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  1. field labels & reference data - see field validation
  2. integrated reporting - see Reporting
  3. date of incident (non-mandatory) and date case raised (additional field)
  4. Add types - reference data tbc
  5. Source >> free text field
  6. employer at the time >> should be trust
    1. Trusts
    2. Non-hospital practices/sites
    3. Practices (NB: are these is this just another term for sites?) Alistair Pringle (Unlicensed)
  7. Site >> remain as is
  8. Grade at the time >> remain as is
  9. Any other information required here? (see form templates) Alistair Pringle (Unlicensed) - please can you chase up sending the consolidated forms?
  10. detailed information >> no limit on free text 
  11. contact person >> should be case manager name & email address
  12. submission of
    1. a request (front end) i.e needs to be accessible without login
    2. no validation required to confirm they are affiliated with the trainee in a meaningful way for HEE
    3. case related further information
  13. Statuses of a case

    • submitted, accepted, returned, under review, closed
    • can the statuses trigger comms or suggest manual comms?
  14. Notifications sent where
    1. a new submission is received (HEE Cases Admin only)
    2. an update to a case is made (referrer)

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