Requirements
Epic Mapping | Requirement ID | Requirement Text | Level |
---|---|---|---|
C20E1 | GP-WF-01 | Task configuration - Create, amend, copy and delete task templates Ability to create, amend, copy and delete task templates. Task templates will be able to contain pertinent data items, including:
| MUST |
C20E2 | GP-WF-02 | Workflow configuration - Create, amend, copy and delete workflow templates Ability to create, amend, copy and delete workflow templates. Workflow templates will be able to contain pertinent data items, including;
| MUST |
C20E3, C20E4 | GP-WF-03 | Workflows and Tasks - Allocation and prioritisation based on rules Support for automatic allocation of workflows and tasks based on Type or Assignee. Allowing defaults to be configured, including:
| MUST |
C20E5 | GP-WF-04 | Task creation - Create ad-hoc task Ability for Practice User to create an ad-hoc task, recording:
| MUST |
C20E5 | GP-WF-05 | Task creation - Create from template Create a task from a task template (see Workflow - Standard), recording:
With the ability to update any of these data items prior to creation:
| MUST |
C20E6 | GP-WF-06 | Workflow creation - Manually from template Create a workflow manually using a workflow template (see Workflow - Standard), recording:
With the ability to update any of these data items prior to creation:
| MUST |
C20E6 | GP-WF-07 | Workflow generation - Automatically from template Generate workflow automatically based on automated (data driven or time) workflow events in a workflow template (See Workflow - Standard), recording:
| MUST |
C20E5 | GP-10.2-04 | Task management - Manage task Manage a task:
| MUST |
C20E5 | GP-10.2-04A | Task management - Enter a reason When managing a task as per Workflow - Standard, Practice User to be able to enter a reason for doing so. | MUST |
C20E6 | GP-WF-08 | Workflow management - Manage Workflow Ability to manage a workflow, including:
| MUST |
C20E2 | GP-WF-09 | Workflow management - Automatically update Calculated expected end date Automatically update Calculated expected end date (see Workflow - Standard). This to be derived from anticipated timescales within Workflow and event statuses and completion dates). To take account for a Practice’s non-working days (as recorded within the Solution - see E00157 in the Resource Management Capability). | MUST |
C20E7 | GP-WF-10 | Task management - Task List Display a list of tasks within the Practice including ability to search list by free text, filter by and sort by all characteristics (as defined in Workflow - Standard as a minimum). | MUST |
C20E7 | GP-WF-11 | Task List - Save Configurations Ability to save task list configurations (see Workflow - Standard). | MUST |
C20E12 | GP-WF-12 | Task List - Share Configurations Ability to share saved task list configurations (see Workflow - Standard and Workflow - Standard above) | MAY |
C20E8 | GP-WF-13 | Workflow management - Workflow List Display a list of workflows within the Practice including ability to search list by free text, filter by and sort by all characteristics (as defined in Workflow - Standard as a minimum). | MUST |
C20E8 | GP-WF-14 | Workflow List - Save Configurations Ability to save workflow list configurations (see Workflow - Standard). | MUST |
C20E13 | GP-WF-15 | Workflow List - Share Configurations Ability to share saved workflow list configurations (see Workflow - Standard) | MAY |
C20E5 | GP-WF-16 | Task management - View Task Ability to view all information for an individual task so a Practice User can manage or perform the Task. | MUST |
C20E6 | GP-WF-17 | Workflow management - View Workflow Ability to view all information for an individual workflow so a Practice User can manage the Workflow. | MUST |
C20E5 | GP-WF-4.2-10 | Task management - Overdue tasks Indicate a task as ‘overdue’ if it is not completed when the Expected Due Date is surpassed. | MUST |
C20E6 | GP-WF-18 | Workflow management - Overdue Workflows Indicate a workflow as ‘overdue’ if it is not completed when the Expected Due Date is surpassed. | MUST |
C20E11 | GP-WF-6-01 | Access Patient Record Access a Patient Record where a Patient has been successfully identified, linked, listed or otherwise presented to the user. | MUST |
Capability
All supplier Solutions will need to meet this Standard if they are delivering the Custom Workflows Capability
Roadmap
Suppliers will not be assessed or assured on these Roadmap Items as part of Onboarding