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| 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 |
| 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? Fields People - Field Validation has a spreadsheet (bottom of page) that shows the fields How should upload errors be handled? | ||||
| 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 | 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. | 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 completedrecords. |
| 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 |
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| Process Name | PP9 - Leaver process - Need to agree process for making records inactive - with SMLs | Comments |
|---|---|---|
| Description | Users are able to reflect in a trainee's record that they have left their training programme (non-completion of programme and completion of programme) | Question for SMLs is 'how can we show that a trainee has left their training programme without completing/achieving their CCT?. |
| Actors | Local office and trust admins (depending on the local office arrangements for managing FP trainees) | |
| Pre-conditions | Logged in Authorised User | |
| Post-conditions | Navigated to trainee record | |
| Process steps |
| Need to agree this with SMLs |
| Alternative flow | N/A | |
| Rules | ||
| JIRA Reference | TIS-211, TIS-216 | |
| Audit Log | Log changes to any of the field values and when and who made the changes. Visually presented to all |
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| Process Name | PP10 - Reporting Need to agree reporting functions | Comments |
|---|---|---|
| Description | Users should be able to configure and pull a report directly from TIS relating to specific requirements |
Dependency on Workshop to be held with Joanne, Ray & Rob |
| Actors | Admins | |
| Pre-conditions | Logged in Authorised User | |
| Post-conditions | ||
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| Alternative flow | ||
| Rules | ||
| JIRA Reference | ||
| Audit Log |
| Process Name | PP-11 Review Trainee HR Details | Comments | ||
|---|---|---|---|---|
| Description | Admin access to Trainee HR details to support | Related to TIS-37 however this may be an information sharing requirement, rather than a functional requirement for TIS - TO BE DISCUSSED | ||
| Actors | ||||
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| JIRA Reference | ||||
| Audit Log |
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