Data Sharing Manager/Services: Difference between revisions

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(Created page with "__NOTOC__ Services in Data Sharing Manager are defined by an organisation data service (ODS) code and include services offered by organisations such as GP practices and other...")
 
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<span id="add service"></span>
<span id="add service"></span>
==Add a new service==
==Add a new service==
{{Note| You can only add a new organisation if you have the correct user and project permissions. If you do not have the correct permissions, the edit functionality is not available to your user.}}
{{Note| You can only add a new service if you have the correct user and project permissions. If you do not have the correct permissions, the add functionality is not available to your user.}}
#[[Data Sharing Manager/Organisations#view orgs|View Organisations.]]
#[[Data Sharing Manager/Services#view services|View services.]]
#Click <i class="fas fa-plus"></i>.
#Click <i class="fas fa-plus"></i>.
#:The '''Organisation details''' dialog box is displayed.
#:The '''Service details''' dialog box is displayed.
#In '''Organisation name''', type the name of the new organisation.
#In '''Service name''', type the name of the new organisation.
#In '''Organisation type''',use the dropdown menu to select the relevant organisation type.
#In '''Organisation type''',use the dropdown menu to select the relevant organisation type.
#If required, edit one or more of the following:
#If required, edit one or more of the following:
#*Organisation name
#*ODS code
#*ODS code
#*ICO code
#*ICO code
#*IG toolkit status
#*IG toolkit status
#*Alternative name
#*Alternative name
#*Organisation type
#*Date of registration
#*Date of registration
#*System supplier
#*System supplier
#*System supplier reference
#*System supplier reference
#*System supplier sharing activated
#*System supplier sharing activated
#Click '''Save organisation'''.
#Click '''Save service'''.
#If required, in one or more of the item tabs, do one of the following:
#If required, in one or more of the item tabs, do one of the following:
#*Click <i class="fas fa-plus"></i> to add a new item, in the '''Add dialog''' box, select one or more of the available items, and then click '''Add selected'''.
#*Click <i class="fas fa-plus"></i> to add parent organisation, then, in the '''Add organisations''' dialog box, search for the required organisation and click '''Add selected'''.
#*Select one or more of the existing items, click <i class="fas fa-trash"; style="color:orange"></i>, and then, in the '''Remove''' dialog box, click '''Remove'''.
 
#*:{{Tip| Use the parent checkbox to select or deselect all items.}}
<span id="create service"></span>
==Create a new service based on an existing organisation==
==Create a new service based on an existing organisation==
{{Note| You can only create a new service if you have the correct user and project permissions. If you do not have the correct permissions, the create service functionality is not available to your user.}}
{{Note| You can only create a new service if you have the correct user and project permissions. If you do not have the correct permissions, the create service functionality is not available to your user.}}

Revision as of 16:56, 30 June 2020

Services in Data Sharing Manager are defined by an organisation data service (ODS) code and include services offered by organisations such as GP practices and other healthcare providers.

Use this section to help you to:

View services

  1. Access Data Sharing Manager.
  2. If required, in the Navigation side menu, click Organisations.
    Click next to Name to order the services and use the page navigations to show more rows per page or to easily access another page.

View service details

  1. View services.
  2. If required, click the tab links to display further details for the service's parent organisation.

Edit a service

You can only edit existing details if you have the correct user and project permissions. If you do not have the correct permissions, the edit functionality is not available to your user.
  1. View service details.
  2. Click to edit the selected service. The Service details dialog box is displayed.
  3. If required, edit one or more of the following:
    • Organisation name
    • ODS code
    • ICO code
    • IG toolkit status
    • Alternative name
    • Organisation type
    • Date of registration
    • System supplier
    • System supplier reference
    • System supplier sharing activated
  4. Click Save service.
  5. If required, click to add a parent organisation, then, in the Add organisations dialog box, search for the required organisation and click Add selected.

Add a new service

You can only add a new service if you have the correct user and project permissions. If you do not have the correct permissions, the add functionality is not available to your user.
  1. View services.
  2. Click .
    The Service details dialog box is displayed.
  3. In Service name, type the name of the new organisation.
  4. In Organisation type,use the dropdown menu to select the relevant organisation type.
  5. If required, edit one or more of the following:
    • Organisation name
    • ODS code
    • ICO code
    • IG toolkit status
    • Alternative name
    • Organisation type
    • Date of registration
    • System supplier
    • System supplier reference
    • System supplier sharing activated
  6. Click Save service.
  7. If required, in one or more of the item tabs, do one of the following:
    • Click to add parent organisation, then, in the Add organisations dialog box, search for the required organisation and click Add selected.

Create a new service based on an existing organisation

You can only create a new service if you have the correct user and project permissions. If you do not have the correct permissions, the create service functionality is not available to your user.
  1. View organisation details.
  2. Click to create a service form the selected organisation.
    The details of the selected organisation are copied and the Service details screen is displayed.
  3. Click to edit the new service.
    The new service is displayed in Services.

See also: