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Column HeadingAdd/Update/Matching CriteriaMandatoryRules
Forenames*Matching CriteriaYesMust match exactly the Forename of a Current or Inactive Person record on TIS
Surname*Matching CriteriaYesMust match exactly the Surname a Current or Inactive Person record on TIS
GMC NumberMatching CriteriaYes (unless GDC number or Public Health number has been entered)Accepted value is 7 digits. Must match exactly the GMC Number of a Current or Inactive Person record on TIS. The Surname, Forenames and GMC number for each row must match exactly a single TIS person record
GDC NumberMatching CriteriaEither a GMC number, GDC number or Public Health number must be enteredMust match exactly the GDC Number of a Current or Inactive Person record on TIS. The Surname, Forenames and GDC number for each row must match exactly a single TIS person record
Public Health NumberMatching CriteriaEither a GMC number, GDC number or Public Health number must be enteredMust match exactly the Public Health Number of a Current or Inactive Person record on TIS. The Surname, Forenames and Public Health number for each row must match exactly a single TIS person record
National Post Number*Matching CriteriaYes

Must match exactly the National Post Number of a Current or Inactive Post on TIS. Ingore Post with a status of DELETE

In an placement update scenario, Date From and Date to should match to the dates on the person record against the existing matching NPN.

You can't update dates using the placement import. Dates can only be updated manually in the system. If you take dates out of the matching criteria then there is no way of knowing which placement you want to update as people can have many placements in the same site.

In an Add scenario, i.e. where a placement is being added to a person, the values on the template will be inserted to person records.

Date From*Matching Criteria/AddYesFormat must be dd/mm/yyyy. Date from must be before date to
Date To*Matching Criteria/AddYesFormat must be dd/mm/yyyy. Date from must be before date to
Placement Type*UpdateYesAccepted values should match to one of the Placement type reference table
Placement Status*UpdateRemove as this get automatically populated based on the dates entered
Site*UpdateYesAccepted values should match to one of the Site reference table
WTE*UpdateYesAccepted values should match to those that are deemed valid from the FE i.e. any number between 0 and 1 inclusve. 
Grade*UpdateYesAccepted values should match to one of the Grade reference table
Specialty1*UpdateYes - 
Jira Legacy
serverSystem JIRA
serverId4c843cd5-e5a9-329d-ae88-66091fcfe3c7
keyTISNEW-1860
Accepted values should match to one of the Specialty reference table
Specialty2Update
Accepted values should match to one of the Specialty reference table
Specialty3Update
Accepted values should match to one of the Specialty reference table
Clinical SupervisorUpdateNo

TISDEV-4458


Educational SupervisorUpdateNoTISDEV-4458
CommentsUpdateNoTISDEV-4692

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