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Context

The screen below will serve as the batch editing page for Connections Discrepancies, accessed by selecting 2 or more of the records (using the tick box) on the summary screen, if known the user can also enter the URL directly. It displays a summary list of all trainees in TIS, with the options to enable the user make changes to the connection and add reasons before saving the changes. A warning screen is to be displayed when the user hits save, before making the changes live.

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Label

Type

Rules

1

Action

Drop down / type-ahead

  1. User can type-ahead into the box - limit to the options (below) and display preview when 2+ characters entered - they can then select the preview to populate the box, or

  2. User clicks on the drop-down/type ahead to display all action options, they can then select one of the options

  • Add connection

  • Remove connection

  • Review connection

  • Ignore connection

Only 1 can be selected

As they roll over each option, highlight the one the cursor is over

2

Reason

Drop down / type-ahead

Display options dependent on the “action” previously selected

Cannot select a reason if no action chosen

Reason is mandatory

Add connection

  • Doctor has a connection with this local office

  • Conflict of interest

Remove connection

  • Doctor has retired (2)

  • Doctor has a connection with this local office

  • Conflict of interest

Review connection

Free text, 50 characters max

Ignore connection

Free text, 50 characters max

3

Designated body

Drop-down / type-ahead

Made available if “Add connection” is selected

On click, should present a list of all designated bodies (see here)

User can also type into the box, when 3+ characters entered should constrain the list; user can then select preferred option

4

Save

Button

On click, should present warning screen (see 6)

5

<selection box>

Selection box

User can select 1+ records

On selection of >2, the user is presented with the edit options form

6

Warning screen (not depicted)

Pop-up

Presented when user clicks save

“Are you sure you want to save changes to all selected records?”

Options

  • Yes > close pop-up, saves changes, presents summary screen

  • No > close pop-up, present editable screen