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  1. 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
  2. Educational & Clinical Supervisors (Trainers) can view partial Trainee information - not currently MVP
  3. HEE Administrators can view and edit all personal details for all user types - MVP
  4. 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
  5. 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 8. 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)
  • pre-employment checks
  • qualifications
  • accreditation pathway
  • form R Part A

  • professional associations
  • CPPS

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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 headersĀ Joanne Watson (Unlicensed)


EDIT (own)
#People Sub-ComponentTraineeEducational SupervisorClinical SupervisorTraining Programme DirectorLocal Office AdminTrust Admin

Personal & Contact






Personal DetailsEDIT (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)


NA


NANAEDIT (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/AVIEW (trainee)EDIT (all)

VIEW (trainee)


Pre-Employment Checks

VIEW (own)


N/A


N/AN/AEDIT (all)VIEW (trainee)

QualificationsEDIT (own)

EDIT (own)

VIEW (trainee)

EDIT (own)

EDIT (own)

VIEW (trainee)

EDIT (all)

VIEW (trainee)

EDIT (supervisors, who belong to them)


Accreditation PathwayN/A

EDIT (own)


EDIT (own)EDIT (own)EDIT (all)

EDIT (supervisors, who belong to them)


Form R, Part AEDIT (own)

N/A


N/AVIEW (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






ProgrammeEDIT (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)

ExamsEDIT (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/AEDIT (trainee)EDIT (all)N/A

Form R, Part B

EDIT (own)


VIEW (trainee)N/AVIEW (trainee)EDIT (all)N/A

Revalidation






Revalidation

VIEW (own)


N/AN/AN/AEDIT (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/AN/AEDIT (trainee)EDIT (all)N/A

OOP Approvers

VIEW (own)


N/AN/AEDIT (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 / VisitsN/AN/A

N/A


N/AEDIT (all)N/A

General Admin






DocumentsEDIT (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)








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