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Process NameAS-1 Create AssessmentsComments
DescriptionUser 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)

ActorsLocal 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
  1. Select Assessment from UI menu
  2. Select Create a new assessment
  3. Enter relevant field data for new assessment including options to generate Form R
  4. System auto-saves details as they progress
  5. User saves
  6. New assessment event added to summary list page
  7. Assessment event information displayed in Trainee UI

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
  • Rule: Only specified fields can be entered
  • Rule: 9 months from last review, flag trainees names in People list, create assessment to clear
  • Error: where mandatory fields not completed
  • Rule: trainee must have a current or past placement against their record
  • Error: you must select 1 trainee before you can create a new assessment

JIRA Links
Jira Legacy
serverSystem JIRA
serverId4c843cd5-e5a9-329d-ae88-66091fcfe3c7
keyTISDEV-3008

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
DescriptionUser has the ability to view a list of multiple assessments already created and select a record to view in detail / edit.
ActorsLocal 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
  1. View list with column headers defined
  2. Search or click into a single row to view detail on a particular Trainee
  3. System presents detailed assessment view
  4. Edit detail in field - all fields in all sections should be editable
  5. Save
  6. Close
  7. System sends notification

Proposed list page column headers:

  • Assessment type
  • Review date
  • Trainee id
  • Trainee name
  • Period from
  • Period to
  • Curriculum name
  • Outcome
  • Status

(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 ProcessAS-11 View Assessment Outcome
Rules
  • Rule: Only specified fields are editable
  • Rule: Any record marked as legacy is read only (cannot be editted)
  • event section must be created first
  • pre-assessment can be completed any point after event
  • post-assessment can only be completed any point after eventafter the pre-assessment section has been completed (as it requires fields from the pre-assessment event section to be completed)
  • supplementary can be completed any point after event
  • revalidation autopopulated after event creation
  • documents can be uploaded following save of events
  • Error: Only one user allowed to edit a trainee assessment at a time
  • Error: mandatory fields not completed
  • Rule: only one editor per assessment event at a single point in time
  • Rule: remove assessments that have "Completed" or "Assessment Completed" from list

JIRA Reference
Jira Legacy
serverSystem JIRA
serverId4c843cd5-e5a9-329d-ae88-66091fcfe3c7
keyTISDEV-3009

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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