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Sites


Trusts

  • Trainers can be assigned to multiple Trusts


Specialties

  • trainers can be assigned to one or more specialties


Education Group

  • Trainers can be assigned to one or more Education Groups
  • These groups act as a way to divide trainers within programmes, particularly large ones to facilitate managing placements etc


MVP Scope

  • Assign Programme to Trainer Person Record
  • Assign Site to Trainer Person Record
  • Assign Trust to Trainer Person Record
  • Assign Placement to Trainer Person Record
  • Assign Specialty to  Trainer Person record
  • Assign Education Group to a Trainer record
  • View/Edit Trainers  Trainers by Site
  • View Placements against a Trainer record
  • View Trainees against Educational SupervisorTrainer Record
  • Assign Educational Supervisor to a Trainee
  • View Edit Education Group


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 or clinical supervisor assignment
  • click through to Trainee record
Y - if populated






4Site Name



  • smart search drop down
  • editable
N






5Site Number



  • smart search drop down
  • editable
N






6Trust Name



  • smart search drop down
  • editable
N






7Trust Number



  • smart search drop down
  • editable
N






8Education Group



  • smart search drop down
  • editable
N




Is defined on Education Groups page (EG-4 Programmes - Educational Groups (Trainers) Field Validation & Scenarios)
9Placement - Post Number



  • autopopulated
  • derived from placements
Y - if populated






10Placement - Trainee Name



  • autopopulated
  • derived from placements
Y - if populated






11Placement - Site



  • autopopulated
  • derived from placements
Y - if populated






12Placement - Start Date



  • autopopulated
  • derived from placements
Y - if populated






13Placement - End Date



  • autopopulated
  • derived from placements
Y - if populated





















Associated Trainers & Schools (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






















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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-ConditionsTrainees must be assigned to Trainer within Programme membership
Post-Conditions

Admin can view assigned trainees in trainer record

admin can click through to full trainee record and edit


Proces Steps
  1. navigate to trainer record
  2. navigate to associations drop down
  3. view list
  4. click through to selected trainee's programme membership screen (user can edit, save as necessary)
  5. go back to trainer record
  6. close record

Alternative ProcessTR-7 Assign Educational Supervisor to Trainee Programme Membership (edit educational supervisors)
Rules
  • derived from Trainee record
  • non-editable within Trainer record

Jira Links
Jira Legacy
serverSystem JIRA
serverId4c843cd5-e5a9-329d-ae88-66091fcfe3c7
keyTISDEV-3401

Audit LogN/A


ProcessTR-7 Assign Educational Supervisor to Trainee Programme MembershipTrainee Comments
DescriptionUser should be able to assign, de-assign and remove Educational Supervisors based on a Trainee's Programme MembershipplacementsNeeds to be re-written as edycation supervisor is to be assigned via placement only
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? if not, needs to be added

(IO) is this a field in trainee UI? if not, how should trainees be notified?

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

Alternative ProcessTR-6 View Trainees against Trainer Record (as Educational Supervisor)
Rules
  • multiple trainers to one trainee
  • multiple trainees to one trainer
  • editable
  • trainer must be current (ie "approved")

Jira Links
Jira Legacy
serverSystem JIRA
serverId4c843cd5-e5a9-329d-ae88-66091fcfe3c7
keyTISDEV-2375

Audit Log
  • who created
  • when created
  • when edited

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