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- All user types should be able to view and edit their own details, some will be restricted e.g. ID numbers - MVP for medical and dental trainees only
- Educational & Clinical Supervisors (Trainers) can view partial Trainee information - not currently MVP
- HEE Administrators can view and edit all personal details for all user types - MVP
- Trust Admins can view and edit a restricted set of details for Trainees, and if they are the record owner for Educational and Clinical Supervisors (i.e. the trust employs that particuar supervisor) - MVP
- Permissions will govern whether particular individuals can view / edit other role types - MVP
Intrepid currently holds 32 sub-categories for personal details. This needs to be constrained to (a) ensure the UI is more easily navigable for users and (b) to act as a guide in the analysis and design work.
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By introducing categories, we can reduce the sections to 98. However, this may introduce new terminology, so must be ratified by the Service Managers and Business Managers to ensure the terminology and segmentation is appropriate across the board.DRAFT - requires descriptions
Personal & Contact
- personal details (incl Immigration)NTN/DRN
- pre-employment checks
- qualifications
- accreditation pathway
form R Part A
professional associations- CPPS
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bank details
Programme
- programme
- placement
- foundation << to be investigated, confirm whether there are fields within this screen that can be consolidated with other sections
- exams
CCT- supervisor
- NTN/DRN
- placement
- Assessment
- Assessments = Annual Review (ARCP, ARP)
reviews- form R part B
appraisals
- exams
CCT- supervisor
foundation
Revalidation
- revalidation
Absence Management
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The following table defines who should have READ ONLY v EDITABLE access to the relevant fields:
DRAFT - requires re-ordering for both section headers and sub-section headers Joanne Watson (Unlicensed)
# | People Sub-Component | Trainee | Educational Supervisor | Clinical Supervisor | Training Programme Director | Local Office Admin | Trust Admin | ||
---|---|---|---|---|---|---|---|---|---|
Personal & Contact | |||||||||
Personal Details | EDIT (own) | EDIT (own) VIEW (trainee) | EDIT (own) | EDIT (own) | EDIT (all) | VIEW (trainee) EDIT (supervisors, who belong to them) | |||
Immigration | VIEW (own) VIEW (own) | VIEW (own) | EDIT (own)NA | NA | NA | EDIT (all) | VIEW (trainee)EDIT (supervisors, who belong to them) NA for supervisor immigration - this info will be held on other trust systems | ||
NTN / DRN | VIEW (own) | VIEW (trainee) | N/A | VIEW (trainee) | EDIT (all) | VIEW (trainee) | |||
Pre-Employment Checks | VIEW (own) | N/A | N/A | N/A | EDIT (all) | VIEW (trainee) | |||
Qualifications | EDIT (own) | EDIT (own) VIEW (trainee) | EDIT (own) | EDIT (own) VIEW (trainee) | EDIT (all) | VIEW (trainee) EDIT (supervisors, who belong to them) | |||
Accreditation Pathway | N/A | EDIT (own) | EDIT (own) | EDIT (own) | EDIT (all) | EDIT (supervisors, who belong to them) | |||
Form R, Part A | EDIT (own) | N/A | N/A | VIEW (trainee) | EDIT (all) | VIEW (trainee) | |||
CPPS | VIEW (own) | VIEW (own) VIEW (Trainee) | VIEW (own) | VIEW (own) | EDIT (all) | VIEW (trainee) only very limited access to trust admins | |||
Programme | |||||||||
Programme | EDIT (own) | VIEW (trainee) | N/A | VIEW (trainee) | EDIT (all) | VIEW (trainee) | |||
Placement | VIEW (own) | VIEW (trainee) | N/A | EDIT (trainee) | EDIT (all) | VIEW (trainee) | |||
Foundation | VIEW (own) | VIEW (trainee) | N/A | VIEW (trainee) | EDIT (all) | VIEW (trainee) | |||
Exams | EDIT (own) | VIEW (trainee) | N/A | VIEW (trainee) | EDIT (all) | VIEW (trainee) | |||
Supervisor | VIEW (own) | EDIT (trainee) | N/A | VIEW (trainee) | EDIT (all) | EDIT (trainee) | |||
Assessment | |||||||||
Annual Review (ARCP / ARP) | EDIT (own) | EDIT (trainee) | N/A | EDIT (trainee) | EDIT (all) | N/A | |||
Form R, Part B | EDIT (own) | VIEW (trainee) | N/A | VIEW (trainee) | EDIT (all) | N/A | |||
Revalidation | |||||||||
Revalidation | VIEW (own) | N/A | N/A | N/A | EDIT (all) | N/A | |||
Absence Management | |||||||||
Education Leave | VIEW (own) | VIEW (own) VIEW (trainee) | VIEW (own) | VIEW (own) VIEW (trainee) | EDIT (all) | EDIT (supervisor) EDIT (trainee) | |||
Entitlements | VIEW (own) | VIEW (own) VIEW (trainee) | VIEW (own) | VIEW (own) VIEW (trainee) | EDIT (all) | EDIT (supervisor) EDIT (trainee) | |||
Leave Approvers | VIEW (own) | VIEW (own) VIEW (trainee) | VIEW (own) VIEW (trainee) | VIEW (own) VIEW (trainee) | EDIT (all) | EDIT (supervisor) EDIT (trainee) | |||
OOP Applications | EDIT (own) | N/A | N/A | EDIT (trainee) | EDIT (all) | N/A | |||
OOP Approvers | VIEW (own) | N/A | N/A | EDIT (trainee) | EDIT (all) | N/A | |||
Teaching Sessions | VIEW (own) | VIEW (own) VIEW (trainee) | VIEW (own) | VIEW (own) VIEW (trainee) | EDIT (all) | EDIT (supervisor) EDIT (trainee) | |||
Courses | VIEW (own) | VIEW (own) VIEW (trainee) | VIEW (own) | VIEW (own) VIEW (trainee) | EDIT (all) | EDIT (supervisor) EDIT (trainee) | |||
Expenses | |||||||||
Expense Management | VIEW (own) | VIEW (own) | VIEW (own) | VIEW (own) | EDIT (all) | EDIT (supervisor) EDIT (trainee) | |||
Approvals | |||||||||
Appointments / Visits | N/A | N/A | N/A | N/A | EDIT (all) | N/A | |||
General Admin | |||||||||
Documents | EDIT (own) | EDIT (own) VIEW (trainees) | EDIT (own) | EDIT (own) | EDIT (all) | VIEW (trainees) EDIT (supervisors) | |||
Actions (Reminders) | EDIT (own) | EDIT (own) | EDIT (own) | EDIT (own) | EDIT (all) | EDIT (own) | |||
Communications | |||||||||
Messages | EDIT (own) | EDIT (own) | EDIT (own) | EDIT (own) | EDIT (all) | EDIT (own) |
Use Cases
Logged in
Security allows access to people records
- Search 'Person' is the default landing page for TIS
- Hover over 'People'
- Presents options to add new or import people
Logged in
Security allows access to people records
) |
2. Click into single line to view detail on a particular post
3. System presents detailed post view
- Forename
- Surname
- GMCnumber/GDC number/Public Health Number
- Programme
- NTN
- Current placement details (placement grade, placement specialty)
- Current placement site
- Role
- Status
- Aggregated Trainee Data - TIS-363
- Trainee Attrition - TIS-298 (a subset of TIS-363)
- Trainees per Discipline - TIS-362 (a subset of TIS-363)
Pess Name | PP-1 Navigate | Comments | ||||||||||||
Description | Actors | Pre-Conditions | Post-Conditions | Process Steps | Alternative Flow | Rules | JIRA Reference | Audit Log | ||||||
Process Name | PP-1 Navigate | Comments |
Description | ||
Actors | ||
Pre-Conditions | ||
Post-Conditions | ||
Process Steps | ||
Alternative Flow | ||
Rules | ||
JIRA Reference | ||
Audit Log |
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