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| Process Name | AS-1 Create Assessments | Comments | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Description | User 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. | Creation of a single event (batch add is addressed in a separate scenario) | ||||||||
| Actors | Local Admin | |||||||||
| Pre-Conditions | Logged in Authorised User ARCP dates known User navigated to Assessments area on TIS | Applicable to both Medical and Dental trainees for MVP. Healthcare Science and Pharmacy have developed their processes around the Gold Guide so these developments will support these disciplines when they come on line. | ||||||||
| Post-Conditions | View all or search assessments in a summary screen Assessment event flagged against trainee record Notification sent to Assessment Panel and Trainee Assessment event flagged in Trainee UI | |||||||||
| Process Steps |
| The trigger point for a trainee's assessment will be either the 'next review date' being set in the previous assessment record OR approaching 12 months since the trainee's last assessment event. Labels for an assessment (see Assessments - Field Validation, fields 1-24) | ||||||||
| Alternative Process | AS-2 Bulk create assessments | |||||||||
| Rules |
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| JIRA LinksTIS-68 |
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| Audit Log | Who created the assessment and when Present audit log to all with view permissions |
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| Process Name | AS-2 Bulk Create Assessments | Comments | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Description | User 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 | |||||||||
| Actors | Local 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 |
| Question for Joanne Watson (Unlicensed) - would an excel template upload be necessary? Yes, make this a bulk upload via spreadsheet scenario People Process:
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| Alternative Process | AS-1 Create Assessments Event | |||||||||
| Rules |
| If Excel upload valid, then validation should be done on those fields (see People Scenarios PP-6) | ||||||||
| JIRA ReferenceTIS-776 |
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| Audit Log | Who created the assessment and when Present audit log to all with view permissions |
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| Process Name | AS-3 View / Edit Assessments (Admin) | Comments | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Description | User has the ability to view a list of multiple assessments already created and select a record to view in detail / edit. | |||||||||
| Actors | Local Admin | |||||||||
| Pre-Conditions | Logged in Authorised User User navigated to Assessments list | |||||||||
| Post-Conditions | View all or searched assessments in a list screen Notification sent to Panel and Trainee | Can we investigate the possibility of optional notifications going to the trainee? | ||||||||
| Process Steps |
| Proposed list page column headers:
(Note in Intrepid they are: Trainee, GMC/GDC, Review date, Assessment type, Curriculum, Outcome, Status) Which fields do you envisage being editable for a trainee within an assessment? JW - No trainee personal data editable within assessment event | ||||||||
| Alternative Process | AS-11 View Assessment Outcome | |||||||||
| Rules |
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| JIRA ReferenceTIS-777 |
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| Audit Log | Log changes to any of the field values and when and who made the changes Present audit log to all with view permissions |
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| Process Name | AS-5 View Assessments Event (Trainee) | Comments | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Description | User has the ability to view their Assessment details | Also covered here | ||||||||
| Actors | Trainee | |||||||||
| Pre-Conditions | User is logged in | |||||||||
| Post-Conditions | System presents relevant detail | |||||||||
| Process Steps |
| Fields Review (date) Assessment Status (In Progress / Complete) | ||||||||
| Alternative Process | N/A | |||||||||
| Rules |
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| JIRA ReferenceTIS-705 |
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| Audit Log | N/A |
| Process Name | AS-6 Generate Form R (Part A or B) PDF for Trainee Review | Comments | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Description | Admin User is able to generate a PDF copy of the form so that a trainee can update their personal details with the GMC (part A) or submit their declaration (part B) | Alistair Pringle (Unlicensed) , Joanne Watson (Unlicensed) - we need to discuss this process for both the trainee view and the admin view, as they seem to be out of sync | ||||||||
| Actors | Local Office Admin | |||||||||
| Pre-Conditions | Assessment is imminent (Part B) Trainee has been assigned a GMC number (Part A) | Is there / should there be regular scheduling of particular assessment types? | ||||||||
| Post-Conditions | Form R PDF is shared with trainee for review / updates and signing | |||||||||
| Process Steps |
| NB: field validation can be found here - | ||||||||
| Alternative Process | T-10 or T-11 | |||||||||
| Rules |
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| JIRA ReferenceTIS-778 |
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| Audit Log | Who generated form Date / time generated Date / time shared with trainee Name of trainee |
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| Process Name | AS-8 View Historical / Extract Form R | Comments | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Description | User is able to extract a completed/validated Form R record as a PDF | |||||||||
| Actors | Local Office Admin | |||||||||
| Pre-Conditions | At least one Form-R has been completed and submitted | |||||||||
| Post-Conditions | Admin can view list of submitted forms Admin can extract a PDF of the submitted forms | |||||||||
| Process Steps |
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| Alternative Process | N/A | |||||||||
| Rules |
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| JIRA ReferenceNew story required |
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| Audit Log | N/A |
| Process Name | AS-9 Extract ARCP Outcomes (Reporting) OUT OF SCOPE FOR ASSESSMENTS | Comments |
|---|---|---|
| Description | User is able to extract the GMC ARCP dataset | Dependency on Reporting - workshop required |
| Actors | National/Regional workforce/data colleagues Local Office Admins | |
| Pre-Conditions | Required data has been entered into the TIS system | |
| Post-Conditions | Admin can view data extracted | Does the data need to be extracted or can we build the GMC ARCP validation tool in in TIS so that the data surfaced is both the validation errors and the full extract in readliness for submission to the GMC? |
| Process Steps |
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| Alternative Process | Data is validated by local office admins and full data extract is taken for entire HEE for submission to GMC | |
| Rules | See document below for completion guidance | |
| JIRA Reference | TISDEV-3124 | |
| Audit Log |
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| Process Name | AS-11 View Assessment Outcome | Comments | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Description | User has the ability to view a list of multiple assessments already created and select a record to view in detail / edit. | |||||||||||
| Actors | HEE Admin | |||||||||||
| Pre-Conditions | User navigated to View Person Record | |||||||||||
| Post-Conditions | User can view outcome for a particular trainee User can click through to view further detail on that assessment for a particular trainee | |||||||||||
| Process Steps |
| View in Person Record
NB: System should present a "back" function, allowing user to return to the trainee record directly from the assessment | ||||||||||
| Alternative Process | AS-3 View/Edit Assessment Detail | |||||||||||
| Rules |
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| Jira Ref |
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| Audit | N/A |