Resource Management

ID

C12

Version

1.0.3

Type

Capability

Category

Health or care organisation management

Status

Effective

Effective Date

Nov 13, 2024

Contracting Vehicle(s)

Description

Supports the management of Health or Care Organisation site information including management of Staff Members at Health or Care Organisations.

Outcomes

For Health or Care Organisation:

Information about Staff Members working for the Health or Care Organisation is easier to manage.

For the wider NHS and social care system: 

Efficient and appropriate management of Health or Care Organisation Staff Members to improve services and health outcomes for Patient/Service User.

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

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

E00153 - manage my Health or Care Organisation site information

As a Health or Care Professional

I want to manage my Health or Care Organisation site information

So that I can ensure my Health or Care Organisation site information is up to date and accurate

Acceptance criterion 1: create Health or Care Organisation site information

Given the Health or Care Professional is permitted to manage Health or Care Organisation site information

When the Health or Care Professional selects to create Health or Care Organisation site information

Then Health or Care Organisation site information is created

Acceptance criterion 2: view Health or Care Organisation site information

Given the Health or Care Professional is permitted to manage Health or Care Organisation site information

When the Health or Care Professional selects to view Health or Care Organisation site information

Then Health or Care Organisation site information is displayed

Acceptance criterion 3: amend Health or Care Organisation site information

Given the Health or Care Professional is permitted to manage Health or Care Organisation site information

When the Health or Care Professional selects to amend Health or Care Organisation site information

Then Health or Care Organisation site information is amended

Acceptance criterion 4: delete Health or Care Organisation site information

Given the Health or Care Professional is permitted to manage Health or Care Organisation site information

When the Health or Care Professional selects to delete Health or Care Organisation site information

Then Health or Care Organisation site information is deleted

E00153 - Additional Implementation details

Solutions MUST comply with the following when implementing this Epic:

  • Solutions to support the creation of the following data items:

    • Organisation name (legal)

    • Organisation name (business name)

    • ODS code

    • Organisation address

    • Telephone number

    • E-mail address

E00153 - Supporting Information

  • The primary source of reference data for Health or Care Organisations and individuals is the Organisation Data Service (ODS), see Data Standards for requirements

  • A single Health or Care Organisation can operate from multiple sites (e.g. main site and Branch site for GP Practices)


E00154 - manage information about Staff Members at my Health or Care Organisation

As a Health or Care Professional

I want to manage information about Staff Members at my Health or Care Organisation

So that information about Staff Members at my Health or Care Organisation can be managed

Acceptance criterion 1: create Staff Member information

Given the Health or Care Professional is permitted to manage Staff Members information

When the Health or Care Professional selects to create information for a Staff Member

Then a Name is created

And a Gender is created

And a Role is created

And a Professional code can be recorded

And nationally recognised identification number can be recorded

And the Staff Member information is created

Acceptance criterion 2: view Staff Member information

Given the Health or Care Professional is permitted to manage Staff Members information

When the Health or Care Professional selects to view information for a Staff Member

Then the Staff Member information is displayed

Acceptance criterion 3: amend Staff Member information

Given the Health or Care Professional is permitted to manage Staff Members information

When the Health or Care Professional selects to amend information for a Staff Member

Then the Staff Member information is amended

Acceptance criterion 4: delete Staff Member information

Given the Health or Care Professional is permitted to manage Staff Members information

When the Health or Care Professional selects to delete information for a Staff Member

Then the Staff Member information is deleted

E00154 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:

  • Solutions to support recording of the following information:

    • Professional codes and check digit where appropriate

    • Multiple nationally recognised identification numbers and check digit where appropriate

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

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

E00155 - manage Staff Member Groups

As a Health or Care Professional

I want to manage Staff Member Groups 

So that Staff Member Groups can be managed

Acceptance criterion 1: create Staff Member Groups

Given the Health or Care Professional is permitted to manage Staff Member Groups

When the Health or Care Professional selects to create a Staff Member Group

Then the Staff Member Group is created

Acceptance criterion 2: view Staff Member Groups

Given the Health or Care Professional is permitted to manage Staff Member Groups

When the Health or Care Professional selects to view a Staff Member Group

Then the Staff Member Group is displayed

Acceptance criterion 3: amend Staff Member Groups

Given the Health or Care Professional is permitted to manage Staff Member Groups

When the Health or Care Professional selects to amend a Staff Member Group

Then the Staff Member Group is amended

Acceptance criterion 4: delete Staff Member Groups

Given the Health or Care Professional is permitted to manage Staff Member Groups

When the Health or Care Professional selects to delete a Staff Member Group

Then the Staff Member Group is deleted


E00156 - manage Staff Members unavailability periods

As a Health or Care Professional

I want to manage Staff Members unavailability periods

So that Staff Members unavailability periods can be managed

Acceptance criterion 1: create Staff Members unavailability periods

Given the Health or Care Professional is permitted to manage Staff Members unavailability periods

When the Health or Care Professional selects to create an unavailability period for a Staff Member

Then the start date is recorded for the unavailability period

And the end date is recorded for the unavailability period

And the Staff member unavailability period is created

Acceptance criterion 2: view Staff Members unavailability periods

Given the Health or Care Professional is permitted to manage Staff Members unavailability periods

When the Health or Care Professional selects to view an unavailability period for a Staff Member

Then the Staff Member unavailability period is displayed

Acceptance criterion 3: amend Staff Members unavailability periods

Given the Health or Care Professional is permitted to manage Staff Members unavailability periods

When the Health or Care Professional selects to amend an unavailability period for a Staff Member

Then the Staff Member unavailability period is amended

Acceptance criterion 4: delete Staff Members unavailability periods

Given the Health or Care Professional is permitted to manage Staff Members unavailability periods

When the Health or Care Professional selects to delete an unavailability period for a Staff Member

Then the Staff Member unavailability period is deleted


E00157 - manage my Health or Care Organisation’s non-working days and times

As a Health or Care Professional

I want to manage my Health or Care Organisation’s non-working days and times

So that non-working days and times can be managed

Acceptance criterion 1: record my Health or Care Organisation’s non-working days and times

Given the Health or Care Professional is permitted to manage non-working days and times for the Health or Care Organisation

When the Health or Care Professional selects to record non-working days and times for the Health or Care Organisation

Then non-working days and times are recorded for the Health or Care Organisation

Acceptance criterion 2: view my Health or Care Organisation’s non-working days and times

Given the Health or Care Professional is permitted to manage non-working days and times for the Health or Care Organisation

When the Health or Care Professional selects to view non-working days and times for the Health or Care Organisation

Then non-working days and times are displayed for the Health or Care Organisation


E00158 - manage Staff Members non-working days and times at my Health or Care Organisation

As a Health or Care Professional

I want to manage Staff Members non-working days and times at my Health or Care Organisation

So that non-working days and times can be managed for Staff Members

Acceptance criterion 1: record Staff Members non-working days and times

Given the Health or Care Professional is permitted to manage non-working days and times for Staff Members

When the Health or Care Professional selects to record non-working days and times for a Staff Member

Then non-working days and times are recorded for the Staff Member

Acceptance criterion 2: view Staff Members non-working days and times

Given the Health or Care Professional is permitted to manage non-working days and times for Staff Members

When the Health or Care Professional selects to view non-working days and time for a Staff Member

Then non-working days and times are displayed for the Staff Member


E00159 - manage information about Related Organisations

As a Health or Care Professional

I want to manage information about Related Organisations

So that I can ensure that information about organisations related to my Health or Care Organisation is up to date

Acceptance criterion 1: create information about Related Organisation

Given the Health or Care Professional is permitted to manage information about Related Organisations

When the Health or Care Professional selects to create information about a Related Organisation

Then information about the Related Organisation is created

Acceptance criterion 2: view information about Related Organisation

Given the Health or Care Professional is permitted to manage information about Related Organisations

When the Health or Care Professional selects to view information about a Related Organisation

Then information about the Related Organisation is displayed

Acceptance criterion 3: amend information about Related Organisation

Given the Health or Care Professional is permitted to manage information about Related Organisations

When the Health or Care Professional selects to amend information about a Related Organisation

Then information about the Related Organisation is amended

Acceptance criterion 4: delete information about Related Organisation 

Given the Health or Care Professional is permitted to manage information about Related Organisations

When the Health or Care Professional selects to delete information about a Related Organisation

Then information about the Related Organisation is deleted


E00160 - manage information about Staff Members at Related Organisations

As a Health or Care Professional

I want to manage information about Staff Members at Related Organisations

So that information about Staff Members at Related Organisations can be managed

Acceptance criterion 1: create information about Staff Members at Related Organisations

Given the Health or Care Professional is permitted to manage information about Staff Members at Related Organisations

When the Health or Care Professional selects to create information about a Staff Member at a Related Organisation

Then information about the Staff Member at the Related Organisation is created

Acceptance criterion 2: view information about Staff Members at Related Organisation

Given the Health or Care Professional is permitted to manage information about Staff Members at Related Organisations

When the Health or Care Professional selects to view information about a Staff Member at a Related Organisation

Then information about the Staff Member at the Related Organisation is displayed

Acceptance criterion 3: amend information about Staff Members at Related Organisation

Given the Health or Care Professional is permitted to manage information about Staff Members at Related Organisations

When the Health or Care Professional selects to amend information about a Staff Member at a Related Organisation

Then information about the Staff Member at the Related Organisation is amended

Acceptance criterion 4: delete information about Staff Members at Related Organisation

Given the Health or Care Professional is permitted to manage information about Staff Members at Related Organisations

When the Health or Care Professional selects to delete information about a Staff Member at a Related Organisation

Then information about the Staff Member at the Related Organisation is deleted


E00161 - manage Non-human Resources

As a Health or Care Professional

I want to manage Non-human Resources

So that Non-human Resources can be managed

Acceptance criterion 1: create Non-human Resources

Given the Health or Care Professional is permitted to manage Non-human Resources

When the Health or Care Professional selects to create a Non-human Resource

Then the Non-human Resource is created

Acceptance criterion 2: view Non-human Resources

Given the Health or Care Professional is permitted to manage Non-human Resources

When the Health or Care Professional selects to view a Non-human Resource

Then the Non-human Resource is displayed

Acceptance criterion 3: amend Non-human Resources

Given the Health or Care Professional is permitted to manage Non-human Resources

When the Health or Care Professional selects to amend a Non-human Resource

Then the Non-human Resource is amended

Acceptance criterion 4: delete Non-human Resources

Given the Health or Care Professional is permitted to manage Non-human Resources

When the Health or Care Professional selects to delete a Non-human Resource

Then the Non-human Resource is deleted


E00162 - manage Non-human Resource associations

As a Health or Care Professional

I want to manage Non-human Resource associations

So that Non-human Resource associations can be managed

Acceptance criterion 1: create Non-human Resource associations

Given the Health or Care Professional is permitted to manage Non-human Resource associations

When the Health or Care Professional selects to create a Non-human Resource association

Then the Non-human Resource association is created

Acceptance criterion 2: view Non-human Resource associations

Given the Health or Care Professional is permitted to manage Non-human Resource associations

When the Health or Care Professional selects to view a Non-human Resource association

Then the Non-human Resource association is displayed

Acceptance criterion 3: amend Non-human Resource associations

Given the Health or Care Professional is permitted to manage Non-human Resource associations

When the Health or Care Professional selects to amend a Non-human Resource association

Then the Non-human Resource association is amended 

Acceptance criterion 4: delete Non-human Resource associations

Given the Health or Care Professional is permitted to manage Non-human Resource associations

When the Health or Care Professional selects to delete a Non-human Resource association

Then the Non-human Resource association is deleted

Items on the Roadmap which impact or relate to this Capability

Items on the Roadmap which impact or relate to this Capability

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