Page Comparison

Logged in Authorised User

Review dates known

Trainees to exist on TIS

Programme and curriculum memberships available against trainees. 

User navigated to Bulk Uploads spacearea

View all or searched assessments in a summary screen

Assessment event flagged against trainee records

Notification sent Assessment Panel and Trainees

Assessment event flagged in Trainee UI 

Assessment records created against trainees records and visible from the UI within a person's records assessments tab.

1. Access bulk upload screen
2. Download Bulk Assessment template
3. User completes template
4. Upload completed spreadsheet

1. System validates spreadsheet and presents validation errors if any
2. System creates assessment records against trainees records based on

1. spreadsheet values
   1. Where system finds matching Trainee , Programme membership and curriculum details specified on the template, it will create the assessment record.
   2. Where system cannot find a matching Trainee/Programme membership/Curriculum on TIS, it will be flagged in the list of errors.
   3. where non-mandatory column headers have been left blank on the template, the import will ignore those and no action by the import to the specific columns.
2. System will send/present confirmation when process completes
   1. Confirmation message is displayed on screen
   2. Confirmation of assessment

1. 1. recorded against Trainee record
   2. New assessment event added to summary list page

People Process:

1. Download the template from TIS
2. Populate the spreadsheet with people records
3. Upload spreadsheet
4. System validates spreadsheet
5. System creates new records based on spreadsheet values
6. System presents a list of newly created records for review/update
7. Account/Profile of trainees created??
8. Notifications sent to trainnes with credentials??

https://hee-tis.atlassian.net/wiki/download/attachments/427983025/TIS%20Assessment%20Import%20Template%20%20-%20With%20Rules%20and%20Validations.xlsx?version=4&modificationDate=1530191401842&cacheVersion=1&api=v2

Backend validations applicable for bulk:

Assessments - Field Validation NEW (draft)

• Rule: Only specified fields should be entered
• Rule: spresdsheet can only be completed if completely correct (Joanne Watson (Unlicensed) - please confirm)
• Error: where data is incomplete i.e. mandatory fields completed incorrectly

• Error: where mandatory fields not completed

• Error: Structure of the template expected by the import does not match, i.e. file format/column names/order expected do not match

• Error: Duplicate rows identified in the spreadsheet

• Error: Duplicate record of a person already exist on the system.

If Excel upload valid, then validation should be done on those fields (see People Scenarios PP-6)

https://hee-tis.atlassian.net/wiki/download/attachments/427983025/TIS%20Assessment%20Import%20Template%20%20-%20With%20Rules%20and%20Validations.xlsx?version=4&modificationDate=1530191401842&cacheVersion=1&api=v2

Backend validations applicable for bulk:

Assessments - Field Validation NEW (draft)

Who created the assessment and when

Present audit log to all with view permissions