Data Sharing Manager/Services: Difference between revisions

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#*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'''.
#*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'''.


==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.}}
#[[Data Sharing Manager/Organisations#view org details|View organisation details.]]
#Click <i class="fas fa-clinic-medical"></i> to create a service form the selected organisation.
#:The details of the selected organisation are copied and the '''Service details''' screen is displayed.
#Click <i class="fas fa-pencil"></i> to edit the new service.
#:The new service is displayed in [[Data Sharing Manager/Services|Services]].
'''See also:'''
'''See also:'''



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.

See also: