Questions and feedback from PO's, BA's and SMLs/BMs.
The idea stems from a conversation John Thompson and I had surrounding grade and my work to standardize the grade reference table on Intrepid. The point is that particular grades mean different things depending on the curriculum they are attached to. ST3 for Paediatrics means something very different than ST3 for GP or for O&G, etc. This difference could include the Tariff Rate of the post, the pay banding of the trainee, whether the post is higher or lower, the training year in proximity to CCT. Currently this information is stored through the knowledge of the employees of HEE but is not indicated in any way on the database. Using the example of ST3, there is no indication that ST3 has any other meaning in GP to Paeds. The proposal is to take the idea of Curriculum Grade and adapt it to something which becomes informative of the training year as it relates to the curriculum. This would be done by creating a Curriculum Grade Type to which training grade would be assigned. For instance Paediatrics would include Paediatrics Curriculum - Lower Training - ST1, ST2, ST3; Higher Training - ST4, ST5, ST6, ST7,ST8. Hopefully I made that clear. John or Alice Brindle would probably be able to help in explaining this.
currently have an issue with ACCS Anaesthetics CT3 trainees who, according to the curriculum, should be paid at CT2 level as their responsibilities at CT3 are only the same as CT2 in EM or AM. We were initially asked to record them as CT2b but as this is not a grade we have so we made a decision that they should be recorded as CT3. This has meant that Trusts are increasing their pay banding and NHS Employers have challenged this. If we could record the information via the curriculum this would help but we would still need a good comms strategy to our Trusts to help them understand how the system works so they can ascertain which salary the trainees should. I am also wary of over complicating things so it would need to be quite simple.
Work required to link training grade to other information and make the data more meaningful (IO)
Not MVP consideration as it's not i Intrepid - need to look at in future
James Harris, 06/09
Amanda Barber, 08/09
Confirm story created (IO) TISDEV-2933
On a related note, can the CCT date find the right day of the week rather than just the same day of the month? We asked for this in V10 but I guess they must have given up (may be one of those things that's easy for us and hard for a computer)
Yes, from a user perspective it should be Programme Name, Programme Number, Local Team and then Status.
So change to ordering of columns is required as above.
Ticket to be written (IO)
Former user (Deleted) do you have an example so I know the context of this question please?
Joanne Watson (Unlicensed) / Alistair Pringle (Unlicensed) - within Programmes list, there is a programme listed as "House Officer - Legacy" which has a current status so appears in the list page. There are a few of these instances...
To be tidied up in DR
Default to 'current' on creation but yes have the option to change a status to delete because sometimes entities can be created in error so we should be able to remove them from the system
(IO) changing the status would be an edit, if they realised whilst creating that it's erroneous then they can cancel and not complete the create journey
Ticket to be written (IO)
Ticket to be written (IO)
create & search training number is still available on navigation
When adding programme membership to a trainee (under People), I came across the following:
- There are no initial drop-downs. Instead there is predictive typing – which is less user-friendly and not good for dyslexics.
- The predictive typing brings up a list of programmes, but these appear in random order and not in alphabetical order – not only is this not user-friendly it also makes the process of finding the correct programme more time-consuming.
- Moreover, programmes like Anaesthetics appear several times spelled exactly the same, but depending on which one you click you have a different local office (eg: North East or East of England, etc).
- When adding curriculum there is no longer predictive typing and it appears impossible to work out how to add the curriculum. It appears there is a very limited area one can click to bring up a list of curricula. This nearly made me give up – I thought the system was broken.
- Also it is impossible to bring up Curriculum without having brought up Programme first, but it does not tell you this – again I thought the system was broken.
- When a choice of curricula is finally brought up, it is again not alphabetised, but listed in random order – very unhelpful and will make the whole process more time-consuming.
When going into Programmes, rather than into People, I found:
- Again Curricula is not alphabetised
1Questions and feedback from PO's, BA's and SMLs/BMs.
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1 | The idea stems from a conversation John Thompson and I had surrounding grade and my work to standardize the grade reference table on Intrepid. The point is that particular grades mean different things depending on the curriculum they are attached to. ST3 for Paediatrics means something very different than ST3 for GP or for O&G, etc. This difference could include the Tariff Rate of the post, the pay banding of the trainee, whether the post is higher or lower, the training year in proximity to CCT. Currently this information is stored through the knowledge of the employees of HEE but is not indicated in any way on the database. Using the example of ST3, there is no indication that ST3 has any other meaning in GP to Paeds. The proposal is to take the idea of Curriculum Grade and adapt it to something which becomes informative of the training year as it relates to the curriculum. This would be done by creating a Curriculum Grade Type to which training grade would be assigned. For instance Paediatrics would include Paediatrics Curriculum - Lower Training - ST1, ST2, ST3; Higher Training - ST4, ST5, ST6, ST7,ST8. Hopefully I made that clear. John or Alice Brindle would probably be able to help in explaining this. currently have an issue with ACCS Anaesthetics CT3 trainees who, according to the curriculum, should be paid at CT2 level as their responsibilities at CT3 are only the same as CT2 in EM or AM. We were initially asked to record them as CT2b but as this is not a grade we have so we made a decision that they should be recorded as CT3. This has meant that Trusts are increasing their pay banding and NHS Employers have challenged this. If we could record the information via the curriculum this would help but we would still need a good comms strategy to our Trusts to help them understand how the system works so they can ascertain which salary the trainees should. I am also wary of over complicating things so it would need to be quite simple. | Work required to link training grade to other information and make the data more meaningful (IO) Not MVP consideration as it's not i Intrepid - need to look at in future | Post MVP | James Harris, 06/09 Amanda Barber, 08/09 | |||||||||||||||||||||||||||||||||
2 | with regards to the curriculum length (TISDEV-2447), please can we confirm that this will just pre-populate the initial CCT date, which can then be manually edited? (I'm thinking academics, doctors counting LAT time, extensions to training etc.) Programme end date is not being updated when the Curriculum completion date is changed. JW 14/1/18 (Programme end date is the programme start date plus the length of the curriculum followed plus any period of grace applicable) | Yes it will, but end dates for Programmes & Curricula need to be editable - confirm this is in a story |
| Andy Petherbridge, 14/09 | |||||||||||||||||||||||||||||||||
3 | On a related note, can the CCT date find the right day of the week rather than just the same day of the month? We asked for this in V10 but I guess they must have given up (may be one of those things that's easy for us and hard for a computer) | Consideration for post-MVP, CCT date gets manually edited once Trainee is in programme | Post MVP | Tom de Salis | |||||||||||||||||||||||||||||||||
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5 | Regarding legacy programme data, are they still being used and should be flagged as current? Or are they possibly a candidate for tidy up? | Former user (Deleted) do you have an example so I know the context of this question please? Joanne Watson (Unlicensed) / Alistair Pringle (Unlicensed) - within Programmes list, there is a programme listed as "House Officer - Legacy" which has a current status so appears in the list page. There are a few of these instances... To be tidied up in DR | N/A | Ify, 23/09 | |||||||||||||||||||||||||||||||||
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7 | Search and Create Training Number no longer needed in this section as part of Person record | Ticket to be written (IO) | Ify, 23/09 | ||||||||||||||||||||||||||||||||||
8 | Wider question - is search NTN necessary? Assumption is that admin can search for an NTN in People component. | I've never had to search for an NTN - Alistair Pringle (Unlicensed) have you? Search for NTN useful when adding to a trainee - to check for existing NTNs. | As above | Ify, 23/09 | |||||||||||||||||||||||||||||||||
9 | During the initial meeting for Programmes and Curricula we discussed how it would be very useful for curricula to be able to span local programmes. We mentioned it with IDTs. A trainee would IDT to a different region but their curriculum could stay the same. I have recently encountered another example where this would be extremely useful. Core Academic Trainees do two years of their academic curriculum in Core and then the last year in their Higher Programme. Currently we have to split this curriculum in two to fall over the two programmes. The academic return we need to do requires us to give the start date and end date of their curriculum. Having one Academic Curriculum spanning parts of their Core and Higher Programmes would make reporting on this far easier and would also be far more accurate as it is in reality just one curriculum. Is this functionality likely to be in TIS? | (IO) need to display Curriculum membership within Person record
| James Harris, 23/11 | Alistair Pringle (Unlicensed), Joanne Watson (Unlicensed) | |||||||||||||||||||||||||||||||||
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11 | When adding programme membership to a trainee (under People), I came across the following:
| (IO) user guide required around type ahead, refinement of rule set also potentially to provide more assistance for users (IO) review ordering - what is the rule set? TBC by developers Rule - all drop downs to be in alphabetical order and all reference table drop downs to only display current values Users to only have access to the programmes, posts etc. belonging to their local office in the first instance (IO) challenge relating to naming conventions of programmes to be discussed with SMLs (IO) user guide may be necessary? (IO) as above (IO) what is the preferred ordering? What challenges might this bring up, TBC w/Devs | Annette Nilsson | ||||||||||||||||||||||||||||||||||
12 | When going into Programmes, rather than into People, I found:
| (IO) Need to allow access to only the users LO. | Annette Nilsson | ||||||||||||||||||||||||||||||||||
13 | Claire Le Houx 20/12/17 | ||||||||||||||||||||||||||||||||||||
14 | (IO) more detail needed please, what challenge does this present? build in as a rule - ticket up | Claire Le Houx 20/12/17 | |||||||||||||||||||||||||||||||||||
15 | (IO) to be reviewed - and more info needed
| Claire Le Houx 22/12/17 | |||||||||||||||||||||||||||||||||||
16 | (IO) more detail required - what was the error message? | Claire Le Houx 22/12/17 | |||||||||||||||||||||||||||||||||||
17 | (IO) save rules have been recently reviewed across the board and are due to be updated for all components
| Claire Le Houx 2/1/18 | |||||||||||||||||||||||||||||||||||
18 | (IO) ticket to be raised
| Claire Le Houx 2/1/18 | |||||||||||||||||||||||||||||||||||
19 | (IO) should this be a data tidy up query/action, the naming conventions are managed outside TIS development? Relates to LaSE filter - catch up with Claire
| Maria Kist 3/2/18 | |||||||||||||||||||||||||||||||||||
20 | David Short 5/1/18 | ||||||||||||||||||||||||||||||||||||
21 | Create new curricula - Can create a new Curriculum ok. Can’t see how to delete a Curriculum. Specialties are not in alphabetical order in the drop down list making it difficult to find the required one. It does not state that period of grace should be recorded in months. | (IO) no deletion, need to be able to remove a curriculum from programme (IO) ordering to be reviewed - duplicate feedback (IO) "No of months" to be added - new ticket to be raised | Mike Richardson, Alice Brindle | ||||||||||||||||||||||||||||||||||
22 | Create/edit curricula sub type - Can’t create a new SubType or Edit an existing one (it won’t Save). Can’t delete SubType. Pass | (IO) to be reviewed, not clear why this happened | Mike Richardson, Alice Brindle | ||||||||||||||||||||||||||||||||||
23 | Create/Edit Curricula Specialty - Can create a new Specialty and Edit an existing one. Can’t see how to delete a Specialty. Only current Specialties should come up on the Specialty dropdown menu. Right now, inactive and current specialties are displaying so it is difficult to identify which specialty is the correct one to use. | (IO) new ticket to be raised - duplicate - system wide rule that dropdowns should only display the current values. Covered elsewhere | Mike Richardson, Alice Brindle | ||||||||||||||||||||||||||||||||||
24 | Search Curricula - Can search for Curriculum by name (or part of). Pass | N/A | Mike Richardson, Alice Brindle | ||||||||||||||||||||||||||||||||||
25 | Access Control Programmes & Curricula Don’t know what this means. Not sure what this means | N/A | Mike Richardson, Alice Brindle | ||||||||||||||||||||||||||||||||||
26 | Generate NTN - Don’t know where to do this. I cannot find where to do this. | (IO) out of scope for programmes | Mike Richardson, Alice Brindle | ||||||||||||||||||||||||||||||||||
27 | Add NTN to Programme Don’t know where to do this. I cannot see an option within the programme view to do this. | (IO) out of scope for programmes | Mike Richardson, Alice Brindle | ||||||||||||||||||||||||||||||||||
28 | Trainee to Supervisor Link - Don’t know where to do this. The fields do not exist within the placement view to allocate Educational and Clinical Supervisors against a placement. | (IO) to be developed, story awaiting prioritisation More info needed from SMLs | Mike Richardson, Alice Brindle | ||||||||||||||||||||||||||||||||||
29 | Don’t know where to do this. In Person record - There is no view to see programme membership, curriculum membership, placements within the programme membership, and assessments for the programme at the same time. The NTN is not pulling through from Intrepid. The field is blank when it should be populated. It is not possible to change the programme start date field by typing in the box. It is only possible to change the date using the calendar which is cumbersome. | (IO) new ticket to be raised (IO) to be developed, story awaiting prioritisation (IO) new ticket | Mike Richardson, Alice Brindle | ||||||||||||||||||||||||||||||||||
31 | Assign NTN to Trainee - Don’t know where to do this. The Training number box in blank and when you click on it to add anything a blank dropdown menu appears. It is not possible to manually type anything into the Training number field either. | (IO) Out of scope for programmes, applicable in People component | Mike Richardson, Alice Brindle | ||||||||||||||||||||||||||||||||||
32 | View All Programmes - Can sort and filter the Programmes and navigate the pages ok. PASS | N/A | Mike Richardson, Alice Brindle | ||||||||||||||||||||||||||||||||||
33 | Add a Curriculum to a Programme - Can add Curricula to Programme ok. Can’t delete 1st Curriculum from programme as no (-) against it. PASS Able to attach deleted curricula to programmes - shouldn’t be able to do this | (IO) should be able to remove all curricula- yes Ticket needed Only current values in drop downs | Mike Richardson, Alice Brindle, Claire Le Houx | ||||||||||||||||||||||||||||||||||
34 | Search for Programme - Can search for Programme by name (or part of). PASS Search is too specific - need to be able to search on part of the programme name | (IO) issue with exact search? Exact and part search works - 14/1/18(JW) | Mike Richardson, Alice Brindle, Claire Le Houx | ||||||||||||||||||||||||||||||||||
35 | View All Curricula - Can sort and filter the Curricula and navigate the pages ok. When you type “B” in the search box to search for all curricula starting with “B” it brings up all curricula with a “b” anywhere in the name which is not useful. | N/A Can we have a wild card search? | Mike Richardson, Alice Brindle | ||||||||||||||||||||||||||||||||||
36 | View All Specialties - Can sort and filter the Specialties and navigate the pages ok. PASS | N/A | Mike Richardson, Alice Brindle | ||||||||||||||||||||||||||||||||||
37 | View All Specialty Groups - Can sort the Specialty Groups and navigate the pages ok. PASS | N/A | Mike Richardson, Alice Brindle | ||||||||||||||||||||||||||||||||||
38 | Create New/Edit Specialty Group - Can create and edit Specialty Groups ok. Can’t see how to delete a Specialty Group. Can add Specialties to Specialty Groups ok. Can add blank Specialties to Specialty Group (shouldn’t’ be able to do this). Can’t delete 1st Specialty from Specialty Group as no (-) against it is you don't want to add any specialties to a group. PASS | (IO) is deletion in scope? deactivation is the only option, user info required (IO) Bug: specialty fields must be mandatory but should not be able to add blank specialties (IO) Bug: should be able to remove all specialties Team needs to look at the rule set for primary and secondary specialties to be added | Mike Richardson, Alice Brindle | ||||||||||||||||||||||||||||||||||
39 | Create New /Edit Programme - Can create a new Programme and Edit an existing one. Can’t see how to delete a Programme. PASS Need to be able to create multiple programmes with same programme number. Causing issues with bring the data across for programmes where have the same number | (IO) is deletion in scope? deactivation is the only option, user info required SMLs and Team to discuss proposal from James Harris | Mike Richardson, Alice Brindle, Claire Le Houx | ||||||||||||||||||||||||||||||||||
40 | Create new curricula 1. When choosing ‘sub-type’, options in drop-down are not only not alphabetised, but they also don’t appear to make sense. Eg: Medical Curriculum and Medical SpR – there is arguably overlap here. Clarity and consistency in usage is needed. The same applies to Dental (Dental SpR and Dental Curriculum) There is also Dental-post-CCST. Same again for Academic where you have ACL (NIHR) ACL (Other) and ACL, same for ACF.Again the categorisation here appears not thought through. 1. Also what about specialties like Public Health where not all trainees are medical – is the curriculum a ‘medical curriculum’ or is it something else? 2. For the ‘Assessment Type’ field there are only 3 options: ARCP, RITA and Academic. However, Dental Core has RCPs and Dental Foundation has FRCPs. Also, should interim reviews be included here? For dental these are known as IRCPs for DFT and DCT. 3. ‘Status’ field has 2 options only: Current/ Inactive. Intrepid has a 3rd field: ‘Delete’ – should this be included here? 4. Period of Grace – allows a negative number with warning text– why negative? Remove this possibility? No limit on months allowed as PoG – should there be warning text pop up after 6 months – querying decision? 5. ‘Specialty’ field. Again the drop-down options here are non-alphabetised. In addition, there is no consistency in terminology. Dental Core Training exists as does Dental Core Training 1, Dental Core Training 2. Dental Core Training 3 is missing. To ensure consistency and avoid inconsistency Dental Core Training should be removed as an option. Several other examples exist. There are 3 Oral Medicine, Oral Medicine (Old) and Oral Medicine (Additional Dental Specialties). Also inconsistent usage of ‘and’ and ‘&’ – this means that even if alphabetised, there will be difficulty locating correct programme. Some sub-specialty names do not appear (Neuro rehabilitation Medicine). Suggest all specialty names are wiped and drop downs are taken from a national GMC list. 6. The Create Curricula sub-type interface allows 3 options: Edit, Delete, View. This is not available via the Curriculum interface. This would be helpful. | Alphabetised dropdowns and only current values What is it currently? Being added - part of the assessment work (IO) is deletion in scope? deactivation is the only option, user info required Remove ability to input a negative number Alphabetised dropdowns and only current values Alphabetised dropdowns and only current values - how does it work in V10 Old view in curriculum sub type - no longer in use in TIS | Annette Nilsson | ||||||||||||||||||||||||||||||||||
41 | Create/Edit Curricula SubType
Could not edit the curricula sub-type. When I did so and pressed Save there was no indication my changes had been saved. When I closed down the pop-up window, the data had not changed in line with the edit I had attempted to make. | (IO) to be reviewed, brand new entity so no drop downs available. Should be intuitive to use Save function does not work (IO) Curricula needs to be moved from Admin (L1) to Programmes (L1) - ticket to be created - edit does not work | Annette Nilsson | ||||||||||||||||||||||||||||||||||
42 | Create/Edit Curricula Specialty
Editing of Curricula Specialty works (although again not sure if I have correctly understood what is asked for this section) but it is difficult to verify after. Should be highlighted in a colour when the system returns to the original screen listing all specialties. | Save function does not work when editing a curriculum (IO) this adds more development complexity than benefit at this time - there will be an audit log visible when the user clicks into the record so they can see when it's been edited and who by | Annette Nilsson | ||||||||||||||||||||||||||||||||||
43 | Search Curricula Initially, tried to use the ‘Search box’ with very poor results. It did not find anything on the following searches: Intensive Care, ICM, Oral. But it did not tell me that it had failed to find anything. Basically nothing happened. Then I searched for a few obvious ones that I saw listed such as ACCS, then back to searching for my original examples. At this point I got a message saying ‘We could not find any results. Please clear your search criteria or try to remove some filters in order to reset results. I then tried again and did get results. And then after a while I again did not get results. No result on Occupational and no message telling me it had failed to get results. Searched on Health and did get results. After this did get results on Occupational. Very hit and miss. | (IO) Need specifics on what was searched for + permissions + filters that were on, but this will be reviewed Search seems to be working well on the 14/1 - JW Searched on Intensive Care and Oral and saw results. ICM produced nothing. Are there any curricula with this title? | Annette Nilsson | ||||||||||||||||||||||||||||||||||
44 | Access Control Programmes & Curricula Not sure what this means. | N/A | Annette Nilsson | ||||||||||||||||||||||||||||||||||
45 | Rotations - Rotations functionality is missing. This is key to managing our programmes and need to be included. It was agreed in autumn last year that this would be included in MVP. | (IO) to be developed, story awaiting prioritisation | Annette Nilsson | ||||||||||||||||||||||||||||||||||
46 | Programme supervisor - Programme supervisor functionality is missing. It has been agreed this will be included in MVP, but it is not yet here. | Attaching supervisors to programmes/trusts/sites etc. Story created. | Annette Nilsson | ||||||||||||||||||||||||||||||||||
47 | Educational Groups - Educational Groups functionality is missing. It has been agreed this will be included in MVP, but it is not yet here. | (IO) to be developed, story awaiting prioritisation | Annette Nilsson | ||||||||||||||||||||||||||||||||||
48 | Schools - Is missing the Schools field. This needs to be included in future development, even if not in MVP. | (IO) to be developed, story awaiting prioritisation | Annette Nilsson | ||||||||||||||||||||||||||||||||||
49 | General comments - No drop downs whatsoever appear to have been alphabetised, instead drop down options appear randomly – this is confusing, time-consuming and likely to cause errors – therefore a high risk. | (IO) feedback noted previously - will be looked at. | Annette Nilsson | ||||||||||||||||||||||||||||||||||
50 | Status does not default to 'Current' at point of creation |
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51 | Need 'Back' button in curriculum to enable the user to navigate back to the curricula list |
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