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Process NameAS-2 Bulk Create AssessmentsComments
DescriptionUser has the ability to create an event record that can have evidence and outcomes applied to it related to a trainee's ARCP, RITA and HSC trainee reviews etc. in bulk
ActorsLocal Admin
Pre-Conditions

Logged in Authorised User

Review dates known

User navigated to Bulk Uploads space


Post-Conditions

View all or searched assessments in a summary screen

Assessment event flagged against trainee records

Notification sent Assessment Panel and Trainees

Assessment event flagged in Trainee UI 


Process Steps
  1. Select to bulk create assessments
  2. Download spreadsheet
  3. User completes spreadsheet
  4. Upload completed spreadsheet
  5. User saves recordaction
  6. System validates spreadsheet
  7. System creates records on OK values
  8. Confirmation message is displayed on screen
  9. Confirmation of assessment is recorded against Trainee record
  10. New assessment event added to summary list page

Question for Joanne Watson (Unlicensed) - would an excel template upload be necessary?

Yes, make this a bulk upload via spreadsheet scenario


People Process:

  1. Download the template from TIS
  2. Populate the spreadsheet with people records
  3. Upload spreadsheet
  4. System validates spreadsheet
  5. System creates new records based on spreadsheet values
  6. System presents a list of newly created records for review/update
  7. Account/Profile of trainees created??
  8. Notifications sent to trainnes with credentials??


Alternative ProcessAS-1 Create Assessments Event
Rules
  • Rule: Only specified fields should be entered
  • Rule: spresdsheet can only be completed if completely correct (Joanne Watson (Unlicensed) - please confirm)
  • Error: where data is incomplete i.e. mandatory fields completed incorrectly

  • Error: where mandatory fields not completed

  • Error: Structure of the template expected by the import does not match, i.e. file format/column names/order expected do not match

  • Error: Duplicate rows identified in the spreadsheet

  • Error: Duplicate record of a person already exist on the system.

If Excel upload valid, then validation should be done on those fields (see People Scenarios PP-6)

JIRA ReferenceTIS-776
Audit Log

Who created the assessment and when

Present audit log to all with view permissions


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