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  • 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

Schools



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 recordAssign Education Group to a Trainer record
  • View/Edit Trainers by Site
  • View Placements against a Trainer record
  • View Trainees against Trainer Record
  • Assign Supervisor to a Trainee
  • Assign Education Group to a Trainer record
  • View Edit Education Group
  • Create School
  • Add school to programme


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






















...

ProcessTR-7 Assign Supervisor to Trainee Comments
DescriptionUser should be able to assign, de-assign and remove Supervisors based on a Trainee's placementsNeeds to be re-written as education 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 belong to the same programme membership
Process Steps
  1. navigate to trainee record
  2. navigate to placement space
  3. enter/select trainer name into required field (new placement fields 10 & 10A)
  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 UI? if not, how should trainees be notified?

Similar to the placements in Admin UI the Trainee UI will have a placements section which will allow us to show supervisors for each placement where assigned.

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

Trainer does not need to be notified as they are assigned trainees by the TPD in a separate process.

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


Process

TR-8 Assign Specialty to Trainer Person record

Comments
DescriptionAdmin can assign a specialty or multiple specilaities to a Trainer person record
ActorsHEE Admin
Pre-ConditionsTrainer record must be either in creation or already created
Post-Conitions

Specialty or specialties assigned to Trainer record


Process Steps
  1. Navigate to person record or create person
  2. Enter relevant details to create person (Optional if in create journey)
  3. Select to add Specialty
  4. Enter Specialty name or number
  5. Repeat steps 3 & 4 (optional if multiple)
  6. Save
  7. Specialty is associated with Trainer

Alternaitve ProcessN/A
Rules
  • at least 3 characters of name or number must be entered
  • each one can only be entered once
  • only current Specialties selectable

Jira Links
Jira Legacy
serverSystem JIRA
serverId4c843cd5-e5a9-329d-ae88-66091fcfe3c7
keyTISDEV-3709

Audit Log
  • who/when created
  • who/when edited


ProcessTR-9 Assign Education Group to a Trainer recordComments
DescriptionAdmin can assign a education group or multiple education groups to a Trainer person record
ActorsHEE admin
Pre-Confitions

Trainer record must be either in creation or already created

Education groups created


Post-ConditionsEducation groups assigned to Trainer record
Process Steps
  1. Navigate to person record or create person
  2. Enter relevant details to create person (Optional if in create journey)
  3. Select to add Education Group
  4. Select Education Group from drop down
  5. Repeat steps 3 & 4 (optional if multiple)
  6. Save
  7. Education group is associated with Trainer

Alternative ProcessN/A
Rules
  • at least 3 characters of name or number must be entered
  • each one can only be entered once
  • only current Education Groups selectable

Jira Links
Jira Legacy
serverSystem JIRA
serverId4c843cd5-e5a9-329d-ae88-66091fcfe3c7
keyTISDEV-3246

Audit Log
  • who/when created
  • who/when edited


ProcessTR-10 Create / View / Edit Education GroupComments
DescriptionAdmin can crete, view and edit an education group within reference tables
ActorsHEE Admin
Pre-ConditionsAccess to reference table
Post-Conditions

Created new education group

Edited education group


Process Steps
    1. Navigate to reference data space
    2. Select to create new or select edit existing
    3. Enter all mandatory fields
      1. Education group name
      2. Programme name
      3. Programme number (autopopulated)
      4. Status
      5. Start Date
      6. End Date
    4. Save
    5. New education group is available across TIS

Alternative ProcessN/A
Rules
  • name is free text
  • limit to 25 characters

Jira Links
Jira Legacy
serverSystem JIRA
serverId4c843cd5-e5a9-329d-ae88-66091fcfe3c7
keyTISDEV-3379

Audit Log
  • who/when created
  • who/when edited


For Discussion

#QuestionCommentOwner
1

How is Trainer record owner defined?

There can be multiple Trusts and Sites associated with a Trainer, what unique attribute can be shown to define "ownership" of a trainer person record?

Assign Specialty to  Trainer Person record

Alistair Pringle (Unlicensed)