Creating a Service Provider Cluster in CQRS National
A user may be further restricted to specific organisations under a parent organisation through Service Provider Clusters. When a user is assigned to cluster, they may only access organisations listed in the cluster along with the organisations descendants if applicable.
This job aid is aimed at users within a Commissioning Organisation with the role of Organisation Administrator.
Note: The data that appears in this job aid is for training purposes only and does not represent actual data.
- From the CQRS Home screen, select the Administrative Tasks tab, then select the Manage Org’s & Users sub-tab, and then select the Service Provider Clusters sub-tab.
2. Click the Add New Cluster button at the bottom of the primary Service Provider Cluster screen.
3. On the Create Service Provider Cluster screen, enter a Name and Description for the Cluster. NOTE: Ensure the name is unique and descriptive for the cluster so it is easily recognised.
4. Add organisations to the cluster by selecting the organisation’s corresponding checkbox. You may select all organisations by using the Select All checkbox. To filter Service Providers, use the Search by function.
5. Once you have selected the Service Providers, click the Continue button on the bottom of the page.
A summary screen will display listing the cluster details and the associated service providers.
6. Using the confirmation box at the top of the page, select Yes to create the service offer or No to return to the Create Service Provider Cluster page.
7. A final confirmation will display. Through the confirmation message, you may return to the primary Service Provider Cluster screen by clicking the View Service Provider Clusters link, or you may create another cluster by clicking the create a new Service Provider Cluster link.
8. When you return to the primary Service Provider Cluster screen, the new cluster will be listed.
