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Logic context

Scenario description

Rules

Actions

Comments

1

F1 trainee

They should not be visible within connections discrepancies
Trigger: Trainee grade = F1

  • Hide from list

(LE) Can we check what the current trigger is on this - i think it is licence to practise status and grade e.g prov registration and F1 = do not show as needing connection (IO) TBC

2

Military trainee

They should not be visible within connections discrepancies
Trigger: Programme membership type = Military

  • Hide from list

3

Visitors (Associate Dean, Other)

They should be flagged for review
Trigger: Programme membership type = Visitor

  • Add to exception queue (also need to be able to add/remove + comment reason manually)

  • Visible to all local offices

  • When change is made, send to GMC + notify Visitor

(LE) Not all of these will be on TIS core in any format so the visitor type wouldn't always be applicable. (IO) if they’re not on TIS, then we won’t know about them.

4

Update made via GMC Connect - add/remove

This should be reflected within TIS-Revalidation-Connection Discrepancies within 24 hours
Trigger: GMC refresh (nightly??)

  • Hide from list

ify.onyenokweorhiunu (Unlicensed) should this not be visible instead of hide from list?

5

Trainee has current programme membership, but no designated body connected

They should be added to a designated body if they have a programme membership and today is within the start/end date; only the local office who own the programme should see this
Trigger: current programme membership + no designated body linked

  • Flag to add connection < can this be automated based on programme membership owner?

  • When change is made, send to GMC + notify trainee

(LE) Need to be careful with automated connection as if trainee has overlapping programmes in 2 regions (sometimes happens) this would start a tug of war! (IO) possible to flag for review in this instance, will add to the scenario list.

6

Trainee has current programme membership, but no designated body connected & programme information out of date

They should be added to a designated body if they have a programme membership and today is within the start/end date; only the local office who own the programme should see this. It’s not possible for the system to know their programme membership details are out of date.
Trigger: current programme membership + no designated body linked

Both must be true in relation to programme membership in this scenario

  • start date = today or older than today

  • end date = tomorrow and all future dates

  • Flag to add connection < can this be automated based on programme membership owner?

  • When change is made, send to GMC + notify trainee

(LE) If we are using programme start/end date then they will show up as needing to be connected, if dates are wrong they won’t show up in either list (if not connected) (IO) Correct, the fact that their details are incorrect would be out of scope for our logic to look for, or correct.

7

Trainee has no current programme membership, no designated body

They should be hidden
Trigger: No programme membership + no designted body

At least one of the below must be true in relation to programme membership in this scenario

  • start date = future or no date

  • end date = past, future or no date

  • Hide

  • Visible to all local offices

  • When change is made, send to GMC + notify trainee

(LE) These would be the ones that shouldn't be connected (if data is correct), if we had these in a list we would have 1000+s in here so don't think we need to see them? (IO) they can be automatically hidden instead, and searchable if needed.

8

Trainee has no current programme membership, has designated body

They should be moved to an exception queue
Trigger: No programme membership + designted body

At least one of the below must be true in relation to programme membership in this scenario

  • start date = future or no date

  • end date = past, future or no date

  • Remove connection

  • Add to exception queue (also need to be able to add/remove + comment reason manually)

  • Visible to all local offices

  • When change is made, send to GMC + notify trainee

(LE) We would need to be able to mark these ones to not show up in remove list if there is a reason they must stay connected even if no programme membership/valid dates - this logic would work for the non-trainees that need connecting. (IO) Yes, placing them in the exception queue would enable you to manually add/remove/ignore as required.

9

TIS to GMC API failure

The last updated date should be displayed across revalidation; resend should be made available
Trigger: failed GMC update notification ??

  • Add to exception queue

  • Visible to Local Office associated with the connected designated body only

Where GMC doesn’t positively receipt an update, the state will not be updated in TIS.

10

Designated body removed

Follows scenario 5

They should be added to a designated body if they have a programme membership and today is within the start/end date; only the local office who own the programme should see this
Trigger: current programme membership + no designated body linked

Both must be true in relation to programme membership in this scenario

  • start date = today or older than today

  • end date = tomorrow and all future dates

  • Flag to add connection < can this be automated based on programme membership owner?

  • When change is made, send to GMC + notify trainee

(LE) Need to be careful with automated connection as if trainee has overlapping programmes in 2 regions (sometimes happens) this would start a tug of war! (IO) noted.

11

No programme membership in TIS (today <CCT date)

They will need to either (i) have a programme membership added and be connected, or (ii) ignored 

Trigger: today <programme membership date

  • Remove any connection

  • Add to exception queue

  • Visible to all Local Offices

(LE) Needs to use programme end date not CCT date as the trigger date as trainees stay connected whilst in period of grace (up to 6mths after CCT date). If they don't have a period of grace then prog end date would be the same as CCT date anyway. (IO) updated

12

No programme membership in TIS (today > CCT date)

They will need to be removed

Trigger: today >programme membership date

  • Remove any connection

  • Archive

(LE) Needs to use programme end date not CCT date as the trigger date as trainees stay connected whilst in period of grace (up to 6mths after CCT date). If they don't have a period of grace then prog end date would be the same as CCT date anyway. (IO) updated

13

Programme membership + local office changes in TIS

Their connection should be updated

Trigger: programme membership changes + owning local office changes

Both must be true in relation to programme membership in this scenario

  • start date = today or older than today

  • end date = tomorrow and all future dates

Optional programme membership change

  • programme name change

  • Automatically update connection

  • When change is made, send to GMC + notify trainee & admin

(LE) I think these scenarios (where a trainee moves into a new region) would just need to show in the new regions ‘add connection’ list rather than do it automatically. (IO) what would be the driver to doing this manually instead of automatically? (LE) Mainly not convinced data is currently robust enough for this to not cause lots of issues. Perhaps this could be an option for later on? (IO) When you say ‘robust” what do you mean specifically, in case there’s anything we can do additionally to support this challenge? I ask as this wasn’t raised as an issue with other local offices, so I want to make sure that the experience is consistent and meets everyone’s needs.

14

Joint programme membership (x2+ designated bodies)

Any of the local offices shouold be able to determine which designated body and there should be no further action required; all should be able to view/edit

Trigger: no designated body + shared programme membership

Both must be true in relation to programme membership in this scenario

  • start date = today or older than today

  • end date = tomorrow and all future dates

  • two / joint programme name applied to trainee TBC

  • Add to exception queue

  • Visible to all Local Offices associated with the connected programme membership

(LE) Need to then be able mark it to ignore so the same trainees don’t continue to appear in the add/remove lists of each of the local offices. (IO) Yes, placing them in the exception queue would enable you to manually add/remove/ignore as required.

15

All trainees

Display full list of trainees associated with admin's local office

Trigger: trainee programme membership owning local office = same as admin’s

  • Read only

(LE) This would be the same list as the 'all doctors; list in main revalidation recommendation section. (IO) there are no designated bodies in the All doctors list, and other columns would differ, as well as the actions that can be taken, so not quite.

16

No GMC number

They should be moved to an exception queue
Trigger: No GMC number + <something else that determines they are on a “doctor” training pathway”

  • Add to exception queue

  • Visible to all Local Offices associated with the connected programme membership

17

Overlapping programmes in 2 regions

The record should be moved to an exception queue

Trigger: start date of one programme is before end date of the next + programme in 2 regions

  • Add to exception queue

  • Visible to all Local Offices

18

No current placement

Alistair Pringle (Unlicensed) will this impact Connections at all?

i don’t believe so no because the DB (Local Office) is taken from the Programme membership.

19

GMC number against 2+ trainees

Alistair Pringle (Unlicensed) Possibly but this is not possible on TIS so shouldn’t be an issue. GMC numbers have to be unique and cannot be duplicated on creation of a trainee record.

20

NEW: GMC Connect to TIS discrepancy

If GMC Connect updates a connection, but it clashes with TIS programme membership detail

Flag for review

Flag record for remove

21

NEW: Manual add connection in TIS-Reval to Programme Membership discrepancy

If manual change (add connection) conflicts with TIS programme membership

Flag for review

Flag record for remove

22

NEW: remove list should contain any trainee whose programme membership end date is < today

Flag for remove

23

NEW: GMC number held, but no corresponding TIS record

Flag for remove

Reason is that full list comes from GMC, so there are edge cases

24

NEW: GMC removed in error: move to exception queue

25

NEW: License to Practice removed due to suspension

Remove connection

Need to confirm how we can get this?

26

“All” filter: requires all trainees who have been connected currently and in the past

State-Event Flow

The below diagram illustrates the various states and actions that can be taken against a trainee record in relation to their Connection Status in TIS/GMC Connect.

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