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Report Name/Summary

Detailed Description

Refresh Rate

Priority (L/M/H)

Target Users/ Audience/ Nations

Aggregate/ Row-level data

Columns to be included

Filters/ Sortable by

Comments

Post ESR Management

  • Trust ESR Management - Pulls all current posts per trust, EmployingBody and TrainingBody, which of those have positions and which do not.

    • Of those with positions what those are

    • Of those without, post details for those

  • Local Office ESR Post Management

    • Look at overall picture of all trusts per local office (not a performance tool as not all local offices have all trusts signed up)

    • Breakdown of posts with position number

Daily

 

 HEE TIS Admins and Stakeholders,

Trust External Admins and Stakeholders

 Aggregate summary page(s) with a linked row-level data page(s) which are filterable

 

 

 Feedback from Review on 31/01/2023
-

  • Add disclaimer to the dashboard to say the data in the dashboard would never feature 100% reconciled posts

  • Ping Yu to provide any useful examples of discrepancies to make it easier to diagnose.

2.

Rotation ESR Management

  • Of the trainees within the window to be exported(13wks from the placement start date to 2 days before the placement start date i.e. BETWEEN 13wks > Placement start date AND placement start date > 2 days) which placements have been exported and which placements haven’t been exported:

    • Aggregate per local office

    • Aggregate per trust

    • Aggregate per specialty

  • For those that exist in the above window but haven’t been exported, categorise potential cause/reasons by the following:

    • posts without position number

    • missing mandatory data on the person record

    • unidentified issue

  • Of those records which have been exported, list the following information:

    • What filename was it exported in?

    • When was it sent?

    • What position number was it sent to?

TLDR: The rationale for the above reporting requirements is so that HEE TIS can evidence that a trainee’s data (application file or notification) has been exported with details of: when, to which position number and in which ESR file.

Daily

 

 HEE TIS Admins and Stakeholders,

Trust External Admins and Stakeholders

  Aggregate summary page(s) with a linked row-level data page(s) which are filterable

 

 

 

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