To set up and activate cross-organisation sharing agreements in EMIS Web, follow these steps:
Setting Up Sharing Agreements
- Ensure that task sharing agreements have been arranged with EMIS for cross-organisation tasks.
- Access the Data Sharing Manager in EMIS Web. This option will appear only if agreements are in place.
- With the Data Sharing Manager, activate the agreements to enable cross-organisation task communication.
Without these agreements, users would need to log into different EMIS Web systems separately, disrupting workflow efficiency.
Configuring Users and Teams
Users, teams, services, and service people must be configured properly to receive and send cross-organisation tasks:
- For Users: Access the 'Users' section in Organisation Configuration and enable 'Cross Organisation Sharing' for the required user.
- For Teams: Edit the team settings to allow acceptance of cross-organisation tasks.
- For Services and Service People: Navigate to 'Services' in Organisation Configuration and enable cross-organisation sharing within their settings.
Adding and Managing Tasks
Once sharing agreements are activated, you can add tasks by going to the Workflow Manager and selecting 'Add Task'. Fill in the task details, choose recipients, and set due dates efficiently.
"Cross-organisation task sharing in EMIS Web enhances collaborative work by cutting down on time spent managing multiple systems, thus improving overall task management and communication."
