TPP - Strategic Reporting Extract For Skyline - Setup And Schedule The Extract

Strategic Reporting - Configuring The Skyline Extract

Configure A New Organisation Group

Creating The Data Extracts Folders On A Shared Network Drive

You MUST be able to access the practice shared network drive

• Click on File Explorer on the task bar

• Browse to your shared drive where you want the extract files to be saved on e.g. S:

• Create a new folder - call this Skyline

• Open the Skyline folder and create a new folder - call this Informatica

• Open the Informatica folder and create 2 new folders - call them Data Extracts and New

• Check that all staff can read / write to the Data Extracts folder

Just recap, you should now have a network path of S:/Skyline/Informatica/Data Extracts (S: is an example, this will be replaced with your network drive letter)

Configuring The Extract Report

Log into TPP as the user who is has access rights to Download Strategic Reporting Extracts

• Click on Setup

• Click on Users & Policy

• Click on Organisation Groups

• Click on New Group

The box below will open :-

Open

Configure as follows:-

• Group name: Informatica (NACS CODE) - E.G Informatica A12345

• Parent organisation group

  • Click on the house icon

  • Tick ‘Only show groups in this organisation and a member of’

  • Select the practice NACS code / practice name

  • Click on OK

• Function/speciality

  • Click on the down arrow

  • Tick the this organisation box

  • Select Strategic Reporting

• General description: Skyline Extracts

• Membership terms

  • Tick Membership must be approved by your organisation

  • Tick Allow reporting across entire group

  • Tick Strategic reporting group

• Click on OK

A box will be displayed advising that a new organisation group has been created and to contact the TPP helpdesk to schedule the report.

Open

• Click on OK

Configure Extract Tables And Fields

• Click on Setup

• Click on Users & Policy

• Click on Strategic Reporting Download Configurations

• Strategic Reporting : Select Informatica (NACS CODE) from the drop-down box if there are more than one configured/available.

• Click New to create a new extract report (Amend can be used to edit and existing report)

The following window will open :-

Configure as follows:-

• Configuration name: Informatica Reporting

Location

• Root Directory:

  • Click on the folder icon

  • Click on This PC

  • Select the practice network drive and drill down to Skyline\Informatica\Data Extracts OR type the path e.g. (network drive letter):\Skyline\Informatica\Data Extracts

  • Click on Select

• Root directory new units:

  • Click on the folder icon

  • Click on This PC

  • Select the network drive and drill down to Skyline\Informatica\Data Extracts\New OR type the path e.g. (network drive letter):\Skyline\Informatica\Data Extracts\New

  • Click on Select

Technical Contact

• Search and select the user with Strategic Reporting access

Options

• Tick Normalised values for static lists

• Tick Normalise values for locally configured lists

• Untick Manage Full Download

Content

• The left hand content box should be blank however if you see SRNDOptOutPreference listed please highlight the line and click on the - to remove from the left hand list.

• The content box should now be blank - click on the +

• Highlight the following tables one at a time and click the right arrow to select

  • SRAppointment

  • SRAppointmentRoom

  • SRCode

  • SREvent

  • SRGPPracticeHistory

  • SRImmunisation

  • SROrganisation

  • SRPatient

  • SRPatientAddressHistory

  • SRPatientContactDetails

  • SRPatientRegistration

  • SRPrimaryCareMedication

  • SRProblem

  • SRRepeatTemplate

  • SRRota

  • SRStaffMember

  • SRStaffMemberProfile

  • SRStaffMemberProfileRole

Note, the window should look similar to below with 18 tables under content BUT instead of C:, this will be your practice shared drive letter:-

• Click on OK to create the download report

If you click on Informatica Reporting the configured tables will be listed similar to below.

Scheduling The Extract

• Click on Setup

• Click on Users & Policy

• Click on Scheduled Jobs

• Click on the + to create a new schedule

• Click on Strategic Reporting Download

The following box will open :-

Configure as follows:-

• Run On: Gateway

• Due: Set this to todays date and 23:00

• Repeat: Tick to keep the schedule on repeat

• Strategic Reporting Group: Informatica (NACS CODE)

• Download Configuration: Informatica Reporting

• Click the + to the right of the box displaying Informatica Reporting

• Informatica (NACS CODE) should be added to the configurations to download

• Click on OK

The following box will open showing the new schedule in a grey box with details.

Request That TPP Enable The New Organisation Group

The practice must

• Email SystmOneSetup@tpp-uk.com and CC Support@ishealth.co.uk

• Provide the following information:-

  • Subject: Practice NACS CODE - Request for New Organisation to be enabled

  • Body of email:-

    • Practice NACS code

    • Name of the new Organisation Group : Informatica (NACS CODE)

    • Request that strategic reporting is enabled for the new Organisation group

• On a day AFTER the extract date advised by TPP:-

  • Browse to:- (Network drive letter)\Skyline\Informatica\Data Extracts

  • Check to see if an Archive folder and data tables are listed in the Data Extracts folder