Workflow

ID

C20

Version

1.0.1

Type

Capability

StatusEffective
Effective Date 

Full or Partial Capability status. For this Capability, Solutions are required to meet a minimum of one MUST EPIC and associated acceptance criteria but not all MUST EPICs (where there are multiple MUST EPICS) to achieve Partial Capability Status, or; to meet all MUST EPICs and their associated acceptance criteria to achieve Full Capability Status.

Description

Supports manual and automated management of work in the Practice. Also supports effective planning, tracking, monitoring and reporting.


Outcomes

For a Patient:Receiving efficient service as the Practice is easily able to monitor and manage activities related to their health and care.
For General Practice:

Supporting day-to-day activities in a General Practice with the ability to create and manage Workflows and Tasks.

For the wider NHS and social care system:Supporting and facilitating the coordination of Patient care across the health and social care system.


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

C20E1 - manage Task templates

As a Practice User

I want to manage Task templates

So that Tasks can be created from templates

Acceptance criterion 1: create Task template

Given the Practice User is permitted to create Task templates

When the Practice User chooses to create a Task template

Then the Task template is created

Acceptance criterion 2: amend Task template

Given the Practice User is permitted to amend Task templates

When the Practice User chooses to amend a Task template

Then the Task template is amended

Acceptance criterion 3: copy Task template

Given the Practice User is permitted to copy Task templates

When the Practice User chooses to copy a Task template

Then the Task template is copied

Acceptance criterion 4: delete Task template

Given the Practice User is permitted to delete Task templates

When the Practice User chooses to delete a Task template

Then the Task template is deleted



C20E2 - 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



C20E3 - configure Task rules

As a Practice User 

I want to configure rules for Tasks

So that rules for Tasks can be applied

Acceptance criterion 1: create default Task priority rule

Given the Practice User is permitted to create Task rules

When the Practice User creates a default Task priority rule

Then the Task rule is created

Acceptance criterion 2: create Task allocation rule

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



C20E4 - 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



C20E5 - 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

Then the Task is created

Acceptance criterion 2: create Task from Task template

Given the Practice User is permitted to create Tasks

When the Practice User chooses to create a Task from a Task template

Then the Task is created

Acceptance criterion 3: view a Task

Given the Practice User is permitted to view Tasks

When the Practice User chooses to view a Task

Then the Task is displayed

Acceptance criterion 4: update Task status

Given the Practice User is permitted to update the status of Tasks

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

Then the Task status is updated

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



C20E6 - 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

When the Practice User chooses 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



C20E7 - 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



C20E8 - 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



C20E9 - 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



C20E10 - 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



C20E11 - 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


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.

C20E12 - 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



C20E13 - 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


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