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By introducing categories, we can reduce the sections to 98. However, this may introduce new terminology, so must be ratified by the Service Managers and Business Managers to ensure the terminology and segmentation is appropriate across the board.

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  • personal details (incl Immigration)
  • NTN/DRN
  • pre-employment checks
  • qualifications
  • accreditation pathway

  • form R Part A

  • professional associations
  • CPPS

...

  • bank details

Programme

  • programme
  • NTN/DRN
  • placement
  • Assessment
    • Assessments = Annual Review (ARCP, ARP)
    • reviews
    • form R part B
    • appraisals
  • exams
  • CCT
  • supervisor
  • foundation << to be investigated, confirm whether there are fields within this screen that can be consolidated with other sections
  • exams
  • CCT
  • supervisor

Assessment

  • Assessments = Annual Review (ARCP, ARP) 
  • reviews
  • form R part B
  • appraisals

Revalidation

  • revalidation

Absence Management

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Process NamePP2 - Search PersonComments
DescriptionUser can find a person or group of people as required
ActorsAdmins (Local office and Trusts)
Pre-conditions

Logged in

Security allows access to people records 


Post-conditionsView all or filtered people in a screen list (filtered list produced via defined filterable fields)
Process steps1. Enter search term [person surname, forename, maiden name, GMC/GDC/Public Health number]
2. Click search
3. Present search results		From People - Field Validation 
Alternative flowPP3 - 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 LogN/A


Process NamePP3 - View People ListComments
DescriptionUser 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
ActorsAdmins (Local office and Trusts)
Pre-conditions

Logged in

Security allows access to people records 


Post-conditionsView all or searched people in a list
Process steps1. 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 flowPP2 - Search Person
RulesError: page unavailable
  • filter on by default: user's local office

Other validation available on field validation table
JIRA ReferenceTIS-636
Audit LogN/A



Process NamePP4 - View / Edit PersonComments
DescriptionUser should be able to view a person record and edit as their permission allows
ActorsLocal office admins
Pre-conditions

Logged in 

Authorised user


Post-conditionsView all or filtered/searched people in a list
Process steps1. 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 flowPP3 - View people list
Rules
  1. allow some users access to only certain parts of the person record e.g. all apart from the sensitive data
  2. Error message: only one user to edit a single person record at any one time
  3. Must save before closing

JIRA ReferenceTIS-636, TIS-207, TIS 130
Audit LogChange 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 NamePP5 - Create Person (single)Comments
DescriptionUsers should be able to manually add an individual person record
ActorsLocal office admin
Pre-conditionsLogged in
Authorised User
Post-conditionsSearched for person in entire database
Process steps1. 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 flowPP6 - Bulk upload of people
Rules
  1. Mandatory fields must be completed. Error: Mandatory fields not completed

JIRA ReferenceTIS 629
Audit LogWho created the people record and whenLog changes to any of the field values and when and who made
the changes.
Visually presented to all


Process NamePP6 - Bulk Upload of PeopleComments
DescriptionA user should be able to add a list of individuals to create multiple person records in one go
ActorsLocal office admin
Pre-conditionsLogged in
Authorised User
Post-conditionsSearched for person in entire database
Process steps
  1. 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 flowPP5- 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 ReferenceTIS-642
Audit LogWho created the people record and whenLog changes to any of the field values and when and who made
the changes.
Visually presented to all



Process NamePP7 - Manage Oriel Import of TraineesComments
DescriptionUsers should be able to view a summary of recently imported trainee person records and edit the contents of each one 
ActorsLocal office admin
Pre-conditionsLogged in
Authorised User
Post-conditions

Process steps
  1. Select Programme/Programmes from filter list
  2. Validate that the trainees on the list are new starters in the local office
  3. Add additional required data (if available) e.g. NTN
  4. Authorise import of trainee details from Oriel into TIS
  5. Confirmation received of successful import

Alternative flowPP6-Bulk upload of People
Rules
  1. 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 ReferenceTIS-715
Audit LogWho created the people record and whenLog changes to any of the field values and when and who made
the changes.
Visually presented to all


Process NamePP8 - Remove Person from ProgrammeComments
DescriptionUsers are able to update a person record to remove them from a programme
ActorsLocal office and trust admins (depending on the local office arrangements for managing FP trainees)
Pre-conditionsLogged in
Authorised User
Post-conditionsNavigated to trainee record
Process steps
  1. Update curriculum completion date and programme completion date
  2. Save
  3. Exit

Alternative flowN/A
Rules

JIRA ReferenceTIS-636, TIS-216, TIS-204
Audit LogLog changes to any of the field values and when and who made
the changes.
Visually presented to all


Process NamePP9 - Leaver processComments
DescriptionTBCNeed to agree process for making records inactive (24/8/17)
Actors

Pre-conditions

Post-conditions

Process steps

Alternative flow

Rules

JIRA ReferenceTIS-211, TIS-216
Audit Log


Process NamePP10 - Reporting  (Need to agree reporting functions)Comments
DescriptionUsers 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)
ActorsAdmins
Pre-conditionsLogged in
Authorised User
Post-conditions

Process steps

Alternative flow

Rules

JIRA Reference

Audit Log


Pess NamePP-1 NavigateComments
Description

Actors
 
Pre-Conditions

Post-Conditions
 
Process Steps
 
Alternative Flow
 
Rules
 
JIRA Reference
 
Audit Log

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