Appendix A – Index of contents

Who is this guide for?

Before we start

Overview of this guide 

Project management, stakeholder engagement and governance

Task 3 – Verify your unscheduled care settings                                                                  

Task 4 – Identify project team members                                                                            

Task 5 – Agree how decisions will be made                                                                      

Task 6 – Agree high level implementation plan, target go live date and method to monitor progress

Task 7 - Identify and speak to key stakeholders about CP-IS (and plan how you will keep them informed)

Task 8a – Obtain NHS Smartcards and Smartcard readers (NCRS users only)

Task 8b – Obtain access to CP-IS (integrated solution users only)

Task 9 – Add Role Based Access Control codes to NHS Smartcards, and confirm access (NCRS and integrated solution users)

Task 10 – Confirm the technical route to implementation

Task 11a – Assess current use of NCRS (NCRS users only)

Task 11b – Confirm Spine/PDS connection (non-NCRS users only)

Task 12 – Liaise with your IT Support team to ensure systems and web browsers are compatible

Task 13 – Update your organisation’s business continuity plans (for technical/system recovery)

Task 14 – Map your existing safeguarding processes

Task 15 – Adapt your safeguarding processes to accommodate CP-IS

Task 16 - Identify CP-IS access and Smartcard

Task 17 – Test procedures and processes

Task 18 – Design and deliver training

Task 19 – Update your safeguarding business continuity plans

Task 20 – Update information governance policies and training materials

Task 21 Confirm target to go live date 

Task 22 Prepare to transfer CP-IS to live service 

Task 23 Communicate internally and externally before and after go live 

Task 24 Go live

Task 25 Reflection and review 

Task 26 Transfer CP-IS to business as usual and close the implementation project 

Task 27 Stay engaged with NHS England 

Task 28 Consider becoming a CP-IS Champion