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The ultimate goal for the Resource Planning and Scheduling ES bundle is to support a range of processes in the healthcare area - shift planning, occupancy management, and appointment scheduling - by service enabling the SAP Patient Management and SAP Human Capital Management solutions in order to provide connectivity to partner solutions for resource planning and scheduling.

This first iteration of the Resource Planning and Scheduling ES bundle, though, delivers enterprise services to support shift planning processes and is targeted to coincide with the release of the SAP ERP Enhancement Package 4 (EhP4). Additional enterprise services to support processes in the occupancy management and appointment scheduling areas may be added in subsequent iterations of the bundle.

In order to be able to implement the services included in the current release of this bundle, SAP customers must have a license for SAP ERP 6.0 with EhP4. The SAP Human Capital Management (SAP HCM) solution is included with SAP ERP 6.0 and contains shift management functionality. In the next iteration, customers will also have to have a license for SAP Patient Management in order to support occupancy management and appointment scheduling functionality with this bundle.

In addition, as this bundle is one piece of SAP's comprehensive solution for the healthcare industry, this bundle is related to the Patient Administration, Medical Activities, Patient Billing and Invoicing, HCM Master Data, HCM Time Management, and Resource and Supply Chain Planning for Healthcare Providers ES bundles.

Resource Planning and Scheduling (click to enlarge)

The Resource Planning and Scheduling ES bundle leverages enterprise SOA through communications between SAP ERP, in particular SAP Human Capital Management, and third-party and/or partner scheduling systems for the healthcare industry via the use of enterprise services.

Audience

This bundle supports enhanced functionality for the healthcare industry by integrating scheduling tools used by managers and administrators with SAP Human Capital Management. Users of shift planning applications will be invoking the services in this ES bundle in an integrated fashion.

 

Business Objects and Service Operations

This Enterprise Services Bundle contains the following interfaces with related service operations:

Service Operations of Component Business Partner Data Management

InterfaceServiceDescription
Manage Employee InRead Employee Basic Data To read the personal data for a single employee.
Manage Employee InRead Employee Competency To read the competencies for a single employee.

Service Operations of Component Human Capital Master Data Management 

InterfaceServiceDescription
Query Work Agreement InFind Work Agreement by Elements To read an employee's work agreement.

Service Operations of Component Time and Labour Management  

InterfaceServiceDescription
Manage Employee Leave Request Configuration InRead Employee Leave Request Configuration by EmployeeTo read the employee leave request configuration of a single employee.
Manage Employee Time Calendar InRead Employee Time Calendar Planned Working Time To transfer the planned working times from the employee time calendar.
Query Employee Time Account In Find Employee Time Account for Employee To find the employee time accounts of a specified employee.
Query Employee Time Calendar In Find Availability by Employee To import an individual employee’s availability.

How to Use This ES Bundle

The Resource Planning and Scheduling ES bundle, as well as the development of its three function areas and initial focus on shift planning, is the result of research conducted via an SAP Community Definition Group (CDG). These are groups of SAP partners and customers constituted around specific industries and functional areas in order to provide participants with the opportunity to work directly with SAP to define enterprise services to support various SAP enterprise Service Oriented Architecture initiatives.

Through these groups, SAP is able to involve its customer and partners in the development process to enable a richer discussion of the ways that SAP solutions can better support the requirements of these two important communities.

The CDG tasked with developing a vision for the Resource Planning and Scheduling ES bundle narrowed the focus of the bundle to three functional areas – occupancy planning, appointment scheduling, and shift planning – and then prioritized implementation of enterprise services around these three areas.

With regard to the first iteration, this bundle helps SAP customers in the healthcare industry better integrate third-party and/or partner scheduling systems in the clinical and hospital settings. By allowing users to work from scheduling applications they are used to and trained in, this bundle is able to bring SAP functionality into a user interface that schedulers are accustomed to.

The result of implementation of this bundle for SAP customers is benefits in the areas of:

  • Higher process efficiency through integration to information and functionality provided by SAP Human Capital Management
  • Cost savings via transparency and improved processes
  • Standards-based integration
  • Reduced training time as users work within a familiar user interface

In many cases, the use of shift planning systems themselves is a change for shift planners at hospitals who used whiteboards or tools such as Microsoft Office to create their schedules in the past, consulting with information from SAP Human Capital Management as needed to view employee data and availability information. By integrating shift planning software with SAP HCM, hospitals and other healthcare facilities have a fully integrated method of shift planning.

The following sections explore two use cases for the Resource Planning and Scheduling ES bundle. Each is intended to provide concrete examples for the types of functions the bundle supports and shows how different outcomes can be achieved by using the enterprise services in different combinations.

While these use cases demonstrate two of the ways the ES bundle can be used, they are designed to highlight the flexibility and reusability of the business objects and enterprise service operations so as to impart a clearer understanding of how they can be deployed in the customer's business environment.

Further, the following use cases could be extended beyond nursing staff to include any staff included within the hospital's human resources system.

This wiki is also the space for readers to share knowledge and collaborate with others who are implementing the Resource Planning and Scheduling ES bundle.

Use Case 1: Shift Planning Preparation

To produce a shift plan, the planner must first perform some preparation work with a third-party shift planning application. This preparation work includes determining how many workers will be needed during various time periods.

After determining these requirements, employee data needs to be pulled from SAP HCM, the system of record, and propagated to the shift planning system.

The Read Employee Basic Data enterprise service operation is invoked to bring this information into the shift-planning application. In addition, information about the competencies of each employee needs to be accessed. This information is pulled into the shift planning system using the Read Employee Competency enterprise service operation.

By determining the skill profile for each employee, the planner is able to match nurses with emergency room training and skills, for example, to emergency rooms. The same is true for nurses with specialized training in intensive care, internal medicine, radiology, pediatrics, oncology, and so on.

This load of employee data is requisite for planning a shift. As new employees are added to SAP HCM, these steps must be repeated in order to refresh that data.

The following table summarizes these steps and the associated enterprise services:

Step

Enterprise Service Invoked

Step 1: The user selects an employee from a list propagated in the third-party shift planning system.

Read Employee Basic Data

Step 2: The user then calls up the employee's specific skill profile.

Read Employee Competency

Use Case 2: Shift Planning

In the first use case, the planner has retrieved information related to a specific employee and that employee's respective skill profile. In this use case, the planner is checking to ensure that the employee is available for a specific shift in order to create a shift schedule for a particular hospital ward or set of wards.

In this scenario, the planner is still working in the third-party scheduling system and needs to define workload information---number of people required for a particular ward, skill profiles, and the like. This information is defined and maintained in the scheduling system.

The planner then knows how many people and the particular skill profiles are needed for the shift. The planner, based on the information retrieved in Use Case 1, also knows there is an employee with a skill profile to match a need for that shift.

However, what the planner does not know is if the employee is available for that shift. To find out the employee's availability, the planner selects a link or icon in the user interface in order to retrieve availability information from SAP Human Capital Management. This invokes the Find Availability by Employee enterprise service. Once the employee is determined to be available, she can be assigned to that shift.

The following table summarizes these steps and the associated enterprise services:

Step

Enterprise Service Invoked

Step 1: The user retrieves workload information for the ward and particular shift.

(No enterprise service is invoked during this step)

Step 2: The user calls up the availability of a specific employee.

Find Availability by Employee

Step 3: The user then assigns the employee to the shift.

(No enterprise service is invoked during this step)

Future Directions

As mentioned above, future iterations of this bundle will include enterprise services to support functionality in the areas of occupancy management and appointment scheduling by service enabling the SAP Patient Management application.

System Requirements

Related ES Bundles

SOA Homepage on SDN
BPX Healthcare Community