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Process Name

AS-1 Create Assessments

Comments
DescriptionUser has the ability to create an event record that can have evidence and outcomes applied to it related to a trainee's ARCP, RITA and HSC trainee reviews etc.

Creation of a single event (batch add is addressed in a separate scenario)

ActorsLocal Admin
Pre-Conditions

Logged in Authorised User

ARCP dates known

User navigated to Assessments area on TIS

Applicable to both Medical and Dental trainees for MVP.

Healthcare Science and Pharmacy have developed their processes around the Gold Guide so these developments will support these disciplines when they come on line.

Post-Conditions

View all or search assessments in a summary screen

Assessment event flagged against trainee record

Notification sent to Assessment Panel and Trainee

Assessment event flagged in Trainee UI 


Process Steps
  1. Select Assessment from UI menu
  2. Select Create a new assessment
  3. Enter relevant field data for new assessment including options to generate Form R
  4. System auto-saves details as they progress
  5. User saves
  6. New assessment event added to summary list page
  7. Assessment event information displayed in Trainee UI

The trigger point for a trainee's assessment will be either the 'next review date' being set in the previous assessment record OR approaching 12 months since the trainee's last assessment event.


Labels for an assessment (see Assessments - Field Validation, fields 1-24)
Alternative Process

AS-2 Bulk create assessments


Rules
  • Rule: Only specified fields can be entered
  • Rule: 9 months from last review, flag trainees names in People list, create assessment to clear
  • Error: where mandatory fields not completed
  • Rule: trainee must have a current or past placement against their record
  • Error: you must select 1 trainee before you can create a new assessment

JIRA Links
Jira Legacy
serverSystem JIRA
serverId4c843cd5-e5a9-329d-ae88-66091fcfe3c7
keyTISDEV-3008

Audit Log

Who created the assessment and when

Present audit log to all with view permissions


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Process Name

AS-2 Bulk Create Assessments

Comments
DescriptionUser has the ability to create an assessment event record that can have evidence and outcomes applied to it related to a trainee's ARCP, RITA and HCS trainee reviews etc. in bulk. It will consists of bulk uploading events, pre-assessment details, post-assessment details and concerns/comments regarding revalidation. 
ActorsLocal Admin
Pre-Conditions

Logged in Authorised User

Review dates known

Trainees to exist on TIS

Programme and curriculum memberships available against trainees. 

User navigated to Bulk Uploads area


Post-Conditions

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


Process Steps
  1. Access bulk upload screen
  2. Download Bulk Assessment template
  3. User completes template
  4. Upload completed spreadsheet
  5. System validates spreadsheet and presents validation errors if any
  6. System creates assessment records against trainees records based on 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.
  7. System will present confirmation when process completes
    1. Confirmation message is displayed on screen
    2. Confirmation of assessment recorded against Trainee record
    3. New assessment event added to summary list page

Validation Rules/Matching Criteria/ Column headers:

https://hee-tis.atlassian.net/wiki/download/attachments/427983025/TIS%20Assessment%20Import%20Template%20%20-%20With%20Rules%20and%20Validations.xlsx?version=45&modificationDate=15301914018421530263724349&cacheVersion=1&api=v2

Backend validations applicable for bulk:

Assessments - Field Validation NEW (draft)


Alternative ProcessAS-1 Create Assessments Event
Rules

Validation Rules/Matching Criteria/ Column headers:

https://hee-tis.atlassian.net/wiki/download/attachments/427983025/TIS%20Assessment%20Import%20Template%20%20-%20With%20Rules%20and%20Validations.xlsx?version=45&modificationDate=15301914018421530263724349&cacheVersion=1&api=v2

Backend validations applicable for bulk:

Assessments - Field Validation NEW (draft)



Jira Legacy
serverSystem JIRA
serverId4c843cd5-e5a9-329d-ae88-66091fcfe3c7
keyTISDEV-3302


Audit Log

Who created the assessment and when

Present audit log to all with view permissions


...