SanteSuite Help Portal
  • SanteSuite Help Portal
    • Disclaimer
  • Product Overview
    • SanteSuite Products
      • Introducing SanteDB CDR
        • SanteDB Solutions
      • Master Patient Index - SanteMPI
      • Immunization Management System - SanteIMS
      • Privacy & Security - SanteGuard
    • SanteDB Versions
  • Architecture
    • SanteDB Architecture
      • SanteDB History
    • Solution Architecture
    • Software Architecture
      • Publish / Subscribe Architecture
      • New ADO (nuado)
      • Roadmap
    • Data & Information Architecture
      • Conceptual Information Model
        • Concept Dictionary
          • Data Dictionary
        • Acts
          • State Machine
          • Act Relationships
          • Mood Concepts
          • Class Concepts
          • Data Dictionary
        • Entities
          • State Machine
          • Entity Relationships
          • Determiner Codes
          • Class Codes
          • Data Dictionary
        • Null Reasons
        • Extended Data
      • Physical Model
        • Act Data Dictionary
        • Entity Data Dictionary
        • Concept Dictionary Data Dictionary
      • Data Storage Patterns
        • Master Data Storage
      • SanteDB Object Identifiers (OIDs)
    • Security Architecture
    • Privacy Architecture
    • Matching Engine
    • HIE & Interoperability
  • Installation
    • Installation
    • Releases
      • 3.0 Releases
      • Queenston Release
    • Quick Start Guide
      • Seeding ONC Patient Matching Data
    • Operationalizing SanteDB
      • Information Gathering & Analysis
      • Planning & Preparation Work
        • Pre-flight Checklist
        • Develop a Business Architecture
        • Develop an Information Architecture
          • Establishing Minimum Datasets
          • Identity Environment
        • Develop Operational Technology Architecture
        • Developing Privacy Impact Assessments
        • Develop Threat / Risk Assessments
      • Deployment
        • Pre-Flight Checklist
        • Installing Software
          • SanteDB iCDR Server
            • Installation on Virtual or Physical Environments
              • Installation on Microsoft Windows
              • Installation on Linux and Unix
            • Installation using Appliances
              • Using Docker Containers
                • Adding Sample Data
                • Feature Configuration
                • SanteDB within Instant OpenHIE
              • Using Virtual Appliances
            • Installation Qualification
              • Master Patient Index / Client Registry Qualification
                • MPI/CR Test Cases for HL7v2
                  • TEST: OHIE-CR-02-HL7v2
                  • TEST: OHIE-CR-03-HL7v2
                  • TEST: OHIE-CR-04-HL7v2
                  • TEST: OHIE-CR-05-HL7v2
                  • TEST: OHIE-CR-06-HL7v2
                  • TEST: OHIE-CR-07-HL7v2
                  • TEST: OHIE-CR-08-HL7v2
                  • TEST: OHIE-CR-09-HL7v2
                  • TEST: OHIE-CR-10-HL7v2
                  • TEST: OHIE-CR-11-HL7v2
                  • TEST: OHIE-CR-12-HL7v2
                  • TEST: OHIE-CR-13-HL7v2
                  • TEST: OHIE-CR-14-HL7v2
                  • TEST: OHIE-CR-15-HL7v2
                  • TEST: OHIE-CR-16-HL7v2
                  • TEST: OHIE-CR-17-HL7v2
                  • TEST: OHIE-CR-18-HL7v2
                  • TEST: OHIE-CR-01-HL7v2
                  • HL7v2 Test Cases Instructions
                • MPI/CR Test Cases for FHIR
                  • TEST: OHIE-CR-01-FHIR
                  • TEST: OHIE-CR-02-FHIR
                  • TEST: OHIE-CR-03-FHIR
                  • TEST: OHIE-CR-04-FHIR
                  • TEST: OHIE-CR-05-FHIR
                  • TEST: OHIE-CR-06-FHIR
                  • TEST: OHIE-CR-07-FHIR
                  • TEST: OHIE-CR-08-FHIR
                  • TEST: OHIE-CR-09-FHIR
                  • FHIR Test Cases Instructions
              • Security Administration Testing
                • Administrative Panel Validation
                  • User Management Tests
                    • TEST: SECURITY-UM-01
                    • TEST: SECURITY-UM-02
                    • TEST: SECURITY-UM-03
                    • TEST: SECURITY-UM-04
                    • TEST: SECURITY-UM-05
                    • TEST: SECURITY-UM-06
                    • TEST: SECURITY-UM-07
                    • TEST: SECURITY-UM-08
                    • TEST: SECURITY-UM-09
                    • TEST: SECURITY-UM-10
                    • TEST: SECURITY-UM-11
                    • TEST: SECURITY-UM-12
                    • TEST: SECURITY-UM-13
                    • TEST: SECURITY-UM-14
                    • TEST: SECURITY-UM-15
                    • TEST: SECURITY-UM-16
                    • TEST: SECURITY-UM-17
                    • TEST: SECURITY-UM-18
                    • TEST: SECURITY-UM-19
                    • TEST: SECURITY-UM-20
                    • TEST: SECURITY-UM-21
                    • TEST: SECURITY-UM-22
                    • TEST: SECURITY-UM-23
                    • TEST: SECURITY-UM-24
                    • TEST: SECURITY-UM-25
                    • TEST: SECURITY-UM-26
                    • TEST: SECURITY-UM-27
                    • TEST: SECURITY-UM-28
                    • TEST: SECURITY-UM-29
                    • TEST: SECURITY-UM-30
                    • TEST: SECURITY-UM-31
                    • TEST: SECURITY-UM-32
                    • TEST: SECURITY-UM-33
                    • TEST: SECURITY-UM-34
                    • TEST: SECURITY-UM-35
                    • TEST: SECURITY-UM-36
                    • TEST: SECURITY-UM-37
                  • Group/Role Management Tests
                    • TEST: SECURITY-GRM-01
                    • TEST: SECURITY-GRM-02
                    • TEST: SECURITY-GRM-03
                    • TEST: SECURITY-GRM-04
                    • TEST: SECURITY-GRM-05
                    • TEST: SECURITY-GRM-06
                    • TEST: SECURITY-GRM-07
                    • TEST: SECURITY-GRM-08
                    • TEST: SECURITY-GRM-09
                    • TEST: SECURITY-GRM-10
                    • TEST: SECURITY-GRM-11
                    • TEST: SECURITY-GRM-12
                    • TEST: SECURITY-GRM-13
                    • TEST: SECURITY-GRM-14
                    • TEST: SECURITY-GRM-15
                  • Security Policy Management Tests
                    • TEST: SECURITY-PM-01
                    • TEST: SECURITY-PM-02
                    • TEST: SECURITY-PM-03
                    • TEST: SECURITY-PM-04
                  • Device Management Tests
                    • TEST: SECURITY-DM-01
                    • TEST: SECURITY-DM-02
                    • TEST: SECURITY-DM-03
                    • TEST: SECURITY-DM-04
                    • TEST: SECURITY-DM-05
                    • TEST: SECURITY-DM-06
                    • TEST: SECURITY-DM-07
                    • TEST: SECURITY-DM-08
                    • TEST: SECURITY-DM-09
                  • Application Management Tests
                    • TEST: SECURITY-AM-01
                    • TEST: SECURITY-AM-02
                    • TEST: SECURITY-AM-03
                    • TEST: SECURITY-AM-04
                    • TEST: SECURITY-AM-05
                    • TEST: SECURITY-AM-06
                    • TEST: SECURITY-AM-07
                    • TEST: SECURITY-AM-08
          • SanteDB dCDR Instances
            • Installing Web Access Gateway
            • Installing Disconnected Gateway
            • Installing Disconnected Windows Application
            • Installing the dCDR SDK
            • User Interface App Settings
        • Configuring Privacy Controls
        • Post Deployment Tuning
        • Securing SanteDB Configuration
        • Securing SanteDB Databases
        • Securing SanteDB APIs
      • Rollout
    • Demonstration Environments
  • Operations
    • SanteDB Operations
    • Server Administration
      • Configuration Tool
        • Messaging Settings
          • HL7 Version 2 Service
          • FHIR R4 Service
          • GS1 BMS XML Service
          • Health Data Services Interface
          • Administrative Management Interface
        • Diagnostics Settings
        • Persistence Settings
          • Retention Policies
          • Resource Manager Settings
          • Database Connections
        • System Settings
        • Performance Settings
        • Security Settings
          • Data Privacy Filtering
          • Auditing Configuration
        • Operating System Settings
      • Server Configuration File
        • Service API Configuration
          • REST Service Configuration
        • Connection Strings
        • Application Service Context Configuration
        • Applet Configuration
        • Diagnostics Configuration
        • Data Quality Services
      • SanteDB iCDR Host Command
      • Backup Procedures
      • Log File Management
    • CDR Administration
      • SanteDB Administration Portal
        • Logging In
        • Managing Your Profile
        • System Administration
          • Jobs
          • Logs
          • Pub/Sub Manager
          • Server Status
          • Dispatcher Queue
          • Probes
        • Reference Data Administration
          • Place Administration
          • Facility Administration
          • Materials
          • Identity Domain Management
        • Concept Dictionary Administration
          • Concept Sets
          • Concepts
          • Code Systems
        • CDR Administration
          • Importing Data
          • Data Quality Rules
          • Extensions
          • Decision Support Library
            • View CDSS Library
            • Edit CDSS Library
          • Matching Configuration
            • Creating / Viewing Configurations
            • General Configuration
            • Blocking Configuration
            • Scoring Configuration
            • Classification Configuration
            • Testing Match Configuration
            • Match Configuration XML Definition
        • Data Warehouse
        • Reports Centre
        • Security Administration
          • Managing User Accounts
          • Managing Groups
          • Managing Policies
          • Managing Devices
          • Managing Applications
          • Reviewing Audits
      • SanteDB Administration Console
        • User Administration
        • Group / Role Administration
        • Policy Administration
        • Device Administration
        • Application Administration
    • Standard Operating Procedures
      • User Management SOPs
        • SOP: Onboarding Users
        • SOP: User Lockout
        • SOP: Deactivating Users
      • Role Management SOPs
        • SOP: Role Policy Assignment
        • SOP: Assigning Users to Roles
        • SOP: Creating New Roles
      • Device Management SOPs
        • SOP: Onboarding new HL7v2 Device
        • SOP: Onboarding new dCDR Device
      • Application Management SOPs
      • Standard Operating Procedure Template
  • User Guides & Training
    • SanteDB User Guides
    • Common User Interface Elements
    • SanteMPI
      • Getting Started with the MPI
      • SanteMPI Matches
      • SanteMPI Searching
      • SanteMPI Power Search
      • SanteMPI Patient Detail
        • Demographics Tab
          • Demographic Information Panel
          • Identifiers Panel
          • Related Persons Panel
          • Entity Relationships Panel
        • Master Data Management Tab
          • Records of Truth
        • Data Quality Tab
      • SanteMPI Dashboard
    • SanteEMR
      • EMR Administration
        • Care Pathways
        • Visit Types & Flows
        • Clinical Templates
    • SanteGuard
  • Developers
    • Extending & Customizing SanteDB
    • Getting Started
    • SanteDB XML Schemas
    • Applets
      • Applet Use and Lifecycle
      • Applet SDK Components
        • Applet Development Environment
        • SanteDB Brain Bug
        • Package Manager
        • BRE Debugger
      • Applet Structure
      • JavaScript API
      • Business Intelligence Assets
        • BI Asset Definitions
          • Data Sources
          • Parameters
          • Queries
          • Reference Data
          • Views
          • Data Marts
          • Reports
          • Indicators
        • BI Render Controls
      • Localization
      • Customization & Branding
      • Assets
        • HTML Assets
        • HTML Widgets
        • Virtual Assets
      • AngularJS
      • Clinical Decision-Support
        • CDSS Definitions
        • Legacy CDSS
      • Business Rules
      • Dataset Files
      • External Data Maps
      • Applet Solution Packages
      • JavaScript API Reference
      • Recipes
        • Adding Security Policy based on Occupation
        • Assigning a Home Facility
        • Codified Address
        • Generating ID on Registration
    • .NET Plugins
      • Plugin Libraries
      • Host Context & Lifecycle
      • Business Model Objects
      • Services & Configuration
        • Configuration
          • Configuration Panels
          • Custom Docker Feature Configuration
        • Passive Services
        • Daemon Services
        • Service Definitions
          • Ad-Hoc Cache Provider
          • Application Identity Provider
          • Audit Dispatch Service
          • Barcode Generator Provider
          • Business Rules Service
          • Care Plan Generation Service
          • CDSS Clinical Protocol Repository
          • Concept/Terminology Provider
          • Configuration Manager Service
          • Daemon Service
          • Data Archiving Service
          • Data Privacy Enforcement Provider
          • Data Signing Service
          • dCDR Subscription Definition Provider
          • dCDR Subscription Execution Provider
          • Device Identity Provider
          • Exec-Once Message Persistence
          • Freetext Search Provider
          • IDataPersistenceService{TData}
          • IDataPersistenceServiceEx{TModel}
          • IDataQualityConfigurationProviderService
          • Identity Domain Provider
          • IDispatcherQueueManagerService
          • IElevatableIdentityProviderService
          • IExtensionTypeRepository
          • IFastQueryDataPersistenceService{TEntity}
          • IFastQueryRepositoryService{TEntity}
          • IPersistableQueryRepositoryService{TEntity}
          • IPubSubManagerService
          • IRecordMergingService{T}
          • IRepositoryService
          • ISecurityRepositoryService
          • ISqlDataPersistenceService
          • IStoredQueryDataPersistenceService{TEntity}
          • ITagPersistenceService
          • ITemplateDefinitionRepositoryService
          • IThreadPoolService
          • IUnionQueryDataPersistenceService{TEntity}
          • IValidatingRepositoryService{TModel}
          • Job Management Service
          • Localization Provider
          • Mail Repository Provider
          • Name Alias Provider
          • Network Metadata Provider
          • Password Hashing Service
          • Password Validation Service
          • Policy Decision Provider (PDP)
          • Policy Enforcement Provider (PEP)
          • Policy Information Provider (PIP)
          • Primary Data Caching Provider
          • Query Result Scoring Provider
          • Record Matching Configuration Provider
          • Record Matching Provider
          • Record Merging Provider
          • Repository Service
          • Repository Service with Cancellation Support
          • Repository Service with Extended Functions
          • Repository Service with Notification Support
          • Resource Checkout/Locking Provider
          • Resource Patching Provider
          • Resource Pointer Service
          • Role Provider
          • Security Challenge Authentication Provider
          • Security Challenge Storage Provider
          • Session Authentication Provider
          • Session Storage Provider
          • Stateful Query Provider
          • Stock Management Provider
          • Symmetric Encryption Provider
          • TFA/MFA Secret Generator
          • User Identity Provider
          • User Notification Relay Provider
          • User Notification Template Filler
          • User Notification Template Repository
      • Plugin Metadata
      • Database Patching
      • Custom Match Algorithms
      • Unit Testing Framework
      • Digital Signing Requirements
      • .NET API Reference
    • Service APIs
      • OpenID Connect
        • Consent & Privacy
      • Business Intelligence Service (BIS)
      • Administration Management Interface (AMI)
      • Health Data Service Interface (HDSI)
        • HTTP Request Verbs
        • HDSI Query Syntax
          • Filter Functions
        • API Responses
        • Patching
        • MDM Extensions for HDSI
        • Synchronization API
        • Visual Resource Pointer API
      • HL7v2
        • Enabling HL7v2 Interfaces
        • HL7 Authentication
        • SanteDB HL7v2 Implementation
      • HL7 FHIR
        • Enabling FHIR Interfaces
        • SanteDB FHIR Implementation
          • FHIR Subscriptions
          • Related Persons
        • Extending FHIR Functionality
      • GS1 BMS XML
      • Examples
        • Connecting to the FHIR API
        • Obtaining A Session
    • SanteDB Software Publishers
  • Knowledgebase
    • Knowledgebase
      • SanteDB 2.1.161+ on PostgreSQL 10 returns "websearch_to_tsquery" error
      • Upgrading SanteDB iCDR with large databases
      • Upgrading Gateway to SanteDB Langley (v2.0.30+) from SanteDB Kelowna and earlier
      • When sending a National Scoped ID in PID-19 (SSN) you receive "AuthorityUuid" missing error
      • After Installing dCDR you receive an error on SecurityUser
      • When logging into the dCDR you are immediately logged back out
      • PostgreSQL connections fail with block message
      • Backing up HDSI server database
      • You receive an "out of disk space" error on the IMS server
      • Setting up the "sherlock" service
      • Diagnosing service port issues
      • You receive a certificate expired or certificate not found error on startup
      • After updating a database field the values are not reflected in the application layer
      • Diagnosing Submission Errors From Mobile Device
      • Migrating A SanteDB Server
      • Pruning and Cleaning the Database
      • Improving Download Speeds on Slow Connections
      • You receive a client already running error message
      • Resetting the configuration of the Windows & Linux Applications
      • After setting up the application data appears to be missing
      • Disconnected Client Window is Scaled Improperly
      • Fatal Error on Startup
      • Synchronization Issues on Mobile
      • Installation on Mono 4.x does not permit joining of realm
      • Creating A Public Backup
      • Installing the SanteDB Disconnected Server
    • Fixes & Patches
      • 20170721-01
      • 20170725-01
      • 20170803-01
      • 20170804-01
      • 20170913-01
      • 20171003-01
      • 20171011-01
      • 20171016-01
      • 20171023-01
      • 20171030-01
      • 20171108-01
      • 20171124-01
      • 20180126-01
      • 20180131-01
      • 20180211-01
      • 20181112-01
      • 20181113-01
      • 20190322-01
      • 20190522-01
      • 20190625-01
      • 20200105-01
  • OpenIZ
    • About OpenIZ
      • Upgrading from OpenIZ to SanteDB
    • FAQ
    • OpenIZ Demonstration Servers
Powered by GitBook
On this page
  • Summary
  • Use Procedure When
  • Procedure
  • Before Beginning
  • Procedures / Tasks
  • After Completion
  • Summary Information
  • Revision History
  • See Also

Was this helpful?

  1. Operations
  2. Standard Operating Procedures

Standard Operating Procedure Template

Example SOP Template

Summary

Introduce the procedure, its purpose, and which policies or procedures the procedure fulfills.

Use Procedure When

Describe the conditions under which this particular SOP should be used - this checklist should guide the user as to when the SOP applies.

Procedure

This section of the standard operating procedure documentation indicates the overall process being undertaken, including any links to previous procedures or data.

Before Beginning

Procedures / Tasks

After Completion

Summary Information

Current Status: Reviewed By:

Revision History

Author
Date
Changes

See Also

Provide links to other documents or SOPs or related resources

PreviousApplication Management SOPsNextSanteDB User Guides

Last updated 3 years ago

Was this helpful?