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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


Expenses (of days)N

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
Person - 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
(GBP)
NTime (Study leave)100.00
  • 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
NLeave year
  • 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 
  • DateCalendar picker
N







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







Teaching Sessions



  • Free text
  • Number
N




Post-MVP

Remaining Time (Study leave)Remainingdays (Vwentitlement)
50.00
  • Free textRead-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
  • Free textRead-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
Readonly
  • Read-only calculated field (Sum of all Actuals for Time (Study leave))
N
Person - Actuals
Expenses100.00
  • Free text
  • Number (GBP)
NTime (Study leave)3.00
  • Free text
  • Number (of days)
NLeave year2016/2017
  • Free text
NStart date01/02/2016 
  • Date
N





End date31/01/2017
  • Date
NTeaching Sessions
  • Free text
  • Number
NPost-MVP
Person - Course
Course topicMandatory Training

Dropdown (in DR)

  • Free text
NCourse nameMonogenic Diabetes Symposium 2016

Dropdown (in DR)

  • Free text

This can be made a free text for MVP if the facility to manage pre-approved coursed will not be available.

NThis can be made a free text for MVP if the facility to manage pre-approved coursed will not be available.Course venue
  • Free text
NCourse typeInternalDropdown: Internal/ExternalNNumber of days3FreetextNCommentsFreetextFreetext(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)

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







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)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



Textarea








Session typeY (Teachingsessiontype)YRegional Teaching, Specialty Teaching
Dropdown








Venue



Freetext








Local Office













Session number



Freetext








Parent TrustY (Location) ???Y

Dropdown








Parent Site
Y

Dropdown








Mandatory

Yes/No
Dropdown








CPD Points (Hours/Days)Y (Cpdpoints)


Integer








No. of Places

100
Integer








Places remaining

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








Notes



Textarea







Teaching sessions - Teachers and facilitators (Vwteachingsession)

Name



Dropdown








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 <<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








Date

04/08/2017
Date








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












...