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The screen below will be the creation / editable detail screen for Concerns, accessed via the Concerns detail screen. It displays either a blank or editable view of an existing Trainee’s concern in relation to revalidation only.

Validation

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Document upload only

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Options

  • Lead Employer Trust (LET)

  • Trainee

  • TPD

  • Specialty Team

  • Previous HEE

  • GMC

  • Other

Read-only

Label

Type

Rules (header / content)

1

Date of incident

Read-onlyEntry field

Column data: Entered by the Reval Admin on create/edit view

ReadDate-onlypicker

Mandatory

Column data: Entered by the Reval Admin on create/edit view

  • View/Editable by SuperAdmin, TISAdmin1_reval, TISAdmin2_reval users

  • View only by TISAdmin3_reval

  • Mandatory

2

Concern type

LabelEntry field

Read-onlyDrop-down [TBC]

Mandatory

Column data: Entered by the Reval Admin on create/edit view

  • View/Editable by SuperAdmin, TISAdmin1_reval, TISAdmin2_reval users

  • View only by TISAdmin3_revalMandatory

3

SourceLabel

Entry field

Read-onlyDrop-down

Options

  • Lead Employer Trust (LET)

  • Trainee

  • TPD

  • Specialty Team

  • Previous HEE

  • GMC

  • Other

Mandatory

Field data: Entered by the Reval Admin on create/edit view

  • View/Editable by SuperAdmin, TISAdmin1_reval, TISAdmin2_reval users

  • View only by TISAdmin3_revalMandatory

44

Date reported

Label

Read-only

Date reported

Entry field

Date picker

Mandatory

List restricted to

  • “Employers” in Placement table, and

  • Posts/Placements related to Local Office

Field data: Entered by the Reval Admin on create/edit view

  • View/Editable by SuperAdmin, TISAdmin1_reval, TISAdmin2_reval users

  • View only by TISAdmin3_revalMandatory

5

EmployerLabel

Entry field

Read-onlyDrop-down, dependent on “Source”

Mandatory if source = LET

Restricted to any employer the trainee has been associated with

Field data: drop down / type-ahead entered by Admin

  • View/Editable by SuperAdmin, TISAdmin1_reval, TISAdmin2_reval users

  • View only by TISAdmin3_reval

List restricted to

  • “Employers” in Placement table, and

  • Posts/Placements related to Local Office

6

SiteLabel

Entry field

Read-onlyDrop-down

Mandatory if source = LET

Restricted to sites related to trainee in Placements and Posts

Column data: drop down / type-ahead entered by Admin

  • View/Editable by SuperAdmin, TISAdmin1_reval, TISAdmin2_reval users

  • View only by TISAdmin3_reval

List restricted to
  • “Site” in Placement table, and

  • Posts/Placements related to Local Office

7

GradeLabel

Entry field

Read-onlyDrop-down

List restricted to

  • Grades

Column data: drop down / type-ahead entered by Admin

  • View/Editable by SuperAdmin, TISAdmin1_reval, TISAdmin2_reval users

  • View only by TISAdmin3_reval

List restricted to

  • Grades

8

Status

Label

8

Status

Entry field

Drop-down

Restricted options

  • Open

  • Closed - if closed, status must be changed to open before other fields can be edited

Column data: Entered by the Reval Admin on create/edit view

  • View/Editable by SuperAdmin, TISAdmin1_reval, TISAdmin2_reval users

  • View only by TISAdmin3_reval

  • Mandatory

Restricted options

  • Open

  • Closed - if closed, status must be changed to open before other fields can be edited

9

AdminLabel

Entry field

Read-onlyType-ahead / drop down

List restricted to

  • Admins associated with user’s local office

Column data: Entered by the Reval Admin on create/edit view

  • View/Editable by SuperAdmin, TISAdmin1_reval, TISAdmin2_reval users

  • View only by TISAdmin3_reval

List restricted to

  • Admins associated with user’s local office

10

Follow-up date

Entry field

Label

Read-onlyDate picker

Must be in the future

Column data: Entered by the Reval Admin on create/edit view

  • View/Editable by SuperAdmin, TISAdmin1_reval, TISAdmin2_reval users

  • View only by TISAdmin3_reval

11

<expander>

Button

Read-only

Admin select top open the record details

  • All users can expand/retract

12

Last updated dateLabel

Auto-populated field

Read only

Column data displays the date the record was last updated in standard TIS format

  • read only

  • viewable by all users

  • Updated on “save” when any changes made to the record

  • Auto-populated on save

13

Comments

Freetext box

Freetext comments, unlimited capacity per box

Multiple entries

Stored against a particular concerns record

Editable once initially entered and can be added / removed

  • View/Editable by SuperAdmin, TISAdmin1_reval, TISAdmin2_reval users

  • View only by TISAdmin3_reval

14

Add documents

Label

read only

15

Document 1 + document titleLink

Label

If in view mode:

Link that opens out to PDF downloadable/viewable version of uploaded document

Opens PDF opens in new browser tab

Can Others can be downloaded locallyPDFs can be previewed in browser

Should be able to remove document

  • View/Editable by SuperAdmin, TISAdmin1_reval, TISAdmin2_reval users

  • View only by TISAdmin3_reval

16

Upload document

Link

Link that allows user to upload document from their device / sharepoint

Click through to document upload screen

  • View/Editable by SuperAdmin, TISAdmin1_reval, TISAdmin2_reval users

  • View only by TISAdmin3_reval

17

Save

Button

Click to save or automatically store record and updates on close

Triggers update to “last updated date”

  • Available to SuperAdmin, TISAdmin1_reval, TISAdmin2_reval users

  • Not visible to TISAdmin3_reval

18

Cancel

Button

Click to cancel and clear changes made to new / existing record

  • Available to SuperAdmin, TISAdmin1_reval, TISAdmin2_reval users

    • Not visible to TISAdmin3_reval

19

Add tag (not yet displayed in prototype)

Button

Click to add tagging

Field entry

  • add tag

    • non-mandatory

    • max no of tags = 10

    • min character length = 2

    • max character length = 15

    • no spaces allowed

  • Available to SuperAdmin, TISAdmin1_reval, TISAdmin2_reval users

    • Not visible to TISAdmin3_reval

  • Tags viewable by all users

20

Export (not yet displayed in prototype)

Button

Click to export Concerns recordSearch (document)

Search box

Enables user to search for documents from those uploaded

  • Available to all users

21

Filter tags NEW story required

Search box

Enables user to filter on tags for document

Free-text filter

  • Available to all users

22

Remove document

Button

Enables user to delete document

Presents warning that document will be permanently deleted - user can then close / cancel action

  • Available to SuperAdmin, TISAdmin1_reval, TISAdmin2_reval users

  • Not visible to TISAdmin3_reval

Note: fields are only editable for the following users:

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Super Admin

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Admin1

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