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The screen below will be the creation / editable detail screen for Concerns, accessed via the Concerns detail screen. It displays either a blank or editable view of an existing Trainee’s concern in relation to revalidation only.

Validation

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FYI - Look and feel

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Document upload only

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Options

  • Lead Employer Trust (LET)

  • Trainee

  • TPD

  • Specialty Team

  • Previous HEE

  • GMC

  • Other

Read-only

Label

Type

Rules (header / content)

1

Date of incident

Read-onlyEntry field

Column data: Entered by the Reval Admin on create/edit view

Read-onlyDate-picker

  • date must be <TODAY

Mandatory

Column data: Entered by the Reval Admin on create/edit view

  • View/Editable by SuperAdmin, TISAdmin1_reval, TISAdmin2_reval users

  • View only by TISAdmin3_reval

  • Mandatory

2

Concern type

LabelEntry field

Read-onlyDrop-down [see “incidentTypeCode” reference list from TCS]

Mandatory

Column data: Entered by the Reval Admin on create/edit view

  • View/Editable by SuperAdmin, TISAdmin1_reval, TISAdmin2_reval users

  • View only by TISAdmin3_reval

  • Mandatory

3

SourceLabel

Entry field

Read-onlyDrop-down

Options

  • Lead Employer Trust (LET)

  • Trainee

  • TPD

  • Specialty Team

  • Previous HEE

  • GMC

  • Other

Mandatory

Field data: Entered by the Reval Admin on create/edit view

  • View/Editable by SuperAdmin, TISAdmin1_reval, TISAdmin2_reval users

  • View only by TISAdmin3_revalMandatory

44

Date reported

Label

Read-only

Date reported

Entry field

Date picker

  • date must be <TODAY

Mandatory

List restricted to

  • “Employers” in Placement table, and

  • Posts/Placements related to Local Office

Field data: Entered by the Reval Admin on create/edit view

  • View/Editable by SuperAdmin, TISAdmin1_reval, TISAdmin2_reval users

  • View only by TISAdmin3_reval

  • Mandatory

5

EmployerLabel

Entry field

Read-onlyDrop-down, dependent on “Source”

Mandatory if source = LET

Restricted to any employer the trainee has been associated with (PLACEMENT:EMPLOYERS list)

If source does not = LET, then disable field entry

Field data: drop down / type-ahead entered by Admin

  • View/Editable by SuperAdmin, TISAdmin1_reval, TISAdmin2_reval users

  • View only by TISAdmin3_reval

List restricted to

  • “Employers” in Placement table, and

  • Posts/Placements related to Local Office

6

SiteLabel

Entry field

Read-onlyDrop-down

Mandatory if source = LET

Restricted to sites related to trainee in Placements and Posts

Column data: drop down / type-ahead entered by Admin

  • View/Editable by SuperAdmin, TISAdmin1_reval, TISAdmin2_reval users

  • View only by TISAdmin3_reval

List restricted to

  • “Site” in Placement table, and

  • Posts/Placements related to Local Office

7

GradeLabel

Entry field

Read-onlyDrop-down

List restricted to

  • Grades

Column data: drop down / type-ahead entered by Admin

  • View/Editable by SuperAdmin, TISAdmin1_reval, TISAdmin2_reval users

  • View only by TISAdmin3_reval

List restricted to

  • Grades

8

Status

Label

8

Status

Entry field

Drop-down (manual selection on create/edit journeys)

Restricted options

  • Open

  • Closed - if closed, status must be changed to open before other fields can be edited

Auto apply “closed” status where “Follow-up date” is in the past (edit)

Mandatory

Column data: Entered by the Reval Admin on create/edit view

  • View/Editable by SuperAdmin, TISAdmin1_reval, TISAdmin2_reval users

  • View only by TISAdmin3_revalMandatory

9

Restricted optionsAdmin

Open

Entry field

  • Closed - if closed, status must be changed to open before other fields can be edited

  • 9

    Admin

    Label

    Read-only

    Type-ahead / drop down

    List restricted to

    • Admins associated with user’s local office

    Column data: Entered by the Reval Admin on create/edit view

    • View/Editable by SuperAdmin, TISAdmin1_reval, TISAdmin2_reval users

    • View only by TISAdmin3_reval

    List restricted to
    • Admins associated with user’s local office

    10

    Follow-up date

    Label

    Read-onlyEntry field

    Date picker

    Must be >TODAY

    Mandatory

    Column data: Entered by the Reval Admin on create/edit view

    • View/Editable by SuperAdmin, TISAdmin1_reval, TISAdmin2_reval users

    • View only by TISAdmin3_reval

    11

    <expander>

    Button

    Read-only

    Admin select top open the record details

    • All users can expand/retract

    12

    Last updated dateLabel

    Auto-populated field

    Read only

    Column data displays the date the record was last updated in standard TIS format

    • read only

    • viewable by all users

    • Updated on “save” when any changes made to the record

    • Auto-populated on save

    13

    Comments

    Freetext box

    Freetext comments, unlimited capacity per box

    Multiple entries

    Stored against a particular concerns record

    Editable once initially entered and can be added / removed

    • View/Editable by SuperAdmin, TISAdmin1_reval, TISAdmin2_reval users

    • View only by TISAdmin3_reval

    14

    Add documents

    Label

    read only

    15

    Document 1 + document title

    LinkLabel

    If in view mode:

    Link that opens out to PDF downloadable/viewable version of uploaded document

    Opens PDF opens in new browser tab

    Can Others can be downloaded locally

    PDFs can be previewed in browser

    Should be able to remove document

    • View/Editable by SuperAdmin, TISAdmin1_reval, TISAdmin2_reval users

    • View only by TISAdmin3_reval

    16

    Upload document

    Link

    Link that allows user to upload document from their device / sharepoint

    Click through to document upload screen

    • View/Editable by SuperAdmin, TISAdmin1_reval, TISAdmin2_reval users

    • View only by TISAdmin3_reval

    17

    Save

    Button

    Click to save or automatically store record and updates on close

    Triggers update to “last updated date”

    • Available to SuperAdmin, TISAdmin1_reval, TISAdmin2_reval users

    • Not visible to TISAdmin3_reval

    18

    Cancel

    Button

    Click to cancel and clear changes made to new / existing record

    • Available to SuperAdmin, TISAdmin1_reval, TISAdmin2_reval users

      • Not visible to TISAdmin3_reval

    19

    Add tag (not yet displayed in prototype)

    Button

    Click to add tagging

    Field entry

    • add tag

      • non-mandatory

      • max no of tags = 10

      • min character length = 2

      • max character length = 15

      • no spaces allowed

    • Available to SuperAdmin, TISAdmin1_reval, TISAdmin2_reval users

      • Not visible to TISAdmin3_reval

    • Tags viewable by all users

    20

    Export (not yet displayed in prototype)

    Button

    Click to export Concerns recordSearch (document)

    Search box

    Enables user to search for documents from those uploaded

    • Available to all users

    21

    Filter tags NEW story required

    Search box

    Enables user to filter on tags for document

    Free-text filter

    • Available to all users

    22

    N/A - not used in error

    23

    Remove document

    Button

    Enables user to delete document

    Presents warning that document will be permanently deleted - user can then close / cancel action

    • Available to SuperAdmin, TISAdmin1_reval, TISAdmin2_reval users

    • Not visible to TISAdmin3_reval

    Note: fields are only editable for the following users:

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    Super Admin

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    Admin1

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