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Next steps:

  • Alistair Pringle (Unlicensed) - More sessions to be arranged to understand teaching sessions, HR and Training absence and TOOT.
  • Add fields validation, reorder/re-arrange categories as necessary following the sessions.
  • Look at DR V2 and update the below.
  • Confirm fields are as discussed


Field Sequence (ordinal)

Field name (V10)

DR field (View)

Reference table

Example value

Other fields available in DR

Type (free text, drop down, check box) & Interaction

Mandatory (Y/N)

Validation / Error Messaging

Filter (Y/N)

Search (Y/N)

Sort (Y/N)

List (S) / Detail (D)

Notes

Delete (Y / N)

MVP Fields
Entitlements v Actuals

Leave TypeLeavetype (Vwleave)
  • STUDY LEAVE,
  • SICKNESS,
  • EXPENSES, COURSE (for Trainers)

  • drop down: 
  • multiple rows can be selected
  • one type per row
N







Leave NameCoursename (Vwleave)
e.g. Cardiology for Geniuses
  • free text
  • up to 100 characters
N







Entitlement Value
  • Budget???
  • Entitlement (Vwentitlement)

  • 300.00
  • 30

  • Free text
  • Number to 2 decimal places
  • Include guidance note stating that "if expenses, this should be in GBP only"
N







Actual Value
  • Actualcost (Vwleaveexpense)
  • Takendays (Vwentitlement)

  • 116.75
  • 2

  • Free text
  • Number to 2 decimal places
  • Include guidance note stating that "if expenses, this should be in GBP only"
N







Leave yearLeaveyear (Vwentitlement)
2016/2017
  • Free text
N




This not aligned with the financial year. It runs from August to August.

(IO) Should this be a year only ie 2016 - 2017, rather than a date? Alistair Pringle (Unlicensed)



Financial yearFinancialyear (Vwleaveexpense)
2016/2017
  • Free text
N




This not aligned with the study leave year. It runs from April to March.

(IO) Should this be a year only ie 2016 - 2017, rather than a date? Alistair Pringle (Unlicensed)



Leave Start dateLeavestartdate  (Vwleaveexpense)
01/02/2016 
  • Calendar picker
N







Leave End dateLeaveenddate (Vwleaveexpense)
31/01/2017
  • Calendar picker
N







Teaching Sessions



  • Free text
  • Number
N




Post-MVP

Remaining Time (Study leave)Remainingdays (Vwentitlement)
50.00
  • Read-only calculated field (Time (Study leave) minus Total time taken(Study leave))
  • Number (of days)
  • displayed per leave type
N




(IO) Is this still needed for MVP? Alistair Pringle (Unlicensed)

Remaining Expenses

250.00
  • Read-only calculated field (Time (Study leave) minus Total time taken(Study leave))
  • Number (GBP)
  • displayed per leave type
N




(IO) Is this still needed for MVP? Alistair Pringle (Unlicensed)

Total expenses claimed

150.00
  • Read-only calculated field (Sum of all Actuals Expenses for Leave year)
  • displayed per leave type (if expenses)
N




(IO) Is this still needed for MVP? Alistair Pringle (Unlicensed)

Total time taken (Study leave)Takendays (Vwentitlement)
10.00
  • Read-only calculated field (Sum of all Actuals for Time (Study leave))
N




(IO) Is this still needed for MVP? Alistair Pringle (Unlicensed)

Field Sequence (ordinal)

Field name (V10)

DR field

Reference table

Example value

Other fields available in DR

Type (free text, drop down, check box) & Interaction

Mandatory (Y/N)

Validation / Error Messaging

Filter (Y/N)

Search (Y/N)

Sort (Y/N)

List (S) / Detail (D)

Notes

Delete (Y / N)

Study and non-study leave
POST-MVP Fields
Study leave/Course details (Leave Manager)
MVPStatusY (STATUS)Y - StatusCurrentNDropdown





Default is current
MVPStart dateY (LeaveStartDate)N05/06/2016
Date field / Date picker







MVPEnd dateY (LeaveEndDate)N05/12/2017
Date field / Date picker







MVPLeave typeY (LeaveType)YStudy, Exam, Private  or Other.
Dropdown







MVPDays (NumberOfDays)Y (NumberOfDays)N44.25







Should this not be whole numbers only?

AuthorisedY (Authorised)












Authorisation typeY (????)
Full, Limited, Locum, SSP, Grant, Leave only.

Dropdown










OnlineY (Online)NYes, No
Boolean








Estimated CostY (EstimatedCost)N

Float








ActualY (ActualCost)N

Float








Submitted date Y (DateAppliedFor)N05/12/2017
datetime








Person covering

Y (NameOfPersonCovering)














Rota managerY (NameOfRotaManager)












CommentsY (Comments)












Internal/ExternalY (???)
Internal, External
Dropdown








ReferenceY (Referenve)N

Freetext








Exception application???N











Approved Course

???














Course nameY (CourseName)Y

Dropdown








Course venueY (CourseVenue)Y

Freetext








Course websiteYN

Freetext








Course ProviderYN

Freetext
Courses/Exams/EventsTeaching sessions








Field Sequence (ordinal)

Field name (V10)

DR field

Reference table

Example value

Other fields available in DR

Type (free text, drop down, check box) & Interaction

Mandatory (Y/N)

Validation / Error Messaging

Filter (Y/N)

Search (Y/N)

Sort (Y/N)

List (S) / Detail (D)

Notes

Delete (Y / N)

Teaching sessions (Vwteachingsession)

StatusY (Status)YActive
Dropdown








Session idY (Teachingsessionid)


Auto-generated id








Teaching yearY (
TeachingYear
Teachingyear)N2016/2017
Freetext








Teaching session dateY (Teachingsessiondate)
21/01/2017
Date field/ Date picker








Start time

10:00
Freetext








Duration

3
Freetextv








Teaching session titleY (Title)


Freetext








Subject
Testarea




Textarea








Session typeY (Teachingsessiontype)YRegional Teaching, Specialty Teaching
Dropdown








Venue



Freetext








Local Office













Session number
N




Freetext








Parent TrustY (Location) ???Y

Dropdown








Parent Site
Y

Dropdown








Mandatory
N


Yes/No
DropdownStatusY

Dropdown








CPD Points
N
(Hours/Days)Y (Cpdpoints)


Integer








No. of Places
N


100
Integer








Places remaining
N


20
Integer (readonly and auto calculated from No.of Places and the number of trainee added to session)








Notes
NTextareaFacilitaror 1




Textarea







Teaching sessions - Teachers and facilitators (Vwteachingsession)

Name



Dropdown
Facilitaror 2DropdownFacilitator 3DropdownCompetencies









Type

Facilitator, Teacher
<<Reference data>>







Teaching sessions - Competencies (Vwteachingsession)

Competencies
YCannulation, ES -2 Trainee assessments
multi-select dropdown <<Reference data>>







Teaching sessions - Finance (Vwteachingsession)

Finance type
YIncome, Expense
Dropdown

Dropdown <<Reference data>>








Finance Detail



Textarea








Amount



Float








Comments



Textarea







Field Sequence (ordinal)

Field name (V10)

DR field

Reference table

Example value

Other fields available in DR

Type (free text, drop down, check box) & Interaction

Mandatory (Y/N)

Validation / Error Messaging

Filter (Y/N)

Search (Y/N)

Sort (Y/N)

List (S) / Detail (D)

Notes

Delete (Y / N)

Person - Teaching sessions (Vwteachingsession)



Post

PEN/L83133/800/GPST/002
Dropdown








Teaching yearY (Teachingyear)
2016/2017
Freetext
Teaching sessionN
Dropdown









Date
21


04/
01
08/2017
Date
field/ Date pickerTime10:00Time formatAttendedYesYes/NoAbsence reasonYAnnual leave, Study, Exam, Off site etc.DropdownUnable to attendYesYes/NoPerson - Course AttendanceCourseY (CourseName)YMonogenic Diabetes Symposium 2016DropdownDue date

Y (CourseDueDate)

N21/05/2016Date field/ Date PickerAttended??????Yes, No, PartialDrdopdownAttended date Y (AttendedDate)N21/05/2016Date field/ Date PickerAttended timeY (CourseAttendedTime)N15:00FreetextVenueY (Venue)YBathDropdownExpiry dateY (ExpiryDate)N21/05/2016Date field/ Date PickerCPD PointsY (CPD Points)N50Read-only - Whole number of hours or daysCommentsY (Comments)NFreetextFreetext









Duration (Days)

3
Integer








Session type
YSingle
Dropdown








Location













CPD Points













Mandatory













Teaching session (Title)TitleN

Dropdown








Subject













Session number

1
Integer








Number of places

10
Integer








Notes



Textarea








Attended
YYes
Yes/No








Unable to attend

Yes
Yes/No








Absence reason
YAnnual leave, Study, Exam, Off site etc.
Dropdown








Status
YCurrent
Yes/No







Leaves Approval

Authorised status













Approve













Comments













Confirmed decision













Allow advance expenses application












Person - Expenses Claims/Funding

Applicant













Applied date













Processed













Expense type













Estimated cost













Actual cost













Claim amount













Authorised













Passed for Paymnent date













Comments













Reference
Entitlements (Leaves)Entitlement typeStatusLeave yearStart dateEnd dateEntitledBrought ForwardLieuCRTotal LeaveTaken LeaveRemaining LeaveCompensatory REntitlements (Expenses)Budget typeStatusFinancial YearStart dateEnd dateBrought ForwardBudget(£)TotalCommittedActualRemaining