Data Sharing Manager/Organisations

Organisations in Data Sharing Manager are defined by an organisation data service (ODS) code and include GP practices and other healthcare providers. Organisations can be publishers and/or subscribers, and can include one or more services. Use Data Sharing Manager to view, manage, or add organisations.
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:

Organisations

• View organisations
• View organisation details
• Edit an organisation
• Add a new organisation
• Add an organisation bulk

Services

• View services
• View service details
• Edit a service
• Add a new service
• Create a new service based on an existing organisation

Organisations

View organisations

1. Access Data Sharing Manager.
2. If required, in the Navigation side menu, click Organisations.

   Click next to Name to order the organisations and use the page navigations to show more rows per page or to easily access another page.

View organisation details

1. View organisations.
2. Click the link of the required organisation.
3. If required, click the tab links to display for one or more of the following:

   • Addresses
   • Regions
   • DPA publishing to
   • DSA publishing to
   • DSA subscribing to
   • Child organisation
   • Parent organisations
   • Services

   The number of items is displayed next to each tab link.

4. If required, click the link of the required item to view further details.

Edit an organisation

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 organisation details.
2. Click to edit the selected organisation. The Organisation 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 organisation.
5. If required, in one or more of the item tabs, do one of the following:
   • Click to add a new item, in the Add dialog box, select one or more of the available items, and then click Add selected.
   • Select one or more of the existing items, click , and then, in the Remove dialog box, click Remove.

     Use the parent checkbox to select or deselect all items.

Add a new organisation

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.

1. View Organisations.
2. Click the plus '+'.

   The Organisation detail dialog is displayed.

3. In Organisation name, type the name of the new organisation.
4. In Organisation type,use the dropdown menu to select the relevant organisation type.
5. In the ODS code, type in the organisation ODS code.
6. If required, edit one or more of the following:
   • ICO code
   • IG toolkit status
   • Alternative name
   • Date of registration
   • System supplier
   • System supplier reference
   • System supplier sharing activated
7. Click Save organisation.
8. If required, in one or more of the item tabs, do one of the following:
   • Click to add a new item, in the Add dialog box, select one or more of the available items, and then click Add selected.
   • Select one or more of the existing items, click , and then, in the Remove dialog box, click Remove.

     Use the parent checkbox to select or deselect all items.

Add an organisation bulk

You can only add an organisation bulk 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 Organisations.
2. Click the upload '↑' icon.

   The Organisation upload dialog page is displayed.

3. Drag and drop, or use file explorer to select a file.
4. The Organisation bulk preview will allow you to verify that your upload looks as expected.
5. Press the 'upload' button to confirm, or 'back' button to go back.
6. If confirm is pressed, the data will be uploaded to the server.
7. A toast popup will be displayed in the bottom right of the screen to confirm success or failure.
   

Services

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:

   • Service 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:
   • ODS code
   • ICO code
   • IG toolkit status
   • Alternative name
   • 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.

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 from 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:

• My sharing
• Regions
• Data processing agreements
• Data sharing agreements
• Projects
• Reporting
• Subscriber dashboard