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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
  • Free text
  • Number (GBPTime Study leave)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
    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
  • Free text
  • Number (of days)
    • 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 
    • 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
    • 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
    Person - Actuals
    Expenses100.00
    • )
    N




    (3.00
    • Free text
    • Number (of days)
    NLeave year2016/2017
    • Free text
    NStart date01/02/2016 
    • Date
    NEnd date31/01/2017
    • Date
    NTeaching Sessions
    • Free text
    • Number
    NPost-MVP
    Person - Course (VwLeave)
    Course topicMandatory Training

    Dropdown (in DR)

    • Free text
    NCourse nameY (Coursename)Monogenic 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 venueY (Coursetopic)
    • Free text
    NCourse typeInternalDropdown: Internal/ExternalNNumber of days

    Y (NumberOfDays)

    3FreetextNCommentsFreetextFreetextIO) 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












    ...