Page Comparison

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People Sub-Component	Trainee	Educational Supervisor	Clinical Supervisor	Training Programme Director	Local Office Admin	Trust Admin
Personal & Contact
Personal Details	EDIT (own)	EDIT (own) VIEW (trainee)	EDIT (own)	EDIT (own)	EDIT (all)	VIEW (trainee) EDIT (supervisors, who belong to them)
Immigration	VIEW (own)	VIEW (own)	VIEW (own)	EDIT (own)	EDIT (all)	VIEW (trainee) EDIT (supervisors, who belong to them)
NTN / DRN	VIEW (own)	VIEW (trainee)	N/A	VIEW (trainee)	EDIT (all)	VIEW (trainee)
Pre-Employment Checks	VIEW (own)	N/A	N/A	N/A	EDIT (all)	VIEW (trainee)
Qualifications	EDIT (own)	EDIT (own) VIEW (trainee)	EDIT (own)	EDIT (own) VIEW (trainee)	EDIT (all)	VIEW (trainee) EDIT (supervisors, who belong to them)
Accreditation Pathway	N/A	EDIT (own)	EDIT (own)	EDIT (own)	EDIT (all)	EDIT (supervisors, who belong to them)
Form R, Part A	EDIT (own)	N/A	N/A	VIEW (trainee)	EDIT (all)	VIEW (trainee)
CPPS	VIEW (own)	VIEW (own) VIEW (Trainee)	VIEW (own)	VIEW (own)	EDIT (all)	VIEW (trainee) only very limited access to trust admins
Programme
Programme	EDIT (own)	VIEW (trainee)	N/A	VIEW (trainee)	EDIT (all)	VIEW (trainee)
Placement	VIEW (own)	VIEW (trainee)	N/A	EDIT (trainee)	EDIT (all)	VIEW (trainee)
Foundation	VIEW (own)	VIEW (trainee)	N/A	VIEW (trainee)	EDIT (all)	VIEW (trainee)
Exams	EDIT (own)	VIEW (trainee)	N/A	VIEW (trainee)	EDIT (all)	VIEW (trainee)
Supervisor	VIEW (own)	EDIT (trainee)	N/A	VIEW (trainee)	EDIT (all)	EDIT (trainee)
Assessment
Annual Review (ARCP / ARP)	EDIT (own)	EDIT (trainee)	N/A	EDIT (trainee)	EDIT (all)	N/A
Form R, Part B	EDIT (own)	VIEW (trainee)	N/A	VIEW (trainee)	EDIT (all)	N/A
Revalidation
Revalidation	VIEW (own)	N/A	N/A	N/A	EDIT (all)	N/A
Absence Management
Education Leave	VIEW (own)	VIEW (own) VIEW (trainee)	VIEW (own)	VIEW (own) VIEW (trainee)	EDIT (all)	EDIT (supervisor) EDIT (trainee)
Entitlements	VIEW (own)	VIEW (own) VIEW (trainee)	VIEW (own)	VIEW (own) VIEW (trainee)	EDIT (all)	EDIT (supervisor) EDIT (trainee)
Leave Approvers	VIEW (own)	VIEW (own) VIEW (trainee)	VIEW (own) VIEW (trainee)	VIEW (own) VIEW (trainee)	EDIT (all)	EDIT (supervisor) EDIT (trainee)
OOP Applications	EDIT (own)	N/A	N/A	EDIT (trainee)	EDIT (all)	N/A
OOP Approvers	VIEW (own)	N/A	N/A	EDIT (trainee)	EDIT (all)	N/A
Teaching Sessions	VIEW (own)	VIEW (own) VIEW (trainee)	VIEW (own)	VIEW (own) VIEW (trainee)	EDIT (all)	EDIT (supervisor) EDIT (trainee)
Courses	VIEW (own)	VIEW (own) VIEW (trainee)	VIEW (own)	VIEW (own) VIEW (trainee)	EDIT (all)	EDIT (supervisor) EDIT (trainee)
Expenses
Expense Management	VIEW (own)	VIEW (own)	VIEW (own)	VIEW (own)	EDIT (all)	EDIT (supervisor) EDIT (trainee)
Approvals
Appointments / Visits	N/A	N/A	N/A	N/A	EDIT (all)	N/A
General Admin
Documents	EDIT (own)	EDIT (own) VIEW (trainees)	EDIT (own)	EDIT (own)	EDIT (all)	VIEW (trainees) EDIT (supervisors)
Actions (Reminders)	EDIT (own)	EDIT (own)	EDIT (own)	EDIT (own)	EDIT (all)	EDIT (own)
Communications
Messages	EDIT (own)	EDIT (own)	EDIT (own)	EDIT (own)	EDIT (all)	EDIT (own)

Use Cases

Process Name	PP-1 Navigate	Comments
Description	User can navigate to the People Section of TIS
Actors	Admins (Local office and Trusts)
Pre-Conditions	Logged in Security allows access to people records
Post-Conditions	View people landing page
Process Steps	Search 'Person' is the default landing page for TIS Hover over 'People' Presents options to add new or import people
Alternative Flow	N/A
Rules	Page only available to those who have access to 'People' in their role
JIRA Reference
Audit Log	N/A

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Process Name	PP2 - Search Person	Comments
Description	User can find a person or group of people as required
Actors	Admins (Local office and Trusts)
Pre-conditions	Logged in Security allows access to people records
Post-conditions	View all or filtered people in a screen list (filtered list produced via defined filterable fields)
Process steps	1. View table with column headers definedEnter search term [person surname, forename, maiden name, GMC/GDC/Public Health number] 2. Click into single line to view detail on a particular postsearch 3. System presents detailed post viewPresent search results	Forename Surname GMCnumber/GDC number/Public Health Number Programme NTN Current placement details (placement grade, placement specialty) Current placement site Placement type Role Status
Alternative flow	PP3 - View People List
Rules	Page only available to those who have access to 'People' in their role Certain 'People' only available to those who have access in their role
JIRA Reference
Audit Log	N/A

Process Name	PP3 - View People List	Comments
Description	User can view a summary list of all people and be able to constrain/sort that view by certain filters; they should also be able to enter into a person record
Actors	Admins (Local office and Trusts)
Pre-conditions	Logged in Security allows access to people records
Post-conditions	View all or searched people in a list
Process steps	1. View table with column headers defined 2. Click into single line to view detail on a particular person 3. System presents detailed post view	Forename Surname GMCnumber/GDC number/Public Health Number Programme NTN Current placement details (placement grade, placement specialty) Current placement site Placement type Role Status
Alternative flow	PP2 - Search Person
Rules	Error: page unavailable filter on by default: user's local office Other validation available on field validation table
JIRA Reference	TIS-636
Audit Log	N/A

Process Name	PP4 - View / Edit Person	Comments
Description	User should be able to view a person record and edit as their permission allows
Actors	Local office admins
Pre-conditions	Logged in Authorised user
Post-conditions	View all or filtered/searched people in a list
Process steps	1. Click through from list view 2. View detail 3. Edit detail in field (including changing status to 'inactive') 4. Save 5. Close	From People - Field Validation
Alternative flow	PP3 - View people list
Rules	allow some users access to only certain parts of the person record e.g. all apart from the sensitive data Error message: only one user to edit a single person record at any one time Must save before closing
JIRA Reference	TIS-636, TIS-207, TIS 130
Audit Log	Change made - was/is When Who	Log changes to any of the field values and when and who made the changes. Visually presented to all

Process Name	PP5 - Create Person (single)	Comments
Description	Users should be able to manually add an individual person reacordperson record
Actors	Local office admin
Pre-conditions	Logged in Authorised User
Post-conditions	Searched for person in entire database
Process steps	1. Select to add new person 2. Enter relevant field data (see order of field completion on validation table) 3. System autosaves details as they progress 4. User saves	From People - Field Validation (when creating a person record only the fields in Personal and Contact and (for a trainee) Programme are required)
Alternative flow	PP6 - Bulk upload of people
Rules	Mandatory fields must be completed. Error: Mandatory fields not completed
JIRA Reference	TIS 629
Audit Log	Who created the people record and when	Log changes to any of the field values and when and who made the changes. Visually presented to all

Process Name	PP6 - Bulk Upload of People	Comments
Description	A user should be able to add a list of individuals to create multiple person records in one go
Actors	Local office admin
Pre-conditions	Logged in Authorised User
Post-conditions	Searched for person in entire database
Process steps	Upload data fields from spreadsheet	From People - Field Validation (when creating a person record only the fields in Personal and Contact and (for a trainee) Programme are required)
Alternative flow	PP5- Create person (single)
Rules	Error: this GMC/GDC/Public Health number is already held by a person on this database Error: mandatory fields not completed
JIRA Reference	TIS-642
Audit Log	Who created the people record and when	Log changes to any of the field values and when and who made the changes. Visually presented to all

Process Name	PP7 - Manage Oriel Import of Trainees	Comments
Description	Users should be able to view a summary of recently imported trainee person records and edit the contents of each one
Actors	Local office admin
Pre-conditions	Logged in Authorised User
Post-conditions
Process steps	Select Programme/Programmes from filter list Validate that the trainees on the list are new starters in the local office Add additional required data (if available) e.g. NTN Authorise import of trainee details from Oriel into TIS Confirmation received of successful import
Alternative flow	PP6-Bulk upload of People
Rules	Update (do not create) when a person's record already exists in the database	Where mandatory fields are not complted at time of import suggest a quality dashboard/data extract be produced to indicate the missing values in each person record
JIRA Reference	TIS-715
Audit Log	Who created the people record and when	Log changes to any of the field values and when and who made the changes. Visually presented to all

Process Name	PP8 - Leaver Process Remove Person from Programme	Comments
DescriptionTBC	Users are able to
Actors
Pre-conditions
Post-conditions
Process steps
Alternative flow
Rules
JIRA Reference
Audit Log

Process Name	PP9 - Remove Person from ProgrammeLeaver process	Comments
Description	TBC
Actors
Pre-conditions
Post-conditions
Process steps
Alternative flow
Rules
JIRA Reference
Audit Log

Process Name	PP10 - Reporting	Comments
Description	Users should be able to configure and pull a report directly from TIS relating to specific requirements	Aggregated Trainee Data - TIS-363 Trainee Attrition - TIS-298 (a subset of TIS-363) Trainees per Discipline - TIS-362 (a subset of TIS-363)
Actors
Pre-conditions
Post-conditions
Process steps
Alternative flow
Rules
JIRA Reference
Audit Log

Pess Name	PP-1 Navigate	Comments
Description
Actors
Pre-Conditions
Post-Conditions
Process Steps
Alternative Flow
Rules
JIRA Reference
Audit Log

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Versions Compared

Old Version 17

New Version 18

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