Data Sharing Manager/Services: Difference between revisions

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__NOTOC__
{{Help}}
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.
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:
Use this section to help you to:


* [[Data Sharing Manager/Services#view service|View services]]
* [[Data Sharing Manager/Services#view|View services]]
* [[Data Sharing Manager/Services#view service details|View service details]]
* [[Data Sharing Manager/Services#view details|View service details]]
* [[Data Sharing Manager/Services#edit service|Edit a service]]
* [[Data Sharing Manager/Services#edit|Edit a service]]
* [[Data Sharing Manager/Services#add service|Add a new service]]
* [[Data Sharing Manager/Services#add|Add a new service]]


<span id="view service"></span>
<span id="view"></span>
== View services==
== View services==


#[https://wiki.discoverydataservice.org/Access_Data_Sharing_Manager Access Data Sharing Manager].
#[https://wiki.discoverydataservice.org/Access_Data_Sharing_Manager Access Data Sharing Manager].
# If required, in the [https://wiki.discoverydataservice.org/Navigation_side_menu Navigation side menu], click <i class="fad fa-clinic-medical fa-lg"></i> '''Services'''.
# If required, in the [https://wiki.discoverydataservice.org/Navigation_side_menu Navigation side menu], click <i class="fas fa-clinic-medical fa-lg"></i> '''Services'''.
#:{{Tip|1=Click <i class="fas fa-arrow-up"></i> next to '''Name''' to order the services and use the page navigations to show more rows per page or to easily access another page.}}
#:{{Tip|1=Click <i class="fas fa-arrow-up"></i> next to '''Name''' to order the services and use the page navigations to show more rows per page or to easily access another page.}}


<span id="view service details"></span>
<span id="view details"></span>


==View service details==
==View service details==


#[[Data Sharing Manager/Services#view service|View services]].
#[[Data Sharing Manager/Services#view|View services]].
#If required, click the tab links to display further details for the service's parent organisation.
#If required, click the tab links to display further details for the service's parent organisation.
<span id="edit service"></span>
<span id="edit"></span>
==Edit a service==
==Edit a service==
{{Note| 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.}}
{{Note| 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.}}
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#Click '''Save service'''.
#Click '''Save service'''.
#If required, click <i class="fas fa-plus"></i> to add a parent organisation, then, in the '''Add organisations''' dialog box, search for the required organisation and click '''Add selected'''.
#If required, click <i class="fas fa-plus"></i> to add a parent organisation, then, in the '''Add organisations''' dialog box, search for the required organisation and click '''Add selected'''.
<span id="add service"></span>
<span id="add"></span>
==Add a new service==
==Add a new service==
{{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.}}
{{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/Services#view services|View services.]]
#[[Data Sharing Manager/Services#view|View services.]]
#Click <i class="fas fa-plus"></i>.
#Click <i class="fas fa-plus"></i>.
#:The '''Service details''' dialog box is displayed.
#:The '''Service details''' dialog box is displayed.
#In '''Service 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 drop down list 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
#*Organisation name
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#*System supplier sharing activated
#*System supplier sharing activated
#Click '''Save service'''.
#Click '''Save service'''.
#If required, in one or more of the item tabs, do one of the following:
#If required, click  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'''.


'''See also:'''
'''See also:'''


*[[Data Sharing Manager/My sharing|My sharing]]
*[[Data Sharing Manager/My sharing|My sharing]]
*[[Data Sharing Manager/Regions|Regions]]
*[[Data Sharing Manager/Organisations|Organisations]]
*[[Data Sharing Manager/Organisations|Organisations]]
*[[Data Sharing Manager/Services|Services]]
*[[Data Sharing Manager/Data processing agreements|Data processing agreements]]
*[[Data Sharing Manager/Data processing agreements|Data processing agreements]]
*[[Data Sharing Manager/Data sharing agreements|Data sharing agreements]]
*[[Data Sharing Manager/Data sharing agreements|Data sharing agreements]]
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*[[Data Sharing Manager/Projects|Projects]]
*[[Data Sharing Manager/Projects|Projects]]
*[[Data Sharing Manager/Reporting|Reporting]]
*[[Data Sharing Manager/Reporting|Reporting]]
*[[Data Sharing Manager/Subscriber dashboard|Subscriber dashboard]]
*[[Data Sharing Manager/Audit|Audit]]

Latest revision as of 09:45, 17 March 2023

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 Services.
    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 drop down list 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, click to add parent organisation, then, in the Add organisations dialog box, search for the required organisation and click Add selected.

See also: