Resource Management


ID

C12

Version

1.0.1

Type

Capability
StatusEffective
Effective Date 

Full Capability status only. For this Capability, Solutions are required to meet all MUST EPICs and associated acceptance criteria.

Description

Supports the management and reporting of Practice information, resources, Staff Members and related organisations. Also enables management of Staff Member availability and inactivity.


Outcomes

For General Practice:Information about the General Practice and individual Staff Members working for the Practice, is easier to manage and these Staff Members can be organised into groups and teams. Information about related organisations and staff working for those organisations is also easily managed.
For the wider NHS and social care system: Efficient and appropriate management of Practice staff to improve services and health outcomes for Patients.


MUST Epics - Epics and acceptance criteria will be evaluated during the Capability Assessment Stage of Onboarding

C12E1 - manage General Practice and Branch site information

As a Practice User

I want to manage Practice and Branch site information

So that I can manage my General Practice and Branch site information

Acceptance criterion 1: create General Practice and Branch site information

Given the Practice User is permitted to create General Practice and Branch site information

When the Practice User chooses to create General Practice and Branch site information

Then the General Practice and Branch site information is created

Acceptance criterion 2: amend General Practice and Branch site information

Given the Practice User is permitted to amend General Practice and Branch site information

When the Practice User chooses to amend General Practice and Branch site information

Then the General Practice and Branch site information is amended

Acceptance criterion 3: delete General Practice and Branch site information

Given the Practice User is permitted to delete General Practice and Branch site information

When the Practice User chooses to delete General Practice and Branch site information

Then the General Practice and Branch site information is deleted



C12E2 - manage General Practice Staff Members

As a Practice User

I want to manage Staff Members

So that I can manage Staff Members for my General Practice

Acceptance criterion 1: create General Practice Staff Members

Given the Practice User is permitted to create Staff Members

When the Practice User chooses to create a Staff Member

Then the Staff Member is created

Acceptance criterion 2: amend General Practice Staff Members

Given the Practice User is permitted to amend Staff Members

When the Practice User chooses to amend a Staff Member

Then the Staff Member is amended

Acceptance criterion 3: delete General Practice Staff Members

Given the Practice User is permitted to delete Staff Members

When the Practice User chooses to delete a Staff Member

Then the Staff Member is deleted



C12E3 - manage Staff Member inactivity periods

As a Practice User

I want to manage Staff Member inactivity periods

So that I can manage Staff Member inactivity

Acceptance criterion 1: create Staff Member inactivity periods

Given the Practice User is permitted to create Staff Member inactivity periods

When the Practice User chooses to create a Staff Member inactivity period

Then the inactivity period is created

Acceptance criterion 2: amend Staff Member inactivity periods

Given the Practice User is permitted to amend Staff Member inactivity periods

When the Practice User chooses to amend a Staff Member inactivity period

Then the inactivity period is amended

Acceptance criterion 3: delete Staff Member inactivity periods

Given the Practice User is permitted to delete Staff Member inactivity periods

When the Practice User chooses to delete a Staff Member inactivity period

Then the inactivity period is deleted



C12E4 - manage Staff Member Groups

As a Practice User

I want to manage Staff Member Groups 

So that I can manage Staff Member Groups for my General Practice

Acceptance criterion 1: create Staff Member Groups

Given the Practice User is permitted to create Staff Member Groups

When the Practice User chooses to create a Staff Member Group

Then the Staff Member Group is created

Acceptance criterion 2: amend Staff Member Groups

Given the Practice User is permitted to amend Staff Member Groups

When the Practice User chooses to amend a Staff Member Group

Then the Staff Member Group is amended



C12E5 - manage Related Organisations information

As a Practice User

I want to manage Related Organisations information

So that I can ensure my Related Organisations information is up to date

Acceptance criterion 1: create Related Organisation information

Given the Practice User is permitted to create Related Organisations information

When the Practice User chooses to create Related Organisations information

Then the Related Organisations information is created

Acceptance criterion 2: amend Related Organisations information

Given the Practice User is permitted to amend Related Organisations information

When the Practice User chooses to amend Related Organisations information

Then the Related Organisations information is amended

Acceptance criterion 3: delete Related Organisations information

Given the Practice User is permitted to delete Related Organisations information

When the Practice User chooses to delete Related Organisations information

Then the Related Organisations information is deleted

C12E6 - manage Related Organisation Staff Members

As a Practice User

I want to manage Related Organisations Staff Members

So that I can manage Staff Members for organisations related to my General Practice

Acceptance criterion 1: create Related Organisations Staff Members

Given the Practice User is permitted to create Related Organisations Staff Members

When the Practice User chooses to create a Related Organisation Staff Member

Then the Related Organisation Staff Member is created

Acceptance criterion 2: amend Related Organisations Staff Members

Given the Practice User is permitted to amend Related Organisations Staff Members

When the Practice User chooses to amend a Related Organisation Staff Member

Then the Related Organisation Staff Member is amended

Acceptance criterion 3: delete Related Organisations Staff Members

Given the Practice User is permitted to delete Related Organisations Staff Members

When the Practice User chooses to delete a Related Organisation Staff Member

Then the Related Organisation Staff Member is deleted


MAY 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.

C12E7 - manage Non-human Resources

As a Practice User

I want to manage Non-human Resources

So that I can manage Non-human Resources for my General Practice

Acceptance criterion 1: create Non-human Resources

Given the Practice User is permitted to create Non-human Resources

When the Practice User chooses to create a Non-human Resource

Then the Non-human Resource is created

Acceptance criterion 2: amend Non-human Resources

Given the Practice User is permitted to amend Non-human Resources

When the Practice User chooses to amend a Non-human Resource

Then the Non-human Resource is amended

Acceptance criterion 3: delete Non-human Resources

Given the Practice User is permitted to delete Non-human Resources

When the Practice User chooses to delete a Non-human Resource

Then the Non-human Resource is deleted

Acceptance criterion 4: create Non-human Resources associations

Given the Practice User is permitted to create Non-human Resources associations

When the Practice User chooses to create a Non-human Resource association

Then the Non-human Resource association is created

Acceptance criterion 5: amend Non-human Resources associations

Given the Practice User is permitted to amend Non-human Resources associations

When the Practice User chooses to amend a Non-human Resource association

Then the Non-human Resource association is amended 

Acceptance criterion 6: delete Non-human Resources associations

Given the Practice User is permitted to delete Non-human Resources associations

When the Practice User chooses to delete a Non-human Resource association

Then the Non-human Resource association is deleted


Capability 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:


Other 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:


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