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Sites

  • Trainers can have multiple sites against their record
  • Site linkage means that TBC


Trusts

  • Trainers can be assigned to multiple Trusts


MVP Scope

  • Assign Programme to Trainer Person Record
  • Assign Site to Trainer Person Record
  • Assign Trust to Trainer Person Record
  • View/Edit Trainers  by Site


Field Validation

NB: These are new fields to be added to existing records

OrderField name (V10)DR fieldReference tableExample valueOther fields available in DRType (free text, drop down, check box) & InteractionMandatory (Y/N)Validation / Error MessagingFilter (Y/N)Search (Y/N)Sort (Y/N)List (S) / Detail (D)NotesDelete (Y / N)
Associations
1Programme Name



  • smart search drop down
  • editable
N






2Programme Number



  • smart search drop down
  • editable
N






3Trainee Name



  • autopopulated
  • derived from educational supervisor assignment
  • click through to Trainee record
Y - if populated





4Site Name



  • smart search drop down
  • editable
N
4







5Site Number



  • smart search drop down
  • editable
N
5







6Trust Name



  • smart search drop down
  • editable
N
6







7Trust Number



  • smart search drop down
  • editable
N
7







8Placement - Post Number



  • autopopulated
  • derived from placements
Y - if populated
8







9Placement - Trainee Name



  • autopopulated
  • derived from placements
Y - if populated
9







10Placement - Site



  • autopopulated
  • derived from placements
Y - if populated
10







11Placement - Start Date



  • autopopulated
  • derived from placements
Y - if populated
11







12Placement - End Date



  • autopopulated
  • derived from placements
Y - if populated






Associated Trainers (as part of the Site Reference Table - this is an additional field)
N/A Trainer Name



  • autopopulated from "Associations" (as detailed above)
  • list
  • ability to click through to trainer record on click
  • ability to remove trainer from list
N























Scenarios

ProcessTR-1 Assign/remove Programmes to Trainer Person RecordComments
DescriptionAdmin can assign a programme or multiple progammes to a Trainer person record
ActorsHEE Admin
Pre-ConditionsTrainer record must be either in creation or already created
Post-Conditions

Programmes assigned to Trainer record

Trainer can be made available to select to trainees within that programme


Process Steps
  1. Navigate to person record or create person
  2. Enter relevant details to create person (Optional if in create journey)
  3. Select to add Programme
  4. Enter Programme name or number
  5. Autopopulates
  6. Repeat steps 3, 4 & 5 (optional)
  7. Save
  8. Programme is associated with Trainer
(IO) Does any other detail need to be entered here?
Alternative ProcessPP4 - View/Edit Peron (People - Scenarios)
Rules
  • at least 3 characters of name or number must be entered
  • each one can only be entered once
  • only current programmes selectable

JIRA Links
Jira Legacy
serverSystem JIRA
serverId4c843cd5-e5a9-329d-ae88-66091fcfe3c7
keyTISDEV-3244

Audit Log
  • changes made
  • when
  • who by

...

ProcessTr-4 View/Edit Trainers against Site RecordComments
DescriptionAdmin can view all trainers assigned to a site within the site reference table
ActorsHEE Admin
Pre-ConditionsTrainer record must be already created
Post-ConditionsAdmin views/edits trainers against a site in one go
Process Steps
  1. navigate to site reference table
  2. select site
  3. view and edit as appropriate
  4. save
  5. close

Alternative ProcessPP4 - View/Edit Peron (People - Scenarios)
Rules
  • user should be able to click through to Person record from list

Jira Links
Jira Legacy
serverSystem JIRA
serverId4c843cd5-e5a9-329d-ae88-66091fcfe3c7
keyTISDEV-3241

Audit Log
  • What changes mde
  • When
  • Who by


ProcessTR-5 View Placements against Trainer RecordComments
DescriptionUser should be able to view any placements against a trainer record where they have been assigned as a CLinical Supervisor
ActorsHEE Admin
Pre-ConditionsTrainees must be assigned to Trainer within a Placement
Post-ConditionsAdmin can view list of trainees assigned and to what post
Process Steps
  1. Navigate to trainer record
  2. Navigate to Associations

Alternative Process

Rules

Jira Links

Audit Log




ProcessTR-6 View Trainees against Trainer Record (as Educational Supervisor)Comments
DescriptionUser should be able to see trainees who have been assigned to a Trainer for a particular Programme as Educational Supervisor
actorsHEE Admin
Pre-Conditions

Post-Conditions

Proces Steps

Alternative Process

Rules

Jira Links

Audit Log


ProcessTR-7 Assign Educational Supervisor to Trainee Programme MembershipComments
DescriptionUser should be able to assign, de-assign and remove Educational Supervisors based on a Trainee's Programme Membership
ActorsHEE Admin
Pre-Conditions

Trainee record created and within a current programme

Trainers available against the programme and approved


Post-ConditionsTrainee and Trainer linked via programme membership
Process Steps
  1. navigate to trainee record
  2. navigate to programme membership space
  3. enter/select trainer name into required field
  4. save
  5. trainee record is updated
  6. trainee is notified via trainee UI
  7. trainer is notified by email

(IO) is this a field in trainee record?

(IO) is this a field in trainee UI?

(IO) can we do email notifications based on activity?

Alternative ProcessTR-6 View Trainees against Trainer Record (as Educational Supervisor)
Rules

Jira Links

Audit Log