EMIS Sharing agreement instructions

Activate a sharing agreement

1. Access Data Sharing
   • Click, point to Configuration, and then select Data Sharing Manager.
   • The Data Sharing Manager screen is
2. On the ribbon, click My Agreements.

EMIS Action Ribbon

Data Sharing Manager menu ribbon with My Agreements highlighted

1. In the navigation pane, click the appropriate tab to select the agreement you want to activate or view.

Emis Agreement Activation Screenshot

Example Data Sharing Manager screen

Note: Any active agreements are displayed with a green tick, and any agreements that have been created, but not yet activated, are displayed with a red cross.

Agreements are organised into categories, displayed as the following tabs in the navigation pane:

• Care Record 
• Reporting
• Demographic
• Cross Org Tasks
• Appointments
• Data Distribution

1. Select the required agreement, the details of the agreement are displayed in the right- hand pane.
2. On the ribbon, click Activate.
3. The agreement is activated for your organisation (i.e. other organisations can view your data).

Warning: You can't view information from other organisations until they also activate the required agreement.

Deactivate a sharing agreement

1. Access Data Sharing
2. Click , point to Configuration, and then select Data Sharing The Data Sharing Manager screen is displayed.
3. On the ribbon, click My
4. Data Sharing Manager menu ribbon with My Agreements.
5. In the navigation pane, click the tab for the appropriate agreement type (e.g. Care Record).
6. Existing agreements of the selected type are listed in the navigation.
7. In the appropriate section in the navigation pane, click the agreement you want to.
8. On the ribbon, click Deactivate.
9. The agreement is deactivated for your organisation (i.e. other organisations cannot view your data).

View a sharing agreement

1. Access Data Sharing.
2. Click , point to Configuration, and then select Data Sharing The Data Sharing Manager screen is displayed.
3. On the ribbon, click My Agreements or Enterprise.

EMIS Action Ribbon

Data Sharing Manager menu ribbon with My Agreements and Enterprise Agreements highlighted

Note: The Enterprise Agreements option is only available for top-level organisations with sharing agreements that are associated with 'child' organisations.

1. In the navigation pane, click the tab for the appropriate agreement type (e.g. Care Record).
2. Existing agreements of the selected type are listed in the navigation
3. In the navigation pane, click the required
4. The agreement details are displayed in the main pane, along with the current activation status, and tabs showing organisations that may be sharing and viewing data.
   • For enterprise appointments for remote consultations, select Appointments and in the Enterprise section, click the enterprise appointments agreement.
   • For appointment agreements, select Appointments, and then click Sharing my appointments and viewing other organisation's appointments.

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