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Cross-organisation Custom Workflows

Cross-organisation Custom Workflows

Owned by Tim Tett (Unlicensed)
Last updated: 17-03-2025 by Michael FranceVersion comment
6 min read

ID

C24

Version

1.1.0

Type

Capability

Category

Health or care organisation management

Status

Effective

Effective Date

Mar 26, 2024

Contracting Vehicle(s)

Description

Supports the creation of custom Workflows for the management of activities across multiple Health or Care Organisations.

Outcomes

For a Patient/Service User:

Receive efficient services from Health or Care Organisations due to improved monitoring and management of cross-organisation activities related to their health and care.

For a Health or Care Organisations:

Supporting day-to-day activities across Health or Care Organisations with the ability to create and manage custom Workflows that support multi-disciplinary and multi-organisational teams.

MUST Epics - 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

E00528 - manage cross-organisation custom Workflows

As a Health or Care Professional

I want to manage cross-organisation custom Workflows

So that I can manage Workflows that are customised across multiple Health or Care Organisations

Acceptance criterion 1: create a cross-organisation custom Workflow

Given the Health or Care Professional is permitted to manage cross-organisation custom Workflows

When the Health or Care Professional selects to create a cross-organisation custom Workflow

Then the cross-organisation custom Workflow is created

Acceptance criterion 2: view a cross-organisation custom Workflow

Given the Health or Care Professional is permitted to manage cross-organisation custom Workflows

When the Health or Care Professional selects to view a cross-organisation custom Workflow

Then the cross-organisation custom Workflow is displayed

Acceptance criterion 3: amend a cross-organisation custom Workflow

Given the Health or Care Professional is permitted to manage cross-organisation custom Workflows

When the Health or Care Professional selects to amend a cross-organisation custom Workflow

Then the cross-organisation custom Workflow is amended

Acceptance criterion 4: delete a cross-organisation custom Workflow

Given the Health or Care Professional is permitted to manage cross-organisation custom Workflows

When the Health or Care Professional selects to delete a cross-organisation custom Workflow

Then the cross-organisation custom Workflow is deleted

E00528 - Supporting Information

  • Examples of cross-organisation custom Workflows MAY include, but are not limited to:

    • The delivery of a Shared Care Plan across a range of service provider teams  

    • The review of a document (e.g. Care Plan) by all appropriate staff/organisations involved

    • The assessment of arrangements to support the transfer of a Patient (e.g. discharge from hospital to home)

    • An assessment by one or more Health or Care Professionals in different organisations which may trigger a subsequent referral of a Patient to external services

  • Examples of cross-organisation custom Workflow data 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)

    • Assignee(s)

    • Priority

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. Contracting 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: 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

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 Workflow template is deleted

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

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

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

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

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

Roadmap

Items on the Roadmap which impact or relate to this Capability