Data Services

User guides

ePACT2 online learning

This page features training guides and videos covering a range of ePACT2 topics.

Guides by organisation type

Groups of guides to aid you in getting the most from ePACT2 depending on the type of organisation you are registered under. Additional organisation groups will be added soon.

National

ePACT2 - National Quick Start Guide (PDF: 729KB)ePACT2 - National Reports to get you started (PDF: 520KB)ePACT2 - National Accessing and using Dashboards and Pre-built reports (PDF: 1MB)ePACT2 - National Accessing and using Financial Reports (Word: 2.11MB)

ICB

ePACT2 - ICB Quick Start Guide (PDF: 647KB)ePACT2 - ICB Reports to get you started (Word: 1.3MB)ePACT2 - ICB Accessing and using Dashboards and Pre-built reports (Word: 1.77MB)ePACT2 - ICB Controlled Drug Monitoring Reports (Word: 1.36MB)

SICBL

Introductory pre-recorded webinar for SICBL ePACT2 users (YouTube video)

ePACT2 - SICBL Quick Start Guide (PDF: 647KB)ePACT2 - SICBL Reports to get you started (Word: 1.22MB)ePACT2 - SICBL Accessing and using Dashboards and Pre-built reports (Word: 1.69MB)ePACT2 - SICBL Accessing and using Financial Reports (Word: 2.56MB)

Hospital Trust

ePACT2 - Hospital Trust Quick Start Guide (PDF: 646KB)ePACT2 - Reconciling your NHSBSA invoice (PDF: 972KB)ePACT2 - Hospital Trust Reports to get you started (PDF: 738KB)ePACT2 - Hospital Trust Accessing and using Dashboards and Pre-built repots (PDF: 1.41MB)ePACT2 - Accessing and using the Hospital Trust Volume and Cost Report (PDF: 476KB)ePACT2 - Accessing and using the Invoice Reconciliation Report (PDF: 400KB)ePACT2 - Accessing and using the Itemised Prescribing Payment (IPP) Report (PDF: 584KB)ePACT2 - Accessing and using the Remuneration Report (PDF: 508KB)

Primary Care Network (PCN)

Introductory recorded webinar for Primary Care Network ePACT2 users (YouTube video)

ePACT2 - PCN Quick Start Guide (PDF: 526KB)ePACT2 - PCN Accessing and Using Dashboards and Pre-built Reports (PDF: 1.5MB)ePACT2 - PCN Reports to get you started (PDF: 651KB)

Practice

Introductory pre-recorded webinar for GP Practice ePACT2 users (YouTube video)

ePACT2 - Practice Quick Start Guide (PDF: 527KB)ePACT2 - Practice Accessing and Using Dashboards and Pre-built Reports (PDF: 1MB)ePACT2 - Practice Accessing and using the Personally Administered Items report (PDF: 736KB)ePACT2 - Practice Accessing and using the Practice Detailed Prescribing Information (PDPI) report (PDF: 580KB)ePACT2 - Practice Reports to get you started (PDF: 824KB)

Functionality Guides

ePACT2 essentials

Essentials master guide (PDF: 3.56MB)

ePACT2 user guides ePACT2 video guides on YouTube
Accessing the system user guide (PDF: 905KB)  
Accessing and using dashboards, pre-built reports and quick search user guide (PDF: 1.37MB) Quick search (YouTube video)

Using the catalog user guide (PDF: 805KB)

 Using the catalog (YouTube video)

Building an analysis user guide (PDF: 1.17MB)

 Building an analysis (YouTube video)

Saving, printing and exporting analysis user guide (PDF: 372KB)

 Saving, printing and exporting analysis (YouTube video)

Re-using and editing saved reports and analysis user guide (PDF: 415KB)

 Re-using and editing saved reports and analysis (YouTube video)

Sharing ePACT2 content with other users (archive and un-archive) user guide (PDF: 383KB)

 Archiving and un-archiving content (YouTube video)
Sharing ePACT2 content with other users (sharing the XML) user guide (PDF: 746KB)  

Setting up favourites user guide (PDF: 385KB)

 Setting up favourites (YouTube video)

Account settings user guide (PDF: 352KB)

 Account settings (YouTube video)

Using the Shared Area user guide (PDF: 680KB)

  

Analysis in depth

Analysis in-depth master guide (PDF: 3.76MB)

ePACT2 user guides ePACT2 video guides on YouTube

Using the time period measures user guide (PDF: 327KB)

 Using time period measures (YouTube video)

Using age bands user guide (PDF: 536KB)

  

Calculated items user guide (PDF: 532KB)

 Perform calculations (YouTube video)

Using bins user guide (PDF: 643KB)

  

Hierarchy columns and selection steps user guide (PDF: 1.05MB)

  

Aggregating columns to SICBL or national level user guide (Word: 638KB)

  

Using patient count user guide (PDF: 390KB)

  

Creating and using a saved column user guide (PDF: 722KB)

  

Filtering individual columns user guide (PDF: 688KB)

 Filtering individual columns (YouTube video)

Using patient unit measures (ASTRO/Standard PU) columns user guide (PDF: 1.98MB)

 Using patient unit measures (ASTRO/Standard PU) columns (YouTube video)

Using STAR PU Columns user guide (PDF: 1.19MB)

  
Including Variance calculations user guide (PDF: 1.09MB)  

Creating and using filters

ePACT2 user guides ePACT2 video guides on YouTube

Understanding saved filters user guide (PDF: 882KB)

  
Creating a saved filter using an external list user guide (PDF: 933KB)  

Presenting data in ePACT2

Presenting your analysis with views user guide (PDF: 990KB)​​​​​​

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