Page Comparison

• select Posts or Search Posts from nav bar
• all location filters on + current but no results can be found
• error message accurate, but why should all filters be on?
• what should behaviour be? (JW)
• no results are presented unless all location filters are deselected

Users should see a list of the posts at their local office as a default (if this is what their role/security allows)

Data for Post 'Owner' needs to be mapped across to current Local Office names, then this will function - being changed within Intrepid

• no site, programme, funding type, or current trainee data showing in list nor in detail. 

Programme now appears on Prod (JW 17.10.17)

Trainee and Primary Specialty missing (14/1/18)

• when you go into a single post and go back out, you return to all location filtered list with no results

• NPN does not appear in the details page

• Is Post data among the components that will be tidied up?

• Local Office filter does not work on the Post list yet. 

 As per pt.1 - Once the data is resolved in Intrepid this should work.

Note: there will be a few 'Owner' data items we don't currently provide in the filter e.g. Wales Deanery, Defence Deanery - this will require a further discussion

• Employing body (field 10) and Training body (field 11) values do not appear in the details page

10

The grade list seems to show all the grades from all local offices - has this reference table been aligned? JW

Show only the current grades in the reference table drop down

create a task (IO)

1.  Confirmation that the MVP will be the ability to record the Post Funding Type. Question - are the possibilities Tariff, Trust, MADEL and Other?  Or are there any other options out there?  Remember the aim is to keep simple and build from there.
2. Do you agree that we also need to record the post funding from and to dates?
3. Do we need to record level of post in a first iteration?
4. Public Health posts, GP Practice posts and University clinical lecturer posts are all funded on Actuals - true or false?

1. Tariff, Trust, MADEL and Other are what we have got by with so far. Maybe an "If Other:..." free text box would be useful though 
2. Yes please
3. Could be derived from the post (Approved grade) but would be useful for reporting so that the report could be all from one table
4. True for us

TISDEV-2929

Joining this conversation late, but let me clarify for London. Funding Body is crucial as it is the body that receives the LDA pack of which this post needs to be a part. That applies even when the funding type is Trust. Funding Body is distinct from Employing Body because in the case of a Lead Employer, such as we have for Public Health, GPs and Palliative Medicine in London, the Employing Body will be the Lead Employer, which is usually not the Funding Body. Equally Funding Body is not necessarily the same as the Training Body, for example for our Palliative Medicine Hospice posts, the Training Body is the Trust that has a special training relationship with the Hospice but the Funding Body in these cases is actually the Lead Employer. We even have the odd case, e.g. for a GP Hospice post, where the Fundi8ng Body, Employing Body and Training Body are all different. What is therefore very important for us is that any report listing all posts should specify all three of these fields.

Need to add Funding Body to Post form (JW 30/10/17)

I've just had a quick glance at the field validation document and for 'National Post Number' it says 'not editable'. In the East Midlands we currently do edit the post number during creation in order to create OOP bucket posts (which I believe was the agreed national process). So I think we need to have this field as it currently exists - i.e. it still pre-populates based on grade/site etc. but can later be edited if necessary

Should be an editable field (JW 30/10/17)

Also, we are obliged to edit some NPNs e.g. to add /M to the end of a military post as per national guidelines, as noted in the "Suffix" entry

We've just had our placements SML meeting and a point was raised regarding clinical supervisors which I didn't want to be lost between the 2 groups.

Would it be a good idea to have it optional to select a clinical supervisor against a post so that it can auto-populate in placements? The reason being that for many specialties/sites the supervisor will always be the same for a specific post, and so it would reduce input time for placements if it could pre-populate. It would still need to be editable in placements for when this isn't the case, or if the supervisor is different for whatever reason

Open to Post SMLs for comment

(IO) Current specification means that multiple supervisors can be added to a post, then when creating/editing the Placement, a drop-down is produced. If users want to add a supervisor who is not in the drop down, the admin would have to edit the post.

Covered in feedback from SMLS - TIS team need to agree save actions

Will only be able to test this when the Save function on Posts works

create a task to cover wider save actions (IO)

TISDEV-2939

The following label headers are incorrect

• national post number
• specialty

create a ticket (IO)

TISDEV-2940

Can I start a new thread about joint site posts. These are very common in Orthodontics but can occur in other specialties too?

There is no way to properly represent these in Intrepid. We need to do better in TIS. The basic situation is that there is the need to allow for training placements that spend a portion of the time at one site and the rest of the time at another site. This may be 50/50 but can be as skewed as 80/20 or exceptionally even 90/10. There is not much of an issue if the two Sites are at the same trust, as we just make it a multi-site post and all the funding goes to the one Trust. But the problem occurs when the two sites are in different Trusts. We currently create two NPNs, one for each Trust. We can specify with Funding Components how much funding goes to each. But we cannot formally link the two posts so that a placement in one is seen as intimately involved with a placement in the other. I had thought it would be good to create a single post with multiple sites and multiple funding components, but it doesn't work because how do you specify multiple Funding Bodies? The Funding Body is used to determine which Trust's LDA payment the funding is part of and if we send Trusts lists of posts the post would need to be in the lists for both Trusts. So I'm now thinking keeping two posts but adding a formal linking mechanism is the best solution. Comments please!

Open to Post SMLs for comment

(IO) Options to be discussed:

1. Add multiple sites + funding body + funding type per site
2. Link current posts to one another
3. Not MVP?

Not MVP - therefore post TCS work

Think this is a Post to local office link issue - JW to investigate more

(JW) to review bug as is clearly apparant for NE/YH posts

Post funding update:

Public Health salary recharges

1. Self-funding, e.g. for endodontics, periodontics and prosthodontics
2. Military
3. Education Resources budget
4. Exceptional training budget
5. GP practice salary recharges through Lead Employer
6. Palliative medicine hospice salary recharges through Lead Employer
7. Project funding – needs free text box to explain what Project
8. Full funding based on trainee grade through LDA Other Education & 

(IO) Are the 2 sets of points un-related? i.e. funding type "other" allows free text and then points 1-8 are other drop down options?

(JW) post MVP. No functional equivalence

James Harris

David Rayner

Live review: removing filters is very slow

(IO) bug - TBC by devs, ETLs have not been running. Fix applied now

Sites and Specialties still not showing -grades showing inaccurately

• Local Office filter does not work on the Post list yet. 

 As per pt.1 - Once the data is resolved in Intrepid this should work.

Note: there will be a few 'Owner' data items we don't currently provide in the filter e.g. Wales Deanery, Defence Deanery - this will require a further discussion

• Employing body (field 10) and Training body (field 11) values do not appear in the details page

10

Just been playing around and found an issue with the filtering by local office. Not sure if this is known...

When I logged in I had the filters on posts including "Health Education England North Central and East London" but when I searched for a post which had this as a local office it wasnt showing. I removed all the filters and I can then see the post. The post I was trying to find is LDN/RAL26/DC2/DC2/001. 

(JW) bug TBC by Devs - cannot see exact filter (CLH to clarify filter name), but none of "Health Education England North Central London" posts can be found. 

(SM) All posts in prod for this local office have "Health Education England North Central and East London". There are no posts with an owner of HEE North Central London. Filter need to be changed (I think?!)

create a task (IO)

1.  Confirmation that the MVP will be the ability to record the Post Funding Type. Question - are the possibilities Tariff, Trust, MADEL and Other?  Or are there any other options out there?  Remember the aim is to keep simple and build from there.
2. Do you agree that we also need to record the post funding from and to dates?
3. Do we need to record level of post in a first iteration?
4. Public Health posts, GP Practice posts and University clinical lecturer posts are all funded on Actuals - true or false?

1. Tariff, Trust, MADEL and Other are what we have got by with so far. Maybe an "If Other:..." free text box would be useful though 
2. Yes please
3. Could be derived from the post (Approved grade) but would be useful for reporting so that the report could be all from one table
4. True for us

TISDEV-2929

JW to confirm whether this needs to be imported for historical data from DR

Joining this conversation late, but let me clarify for London. Funding Body is crucial as it is the body that receives the LDA pack of which this post needs to be a part. That applies even when the funding type is Trust. Funding Body is distinct from Employing Body because in the case of a Lead Employer, such as we have for Public Health, GPs and Palliative Medicine in London, the Employing Body will be the Lead Employer, which is usually not the Funding Body. Equally Funding Body is not necessarily the same as the Training Body, for example for our Palliative Medicine Hospice posts, the Training Body is the Trust that has a special training relationship with the Hospice but the Funding Body in these cases is actually the Lead Employer. We even have the odd case, e.g. for a GP Hospice post, where the Fundi8ng Body, Employing Body and Training Body are all different. What is therefore very important for us is that any report listing all posts should specify all three of these fields.

I've just had a quick glance at the field validation document and for 'National Post Number' it says 'not editable'. In the East Midlands we currently do edit the post number during creation in order to create OOP bucket posts (which I believe was the agreed national process). So I think we need to have this field as it currently exists - i.e. it still pre-populates based on grade/site etc. but can later be edited if necessary

Also, we are obliged to edit some NPNs e.g. to add /M to the end of a military post as per national guidelines, as noted in the "Suffix" entry

We've just had our placements SML meeting and a point was raised regarding clinical supervisors which I didn't want to be lost between the 2 groups.

Would it be a good idea to have it optional to select a clinical supervisor against a post so that it can auto-populate in placements? The reason being that for many specialties/sites the supervisor will always be the same for a specific post, and so it would reduce input time for placements if it could pre-populate. It would still need to be editable in placements for when this isn't the case, or if the supervisor is different for whatever reason

create a task to cover wider save actions (IO)

TISDEV-2939

The following label headers are incorrect

• national post number
• specialty

create a ticket (IO)

TISDEV-2940

Can I start a new thread about joint site posts. These are very common in Orthodontics but can occur in other specialties too?

There is no way to properly represent these in Intrepid. We need to do better in TIS. The basic situation is that there is the need to allow for training placements that spend a portion of the time at one site and the rest of the time at another site. This may be 50/50 but can be as skewed as 80/20 or exceptionally even 90/10. There is not much of an issue if the two Sites are at the same trust, as we just make it a multi-site post and all the funding goes to the one Trust. But the problem occurs when the two sites are in different Trusts. We currently create two NPNs, one for each Trust. We can specify with Funding Components how much funding goes to each. But we cannot formally link the two posts so that a placement in one is seen as intimately involved with a placement in the other. I had thought it would be good to create a single post with multiple sites and multiple funding components, but it doesn't work because how do you specify multiple Funding Bodies? The Funding Body is used to determine which Trust's LDA payment the funding is part of and if we send Trusts lists of posts the post would need to be in the lists for both Trusts. So I'm now thinking keeping two posts but adding a formal linking mechanism is the best solution. Comments please!

Placement info within the trainee record.

Please could you include the WTE? That way we can see at a glance if a post has a slot share (or potential for a slot share). This would also be useful in the person>placement list so that we don't have to go into each placement to see if someone was working LTFT and which % they were at.

Post funding update:

Public Health salary recharges

1. Self-funding, e.g. for endodontics, periodontics and prosthodontics
2. Military
3. Education Resources budget
4. Exceptional training budget
5. GP practice salary recharges through Lead Employer
6. Palliative medicine hospice salary recharges through Lead Employer
7. Project funding – needs free text box to explain what Project
8. Full funding based on trainee grade through LDA Other Education & 

Live review: removing filters is very slow

Just been playing around and found an issue with the filtering by local office. Not sure if this is known...

When I logged in I had the filters on posts including "Health Education England North Central and East London" but when I searched for a post which had this as a local office it wasnt showing. I removed all the filters and I can then see the post. The post I was trying to find is LDN/RAL26/DC2/DC2/001. 

I'll add the query about the duplicate Public Health post number to the list of queries to look at

Navigate to Post - I can navigate to the Posts section.

View Post List - I can sort Posts by Post Number and filter on multiple columns. I can navigate between pages. But I have on occasions ended up with a Filter applied that is not show in the filter list (header).

Search Post - I can sort Posts by Post Number and filter on multiple columns. I can navigate between pages. But I have on occasions ended up with a Filter applied that is not show in the filter list (header).

View / Edit Post Detail (including funding elements) - I can View/Edit a post and add Funding Elements but when I try to Save it says Site ID cannot be null or negative, Grade ID cannot be negative (twice).

Create New Posts (Single) - When I try to Save a new Site it says Site ID cannot be null or negative, Grade ID cannot be negative.

Link Programme - I can’t see where to add a Programme to a Post or visa versa.

Delete Post Funding - I don’t know what this means.

Create New Post (Bulk) - I don’t know where to do this.

View Post Detail - I can view Post details.

I'll add the query about the duplicate Public Health post number to the list of queries to look at

(IO) was BUG: duplicate posts - fixed now on NE list - please confirm if OK CLH

(IO) BUG: main sites not showing

Duplicate of 31

(IO) BUG: approved grades showing incorrectly

See point 31 (ticket created)

(IO) sounds like ETL issues

Missing data - Duplicate (see point 31) reported by a number of SMLs. Will raise ticket

Raise ticket to get placement headings included in list

Can we also include WTE of the holders of the post?

Fix backend info being surfaced - remove Post ID from post list

Ticket raised for navigation issues (Dave clicked on a Placement in a Post record which took him to the placements relating to one trainee. Clicking 'Back' took him to the Person list.

Ticket to investigate missing placements

Dave Rayner 4/1/18

(IO) clarification required, all Post numbers are to be autogenerated - however autogen not currently working (JW)

Create a ticket to fix post number autogen not working issue - it has yet to be developed

Navigate to Post - I can navigate to the Posts section.

Successfully navigated to post

I can View/Edit a post and add Funding Elements but when I try to Save it says Site ID cannot be null or negative, Grade ID cannot be negative (twice).

Main site and Specialty are blank within the post detail, therefore could not filter on these. Approved Grade & Other Grade appears as ‘zzz Retainee’. Programme Name and Employing body are blank, again could not filter on these. Placement history appears jumbled with no obvious date order.

Save option didn’t work therefore no changes could be saved.

Specialty dropdown is coming up with invalid post specialty options and isn’t limited to national table. 

Post Grade dropdown  is coming up with invalid post grade options and isn’t limited to approved national table

Main site field search is behaving strangly: results for text <guy's> is not bringing up results such as <RJ101 - Guy's & St. Thomas' NHS Trust'> a value that is coming up for search term <guy'>

subspecialty list is not limited to subspecialties of the main specialty

Certain mandatory fields have not pulled through for posts making it impossible to edit other parts of the post wihtout making up inof in order to save.

Unable to save edits on existing post - getting Site and grade error messages - see screenshot 3. So unable to test further

Unable to delete post - getting Site and grade error messages - same as on screenshot 3.

You can't highlight over a post number in the post list, to copy it, it automatically takes you into that posts details. You then can't return back to the page you was on (for eg. If you'd had filter post from a specific Trust) it takes you back the the person page again.

When you go into a post and click to look at the current trainee, and if you then hit the back arrow in the web bar or the back arrow above the trainees name, it takes you to the first people/person search page.

(JW) bug  - to be raised with devs

Raised by many SMLS - ticket to be raised and fixed

See point 31

Agree...ticket to be raised.

Will investigate and raise ticket - reference tables not being correct - limit reference tables to current values only

Will investigate and define clearly to SMLs (and all users) what the search function searches on - links to point 46

Will investigate (what is being shown?) and raise ticket if needed

Ticket to be raised - duplicate - see point 31

Duplicate - see first section of this point

Need to agree how to deal with deletion.

Ticket up 

Navigation - duplicate - see point 41

Ticket created elsewhere

Create New Posts (Single) - When I try to Save a new Site it says Site ID cannot be null or negative, Grade ID cannot be negative.

Allowed me to add a main site, approved grade and funding, employing body,  training body, funding body, start and end dates  and owner but not specialty or programme. However Save function would not work.

When trying to save the post it is coming up with errors SiteID cannot be null and Grade ID cannot be null when these values have been completed - see screenshot 1. I then populated other sites and grade IDs and it giving the same message twice - see screenshot2. This is making it impossible to create a post. So I cannot test post creation further than this (which is not sufficient).

As for edit function - will investigate and raise ticket.

As above.

As above

Duplicate - see point 47

Link Programme - I can’t see where to add a Programme to a Post or visa versa.

Unable link programme

Unable to edit post so cannot test

(JW) under Post Ownership - must start to type the name of the programme in .

Ticket to be raised - duplicate - seee point 47

Delete Post Funding - I don’t know what this means.

Not populated

Unable to edit post so cannot test

Create New Post (Bulk) - I don’t know where to do this.

Unclear how to do this

Unable to test

View Post Detail - I can view Post details.

Main site, Specialty, Programme Name and Employing body are blank within the post detail. Approved Grade & Other Grade appears as ‘zzz Retainee’. Placement history appears jumbled with no obvious date order.

Main site is missing from post detail when it appears on the search page. I believe this applies to all posts. It applies to every single post I have tried on the system.

Certain fields are not populated for posts. Main site is missing from all posts I have accessed and post WES/RN506/027/STR(H)/001 is missing specialty and site. I would have marked as works with issues but the fields missing are mandatory fields making it impossible to edit or save any changes on the record and hence why I am failing.

Link new post to old post - I don’t know where to do this.

Not clear how to do this and post could not  be saved.

Unable to edit post so cannot test

(JW) under Post Ownership - can type in old post number and new post number

Save issues raised previously - ticket to be raised

Unlink programme - I can’t see where to remove a Programme from a Post or visa versa.

No programme detail available.

Unable to edit post so cannot test

(JW) Post ownership.

Have story to record/report on historical programme to post relationships

Above feedback shows what we look at in training colleagues on TIS

Create funding, not associated with a post - I  

I don’t know what this means.

means.

Attempted to create a new funding type under Admin but this would not save.

Unable to edit post so cannot test

Add leave approver - I approver 

I don’t know where to do this.

Unclear how to do this.

Unable to test

(IO) not yet developed story

Related to approvals chains 

Reporting on vacancies and fill rates - I

I don’t know where to do this.this.

Unclear how to do this.

Unable to test

(IO) not yet developed story - PART OF REPORTING COMPONENT

Vacancy Matrix being looked at by EoE and vacancy and fill rates are national requirements so form part of the NDW work