Further background information can be found here: Incidents and concerns logging
Process
...
Please note that, from the flow above, only the items in green are in-scope for development.
Journey
Users will be able to access a summary page (Revalidation - Concerns - Summary View), then click through either in page or on an individual trainee basis (Revalidation - Concerns - Detail Screen (View) & Revalidation - Concerns - Detail (Edit/Save) ) to perform the following functions:
...
Admin reviews all sources of information - from within TIS and from any other sources that they may have received information
Navigates to concerns summary list
Search & select trainee - it is assumed that all Trainees will be listed on the summary screen, but not all will have any active concerns against them
Selects to add new concern from within the detailed view
Completes necessary field data (date of incident, concern type, source, date reported, employer, site, grade, status, admin, follow-up date)
Adds commentary - multiple comments can be added to a single concern entry, they will be timestamped and can be edited
Attaches documents - only documents with the following extensions can be attached .xls, .xlsx, .doc, .pdf - they can also be removed, downloaded and previewed in browser (.pdf only)
Save - this triggers an update to the “last “last updated date” date” field
Edit open concern
Admin reviews all sources of information - from within TIS and from any other sources that they may have received information
Navigates to concerns summary list
Selects the appropriate trainee record
Views the concern history
Select appropriate row to edit and expands it out
Updates the relevant field, adds / removes comment, uploads / removes document attachment
Save - this triggers an update to the “last “last updated date” date” field
Edit closed concern
Admin reviews all sources of information - from within TIS and from any other sources that they may have received information
Navigate to concerns summary list
Selects the appropriate trainee record
Views concern history
Select item to edit (+end date elapsed) or status has been manually closed
Update end date (enables editing) or change status flag
Updates the relevant field, adds / removes comment, uploads / removes document attachment
Save - this triggers an update to the “last “last updated date” date” field
Additional functions / detail
...
Export concern record - users should be able to export the entire concerns record to PDF format, so that it can be shared with non-TIS usersPlease note that, from the flow above, only the items in green are in-scope for development.
Out of Scope
Concerns management - this is a wider function that sits outside of Revalidation and will involve a larger number of stakeholders and is thus out of scope for the current MVP solution for Revalidation