Funding type 

See: TIS UI Fields - Dropdowns

• No value provided

• Academic- HEE

• Academic - NIHR

• Academic - Trust

• HEE Funded - Non-Tariff

• HEE Funded - Tariff

• Long Term Plan

• Military

• Other

• Supernumerary

• Trust Funded

• No value provided

• Academic- HEE

• Academic - NIHR

• Academic - Trust

• HEE Funded - Non-Tariff

• HEE Funded - Tariff

• Long Term Plan

• Military

• Other

• Supernumerary

• Trust Funded

• Academic - University

• 100% Tariff Funded

• No value provided

• Academic- HEE

• Academic - NIHR

• Academic - Trust

• HEE Funded - Non-Tariff

• HEE Funded - Tariff

• Long Term Plan

• Military

• Other

• Supernumerary

• Trust Funded

• Academic - University

• 100% Tariff Funded

• Drop down

• Default to 'No value provided'

• If you select ‘Academic - NIHR’ from the ‘Funding type’ dropdown list, then the ‘Funding body’ field is populated with ‘National Institute for Health Research’

• Type: Drop down

• Mandatory: Yes

• Dependencies:"If 'Other', please specify," "Start date," "End date"

• Editable: Yes 

• Default value: "No value provided"

In addition to the Initial FE Validation Rules;

• Mandatory: Yes ( using TIS UI or Post bulk upload)

• Admin cannot create a new post without completing this field (a new post MUST have at least a post funding)

• Admin cannot update a post without completing this field (a post MUST have at least a post funding)

• Drop down

• Default to 'No value provided'

• If you select ‘Academic - NIHR’ from the ‘Funding type’ dropdown list, then the ‘Funding body’ field is populated with ‘National Institute for Health Research’

• Type: Drop down

• Mandatory: Yes ( using TIS UI or Post bulk upload

• Dependencies:"If 'Other', please specify," "Start date," "End date"

• Editable: Yes 

• Default value: "No value provided"

• Admin cannot create a new post without completing this field (a new post MUST have at least a post funding)

• Admin cannot update a post without completing this field (a post MUST have at least a post funding)

• This field is required 

• Error report of listing the missing mandatory field as the reason when creating the post

Y

Filter 

• Admin should not be able to create/update/save post on TIS if the mandatory field is not completed in UI or post bulk template

https://hee-tis.atlassian.net/browse/TIS21-4801

• Question: Should other fields in post funding be greyed out or allow free text when the new funding types are added? James Response I think 'Academic - University' it should be editable and for '100% Tariff Funded' it should be greyed out
  https://hee-tis.atlassian.net/browse/TIS21-4875

• Add ‘Academic - University’ and ‘100% Tariff Funded’ to list of funding type

https://hee-tis.atlassian.net/browse/TIS21-4802

Funding Details

N/A

N/A

N/A

• If you select the following from the ‘Funding type’ dropdown;

1. ‘No value provided’

2. ‘Trust Funded’

3. ‘Military’

4. 'Long Term Plan'

5. 'HEE Funded - Tariff'

6. ‘HEE Funded - Non- Tariff’

Then the ‘Funding Details’ field is greyed out; don’t accept text.

If Funding type is "Other"

• If you select the following from the ‘Funding type’ dropdown;

1. ‘Academic - HEE’

2. 'Academic - NIHR'

3. 'Academic Trust'

4. 'Other'

5. 'Supernumerary'

Then the ‘Funding Details’ field is NOT greyed out; accept text.

• Type: Manual entry 

• Characters: Text

• Special characters allowed: 

  forward slash ( / ), apostrophes ( ' ), hypens  ( - ), full stops ( . ) and spaces (   )

• Character length: Min characters 0, Max characters none

• Mandatory: No

• Dependencies:Only active when "Funding type" is "Other" otherwise greyed out

• Editable: Yes

If Funding type is not "Other"

• Editable: No

• Mandatory: No

In addition to the Initial FE Validation Rules;

• If you select the following from the ‘Funding type’ dropdown;

1. 100% Tariff Funded - Done

Then the ‘Funding Details’ field is greyed out; don’t accept text.

• If you select the following from the ‘Funding type’ dropdown;

1. Academic - University- Done

Then the ‘Funding Details’ field is NOT greyed out; accept text.

• If you select the following from the ‘Funding type’ dropdown;

1. ‘No value provided’

2. ‘Trust Funded’

3. ‘Military’

4. 'Long Term Plan'

5. 'HEE Funded - Tariff'

6. ‘HEE Funded - Non- Tariff’

7. 100% Tariff Funded - Done

Then the ‘Funding Details’ field is greyed out; don’t accept text.

If Funding type is "Other"

• If you select the following from the ‘Funding type’ dropdown;

1. ‘Academic - HEE’

2. 'Academic - NIHR'

3. 'Academic Trust'

4. 'Other'

5. 'Supernumerary'

6. Academic - University- Done

Then the ‘Funding Details’ field is NOT greyed out; accept text.

• Type: Manual entry 

• Characters: Text

• Special characters allowed: 

  forward slash ( / ), apostrophes ( ' ), hypens  ( - ), full stops ( . ) and spaces (   )

• Character length: Min characters 0, Max characters none

• Mandatory: No

• Dependencies:Only active when "Funding type" is "Other" otherwise greyed out

• Editable: Yes

If Funding type is not "Other"

• Editable: No

Only special characters allowed: forward slash ( / ), apostrophes ( ' ), hypens  ( - ), full stops ( . ) and spaces (   )

N

• Funding Details: This is field is not fillable unless certain funding types are selected, e.g. ‘Other’

https://hee-tis.atlassian.net/browse/TIS21-4801

Funding body

See: TIS UI Fields - Dropdowns

No value display, it is smart search

• Drop down

• Smart search

• Type: Smart search 

• Mandatory: No

• Editable: Yes

• Add multiple

• If you select the following from the ‘Funding type’ dropdown;

1. No value provided

2. Trust Funded’

3. ‘Military’

4. 'Long Term Plan'

5. 'HEE Funded - Tariff'

6. ‘HEE Funded - Non- Tariff’

7. ‘Academic - HEE’

8. 'Academic - NIHR'

9. 'Academic Trust'

10. 'Other'

11. 'Supernumerary'

Then the ‘Funding body’ field is NOT greyed out; accept text

Mandatory: No

In addition to the Initial FE Validation Rules;

• If you select the following from the ‘Funding type’ dropdown;

1. 100% Tariff Funded

2. Academic - University

Then the ‘Funding body’ field is NOT greyed out; accept text

• Drop down

• Smart search

• Type: Smart search 

• Mandatory: No

• Editable: Yes

• Add multiple

• If you select the following from the ‘Funding type’ dropdown;

1. No value provided

2. Trust Funded’

3. ‘Military’

4. 'Long Term Plan'

5. 'HEE Funded - Tariff'

6. ‘HEE Funded

7. ‘Academic - HEE’

8. 'Academic - NIHR'

9. 'Academic Trust'

10. 'Other'

11. 'Supernumerary'

12. 100% Tariff Funded

13. Academic - University

Then the ‘Funding body’ field is NOT greyed out; accept text

This field is required 

N

• Should be pulling from "Funding Organisation table"

• Funding Body: There is outstanding work to be done on the Trust table which populates this dropdown. This field is not used by all Local Offices especially with Tariff posts as the Post Owner would be the same as the Funding Body

https://hee-tis.atlassian.net/browse/TIS21-4801

Start date

• If you select the following from the ‘Funding type’ dropdown;

1. ‘No value provided’

Then the ‘Start date’ field is greyed out; don’t accept text.

• If you select the following from the ‘Funding type’ dropdown;

1. Trust Funded’

2. ‘Military’

3. 'Long Term Plan'

4. 'HEE Funded - Tariff'

5. ‘HEE Funded - Non- Tariff’

6. ‘Academic - HEE’

7. 'Academic - NIHR'

8. 'Academic Trust'

9. 'Other'

10. 'Supernumerary'

Then the ‘Start date’ field is NOT greyed out; accept text.

• Free text or calendar pick

• Date format DD/MM/YYYY

• If Funding type is "No value provided", the Start date is greyed out; don’t accept text.

• If Funding type is NOT "No value provided", the Start date is NOT greyed out; accept text.

• If Funding type is not "No value provided"

  • Type: Free text  or calendar pick 

  • Date format DD/MM/YYYY

  • Character type: Numerical 

  • Special characters allowed: /

  • Mandatory: Yes 

  • Dependencies: Only active when "Funding type" is not "No value provided" otherwise greyed out

  • Editable: Yes

  • Type otherwise greyed out

  • Editable: Yes 

• Mandatory: Yes ( using TIS UI or Post bulk upload)

• Admin cannot create a new post without completing this field (a new post MUST have at least a post funding)

• Admin cannot update a post without completing this field (a post MUST have at least a post funding)

In addition to the Initial FE Validation Rules:

• If you select the following from the ‘Funding type’ dropdown;

1. 100% Tariff Funded

2. Academic - University

Then the ‘Start date’ field is NOT greyed out; accept text.

• Mandatory: Yes ( using TIS UI or Post bulk upload)

• Admin cannot create a new post without completing this field (a new post MUST have at least a post funding)

• Admin cannot update a post without completing this field (a post MUST have at least a post funding)

• If you select the following from the ‘Funding type’ dropdown;

1. ‘No value provided’

Then the ‘Start date’ field is greyed out; don’t accept text.

• If you select the following from the ‘Funding type’ dropdown;

1. Trust Funded’

2. ‘Military’

3. 'Long Term Plan'

4. 'HEE Funded - Tariff'

5. ‘HEE Funded - Non- Tariff’

6. ‘Academic - HEE’

7. 'Academic - NIHR'

8. 'Academic Trust'

9. 'Other'

10. 'Supernumerary'

11. 100% Tariff Funded

12. Academic - University

Then the ‘Start date’ field is NOT greyed out; accept text.

• Free text or calendar pick

• Date format DD/MM/YYYY

• If Funding type is "No value provided", the Start date is greyed out; don’t accept text.

• If Funding type is NOT "No value provided", the Start date is NOT greyed out; accept text.

• If Funding type is not "No value provided"

  • Type: Free text  or calendar pick 

  • Date format DD/MM/YYYY

  • Character type: Numerical 

  • Special characters allowed: /

  • Mandatory: Yes 

  • Dependencies: Only active when "Funding type" is not "No value provided" otherwise greyed out

  • Editable: Yes

  • Type otherwise greyed out

  • Editable: Yes 

• This field is required 

• Only special characters allowed / 

• Error report of listing the missing mandatory field as the reason when creating the post

N

• Admin should not be able to create/update/ save post on TIS if the mandatory field is not completed in UI or post bulk template

https://hee-tis.atlassian.net/browse/TIS21-4801

End date 

• If you select the following from the ‘Funding type’ dropdown;

1. ‘No value provided’

Then the ‘End date ’ field is greyed out; don’t accept text.

• If you select the following from the ‘Funding type’ dropdown;

1. Trust Funded’

2. ‘Military’

3. 'Long Term Plan'

4. 'HEE Funded - Tariff'

5. ‘HEE Funded - Non- Tariff’

6. ‘Academic - HEE’

7. 'Academic - NIHR'

8. 'Academic Trust'

9. 'Other'

10. 'Supernumerary'

Then the ‘End date ’ field is NOT greyed out; accept text.

• Free text or calendar pick

• Date format DD/MM/YYYY

• If Funding type is "No value provided", the End date is greyed out; don’t accept text.

• If Funding type is NOT "No value provided", the End date is NOT greyed out; accept text.

• If Funding type is not "No value provided"

1. Type: Free text  or calendar pick 

2. Date format DD/MM/YYYY

3. Character type: Numerical 

4. Special characters allowed: /

5. Mandatory: Yes 

6. Dependencies:Only active when "Funding type" is not "No value provided" otherwise greyed out

7. Editable: Yes

8. Type otherwise greyed out

9. Editable: Yes 

Apart form the list in the Initial FE Validation & Rules, the following should be added

• Mandatory: No

Inputting Placement: Validation message for a posts with status ‘Inactive’/funding end date expires OR inadequate funding end date when inputting placement against an ‘inactive’ post ( using UI/PPT or Placement bulk upload)

In addition to the Initial FE Validation Rules;

• If you select the following from the ‘Funding type’ dropdown;

1. 100% Tariff Funded

2. Academic - University

Then the ‘End date ’ field is NOT greyed out; accept text.

• Mandatory: No

• Inputting Placement: Validation message for a posts with status ‘Inactive’/funding end date expires OR inadequate funding end date when inputting placement against an ‘inactive’ post ( using UI/PPT or Placement bulk upload)

• If you select the following from the ‘Funding type’ dropdown;

1. ‘No value provided’

Then the ‘End date’ field is greyed out; don’t accept text.

• If you select the following from the ‘Funding type’ dropdown;

1. Trust Funded’

2. ‘Military’

3. 'Long Term Plan'

4. 'HEE Funded - Tariff'

5. ‘HEE Funded - Non- Tariff’

6. ‘Academic - HEE’

7. 'Academic - NIHR'

8. 'Academic Trust'

9. 'Other'

10. 'Supernumerary'

11. 100% Tariff Funded

12. Academic - University

Then the ‘End date’ field is NOT greyed out; accept text.

• Free text or calendar pick

• Date format DD/MM/YYYY

• If Funding type is "No value provided", the End date is greyed out; don’t accept text.

• If Funding type is NOT "No value provided", the End date is NOT greyed out; accept text.

• If Funding type is not "No value provided"

  • Type: Free text  or calendar pick 

  • Date format DD/MM/YYYY

  • Character type: Numerical 

  • Special characters allowed: /

  • Mandatory: Yes 

  • Dependencies: Only active when "Funding type" is not "No value provided" otherwise greyed out

  • Editable: Yes

  • Type otherwise greyed out

  • Editable: Yes 

• This field is required 

• Only special characters allowed /

• Example of possible messages:

  • ”This placement would be in an inactive post. You cannot continue”

  • ”This placement would be in a post where the funding dates do not cover the placement’s entire duration. You cannot continue”

N

• Funding End Date: This is expected to be left NULL for all posts who have long-term, established funding, i.e. there is no known or expected ending to the funding of this post. If a post needs to be discontinued in terms of funding, this field is then filled in with the relevant date

https://hee-tis.atlassian.net/browse/TIS21-4801

• A post’s funding dates should cover the entire duration of a placement. A warning message to prompt users to double check this should improve data quality. Where there is no funding end date the post should be considered to be actively funded indefinitely.

https://hee-tis.atlassian.net/browse/TIS21-2687

This is new field to be created;

Sub-category

To be created

None because it is a new filed to be created.

• HEE Funded - Non-Tariff:

1. Salary recharges

2. Dental – 50%

3. Dental - 100%

4. FY2GP

5. Public Health

6. Hospice or Charity

7. Occupational Medicine

8. Community setting

9. Foundation academic

10. Other post funding

• Supernumerary:

1. Exceptional training

2. SRTT

3. Salary recharges

None because it is a new filed to be created.

• Sub category appears ONLY If you select ‘HEE Funded- Non-Tariff’ OR ‘Supernumerary’ from the ‘Funding type’ dropdown list.

• Type: Drop down

• Mandatory: ? ( using TIS UI or Post bulk upload) Please check with stakeholder if this new field should be mandatory

• Default to: NULL

• Editable: NO

To be updated after implementation

Funding Type Sub-category

https://hee-tis.atlassian.net/browse/TIS21-4803

This is new field to be created;

Funding Reason

To be created

None because it is a new filed to be created.

• Long Term Plan

• Redistribution

• Expansion Posts

• Cancer and Diagnostics

None because it is a new filed to be created.

• Funding Reason appears ONLY If you select any item from the ‘Funding type’ dropdown list

• Type: Drop down

• Mandatory: No ( using TIS UI or Post bulk upload)

• Default to: NULL

• Editable: No

To be updated after implementation

Funding Type- Funding reason;

https://hee-tis.atlassian.net/browse/TIS21-4804