Page Comparison

1. Upload spreadsheet
2. System validates spreadsheet
3. System creates new records based on spreadsheet values
4. System presents a list of newly created records for review/update

From People - Field Validation  (when creating a person record only the fields in Personal and Contact and (for a trainee) Programme are required)

Which fields are required in spreadsheet?

People - Field Validation has a spreadsheet (bottom of page) that shows the fields 

How should upload errors be handled? 

Validation takes place prior to upload - message to appear to inform the user of the error so they can fix them before attempting the upload again

Error: this GMC/GDC/Public Health number is already held Error message appears to let the operator know what the reasons for non import are. The errors should be corrected on the import spreadsheet before the import function is tried again.  It is possible to select records to be imported if some of the records are correct but the best course of action is to correct all inaccuracies and import the entire spreadsheet in one go.

The total number of records that have been imported is shown to the operator.

Mandatory fields should be defined on the import spreadsheet to avoid the non import of records.

Error: this GMC/GDC/Public Health number is already held by a person on this database

Error: mandatory fields not completed

1. Validate that the trainees on the list are new starters in the local office
2. Add mandatory fields
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

How do you currently view/edit import errors? Joanne Watson (Unlicensed)

Error message appears to let the operator know what the reasons for non import are. The errors should be corrected on the import spreadsheet before the import function is tried again.  It is possible to select records to be imported if some of the records are correct but the best course of action is to correct all inaccuracies and import the entire spreadsheet in one go.

The total number of records that have been imported is shown to the operator.

1. that the trainees on the list are new starters in the local office
2. Add mandatory fields
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

1. Update (do not create) when a person's record already exists in the database