Navigating Service Management

Getting Started with Service Management (1.40)

The Service Management dashboard displays a summary of Pathways and Templates managed by your organisation.

Note - Pathways are created using the Pathway Developer Tool. Templates are created using the Template Designer.

To access, select Service Management from the main Dashboard.

Service Management includes:

  • All available Pathways (organisation view) or Templates (practice view).
  • Interactive Status Charts enable you to filter the Distribution and Version status by category.
  • The Recently Viewed section displays the last five pathways viewed.

Pathway Types

Standard pathway - A pathway that has been distributed to your organisation.

Reporting Pathway - A pathway which includes a data extract.

Pathway Owner Status

Owned - Pathway owned by your organisation.

Shared Pathway - This pathway has been shared with your organisation for you to manage.

Viewing Permissions - Your organisation has been granted viewing permissions.

Distribution Status

Successful

Auto Distribution Off

Awaiting Download

Version Status

Up to Date

Out of Date

View Pathway Details

Select a Pathway to view the Practice Distribution list and Status.

The Service Management toolbar enables you to manage the Pathway.