Add MAY Epics to Reporting and Cross-organisation Reporting

ID

RM220

Version

1.0.0

Type

Roadmap Item

Frameworks

Title

Add MAY Epics to Reporting and Cross-organisation Reporting

Description

Add 1x MAY Epic to Reporting and 6x MAY Epics to Cross-organisation Reporting Capabilities

Date Added

Feb 21, 2024

Standards and Capabilities

Reporting, Cross-organisation Reporting

Change Route

Managed Capacity - Other

Change Type

Uplift

Status

Closed

Publication Date

Mar 6, 2024

Effective Date

Mar 20, 2024

Incentives / Funding

No

Incentive / Funding Dates

N/A

Background

Whilst GEN2 uplifting Capabilities it became apparent that there are various Epics which would suitably fit in other Capabilities and it was determined that it would be beneficial to include these. Having completed those uplifts, we are now improving the coherence and completeness of the C&S Model.

This Roadmap item is to align the Custom Workflows and Cross-organisation Custom Workflows Capabilities.

Outline Plan

N/A

Summary of Change

Reporting: MAY Epic added

E00492 - amend existing reports 

As a Health or Care Professional

I want to amend reports

So that I can respond to new or updated reporting requirements

Acceptance criterion 1: amend existing reports

Given the Health or Care Professional is permitted to manage reports

When the Health or Care Professional selects to amend a report

Then the report is amended

Cross-organisation Reporting: MAY Epics added

E00345 - include Synthetic Patients/Service Users in reports

As a Health or Care Professional

I want to configure reports to include Synthetic Patients/Service Users

So that I can test reports before they are used operationally

Acceptance criterion 1: include Synthetic Patients/Service Users in reports

Given the Health or Care Professional is permitted to create reports

When the Health or Care Professional selects to include Synthetic Patients/Service Users in the report results

Then Synthetic Patients/Service Users are included in the report results

And any Synthetic Patients/Service Users are indicated in the report results

Acceptance criterion 2: exclude Synthetic Patients/Service Users from reports

Given the Health or Care Professional is permitted to create reports

When the Health or Care Professional selects to exclude Synthetic Patients/Service Users from the report results

Then Synthetic Patients/Service Users are excluded from the report results

E00345 - Supporting Information

  • Synthetic Patients/Service Users are records which can be used by some live processes but which do not relate to any existing person. For further information about Synthetic Data see the Master Glossary


E00349 - save report results

As a Health or Care Professional

I want to save report results

So that I can view them without having to re-run the report

Acceptance criterion 1: save report results

Given the Health or Care Professional is permitted to view report results

When the Health or Care Professional selects to save report results

Then the report results are saved

Acceptance criterion 2: view saved report results

Given the Health or Care Professional is permitted to view report results

When the Health or Care Professional selects select to view saved report results

Then the report results are displayed


E00351 - print report results

As a Health or Care Professional

I want to print report results

So that reports can be viewed outside of the Solution

Acceptance criterion 1: print report results

Given the Health or Care Professional is permitted to view report results

When the Health or Care Professional selects to print the report results

Then the report results are printed


E00353 - share report with another Health or Care Organisation

As a Health or Care Professional

I want to share a report with another Health or Care Organisation

So that reports can be shared between Health or Care Organisations

Acceptance criterion 1: share report with another Health or Care Organisation

Given the Health or Care Professional is permitted to share reports

When the Health or Care Professional selects to share the report with another Health or Care Organisation

Then the report is shared

Acceptance criterion 2: run shared report

Given the Health or Care Professional is permitted to run reports

When the Health or Care Professional selects to run a report that has been shared

Then the report results are displayed


E00354 - identify the reason a Patient/Service User meets each report criterion for a report

As a Health or Care Professional

I want to identify the reason a Patient/Service User meets each report criterion

So that I can see why the Patient/Service User was included in the report results

Acceptance criterion 1: identify the reason a Patient/Service User has been included in report results

Given the Health or Care Professional has run a report

When the Health or Care Professional selects to identify the reason a Patient/Service User has been included in the report’s results

Then the Health or Care Professional can see how the Patient/Service User meets each report criterion

E00354 - Supporting Information

  • For example, for a report with three specified criteria, provide a reason for how a given Patient/Service User met each criterion


E00355 - identify which report criteria a Patient/Service User does not meet

As a Health or Care Professional

I want to identify which report criteria in a report a Patient/Service User does not meet

So that I can see which report criteria caused the Patient/Service User to be excluded from the report results

Acceptance criterion 1: identify which report criteria the Patient/Service User did not meet

Given the Health or Care Professional has run a report

When the Health or Care Professional selects to identify why a Patient/Service User was excluded from a report’s results

Then the Health or Care Professional can see which report criteria a Patient/Service User does not meet

E00355 - Supporting Information

  • For example, for a report with three specified criteria, indicate for a given Patient/Service User which criteria they met and did not meet (the Patient/Service User may not be in the overall report results, but may meet some of the criteria)

Full Specification

Reporting V1.1.0

Cross-Organisation Reporting V1.1.0

Assurance Approach

New MAY Epics

New MAY requirements have been added in the form of MAY Epics which describe additional functionality. These can be selected by Suppliers but are not mandatory. If selected, they will be assessed as part of the Capability Assessment phase and this will be a high level assessment based on the Acceptance Criteria defined.