Framework Agreements and Tasks

At the top of your dashboard, you will see a carousel of Framework Agreements that you can click into to see further information about the agreement. In the carousel, the following information will be displayed about the framework:

• Name 

• Reference 

• Description

• Sector e.g. Technology 

• Pending Tasks flag (if there’s an outstanding task against the framework)

• View Details button

Note: You can use the arrows in the top right to navigate between the different frameworks you might be on. 

To view further details of a framework, click on the View Details button to open up the framework profile. The following information will now be visible: 

• Relevant Dates e.g. Start/End Date

• Framework Owner information e.g. NHS SBS, contact email 

• Framework Lots - this will show the lots of the framework and which ones you have been awarded to

• Returns 

  • Pending Tasks - any previous monthly task which hasn’t yet been completed by you

  • Completed Tasks - an overview of your already submitted tasks 

  • Rebate rules - based on the framework agreement and lot you’re part of, the % fee that will be applied to your submitted invoice returns.

At the bottom of your dashboard you will find the Tasks table. This shows all MI return tasks that require action, as well as any returns you have already submitted.

The table is split into two tabs:

•  Pending tasks – returns that still need to be submitted

•  Completed tasks – returns you have already submitted

You can search, filter and sort tasks within both tables.

You can also use the Download template or Export data buttons above the table if needed.

The Pending tasks tab shows all returns that are still due to be completed.

Each row includes the following information:

• Framework Agreement – the framework the return relates to

• Status – whether the task is Pending or Overdue

• Due Date – the deadline for submitting your return

• Actions – options available to complete the task

Available actions include:

• Complete Return – submit your return manually or by uploading a template

• Nil Return – submit a nil return if you have no business to report

• Mark as Done – confirm the task has been completed

Once a return has been completed and marked as done, it will move to the Completed tasks tab.

The Completed tasks tab shows all returns that have already been submitted.

Each row includes:

• Return ID – a unique reference for the submitted return

• Framework Agreement – the framework the return relates to

• Status – Approved, Awaiting Approval, or Rejected

• Submitted On – the date the return was submitted

• Reviewed On – the date the return was reviewed by NHS SBS

• Feedback – comments provided by the NHS SBS team

• Actions – view more details about the return

Return statuses include:

1. Approved
   Your return has been reviewed and accepted by NHS SBS.

2. Awaiting Approval
   Your return has been submitted and is waiting to be reviewed by NHS SBS.

3. Rejected
   Your return has been rejected by NHS SBS. If provided, feedback from the NHS SBS team will explain the reason for the rejection. You will further have the option to resubmit the return upon rejection if needed. 

To view the full details of a submitted return, click View Details in the Actions column.