Information Governance (IG) Toolkit Change Request Process

Transcription

1 Infrmatin Gvernance (IG) Tlkit Change Request Prcess Draft v0.7 1 Cpyright 2013, Health and Scial Care Infrmatin Centre.

2 Infrmatin Gvernance Tlkit Change Request Prcess Page 2 f 6 Cntents Cntents 2 Prcess Overview 3 Prcess Details 4

3 Infrmatin Gvernance Tlkit Change Request Prcess Page 3 f 6 Prcess Overview The prcess flw chart belw shws a high level verview f the internal change request prcess fr changes requested t the Infrmatin Gvernance Tlkit. A detailed breakdwn f the steps within this prcess is prvided n page tw f this dcument. The scpe f this dcument cvers the prcess within the External IG Team nly, and any prcess in place utside f this (fr example fr the develpment team in Exeter r Infrmatin Standards prcess) is nt included. Any minr change requests (such as spelling / grammatical errrs) r technical issues and bugs are utside f this prcess and shuld be lgged via the Exeter Helpdesk. Q Change Requestr 1.Change identified 2. Change request frm cmpleted and submitted External IG Team Business 3.Change request reviewed fr cmpleteness 4.Change added t change request lg and ID assigned 11.Cnfirm decisin and update change 12.Cntent r functinal? Functinal 17.Update change 18.Rejected / deferred change requestr infrmed Cntent External IG Team 5. External IG Team review changes 6. Change valid? N IGT Editrial Yes 7.Change request reviewed by IGT Editrial N 8.Change valid? Yes 9.Perfrm impact analysis Rejected / deferred 10.Change agreed? Apprved Changes suggested as rejected / deferred at this stage will g back t IGT Editrial fr final decisin Escalatin t IG sub grup may als ccur at this pint. Head f External IG & IGT Release / Prject Manager 13.Perfrm impact analysis with develpers 14.Change agreed? Rejected / deferred Apprved 15. Change Implemented 16. End change requestr infrmed

4 Infrmatin Gvernance Tlkit Change Request Prcess Prcess Details ID Respnsible High Level Actin Details Timescale 1 Change Requestr Change identified Requirement fr change identified. N/A 2 Change Requestr Change request frm submitted Change requestr cmpletes the n-line change request frm and submits via the IG Tlkit website. N/A 3 External IGD 4 External IGD 5 External IG Team 6 External IG Team 7 IGT Editrial 8 IGT Editrial 9 IGT Editrial Change request reviewed fr cmpleteness Change added t change and ID assigned Acknwledge receipt f change request. Review change request and cnfirm that all fields are cmpleted and infrmatin prvided is clear. Liaise with change requestr (the individual wh submitted the request) if further clarificatin is required. Undertake a preliminary validatin f the change request and cnfirm suitability t g frward t the External IG Team fr review / whether it can be handled utside f this prcess (e.g. fr any minr changes such as typs, items where a change t the IGT isn t required). Add change request t the change and assign ID. Prvide extract f new change requests t the External IG Team fr review 2 days prir t the next External IG Team meeting. Review changes Review new change requests extracted frm change at team meeting and agree Change valid? Change request reviewed by IGT editrial bard Change valid? Perfrm impact analysis whether cmplexity f changes is such that these require submissin t the IGT Editrial. Evaluate changes which need t be escalated t the IGT Editrial and prvide an indicatin as t whether achievable r any additinal infrmatin n these. Decisin and ratinale recrded in meeting nte and t be presented in summary frmat t IGT Editrial. If change is valid see step 7, if change is nt valid see step 17 Review new change requests received frm External IG Team meeting and agree whether changes are valid. The extract f new changes will be prvided t IGT Editrial members 2 days prir t the next meeting. Decisin and ratinale recrded in meeting nte. If change is valid see step 7, if change is nt valid see step 17 Cnsider the impact f the change including: Any ther areas f the tlkit which may require mdificatin as a result f this change. Any new risks / issues resulting frm the prpsed change. Within 5 days f receipt f request. Within 5 days f receipt f request. Within 4 weeks f receipt f request Within 8 weeks f receipt f request

5 Infrmatin Gvernance Tlkit Change Request Prcess 10 IGT Editrial 11 External IGD 12 External IGD 13 Head f External IG & IGT Release / Prject Manager 14 Head f External IG 15 IGT Release / Prject Manager Any new benefits which will be brught abut frm the change. High level ptins / appraches which may be taken when making the change. Initial resurce implicatins fr External IG Team (analysis f cst / resurce implicatins fr develpers ccurs at later stage). Wuld Infrmatin Standards have an interest in this change. Change agreed? Cnfirm decisin: Apprved (nte functinal changes are subject t further analysis with develpers later in this prcess prir t final apprval). Fr apprved changes agree priritisatin als (see step 11) Deferred (fr later cnsideratin (see step 17) Rejected (see step 17) Escalatin t IG sub-grup required (Phil Walker as Chair f the IGT Editrial will cnfirm if this is required and prvide the feedback mechanism between the IGT Editrial and IG sub-grup. Decisin and ratinale recrded in meeting nte. Cnfirm decisin and Update the change t reflect IGT update change Editrial decisin. Prvide a status update t the change Cntent r Functinal? Perfrm impact analysis with develpers requestr. Is the requested change in relatin t cntent r functinality? Fr functinal changes (e.g. technical changes t the way the site functins) see step 13 Fr cntent changes (e.g. changes t the requirements / guidance) see step 15 List f functinal change requests with an apprved status extracted fr further discussin and priritisatin at meeting with develpers. Further impact analysis and priritisatin exercises undertaken at meeting and final list f changes agreed fr implementatin agreed and change lg updated. Change agreed? MG t liaise with IGT Editrial as necessary and cnfirm decisin. Where changes are deferred r rejected the IGT Editrial will be infrmed and will cnfirm acceptance f this decisin prir t prceeding t step 17 f this prcess: Apprved (see step 15) Deferred (fr later cnsideratin) (see step 17) Rejected (see step 17) Change implemented Feed summary f changes thrugh t External IG Manager (Standards & SIRIs) in suitable frmat fr the Infrmatin Standards prcess. Fr any cntent changes: Cnsult with ther external stakehlders as necessary. Feed changes thrugh t relevant External Within 8 weeks f receipt f request In line with relevant develpment cycle timescales

6 Infrmatin Gvernance Tlkit Change Request Prcess 16 IGT Release / Prject Manager 17 External IGD 18 External IGD End change requestr infrmed Update change Rejected / deferred change requestr infrmed IG team requirement set lead. Enter changes int RATty (requirements authring tl). Fr any functinality changes: Wrk with develpers t implement. Infrm change requestr that change has been agreed fr implementatin (fr functinal changes assigned a lwer pririty change requestr will be made aware f pssibility may nt be able t implement these). Liaise with change requestr regarding detail f requirement t ensure prpsed functinality develpment / cntent change satisfies their riginal request. Undertake testing f the new functinality / cntent changes. Update change t recrd change as cmpleted. Update change with details f reasn fr rejectin / deferral and recrd relevant status against the change. Infrm the change requestr f the utcme f their change request, prviding ratinale fr decisin as recrded in Change Request Lg. Change Request Frm The nline change request frm is accessible via the Change Requests ptin n the left-hand navigatin menu n the IG Tlkit Change Request Lg (Template) (please nte that yu will need t zm in when yu pen this file in rder t view)