  • Professional codes and check digit where appropriate, including
    • GMC code
    • NMC code
    • HCPC code
    • RPS code
  • Multiple nationally recognised identification numbers and check digit where appropriate, including
    • GMP code
    • Prescriber identifier
  • Photo ID
  • Start date
  • End date
  • Associated Smartcard (as per Information Governance)
  • Practice Users who do not necessarily use the functionality of the Solution and may or may not have an active Smartcard

Where a Staff Member returns to the General Practice, they will have a record of that period of activity.

MUST
C12E3

GP-03.4-03

Long-term user inactivity periods

Record periods of User activity/inactivity e.g. to accommodate long term leave (such as maternity leave), multiple short term contracts (such as summer administrative staff) or locums.

  • Start date
  • End date
  • Status (available, unavailable (e.g. on leave))

MUST

C12E4

GP-03.4-06

Manage Staff Groups

Support the management of groups (e.g. teams), including:

  • Create staff groups – each group to have a unique name and/or ID
  • Add and remove Staff Members from staff groups
  • Multiple Staff Members to be added to a staff group
  • Staff Members can belong to more than one staff group
MUST
C12E3

GP-03.4-07

Practice non-working days/times

Record non-working days and times for the General Practice including all its branches.

MUST
C12E3

GP-RM-1-02

Staff non-working days/times

Record non-working days and times for General Practice staff including those at branches.

MUST
C12E5

GP-03.5-01

Related organisations information

Create and maintain information about related organisations, and their departments (NHS or otherwise), including:

  • Organisation name
  • Organisation type
  • Multiple organisation codes, including ODS code and trading partners identifiers
  • Role(s) (available subset dependent on organisation type)
  • Relationship(s) (between the General Practice and this organisation, indicating the direction of relationship where applicable – available subset dependent on role)
  • Organisation address
  • Multiple telephone numbers (and associated labels e.g. general enquiries, fax)
  • Multiple email addresses (and associated labels)
  • Department details, including
    • Department name
    • Department address
    • Department telephone number(s) and associated labels

Organisation information to be derived from ODS, where available (see GP-03.1-01), and can be supplemented/defined by the General Practice – data items that are common both locally and nationally will be updated from ODS regularly.

MUST
C12E6

GP-03.5-02

Related organisation staff details

Create and maintain staff details about each/every individual working in or for related organisations, including:

  • Full name (including title)
  • Role
  • Multiple nationally recognised identification numbers and check digit where appropriate, including
    • GMC code
    • GMP code
    • NMC code
    • HCPC code
    • Consultant code
  • Link to / association with related organisation, and ability to select department within (this can populate/default contact details)
  • Contact details (telephone, email, fax), and associated category

For guidance on how to obtain Related organisation's Staff Member information see GP-03.1-01

MUST
C12E7 GP-RM-1-03

Non-human resources

Create and maintain non-human resources such as rooms, equipment installed in a room and portable equipment.

Create and maintain associations between non-human resources. Associations can be permanent or temporary and can be used to represent existing arrangements of rooms and equipment or to configure potential arrangements. The arrangements will take account of resources that can and cannot be moved.

Temporary associations, especially those using portable equipment, have defined start and end dates and times.

MAY


Capability

Applicable Capability

All supplier Solutions will need to meet this Standard if they are delivering the Resource Management Capability


Roadmap

Items on the Roadmap which impact or relate to this Standard

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