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7 trainee-linked forms referred to programme memberships that no longer exist, and were mis-linked to new programme memberships. As such, any rule to link forms in this way must allow for the possibility of programme memberships being deleted after having being linked to a form. This may best be handled by automatically delinking any form referring to a programme membership that is being deleted.

B.

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One matching programme membership

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Rule:

Trainee has only one programme membership starting more than 6 months before form submission date, finishing more than 6 months after form submission, with matching local office and programme details, and curriculum membership current or future when the rule is applied. SQL.

Matches:

FormR PartA: 339814 (33.4% of test dataset); 1096 manually linked forms

FormR PartB: 50379 (35.6% of test dataset); 1605 manually linked forms

Errors:

3 trainee-linked forms were mismatched:
Form PartB forms:

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The relevant details from TIS:

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In both instances, the trainee linked to a PM that had finished some time before the submission date of the FormR (first form submitted 28 Aug 2024, PM finished 3 Oct 2023; second form submitted 27 Sep 2024, PM finished 6 Feb 2024), while having an ongoing PM with the same LO and programme curriculum specialty. It is not clear if these were trainee errors or not.

FormR PartA forms:

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The relevant details from TIS:

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Similarly, the form was submitted on 28 Aug 2024 for PM that finished on 3 Oct 2023, while having an ongoing PM with the same LO and programme curriculum specialty.

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active within 1 year before and 4 month after submission date

Rule:

Trainee has only one programme membership starting ending more than 6 12 months before form submission date, finishing more starting less than 6 4 months after form submission, with matching local office and programme details. SQL.

Matches:

FormR PartA: 9744 62934 (852.2% 8% of test dataset); 22 1788 manually linked forms

FormR PartB: 11889 76637 (1054.0% 2% of test dataset); 38 2542 manually linked forms

Errors:

None observed, though the sample size of manually linked forms is small. One would assume the same sort of ‘errors’ as in (B) would apply.