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Programme Membership - Bulk Update using TIS_ProgrammeMembership_IDs validations

There is currently no way on TIS to update Programme memberships in bulk. There is a need to be able to update the programme memberships in bulk. The People Bulk Upload tool is currently used to bulk create the programme memberships.

Column Heading

Add/Update/Matching Criteria

Mandatory

Rules

Applicable for Update (Y/N)

Comments

TIS_Programme_ID (UUID)*

Matching Criteria

Yes

Must match exactly to an Existing ProgrammeMembershipUUID on TIS.

Y

Need to send this field to the NDW ideally in both the VwCurriculumMembership and VwProgrammeMembership tables.

ProgrammeName/ProgrammeID

Should it be possible to change the Programme of a ProgrammeMembership or should a programmeMembership be deleted and a new one created???

Not recommended due to the cascading effects and potentially risky.

Rotation

Update

No

Accepted values should match to one of the Rotations on TIS with a status of CURRENT associated with the Programme

YProgrammeMembershipType

Programme Membership Type

Update

No

Accepted values should match to one of the Membership Type reference table

YProgrammeStartDate

Programme Start Date

Update

No

Valid date Format must be of dd/mm/yyyy. ProgrammeStartDate must be before ProgrammeEndDate

YProgrammeEndDate

Programme End Date

Update

No

Valid date Format must be of dd/mm/yyyy. ProgrammeStartDate must be before ProgrammeEndDate

YLeavingReason

Leaving Reason

Update

No

Accepted values should match to one of the LeavingReason reference table

Y

Training Pathway(James Harris - I suppose we need this as well in this template)

Update

No

Accepted values should match one of the following:

  • CCT

  • CERTCESR

  • N/A

Y

Status

Delete
Should this exist???

No

Delete entry deletes the ProgrammeMembership and associated CurriculumMemberships

Y

Curriculum Membership - Bulk Update using TIS_CurriculumMembership_IDs validations

Period of Grace should default to that set in the Curriculum reference table for that curriculum at the point of creation or update to the curriculum membership.

TIS_Curriculum_ID *

I think it should be

Column Heading

Add/Update/Matching Criteria

Mandatory

Rules

Applicable for Update (Y/N)

Comments

TIS_Curriculum_Membership_ID* James Harris

Also is this sufficient to say this is the right curriculum membership needed to be updated without a further check on the attached Programme Membership as matching criteria? James Harris

Matching Criteria

Yes

Must match exactly to an Existing CurriculumID CurriculumMembership.ID on TIS.

Y

TIS_Programme_ID (UUID)*

Match Criteria

Yes

Must match exactly to the programmeMembershipUuid attached to the Curriculum Membership ID.

Data leads to decide if both are required in order to match the record to be update on TIS.

CurriculumName/CurriculumID

Should it be possible to change the Curriculum of a CurriculumMembership or should a CurriculumMembership be deleted and a new one created???

CurriculumStartDateNot recommended due to the cascading effects and potentially risky.

Curriculum Start Date

Update

No

Valid date Format must be of dd/mm/yyyy.

CurriculumStartDate must be before CurriculumEndDate

CurriculumStartDate must be after the associated ProgrammeStartDate

YCurriculumEndDate

Curriculum End Date

Update

No

Valid date Format must be of dd/mm/yyyy. CurriculumStartDate must be before CurriculumEndDate
CurriculumEndDate must be before the associated ProgrammeEndDate

Y

Status

DeleteShould this exist???

No

Delete entry deletes the ProgrammeMembership and associated CurriculumMemberships

Y

Curriculum Membership - Bulk Add using TIS_ProgrammeMembership_IDs validations

Period of Grace should default to that set in the Curriculum reference table for that curriculum at the point of creation or update to the curriculum membership.

Column Heading

Add/Update/Matching Criteria

Mandatory

Rules

Applicable for Update (Y/N)

TIS_Programme_ID (UUID) *

Matching Criteria

Yes

Must match exactly to an Existing ProgrammeMembershipUUID on TIS.

YCurriculumName

Curriculum Name

Add

Yes

Must match a Curriculum associated with the Programme of the ProgrammeMembership in the ProgrammeCurricula Table

CurriculumStartDateCurriculum Start Date

Add

Yes

Valid date Format must be of dd/mm/yyyy.

CurriculumStartDate must be before CurriculumEndDate

CurriculumStartDate must be after the associated ProgrammeStartDate

YCurriculumEndDate

Curriculum End Date

Add

Yes

Valid date Format must be of dd/mm/yyyy.

CurriculumStartDate must be before CurriculumEndDate
CurriculumEndDate must be before the associated ProgrammeEndDate

Y