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09 October 2017

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09 October 2017

#FeedbackCommentStory?ReporterOwner
1
  • select Posts or Search Posts from nav bar
    • all location filters on + current but no results can be found
    • error message accurate, but why should all filters be on?
    • what should behaviour be? (JW)
    • no results are presented unless all location filters are deselected

Users should see a list of the posts at their local office as a default (if this is what their role/security allows)

Data for Post 'Owner' needs to be mapped across to current Local Office names, then this will function - being changed within Intrepid


Jira Legacy
serverSystem JIRA
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverId4c843cd5-e5a9-329d-ae88-66091fcfe3c7
keyTISDEV-2761
Joanne Watson
2
  • no site, programme, funding type, or current trainee data showing in list nor in detail. 
Programme now appears on Prod (JW 17.10.17)
Joanne Watson
3
  • when you go into a single post and go back out, you return to all location filtered list with no results
tasked up
Jira Legacy
serverSystem JIRA
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverId4c843cd5-e5a9-329d-ae88-66091fcfe3c7
keyTISDEV-2463
Joanne Watson
4
  • NPN does not appear in the details page
Does on Prod (JW 17.10.17)
Ify OO
5
  • Is Post data among the components that will be tidied up?


Ify OO
6
  • can we get a list of posts with missing data (missing any of the mandatory fields from detail page = null or blank) Russell Steel (Unlicensed)
tasked up
Jira Legacy
serverSystem JIRA
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverId4c843cd5-e5a9-329d-ae88-66091fcfe3c7
keyTISDEV-2837
Ify OO
7

Russell Steel (Unlicensed), Alex Dobre (Unlicensed) There were discussions about Posts having a main site and other sites associated to them, the 'Site' column therefore was not populated in TIS as unsure which site this should show, although the most obvious would be the Main site to display in this column. There were difficulties mentioned by dev to have this column sortable.

Do you require any further input from BA/PO to make this column work?



In progress, will be shown at Sprint 34 Review (RN   Ify OO
8
  • Local Office filter does not work on the Post list yet. 

 As per pt.1 - Once the data is resolved in Intrepid this should work.

Note: there will be a few 'Owner' data items we don't currently provide in the filter e.g. Wales Deanery, Defence Deanery - this will require a further discussion

Jira Legacy
serverSystem JIRA
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverId4c843cd5-e5a9-329d-ae88-66091fcfe3c7
keyTISDEV-2761
 
Ify OO
9
  • Employing body (field 10) and Training body (field 11) values do not appear in the details page
Correct on Prod (JW 17.10.17)
Ify OO

10

The filter labels are not consistent i.e. some have Health Education England at the start and others do not - they should be consistent and allow the user to filter correctly (see point 8 above)These are being resolved in Intrepid - see pt 8
Ify OO
11When creating a post the smart search does not work in the Approved Grade and Other Grades fieldsTested on Prod

create a task (IO)

Jira Legacy
serverSystem JIRA
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverId4c843cd5-e5a9-329d-ae88-66091fcfe3c7
keyTISDEV-2937

Joanne Watson
12The Sub Specialties, Placement History and Funding Type fields are not mandatory (Field Validation page has been updated)Tested on Prod

create a task (IO)

Jira Legacy
serverSystem JIRA
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverId4c843cd5-e5a9-329d-ae88-66091fcfe3c7
keyTISDEV-2938

Joanne Watson
13Training Body and Employing Body are only mandatory when it is a training postTested on Prodno longer neededJoanne Watson
14After inputting the Employing Body value the Training Body field value should default to the same value as the Employing Body value BUT be editable as in some cases these bodies will be differentTested on Prod

Jira Legacy
serverSystem JIRA
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverId4c843cd5-e5a9-329d-ae88-66091fcfe3c7
keyTISDEV-2928

Joanne Watson
15
  1.  Confirmation that the MVP will be the ability to record the Post Funding Type. Question - are the possibilities Tariff, Trust, MADEL and Other?  Or are there any other options out there?  Remember the aim is to keep simple and build from there.
  2. Do you agree that we also need to record the post funding from and to dates?
  3. Do we need to record level of post in a first iteration?
  4. Public Health posts, GP Practice posts and University clinical lecturer posts are all funded on Actuals - true or false?
  1. Tariff, Trust, MADEL and Other are what we have got by with so far. Maybe an "If Other:..." free text box would be useful though 
  2. Yes please
  3. Could be derived from the post (Approved grade) but would be useful for reporting so that the report could be all from one table
  4. True for us

TISDEV-2929

JW to confirm whether this needs to be imported for historical data from DR

Joanne Watson
16

Joining this conversation late, but let me clarify for London. Funding Body is crucial as it is the body that receives the LDA pack of which this post needs to be a part. That applies even when the funding type is Trust. Funding Body is distinct from Employing Body because in the case of a Lead Employer, such as we have for Public Health, GPs and Palliative Medicine in London, the Employing Body will be the Lead Employer, which is usually not the Funding Body. Equally Funding Body is not necessarily the same as the Training Body, for example for our Palliative Medicine Hospice posts, the Training Body is the Trust that has a special training relationship with the Hospice but the Funding Body in these cases is actually the Lead Employer. We even have the odd case, e.g. for a GP Hospice post, where the Fundi8ng Body, Employing Body and Training Body are all different. What is therefore very important for us is that any report listing all posts should specify all three of these fields.

Need to add Funding Body to Post form (JW 30/10/17)TISDEV-2930David Rayner
17

I've just had a quick glance at the field validation document and for 'National Post Number' it says 'not editable'. In the East Midlands we currently do edit the post number during creation in order to create OOP bucket posts (which I believe was the agreed national process). So I think we need to have this field as it currently exists - i.e. it still pre-populates based on grade/site etc. but can later be edited if necessary

Should be an editable field (JW 30/10/17)TISDEV-2931Gwilym WIlliams
18

Also, we are obliged to edit some NPNs e.g. to add /M to the end of a military post as per national guidelines, as noted in the "Suffix" entry


See TISDEV-2931Tom de Salis
19

the exact structure of the bucket posts vary from region to region, but an example for East Midlands would be EMD/OOP/CMT/S - where EMD is our local office code, OOP to identify it's a bucket post, CMT is the specialty and S is our south rotation


In NW we would use /S to signify a Supernumerary post and I think that this was agreed in a HEDG meeting.  All our OOP bucket posts are now NWE/OOPx  ( x = post type, C / E / P / R ) as, again, I thought that was what was agreed at HEDG.


I don't think you should have different posts for OOPR/OOPC etc., as that should be detailed in Placement Type. You are right about /S being supernumerary though.

Our OOP posts use the GMC programme codes, and we have one per programme e.g. WMD/682/OOP would be the CMT OOP post, WMD/682/DEFERRAL would be the CMT deferral post

Find it useful for doing the recruitment numbers if I can see all the current OOP placements for a programme just by going into the relevant post


No agreement about how to manage record OOP posts has yet been reached.  Paper has been written but full agreement with data leads in LOs is not in place yet (JW 9.11.17)

TBC


Gwilym WIlliams(IO) What's the timeline for understanding this?

TBC

Gwilym WIlliams, Dale Gilbert and Tom de Salis



--
20Are the NPN formats correct? starting with '/'These are old posts, part of the data cleansing work that is owned by local officesN/AIfy OO
21Should legacy programmes also be current? How are they legacy, if so?flagged as current? i.e. usable in creating/editing records

Ify OO
22

We've just had our placements SML meeting and a point was raised regarding clinical supervisors which I didn't want to be lost between the 2 groups.

Would it be a good idea to have it optional to select a clinical supervisor against a post so that it can auto-populate in placements? The reason being that for many specialties/sites the supervisor will always be the same for a specific post, and so it would reduce input time for placements if it could pre-populate. It would still need to be editable in placements for when this isn't the case, or if the supervisor is different for whatever reason

Open to Post SMLs for comment

Gwilym Williams23Applicable validation rules to be applied as discussed as part of People (People - Field Validation | Activating Save & Errors

create a task to cover wider save actions (IO)


(IO) Current specification means that multiple supervisors can be added to a post, then when creating/editing the Placement, a drop-down is produced. If they want to add a supervisor who is not in the drop down, the admin would have to edit the post.


Gwilym Williams
23Applicable validation rules to be added as discussed as part of People (People - Field Validation | Activating Save & Errors

create a task to cover wider save actions (IO)

TISDEV-2939

Ify OO
24 

The following label headers are incorrect

  • national post number
  • specialty

create a ticket (IO)

TISDEV-2940

Ify OO
25Post list should be filterable by ProgrammeAdd a column filter - programme number & nameTISDEV-2932Ify OO
26

Can I start a new thread about joint site posts. These are very common in Orthodontics but can occur in other specialties too?

There is no way to properly represent these in Intrepid. We need to do better in TIS. The basic situation is that there is the need to allow for training placements that spend a portion of the time at one site and the rest of the time at another site. This may be 50/50 but can be as skewed as 80/20 or exceptionally even 90/10. There is not much of an issue if the two Sites are at the same trust, as we just make it a multi-site post and all the funding goes to the one Trust. But the problem occurs when the two sites are in different Trusts. We currently create two NPNs, one for each Trust. We can specify with Funding Components how much funding goes to each. But we cannot formally link the two posts so that a placement in one is seen as intimately involved with a placement in the other. I had thought it would be good to create a single post with multiple sites and multiple funding components, but it doesn't work because how do you specify multiple Funding Bodies? The Funding Body is used to determine which Trust's LDA payment the funding is part of and if we send Trusts lists of posts the post would need to be in the lists for both Trusts. So I'm now thinking keeping two posts but adding a formal linking mechanism

is the best solution. Comments please!Open to Post SMLs for comment

is the best solution. Comments please!

Open to Post SMLs for comment


(IO) Two options to be discussed:

  1. Add multiple sites + funding body + funding type per site
  2. Link current posts to one another
Post TCS as not MVPDave Raynor
27Local Office of posts is (in some cases) not the correct local office)Think this is a Post to local office link issue - JW to investigate more
Joanne Watson
28

Placement info within the trainee record.

Please could you include the WTE? That way we can see at a glance if a post has a slot share (or potential for a slot share). This would also be useful in the person>placement list so that we don't have to go into each placement to see if someone was working LTFT and which % they were at.

For discussion with devs


(IO) Display "Slot Share Allowed?" toggle?


Gwilym Williams
29

Post funding update:

My proposal would very crudely explained be the following:

Funding Type: ‘Other’ – Other Type (standardised list to be decided) – Free text box for additional info

Public Health salary recharges

  1. Self-funding, e.g. for endodontics, periodontics and prosthodontics
  2. Military
  3. Education Resources budget
  4. Exceptional training budget
  5. GP practice salary recharges through Lead Employer
  6. Palliative medicine hospice salary recharges through Lead Employer
  7. Project funding – needs free text box to explain what Project
  8. Full funding based on trainee grade through LDA Other Education & 
(IO) Are the 2 sets of points un-related? i.e. funding type "other" allows free text and then points 1-8 are other drop down options?

James Harris


David Rayner

Joanne Watson (Unlicensed)
30

Live review: emoving removing filters is very slow

(IO) NFR - needs to be tackled across the site
Ify O, 06/12
31Live review: no sites, specialties or grades displayed in form

Ify O, 06/12
32Live review: no employing bodies displayed

Ify O, 06/12
33Live review: it might be useful to have a screen prompt so the user knows they’re creating a post (as opposed to editing one)

Ify O, 06/12
34Live review: inactive status on create still available - what happened to the story?

Ify O, 06/12
35

Just been playing around and found an issue with the filtering by local office. Not sure if this is known...

When I logged in I had the filters on posts including "Health Education England North Central and East London" but when I searched for a post which had this as a local office it wasnt showing. I removed all the filters and I can then see the post. The post I was trying to find is LDN/RAL26/DC2/DC2/001. 

I've been trying to look into this for you but I'm experiencing problems filtering on the Post list now. As soon as the devs have fixed the filtering problems I'll be able to look at what is causing this problem for you. Just wanted to confirm that I'm not ignoring your comment!


(IO) Exact search seems to bring up errors


Claire Le Houx
36

I'll add the query about the duplicate Public Health post number to the list of queries to look at


Issue fixed following refactoring work

37
Posts Hi All. Claire LeHoux, Alice Brindle, David Short and I were discussing some of the post fields in Intrepid and their equivalents in TIS.
We were discussing how the fields PostFundingBody, EmployingBody, TrainingBody and FundingOrganisation were quite ambiguous and lacked any definition locally/nationally of what they mean and should record. This is probably mainly due to the fact there was a slightly awkward transition from v9 to v10 fields.
 
We have drafted a spreadsheet which I have uploaded into files which is what our initial ideas on the definition of these fields are and were hoping to get your input. The spreadsheet is called Post Fields Definitions.
(IO) Only funding body is displayed
James Harris 21/12/17
38
Can all reference table drop downs be restricted to only current values

The way it orders the results when you try to search for values is a bit confusing. Could this return results in alphabetical order? The site one in particular was a bit confusing - wasn’t sure how it was returning results.

Adding a post to a programme needs to have a filter on it if some kind as the programme names don’t necessarily have the name of the Local office in it. E.g. 6 programmes with the name of cardiology nationally so impossible to know which one is which. Or we could change names of programmes to make them consistent and include local office name? I know James Harris has been looking at this so we could do that to make this work

Do we need funding type “none”? Surely if no funding type then just leave blank?

What field is funding body pulling from in intrepid? Funding body is a legacy field in intrepid - is it pulling from funding organisation?- is it pulling from funding organisation?

(IO) Alphabetical order according to which field?


(IO) add filter to programme column is possible - NEW STORY


(IO) none is because it's a mandatory field, so something must be entered


(IO) TBC by devs


Claire Le Houx 27/12/17
39
also have noticed that post funding end date appears to be a mandatory field to save the record. For LASE we often add a post funding record with a start date but no end date so we would need the ability to save the record without the post funding date populated. Can this be changed?
(IO) amend mandatory rule for funding end date - NEW STORY
Claire Le Houx 27/12/17
40
just looking at posts and we finding quite a few issues with the way the data is showing. Is this something the devs are working on and should we wait to test? Not sure if the below feedback is actually useful or if the devs know about these issues

Detailed the issues we have found below in case of help.

there seems to be duplicate posts showing in TIS e.g. LDN/RAL26/007/HTP/002.

Main sites don’t seem to be pulling through

Approved grades are being pulled through wrong. E.g. for post example above it has “higher training” as approved grade but showing as “ZZZ retainee” on TIS. Same issue for other gradesit has “higher training” as approved grade but showing as “ZZZ retainee” on TIS. Same issue for other grades

(IO) BUG: duplicate posts


(IO) BUG: main sites not showing


(IO) BUG: approved grades showing incorrectly



Claire Le Houx 28/12/17
41
I've at last engaged in some testing but found the experience very disappointing. I looked at two specific posts, one standard London post LDN/RYJ03/080/SPR/019 and one Wessex post linked to a KSS programme WES/RN506/027/STR(H)/001.
I compared both with Intrepid and both were missing Main Site, Programme Name, Funding Type, Funding Body.
Both had Approved Grade and Other Grades replaced by ZZZ Retainee.
And the Wessex post was missing its Specialty too.
Placements are shown under a heading of "History" - "Placement History" would be much better but more importantly the field headings are missing.
A very confusing field is the first one as I cannot find what field on Intrepid those values relate to, I would have hoped to see GMC number but it is nothing like that.
When I clicked on a placement it went to an almost blank page but confusingly then clicking Back took me to the Person search page not to the post I'd come from.
Finally in the Wessex post the most recent placement is missing - hardly a new placement as its dates are 5/10/16 to 3/10/17. I hope this feedback is of some use but frankly I'm not going to do more testing until it is working a bit better.
(IO) sounds like ETL issues
Dave Rayner 4/1/18
42
When adding a new post can the "Owner" field be changed to read "Local Office"?  I really wasn't sure what "Owner" meant (although did work it out eventually!).
(JW) Maybe needs a info button to describe
Amanda Barber 8/1/18
43
This may already have been mentioned but when trying to add a new post it only gives a choice to choose from a drop down list but this is where we need to add in a completely new number so this field can't be from a drop down list
(IO) clarification required, all Post numbers are to be autogenerated
Amanda Barber 8/1/18
44

Navigate to Post - I can navigate to the Posts section.

N/A
Mike Richardson  8/1/1818
45

View Post List - I can sort Posts by Post Number and filter on multiple columns. I can navigate between pages. But I have on occasions ended up with a Filter applied that is not show in the filter list (header).

(IO) Example?
Mike Richardson  8/1/18
46

Search Post - I can sort Posts by Post Number and filter on multiple columns. I can navigate between pages. But I have on occasions ended up with a Filter applied that is not show in the filter list (header).

(IO) Example?
Mike Richardson  8/1/18
47

View / Edit Post Detail (including funding elements) - I can View/Edit a post and add Funding Elements but when I try to Save it says Site ID cannot be null or negative, Grade ID cannot be negative (twice).

(IO) was this with those fields entered? were they selected from the drop down or typed in? If typed in, must inform users that the site / grade must be selected from the drop down - to enter a new one, it needs to be added to the ref table
Mike Richardson  8/1/18
48

Create New Posts (Single) - When I try to Save a new Site it says Site ID cannot be null or negative, Grade ID cannot be negative.

(IO) was this with those fields entered? were they selected from the drop down or typed in? If typed in, must inform users that the site / grade must be selected from the drop down - to enter a new one, it needs to be added to the ref table
Mike Richardson  8/1/18
49

Link Programme - I can’t see where to add a Programme to a Post or visa versa.

(IO) not yet developed story
Mike Richardson  8/1/18
50

Delete Post Funding - I don’t know what this means.this means.

(IO) N/A
Mike Richardson  8/1/18
51

Create New Post (Bulk) - I don’t know where to do this.

(IO) not yet developed story
Mike Richardson  8/1/18
52

View Post Detail - I can view Post details.

N/A
Mike Richardson  8/1/18
53

Link new post to old post - I don’t know where to do this.

(IO) not yet developed story
Mike Richardson  8/1/18
54

Unlink programme - I can’t see where to remove a Programme from a Post or visa versa.

(IO) not yet developed story
Mike Richardson  8/1/18
55

Create funding, not associated with a post - I don’t know what this means.

(IO) N/A
Mike Richardson  8/1/18
56

Add leave approver - I don’t know where to do this.

(IO) not yet developed story
Mike Richardson  8/1/18
57

Reporting on vacancies and fill rates - I don’t know where to do this.

(IO) not yet developed story - PART OF REPORTING COMPONENT
Mike Richardson  8/1/18