Resource Management v1.0.0
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. |
Epic 1 - 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
Epic 2 - 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
Epic 3 - 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:Â 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:Â 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
Epic 4 - manage Staff Member Groups
As a Practice User
I want to manage Staff Member GroupsÂ
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
Epic 5 - 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
Epic 6 - 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
Epic 7 - 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 amendedÂ
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
Suppliers will have to attain compliance with this Standard during the compliance stage before they can be live on a framework with this Capability:
- Resource Management - Standard
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:
- Interoperability Standard
- Overarching Standards
Suppliers will not be assessed or assured on these Roadmap Items as part of Onboarding