Page Comparison

Logged in

Security allows access to Placement Manager

Trainees to exist on TIS already

Posts to exist on TIS already 

Placement created for a group of individuals

Placement confirmed to relevant Trust

1. Access bulk upload screen
2. Download spreadsheet
3. User completes spreadsheet
4. Upload completed spreadsheet
5. System validates spreadsheet and presents validation errors if any
6. System creates new placements against trainees recods based on spreadsheet values
   1. Where system finds matching trainee record on TIS, it will add a new placement with the details being uploaded where the valid NPN does not already exist against the Person Record. Where the valid NPN already exists against the person record, the import will validate all matching criteria including the the dates of the placement in order to update the remaining fields.
   2. Where system cannot find a matching trainee record on TIS, it will be flagged in the list of errors.
   3. Where system cannot find a matching post with the NPN specified on the template, it will be flagged in the error report. 
7. System will send/present confirmation when process completes
   1. Confirmation message is displayed on screen
   2. Confirmation of placement is recorded against Trainee record
   3. Confirmation of placement is sent to relevant Trust (i.e. where the placement will be completed)

Valid template with exact column headers downloaded from TIS to be used.

Structural errors to be validated for.

All fields must be completed with a valid response.

Rules and Validations for each column are specified in the 'Rules and Validations' sheet here: TIS Placement Import Template - Spec for Update v.s. Add fields.xls

Who uploaded the template and when.

Who added/updated a placement and when.