1. © 2008 Map of Medicine Ltd. Commercial and in confidence. Training Role Module 6 – Publisher Ver. 19 Jan 2011

2. 2 © 2008 Map of Medicine Ltd. Commercial and in confidence. Role Module 6 - Publisher Role Module 6 – Publisher Objective – To understand the responsibilities of the Publisher role and how to prepare for, and request, publication of a view of the Map of Medicine Audience – Publishers – Programme management – Trainers Format – Instructor-led presentation and demonstration – Questions, discussion and hands-on practice by participants Duration – ca. 1 hr

3. 3 © 2008 Map of Medicine Ltd. Commercial and in confidence. Role Module 6 - Publisher Module contents This module will cover: – Introduction – Recalling a care map – Information about your release – Viewing inherited changes Publishing your release – How to publish your release – Preparing a release for publication – Requesting/cancelling publication in MMS

4. 4 © 2008 Map of Medicine Ltd. Commercial and in confidence. Introduction © 2007 Informa plc. Commercial and in confidence. Section title © 2008 Map of Medicine Ltd. Commercial and in confidence.

5. 5 Role Module 6 - Publisher The Publisher role – The Publisher has oversight of the care maps being worked on by the local healthcare community – The Publisher’s key responsibility is the publication of the local healthcare community’s release each month. This involves: – understanding which local care maps will be included in each month’s release – ensuring that they, and the release, are ready for publication – requesting the publication of the release – As part of this process, the Publisher should ensure that the local healthcare community’s localised pages and care maps do not expire and should help co-ordinate and plan annual reviews of care maps

6. 6 © 2008 Map of Medicine Ltd. Commercial and in confidence. Role Module 6 - Publisher Glossary View – Your local view of the Map – Example: Central Sussex care maps have been localised to reflect services in this area – In Map Display, users can switch between views of the Map – Example: switching between the London view and the Gwent view to see how a care map differs Release – All content in your view of the Map – When requesting publication, your release is packaged up and displayed in your view of Map Display – Example: you might publish a release which contains – one updated care map – 335 unchanged care maps – five care maps that you’re currently working on (only approved care maps are displayed)

7. 7 © 2008 Map of Medicine Ltd. Commercial and in confidence. Recalling a care map © 2007 Informa plc. Commercial and in confidence. Section title © 2008 Map of Medicine Ltd. Commercial and in confidence.

8. 8 Role Module 6 - Publisher Recalling a care map – As a Publisher, you may be asked by an Editor to recall an approved care map in order that they can make further edits – This moves a care map from Approved status back to Not ready for approval – Any comments you add are included on the care map’s approval history – Following this, the Editor can recall pages for editing

9. 9 © 2008 Map of Medicine Ltd. Commercial and in confidence. Role Module 6 - Publisher Recalling a care map Page Status In edit ↔ In review ↔ Ready to publish → Published care map Status Not ready for approval ↔ In approval → Approved once → Approved → Published PAGE STATUS CARE MAP STATUS In Edit In Review Ready to Publish Pub- lished Not ready for Approval In approval Appro- ved Once Approved Pub- lished

10. 10 © 2008 Map of Medicine Ltd. Commercial and in confidence. Role Module 6 - Publisher Instructions Log into MMS as a Publisher Training URL: – http://training-mms.mapofmedicine.com http://training-mms.mapofmedicine.com Training logon details: – As advised

11. 11 © 2008 Map of Medicine Ltd. Commercial and in confidence. Role Module 6 - Publisher Finding care maps to recall using Workflow tab Filter on care maps approved Click to recall care map

12. 12 © 2008 Map of Medicine Ltd. Commercial and in confidence. Role Module 6 - Publisher Finding care maps to recall using Navigator tab Select Recall care map and click Ok

13. 13 © 2008 Map of Medicine Ltd. Commercial and in confidence. Role Module 6 - Publisher Recall care map screen 1. Add comments 2. Click Ok

14. 14 © 2008 Map of Medicine Ltd. Commercial and in confidence. Information about your release © 2007 Informa plc. Commercial and in confidence. Section title © 2008 Map of Medicine Ltd. Commercial and in confidence.

15. 15 © 2008 Map of Medicine Ltd. Commercial and in confidence. Role Module 6 - Publisher Information about your release – Your release has the following properties that a Publisher can modify: – Name – Manager – Description – Expected publication date – Estimated publication date for the following release (allows Map Manager to calculate the release’s lifespan) – It also has some features that are useful for publishers: – view a history of publication requests (discussed later) – create a spreadsheet of your published and in-progress care maps in this release

16. 16 © 2008 Map of Medicine Ltd. Commercial and in confidence. Role Module 6 - Publisher Information about your release – Select ‘View release properties’ from the Release menu to: – view the release properties – view a history of publication requests – create a spreadsheet of your published and in-progress care maps in this release

17. 17 © 2008 Map of Medicine Ltd. Commercial and in confidence. Role Module 6 - Publisher Release properties – general tab Release name Release dates Release name Release manager and description

18. 18 © 2008 Map of Medicine Ltd. Commercial and in confidence. Role Module 6 - Publisher Release properties – history tab Download a spreadsheet of: All pages: all pages that have been published locally plus all in-progress work Published pages: all pages that have been published locally History of publication requests in this release

19. 19 © 2008 Map of Medicine Ltd. Commercial and in confidence. Role Module 6 - Publisher Example publish report

20. 20 © 2008 Map of Medicine Ltd. Commercial and in confidence. Viewing inherited changes © 2007 Informa plc. Commercial and in confidence. Section title © 2008 Map of Medicine Ltd. Commercial and in confidence.

21. 21 © 2008 Map of Medicine Ltd. Commercial and in confidence. Role Module 6 - Publisher Inherited changes – You can view inherited changes in MMS when a parent care map is updated and published – Your options are to: – manually incorporate some/all the updated changes into your care map; or – manually incorporate your localised elements into the newly published parent care map; or – accept the updated care map by reverting the localised care map to the parent care map (Unless you save your localised care map to an alternative location, you will lose your localised care map); or – Ignore the inherited changes

22. 22 © 2008 Map of Medicine Ltd. Commercial and in confidence. Role Module 6 - Publisher View inherited changes

23. 23 © 2008 Map of Medicine Ltd. Commercial and in confidence. Role Module 6 - Publisher View inherited changes – by hierarchy 1. Filter to see changes to pages and care maps that you have localised 2. Click to view the current version of page in your view 3. After comparing, acknowledge selected updates

24. 24 © 2008 Map of Medicine Ltd. Commercial and in confidence. Role Module 6 - Publisher View inherited changes – by update

25. 25 © 2008 Map of Medicine Ltd. Commercial and in confidence. Role Module 6 - Publisher Planned care map changes In addition to viewing inherited changes, you can keep informed of planned care map updates as follows: – In Map Display, where all care maps have expiry dates which can be used for guidance – From the MoM team, who will communicate all care map updates – One month prior to the quarterly publication; via the ‘Provisional New and Updated’ overview – Two days prior to the quarterly publication; via the ‘Confirmed New and Updated’ overview – Through your IC, by requesting planned updates for specific care maps

26. 26 © 2008 Map of Medicine Ltd. Commercial and in confidence. How to publish your release © 2007 Informa plc. Commercial and in confidence. Section title © 2008 Map of Medicine Ltd. Commercial and in confidence.

27. 27 © 2008 Map of Medicine Ltd. Commercial and in confidence. Role Module 6 - Publisher Publication Page Status In Edit ↔ In Review ↔ Ready to Publish → Published care map Status Not ready for approval ↔ In approval → Approved once → Approved → Published In EditIn Review Ready to Publish Pub- lished Not ready for Approval In approval Appro- ved Once Appro- ved Pub- lished PAGE STATUS CARE MAP STATUS

28. 28 © 2008 Map of Medicine Ltd. Commercial and in confidence. Role Module 6 - Publisher How to publish your release – Publication takes place once a month – The publication deadline is the third Friday of each month – To publish your release of the Map of Medicine, you will need to follow this process: – It is recommended that you begin the process well in advance of the publication date in ensure you have enough time to resolve outstanding questions and issues Prepare release for publication Prepare New & Updated info Request publication in MMS Publication

29. 29 © 2008 Map of Medicine Ltd. Commercial and in confidence. Role Module 6 - Publisher How to publish your release 1. Prepare your release for publication When? As early as possible – How? – Use the “View release report & publish” option to check for issues – All issues have to be resolved before the system will allow you to Request Publication this month – Your Implementation Consultant will work with you and your care map Editors to resolve any issues that you identify Prepare release for publication Prepare New & Updated info Request publication in MMS Publication

30. 30 © 2008 Map of Medicine Ltd. Commercial and in confidence. Role Module 6 - Publisher How to publish your release 2. Prepare your New & Updated info When? As early as possible How? Through ‘View new & updated’ from the drop-down menu Prepare release for publication Prepare New & Updated info Request publication in MMS Publication

31. 31 © 2008 Map of Medicine Ltd. Commercial and in confidence. Role Module 6 - Publisher – The New & Updated report is available to users from the front page of your view in Map Display, and gives you the opportunity to tell users about the changes and additions that have been delivered with the publication The New & Updated report

32. 32 © 2008 Map of Medicine Ltd. Commercial and in confidence. Role Module 6 - Publisher New & Updated – Introductory Text Include introductory text for your New & Updated report Suggested section headings: New content Updated local care maps Renamed local care maps Removed content Reverted content

33. 33 © 2008 Map of Medicine Ltd. Commercial and in confidence. Role Module 6 - Publisher New & Updated – Added/Updated care maps Then type the description of why the care map was added or updated in the text box that appears Preview the New & Updated report from here First, click ‘Add new section De-select care maps from a previous publish

34. 34 © 2008 Map of Medicine Ltd. Commercial and in confidence. Role Module 6 - Publisher New & Updated Report Hover your mouse over the to view the description of new and updated information Hover your mouse over the to view a description of new and updated information

35. 35 © 2008 Map of Medicine Ltd. Commercial and in confidence. Role Module 6 - Publisher How to publish your release 4. Request publication in MMS When? By 12pm UK time on third Friday of each month – Request publication of your release in MMS – This locks your release to prevent further editing until the publication takes place, so do this only when all care maps to be included this month are ready Prepare release for publication Prepare New & Updated info Request publication in MMS Publication

36. 36 © 2008 Map of Medicine Ltd. Commercial and in confidence. Role Module 6 - Publisher How to publish your release 5. Publication When? Starts 12pm UK time on third Friday of each month – The Map of Medicine team will process publications requested in MMS – Publication will be completed over the weekend and a new working release will be available for you to continue editing by Monday morning – The published release will be sent to your local service provider and available on Map Display within five to ten working days Prepare release for publication Prepare New & Updated info Request publication in MMS Publication

37. 37 © 2008 Map of Medicine Ltd. Commercial and in confidence. Role Module 6 - Publisher Publication: what happens? And after the following publication... After the following publication... When you publish... You develop your care maps here... Release 1 (your working release) Release 1 (published on Map Display) Release 2 (your new working release) Release 2 (published on Map Display) Release 3 (your new working release) Release 3 (published on Map Display) Release 4 (your new working release)

38. 38 © 2008 Map of Medicine Ltd. Commercial and in confidence. Role Module 6 - Publisher How to publish your release – We will now look in more detail at how to: – Prepare your release for publication – Request publication in MMS Prepare release for publication Prepare New & Updated info Request publication in MMS Publication

39. 39 © 2008 Map of Medicine Ltd. Commercial and in confidence. Preparing a release for publication © 2007 Informa plc. Commercial and in confidence. Section title © 2008 Map of Medicine Ltd. Commercial and in confidence.

40. 40 © 2008 Map of Medicine Ltd. Commercial and in confidence. Role Module 6 - Publisher Managing expiry dates – It is recommended that you put in place a process to ensure that care maps that have been localised by your healthcare community do not expire – Map Manager provides the ability to filter on care maps localised from national and care maps locally created that are due to expire or expired – About the different filters: – Expired means the expiry date has already passed. – Due to expire means it will expire during the lifetime of this release (which is determined by the dates that you set in the release properties)

41. 41 © 2008 Map of Medicine Ltd. Commercial and in confidence. Role Module 6 - Publisher Confirming pages ready to publish in Workflow Report Filter on Pages ready to publish and care maps approved

42. 42 © 2008 Map of Medicine Ltd. Commercial and in confidence. Role Module 6 - Publisher Using the Release report to find issues – The Release report is used to both check for issues and, when there are no remaining issues that would prevent publication, to request publication of the release – To run the Release report, select ‘View release report & publish’ from the Release menu:

43. 43 © 2008 Map of Medicine Ltd. Commercial and in confidence. Role Module 6 - Publisher Release Report shows issues preventing publication

44. 44 © 2008 Map of Medicine Ltd. Commercial and in confidence. Role Module 6 - Publisher Release Report detail

45. 45 © 2008 Map of Medicine Ltd. Commercial and in confidence. Role Module 6 - Publisher Export a report of the issues (1)

46. 46 © 2008 Map of Medicine Ltd. Commercial and in confidence. Role Module 6 - Publisher Export a report of the issues (2)

47. 47 © 2008 Map of Medicine Ltd. Commercial and in confidence. Role Module 6 - Publisher How to resolve common issues IssueResolution Pages missing mandatory information Should resolve after approving care maps. If not, check dates in care map properties. Pages containing broken linksShould resolve after approving care maps. If not, check link nodes within pages for broken links. Unapproved, previously-published care maps Approve the care maps, or; If not ready to publish, copy pages into a new care map and revert the previously-published one Expired care mapsUpdate dates in care map properties and re-approve. Care maps due to expireUpdate dates in care map properties and re-approve, or; Change expected release lifespan in release properties.

48. 48 © 2008 Map of Medicine Ltd. Commercial and in confidence. Requesting publication in MMS © 2007 Informa plc. Commercial and in confidence. Section title © 2008 Map of Medicine Ltd. Commercial and in confidence.

49. 49 © 2008 Map of Medicine Ltd. Commercial and in confidence. Role Module 6 - Publisher Requesting publication in MMS – When you are ready to publish your working release onto the Map of Medicine, you should request publication in MMS – Until your release is published, your new and updated care maps will not be available on Map Display or seen by users – Remember that requesting publication in MMS is just one step in the publication process and that requesting publication in MMS alone will not result in your release being published – To request publication in MMS, select ‘View release report & publish’ from the Release menu:

50. 50 © 2008 Map of Medicine Ltd. Commercial and in confidence. Role Module 6 - Publisher 1. Request publication in MMS The Request publication button will only be available when there are no issues preventing publication

51. 51 © 2008 Map of Medicine Ltd. Commercial and in confidence. Role Module 6 - Publisher 2. Proceed with request

52. 52 © 2008 Map of Medicine Ltd. Commercial and in confidence. Role Module 6 - Publisher 3. Provide details for new working release Name for new release Note about contents of new release Expected publication date for new release Estimated publication date for the following release (allows Map Manager to calculate the release’s lifespan)

53. 53 © 2008 Map of Medicine Ltd. Commercial and in confidence. Role Module 6 - Publisher 4. Check request has been made

54. 54 © 2008 Map of Medicine Ltd. Commercial and in confidence. Role Module 6 - Publisher 5. Confirmation – release locked

55. 55 © 2008 Map of Medicine Ltd. Commercial and in confidence. Cancelling a publication request in MMS © 2007 Informa plc. Commercial and in confidence. Section title © 2008 Map of Medicine Ltd. Commercial and in confidence.

56. 56 © 2008 Map of Medicine Ltd. Commercial and in confidence. Role Module 6 - Publisher 1. Cancel a request to publish

57. 57 © 2008 Map of Medicine Ltd. Commercial and in confidence. Role Module 6 - Publisher 2. Confirm cancellation

58. 58 © 2008 Map of Medicine Ltd. Commercial and in confidence. Role Module 6 - Publisher 3. Confirmation – release unlocked

59. © 2008 Map of Medicine Ltd. Commercial and in confidence. End of module Questions?