The HCSSA seeks to enable safe high quality care and improved outcomes for service users by ensuring appropriate and effective levels of staffing for NHS Scotland and Care Service Providers. The Act came into enactment on 1 April 2024 and applies across healthcare and those who provide Clinical Advice and Care Services.
In the video below, staff from some of our healthcare disciplines talk briefly about what the Act means for them and their colleagues. Clinical and Care Staff should review and understand the guiding principles and consider the potential impact, which the video helps to outline. You can also complete the Informed Learning resource on Turas.
You can contact us at ggc.healthcare.staffing@nhs.scot
Health and Care (Staffing) (Scotland) Act 2019
The Health and Care (Staffing) (Scotland) Act 2019 was enacted in April 2024. It aims to provide a statutory basis for the provision of appropriate staffing in Health and Social Care services to support the delivery of safe and effective high-quality care. This will be achieved by having the right people with the right skills in the right place at the right time to improve outcomes for people using our services and improve staff wellbeing. The Act does not prescribe health care staffing levels or planning and instead supports the development of suitable approaches in various health and social care settings.
The implementation of the Act will:
- Assure that staffing is sufficient to support the delivery of high-quality care
- Support a culture of honesty and transparency that engages health and social care staff in the relevant process and ensures they are informed regarding healthcare staffing decisions
- Support further improvements to enhance and strengthen current arrangements in healthcare staffing planning and employment practices
- Risk escalation and mitigation processes to enable health and social care staff to be heard at all levels to inform evidence-based healthcare staffing decision-making
- Ensure professional clinical advice is available when healthcare staffing risks are highlighted
What is the role of NHSGGC in the Health and Care (Staffing) (Scotland) Act 2019?
NHSGGC must:
- Have regard for the guiding principles:
- That the main purposes of staffing for health and care services are to provide safe and high-quality services and to ensure the best health or care outcomes for service users.
- That staffing for health and care services is to be arranged while:
- Improving standards and outcomes for service users;
- Taking account of the needs, abilities, characteristics, and circumstances of different service users;
- Respecting the dignity and rights of service users;
- Taking account of the views of staff and service users;
- Ensuring the wellbeing of staff;
- Being open with staff and service users about decisions on staffing;
- Allocating Staff efficiently and effectively;
- Promoting multi-disciplinary services as appropriate.
Further to this patient-facing clinical services are required to comply with :
- Duty to ensure appropriate staffing (overarching duty)
- Duty to ensure appropriate staffing –agency workers-
- Duty to have real-time staffing assessment in place
- Duty to have risk escalation in place
- Duty to have arrangements to address severe and recurrent risks
- Duty to seek clinical advice on staffing
- Duty to ensure appropriate staffing –number of Healthcare Professionals etc.)
- Duty to ensure adequate time given to clinical leaders
- Duty to ensure appropriate staffing – staff training
- Duty to follow the Common Staffing Method
NHS Scotland Boards and delivery partners must report annually to Scottish Ministers on how they have met the requirements in the legislation and support Healthcare Improvement Scotland (HIS) and the Care Inspectorate (CI), as required.
NHSGGC Delivery of HCSSA
NHSGGC agreed to be a ‘test board’ as part of Scottish Governments development of the legislation and its guidance, amongst other Health Boards. From September 2023, the Programmes focus was to review the Acts draft duties and guiding principles using SWOT analysis techniques, in multi-disciplinary teams across the Health Board and our 6 HSCP delivery partners. This was completed for the Acts guiding principles and the majority of the Duties within the Act. The multi-professional approach and preparation enabled the Board to establish evidence, for where we already had compliance with the Act and highlight key activities and actions to be delivered to improve the level of compliance.
As such, the Act was implemented maintaining the multi-disciplinary planning approach, taking the outputs from the testing of the duties, developed from recommendations into driver diagrams, to plan out the improvement activities required for compliance. These were translated into a list of actions, prioritised by assurance and risk rating, and assigned to a lead or short life working group.
We worked hard to deliver this in a way that had little as possible impact on “business as usual” work of our busy clinical colleagues, splitting the duties into separate working groups and meeting regularly to ensure multi professional input are considered and solutions reached by consensus, which was the core approach to this programme.
We continue to work cross-organisationally with our colleagues in other NHS Scotland boards to ensure we deliver and improve compliance with the Act consistently across Scotland and build a supportive network of subject matter experts. We are committed to understanding the experiences of others and providing learning to everyone involved.
HCSSA Reporting
HCSSA Resources and Guidance
Healthcare Improvement Scotland (HIS) Resources
Scottish Government (SG) have published statutory guidance to accompany the Health and Care (Staffing) (Scotland) Act 2019.
Healthcare Improvement Scotland (HIS) in collaboration with SG have developed a series of Quick Guides to compliment the statutory guidance relating to NHS services.
The aim of these quick guides is to:
- Provide a quick and easy resource for staff to access
- Provide a simple explanation of parts of the legislation
- Provide practical examples and actions for boards and services
- You can also access the Health and Care Staffing Act Sway presentation which gives a concise overview of all parts of the Act
- Healthcare Improvement Scotland (HIS)
- NHSGGC HCSSA – What is a Quick Guide? (NHSGGC Video duration 4:36minutes)
- NHS GGC Staff Communication: Updates to National Staffing Level Tools
Care Inspectorate (CI) Resources
- Care Inspectorate – HCSSA Web Pages
- Care Inspectorate – HCSSA Short Guide
Scottish Government (SG) Resources
NHSGGC HCSSA Procedures
NHSGGC Procedures developed by a multi professional team for implementation to support compliance with the Act
- NHSGGC Real Time Staffing and Risk Escalation Standard Operating Procedure
- NHSGGC RTS Risk Escalation Template with Example
- NHSGGC Time to Lead Standard Operating Procedure
- NHSGGC Common Staffing Method Standard Operating Procedure
- NHSGGC Nursing and Midwifery Safe to Start In-Patient Hospital Services Process, VLog for reference
- NHSGGC Nursing and Midwifery Safe to Start Community Services Process
Examples of service or profession specific process or procedures, where they have localised the above
- NHSGGC Common Staffing Method Case Study Poster – Maternity Services
- NHSGGC Common Staffing Method Case Study VLog – Maternity Services
- NHSGGC RTS & RE – Rehabilitation and Enablement (RES) SOP
- NHSGGC RTS & RE – Nursing and Midwifery Inpatient Blueprint SOP
- NHSGGC RTS & RE Nursing and Midwifery HSCP Blueprint SOP
- NHSGGC RTS & RE SOP – Anaesthesia Dept, GRI
- NHSGGC RTS & RE SOP Case Study Poster – Anaesthesia Dept, GRI
- NHSGGC RTS & RE SOP Case Study VLog – Anaesthesia Dept, GRI
- NHSGGC Time to Lead SOP Case Study Poster – Anaesthesia and Critical Care
- NHSGGC Time to Lead SOP Case Study VLog – Anaesthesia and Critical Care
- NHSGGC RTS & RE SOP – Orthotics
- NHSGGC RTS & RE Case Study – Orthotics
- NHSGGC Time to Lead SOP – Orthotics
- NHSGGC RTS & RE SOP – Microbiology
- NHSGGC RTS & RE SOP Psychology
- NHSGGC Time to Lead SOP – Psychology
- NHSGGC Time to Lead SOP – Psychiatry
- NHSGGC RTS & RE SOP – Forensic Mental Health
- NHSGGC RTS & RE SOP – Court Residents On Call
- NHSGGC RTS & RE AHP Services SOP North Sector
- NHSGGC Time to Lead SOP – AHP OT & PT North Sector
- NHSGGC Time to Lead SOP Dietetics North Sector
- NHSGGC RTS & RE SOP Dietetics North Sector
- NHSGGC RTS & RE SOP Acute Clyde AHP Service
- NHSGGC RTS & RE SOP – Mental Health Inpatient Services
- East Dun HSCP RTS & RE SOP – ACN
- Inverclyde HSCP RTS & RE SOP Children & Families
HCSSA Frequently Asked Questions
- HCSSA AHP Frequently Asked Questions
- HCSSA HCS Frequently Asked Questions
- HCSSA Medical Frequently Asked Questions
- HCSSA – Medical Qtr Assurance Evidence Checklist
- HCSSA Nursing and Midwifery Frequently Asked Questions
- HCSSA Pharmacy Frequently Asked Questions
- HCSSA – HealthCare Science Qtr Assurance Evidence Checklist
- HCSSA – Presentation to Medical Wellbeing Meeting March25
- HCSSA – Medical Qtr Assurance Evidence Checklist – VLOG
- HCSSA – Nursing and Midwifery Qtr Assurance Evidence Checklist
- HCSSA Flyer for Medical Staff
HCSSA Education and Training for Staff – The Knowledge and Skills Framework
All staff must be aware of and understand the principles of the legislation and consider its impact on their responsibilities to:
- People who use the service
- Colleagues
- NHSGGC
- Where appropriate to their profession
Education must be completed at a level appropriate to role, with clinical leaders required to complete Skilled level education and all other staff completing Informed level education.
All staff are responsible for escalating any immediate healthcare staffing concerns to the senior person on duty.
Clinical leaders are responsible for supporting team understanding of health and care staffing and promoting open and transparent discussions about staffing decisions.
Please refer to all Quick Guides relating to the Act.
Please complete:
- Learning resources : Informed level | Turas | Learn
- Learning resources : Skilled level | Turas | Learn
For certain identified roles, it is also recommended to complete the expert level:
Workforce Business Systems (RLD) Programme – Optima, SafeCare & LOOP
Workforce Business Systems (RLD) Programme
One of the important programmes supporting delivery of the HCSSA in our Board and across delivery partners, is the Workforce Business Systems (RLD) Programme, who are working towards successful deployment and safe operational delivery of several applications that constitute Workforce Business Systems (RLD).
These systems are Optima eRostering, SafeCare (for Real Time Staffing and Staffing Level Tools), BankStaff, LOOP, Allocate Rota, Allocate JobPlan and all related hosted technical infrastructure and integrations for these RL Datix applications with other workforce related systems (such as Payroll and eEES).
Governance for this programme are outlined in this document https://www.nhsggc.scot/downloads/wbs-programme-rld-governance-may26/
Our Team who manage the Optima eRostering, SafeCare Loop aspects of the RLD Suite. If you are a NHSGGC member of staff you can access their SharePoint site and a wealth of resources here GGC-CORE eRostering – Home
This presentation is designed to give you an overview of the three core applications that work together as part of the RLDatix rostering suite.
Optima, SafeCare and Loop (Generic) Demo with Voiceover
Feedback Request – Optima, SafeCare & LOOP
Please share your experience of the recent implementation, including communications, training, support, resources, and system use. Your feedback will help improve future rollout activity. Do not include patient-identifiable information or confidential staff information.
Optima (eRostering)
Optima is an electronic management system and workforce tool to enable the effective, safe and equitable utilisation of staff and resources across our organisations. It enables managers to more effectively roster to staffing needs by time of day, day of week and by skill level, ensuring that the ‘right people, with the right skills, at the right time’ are available. It enables end-to-end staff management based on one consolidated view of all staff groups and all staff types, whether substantive, bank or agency.
Optima has the ability to generate simple to complex healthcare rosters via self or auto roster functionality. Enables end to end roster management and visibility. Will be replacing SSTS by March 2028. Live for Nursing and Midwifery in Early Adopter sites IRH and VOL. Moving next to RAH and broadening out to other professional groups. Deployment plan coming soon!
Benefits of Optima include:
- Improved patient care – by ensuring that correctly skilled staff are on duty, and increasing time to care
- Roster Analysis – objectively shows if the roster is ‘good’ e.g. safe, fair and efficient – via Key Performance Indicators
- Resource Efficiency – highlights and reduces avoidable costs by better utilisation of the workforce and reducing dependency on temporary workforce – delivering improved continuity of care
Integrates with SafeCare (Real Time Staffing and Staffing Level Tools), BankStaff and Loop. Interfacing with eRota (resident Doctor Rota management) and eJobPlan (Consultant grades) are in development. Other functionality is still to be considered for use in our Board, these are; Activity Planner – allows scheduling of clinical activity, assigning a lead to activity and other supporting staff i.e. specialists.
Optima Quick Reference Guide
- Add a Duty Note
- Add Unavailability
- Adjust Shift Times
- Approve a Roster
- Approve/Deny Duty Requests
- Bulk Add PH Absence
- Create Additional Duties
- Create Excess or OT Shifts
- Create Personal Patterns
- Favourites
- Finalising inc. Counter Fraud Statement
- Manually Add/Remove Shifts
- Protected Time to Lead
- Run AL Report
- Run Auto Roster
- Send To Bank
- Requesting a Bank Shift on Optima, SafeCare and BankStaff
Optima Navigation Videos
These Optima Navigation videos have been developed to help staff become familiar with the key features and functions of the Optima rostering system. The videos provide practical, step-by-step guidance on navigating the system, accessing and managing rosters, reviewing staff information, recording availability, and completing common rostering tasks. By supporting consistent use of Optima, these resources aim to improve user confidence, enhance roster management processes, and support effective workforce planning across services, allowing anyone who has not been able to make engagement or training sessions to access at any time convenient to them.
- Orientation Session
- Navigate to a Roster
- Personal Panel
- Roster Panel
- Roster Screen Overview
- Run Auto Roster
- SafeCare Finalisation
- System Navigation
- Unavailability Panel
Roster Finalisation
As part of NHS Greater Glasgow and Clyde’s ongoing governance improvements, the process for finalising both substantive and bank shifts has been updated. Only Charge Nurses and above will be authorised to finalise all shift types for payment. Access for all other staff is being systematically removed, and some staff may already find they no longer have sign-off permissions. They will also now be required to tick the Counter Fraud Declaration whenever finalising with Optima (QRG Attached). This update strengthens governance and ensures that shift authorisation is carried out by staff with appropriate seniority and oversight responsibilities.
Exceptions
There may be exceptions identified in specific circumstances, such as administrative support. These must be agreed in advance via the relevant Sector/HSCP Chief Nurse prior to requesting via email to the CORE eRostering Team at ggc.coreerosteringteam@ggc.scot.nhs.uk
Important Note – Please note that the deadline for finalising Substantive shifts is 11am every Monday and does not change the deadline of 12pm every Friday for finalising Bank shifts.
If you have any queries regarding the change in process, please contact the CORE eRostering Team directly on 0141 278 2999 or ggc.coreerosteringteam@ggc.scot.nhs.uk. We appreciate your continued cooperation during this transition.
To Support you with these changes the Quick Reference Guides have been updated to included review screenshots of how the process will now flow
Moving from SSTS to Optima eRostering
SSTS Roster Management Process
As part of a developing deployment plan, we will be contacting areas in agreed order of prioritisation to gather information required to configure your rosters and embark on engagement and training.
Data Gathering
Data Gathering booklets are structured tools used to systematically capture key information required to support the configuration of an Optima roster. They gather consistent details about services, staffing models, working patterns, skill mix, and operational requirements, ensuring accurate and comprehensive data is available before build and configuration.
This booklet is designed to help the CORE Team build and configure your roster in Optima & SafeCare based on your current rostering practices. By capturing the required information, it helps streamline the process and, where possible, produce a robust first draft roster that reflects Funded Establishment, Rostering Policy (where applicable), and any local bespoke rostering requirements.
Completing the workbook accurately will help ensure your Optima roster is set up safely, consistently, and in line with how your service runs. Please review each section carefully, update any missing or incorrect information, and highlight anything that requires further discussion with the Core e-Rostering team.
This short video provides an overview of the Data Gathering Workbook for Nursing & Midwifery and how it supports Optima eRostering setup.
Download the Nursing & Midwifery Data Gathering Workbook here.
This short video provides an overview of the Data Gathering Workbook for non Nursing & Midwifery and how it supports Optima eRostering setup.
Download the Non Nursing & Midwifery Data Gathering Workbook here.
Due to the personal information captured in Optima, the Workforce Business Systems programme has identified a need to publish a role-based authentication model (RBAC), which specify the various roles and associated permission to ensure appropriate access based on related board process and policies.
This paper has been coproduced by Core Team and Bank Team to document the model, please read to consider roles that are established are listed with. RBAC
BankStaff (Staff Bank)
The NHSGGC Staff Bank provides a comprehensive, flexible staffing solution to support services across Nursing & Midwifery, Medical, Facilities, AHP, Administration and Interpreting in response to both planned and unplanned workforce shortfalls. The system used for managing Staff Banks is BankStaff.
Through a diverse and highly skilled temporary workforce, the service supports staffing requirements across hospital wards, outpatient clinics, health centres and community settings, helping to ensure continuity of service delivery and operational resilience.
Operating 24 hours a day, 365 days a year, the Staff Bank plays a critical role in maintaining safe, effective and person-centred care across NHS Greater Glasgow and Clyde.
Loop (Optima and BankStaff Users)
Loop is a Communications app with simple-to-use features such as viewing rosters, requesting leave, picking up vacant shifts and more. It gives access to personal roster and working schedules, as well as connecting and engaging with colleagues and the organisation.
On the 30 April 2025, NHS Greater Glasgow and Clyde will launch Loop, a communications tool supplied by RLDatix, which links to BankStaff and Optima (eRostering). It has replaced Employee Online (EOL) that had been previously used by our BankStaff users. Loop provides the same functionality as EOL as well as including some new features. Watch a Demo Here
Getting Started
Follow the steps below to Download & Access Loop for the first time, you can use your own familiar personal devices:
1. Download the app for Android or Apple or go to the Loop Website
2. Sign up for an account with an email address nhs.scot addresses are preferred but can be other formats or personal
3. You need to verify the address with a One-Time-Code
4. Select Connect to your organisation and search for NHS Greater Glasgow & Clyde
5. Log in with username details issued by the CORE Rostering Team
6. Please ensure you input your phone number as this will allow easier log ins and provide additional account security (Multi Factor Authentication).
LOOP Quick Reference Guide
- Adding & Disconnecting an Organisation
- Call-Outs
- Create a LOOP Account
- Main Screen Navigation
- Personal Roster Navigation
- Recording Availability
- Requesting Duties
- Requesting Leave
- Signing In & Out
- View & Book Available Bank Duties
- LOOP Lunch – Do’s & Dont’s
Key contacts
Staff Bank
- Email: staff.bank@ggc.scot.nhs.uk
- Phone: 0141 278 2555
Medical Staff Bank
- Email:ggc.medicalstaffbank@nhs.scot
- Phone: 0141 278 2671
Substantive Staff (CORE)
- Email:ggc.coreerosteringteam@ggc.scot.nhs.uk
- Phone: 0141 278 2999
SafeCare (Real Time Staffing and Risk Escalation and for Staffing Level Tools)
SafeCare is a real‑time staffing and risk‑escalation system that provides a live, organisation‑wide view of staffing levels alongside patient acuity. This enables leaders to identify and mitigate risks quickly, while also monitoring severe or recurring risks within their areas. The system will be used by operational staff responsible for managing their clinical areas, with senior leadership oversight to ensure robust governance, assurance, and accountability for staffing decisions and mitigations to ensure high quality, person-centred care.
SafeCare National Configuration v3.5
SafeCare – Real Time Staffing & Risk Escalation Application
NHSGGC Nursing & Midwifery SafeCare RTS & RE Standard Operating Procedure
NHSGGC Generic SafeCare RTS & RE Standard Operating Procedure
Nursing & Midwifery – RTS & RE Process & Demo
HealthCare Scientists – RTS & RE Process & Demo
Allied Health Professionals – RTS & RE Process & Demo
Pharmacy – RTS & RE Process & Demo
SafeCare QRG
SafeCare is also being developed to host the suite of Staffing Level Tools (SLT) which are evidenced based tools to support staff to apply the Common Staffing Method as laid out in the Health and Care (Staffing) (Scotland) Act 2019 (HCSSA). They were developed to provide a recommended whole time equivalent (rWTE) value for a ward or area based on the acuity of the patients. These tools have been hosted on the Scottish Standard Time System (SSTS) historically and began to migrate to the SafeCare and Optima platform in October 2025 when the development of the Mental Health and Learning Disability (MHLD) Inpatient Nurse SLT went live on SafeCare. This was followed in April 2026 by the Neonatal SLT, the Emergency Care Provision (ECP) SLT, and the Maternity Services SLT.
Need More Information?
If you would like to learn more about the Staffing Level Tools, or have any questions about their use and implementation, our team is here to help.
Please get in touch with us at ggc.hcst.staffingleveltools@nhs.scot and a member of the team will be happy to assist you.
eJobPlan
Used for our Medical Consultant job planning, this tool facilitates job planning for consultants, speciality doctors and specialists.
Allocate Rota
Resident doctor rota building tool, creating compliant rotas. This will be the DRS replacement tool.
System under development and test during 2025. Anticipated live use in Quarter 1 2026 – 2027.










