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How do I create a Strategic Reporting Organisational group? (SystmOne)

Creating the Strategic reporting group

In SystmOne, head over to Setup > Organisation Groups

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Navigate to any location that makes sense (it doesn’t really matter where you create your new group, as long as it has some logical location)

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And click on New Group (top right) . You will see a pop up, fill in the blanks as below.

  • Group name: YOUR ODS CODE - strategic reporting
  • Parent org group: Navigate to the right folder.
  • Function: GP
  • General description: Strategic reporting group for [YOUR ODS CODE]
  • Make sure you tick the box “membership must be approved by your organisation”
  • Make sure you tick the box “Strategic reporting group”
  • Click OK
  • Click OK
  • Click Cancel

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You then want to take a screenshot of where your new group is located, to make it easy for TPP to find you:

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Email TPP

Once you have created the Strategic Reporting Organisational group, you can email TPP and ask them to add your practice to the group you just created.

Template email:

Sent to: SystmOneSetup@tpp-uk.com
Subject: Strategic Reporting activation for [ODS CODE]

Body: 

Dear TPP setup team,

[NAME OF PRACTICE] ([ODS CODE]) is not part of any strategic reporting organisational group. 
I understand we need to contact you to enable scheduling extracts?

Name of SR Organisational Group: [NAME OF THE GROUP CREATED]. 
Organisation ID: [ODS CODE]. 

Could this be enabled please?

Many thanks,