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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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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) | |||
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