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Column headers for Assessment Bulk Create template

No.	Intrepid Column heading (V10)	TIS Column heading (Proposed)	Mandatory	Add/Update/Matching Criteria	Rules/Validation	Include in TIS Bulk Assessment template? Y/N	AR Comments- AB/JH/CL comments reviewed	03/05 (Spike)	Create assessment	Match for create
		Person ID	Yes	Matching Criteria	Must match exactly the TIS ID of a current or Inactive person on TIS	Y	Suggested by James H and Alice B		Consideration here - speak to dev	Y
1	Surname *	Trainee Surname*	Yes	Matching Criteria	Must match exactly the Surname of a Current or Inactive person on TIS	Y			Y	Y
2	First Name *	Trainee First Name*	~~Yes~~	~~Matching Criteria~~	~~Must match exactly the Forename of a Current or Inactive person on TIS~~	N	Remove from template. This is the same on the Placement import template? Should we look at removing there too?
3	GMC Number	GMC Number	Either a GMC number, GDC number or Public Health number must be entered	Matching Criteria	Value must match exactly the GMC of a Current or Inactive existing Person record on TIS. The surname and GMC number for each row must match exactly a single TIS person record	Y	Value must (be 7 digits and) must match exactly the GMC of a Current or Inactive existing Person record on TIS. The surname and GMC number for each row must match exactly a single TIS person record.		Y	Y
4	GDC Number	GDC Number	Either a GMC number, GDC number or Public Health number must be entered	Matching Criteria	Must match exactly the GDC of a Current or Inactive existing Person record on TIS. The surname and GDC number for each row must match exactly a single TIS person record	Y			Y	Y
5	Public Health Number	Public Health Number	Either a GMC number, GDC number or Public Health number must be entered	Matching Criteria	Must match exactly the PH number of a Current or Inactive existing Person record on TIS. The surname and PH number for each row must match exactly a single TIS person record	Y		S	Y	Y
6	Type *	Type*	Yes	Add	Accepted values are those from the Assessment type reference table i.e. ACADEMIC ARCP FRCP FRCP (Stage 2) IRCP RITA	Y	~~Made an Add/Matching Criteria based on rules suggested by Claire for matching criteria.~~ ~~If Type and all the other matching criteria match exactly to the Person Assessment record on TIS, update the rest other fields.~~ ~~If Type does not match, then used for adding an assessment to the person record.~~		Y
7	Review date *	~~Portfolio~~ Review date*	Yes	Add	Accepted format is dd/mm/yyyy	Y	Make mandatory. Make Add/~~Matching Criteria as per rules suggested by Claire.~~ ~~If Review date along with the rest of the matching criteria match exactly to a Person Assessment record on TIS then update the rest of the fields.~~ ~~If review date differs, then act as a create.~~ Ashley Ransoo This field is the Review Date (not the Portfolio review date) from the TIS pages. But is indeed one of the matching criteria AR:Made it 'Review Date* and added a separate non-mandatory 'Portfolio review date'.		Y	Y
8		~~Status~~	No	~~Add~~	~~Must match to one of the Statuses from the Dropdown or left blank:~~ ~~SCHEDULED~~ ~~APPEALED~~ ~~COMPLETED~~ ~~OVERDUE~~	?	~~Data leads to confirm behaviour?~~ AB: This field should be a calculated field based on Portfolio Review Date. As such, this field should not be included on the assessment import template as it should automatically calculate once the record has been imported. ~~JH: How can this be calculated for the statuses of Appealed and Completed???~~ ~~CL: I don’t know how this field works. Do we actually need it?~~ ~~Made an Add following last review.~~ ~~12/02:~~ This field has been removed from UI and Bulk following PAG		Y	N
9	~~Review time~~					N	Remove from template.
10	Outcome *	Outcome	No	Add	Accepted values are those from the Outcome Reference table i.e.: Not Assessed 1 2 3 4 4W 4VR 5 6 6C 6R 7 8 9 10.1 10.2	Y	Made non-mandatory.		Y	N
11		Under appeal	No	Add	Accepted values are 'Yes' or 'No'.	Y	Add to template.		Y	N
12	Reason(s) for unsatisfactory outcome	~~Reason~~ Unsatisfactory Outcome/Not Assessed Reason	Only Mandatory if Outcome is one of the following: Not Assessessed 2 3 4 5 10.1 10.2	Add	Accepted values should be one of those from the Outcome Reason reference table. e.g. 'N1 Trainee sick leave' etc. Allows multiple comma separated.	Y	Rename column from 'Reason' to ""Unsatisfactory Outcome / Not Assessed Reason", ~~made mandatory for Outcome 5 as well.~~ Joanne Watson (Unlicensed) - Whilst reviewing the template, data leads recommended a change to this field label on TIS Front End and also suggested that Outcome of 5 should also trigger the reason to be entered. Should be ticket this up for FE change? Ashley Ransoo the Assessment SMLs said that a reason for Outcome 5 was not required and there are not any Specific reasons provided in the Gold Guide for this - will follow up with data leads. AR: Outcome 5 not required confirmed		Y	N
13	Reason for unsatisfactory outcome - other	Unsatisfactory Outcome/Not Assessed Reason (Other)	~~Should be mandatory if 'N13 Other reason (please specify)' is chosen as 'Not Assessed Reason' OR if 'U8 Other reason (please specify) is chosen as 'Unsatisfactory Outcome Reason'~~ Should be mandatory if 'Other reason (please specify)' is chosen as 'Not Assessed Reason' OR as 'Unsatisfactory Outcome Reason'	Add	If you enter Other reason (please specify) in the field Reason(s) for unsatisfactory outcome, enter the Other reason into this field. The reason must be less than 60 characters

YMake mandatory if 'N13 Other reason (please specify)' is chosen

If you enter 'Other issues related to Covid-19 (please describe), enter the Other reason into this field. The reason must be less than 60 characters

Y

Make mandatory if 'N13 Other reason (please specify)' is chosen as 'Not Assessed Reason' OR if 'U8 Other reason (please specify) is chosen as 'Unsatisfactory Outcome Reason'

Naming the column as 'Unsatisfactory Outcome/Not Assessed Reason (Other)'.

Jira Legacy

server	System JIRA
serverId	4c843cd5-e5a9-329d-ae88-66091fcfe3c7
key	TISDEV-4370

Ashley Ransoo we don't have a field on TIS called 'Reason for unsatisfactory outcome - other'

AR: Field has been added, therefore confirmed to include for bullk

Y

N

14

Academic Outcome

Yes - if academic curriculum assessed is populated.

Add

Accepted values can be one of the following:

- Continue on academic component
- Do not continue on academic component
- Successfully completed academic component

Y

AB: Should not be mandatory as only a small number of trainees are academic trainees so the vast majority of trainees will not receive academic outcomes. There also needs to be a field added for Academic Curriculum Name.

Joanne Watson (Unlicensed) 'Academic curriculum name'? Does the field exist on TIS? If not should it and how is it going to be used on the template? E.g. as a Update/Add/Matching Criteria.

AR 02/05: There is a 'Curriculum name' under Pre-assessment detail. Is this used for both Academic and non-academic curriculum?

Ashley Ransoo the Curriculum Name is always the name of the clinical curriculum. If the trainee has been following an academic curriculum in the assessment period the name of the academic curriculum will appear in the 'Academic Curriculum assessed' field in Post-assessment.

Y - need to add academic curriculum name also

N

15

~~Reason(s) for no ARCP/RITA~~

~~Reason~~

~~V10: If you input 'Not Assessed' in the field Outcome enter on of the following values in <Reasons> reference table~~

N

Remove from template.

16

Next Review date

Next review date

No

Add

Accepted format is dd/mm/yyyy

Y

Make non-mandatory.

Y

N

17

Period from

Period covered from

No

Add

Accepted format is dd/mm/yyyy

Y

~~Make mandatory~~

Y

N

18

Period to

Period covered to

No

Add

Accepted format is dd/mm/yyyy

Y

~~Make mandatory~~

Y

N

19

~~Grade at time~~

~~V10: Must match exactly one of the grades associated with the placement being assessed~~

N

Remove from template. But populate in the same way as the Front End currently does.

This is autopopulated from the trainee's placement grade on the Review Date

20

Programme Number

Programme number*

Yes

Add

Must match exactly to one of the Programme Numbers against the programme membership/s the trainee has.

Y

Making this Add~~/matching criteria. As agreed on #bulk_uploads channel, there won't be a TISAssessmentID yet but intended for the future.~~
~~If value on template does not match to an existing value held on TIS against the Person Assessment record, then add. Ashley Ransoo what does this mean?~~
~~If value on template matches to TIS Person Assessment record, then update the rest.i.e. used as a matching criteria.~~

Joanne Watson (Unlicensed) - What I meant was, the Programme number has to a) exist against the programme membership against the person and b) if there is a matching assessment record with the programme number and the rest of the matching criteria are met, then update the rest of the assessment details.

~~If Programme number exists against prog. membership against the person but there is no assessment record for that programme number, then the import would Add a new Assessment record.~~

~~Matching criteria is composite set of fields to determine an update or an Add.~~

S

Y

21

Programme Name

Programme name*

Yes

Add

Must match exactly to one of the Programme Names against the programme membership/s the trainee has.

Y

Making this Add~~/matching criteria. As agreed on #bulk_uploads channel, there won't be a TISAssessmentID yet but intended for the future. This is therefore a Matching Criteria as per the Intrepid template.~~

~~If value on template does not match to an existing value held on TIS against the Person Assessment record, then add -used to distinguish for add and create.~~
~~If value on template matches to TIS Person Assessment record, then update the rest.i.e. used as a matching criteria.~~

S

Y

22

Curriculum

Curriculum name*

Yes

Add

Muct match exactly to one of the curriculum of the Programme specified on Programme Name and Number combination columns.

Y

As discussed on #bulk_uploads, Claire pointed out that it was agreed with BMs and GMC that only one ARCP outcome can be given on a day.

Reviewing how Assessments are created, suggest this should be an Add~~/Matching Criteria field.~~

~~If value on template does not match to an existing value held on TIS against the Person Assessment record, then add.~~
~~If value on template matches to TIS Person Assessment record, then update the rest.i.e. used as a matching criteria.~~

S

Y

23

~~Portfolio review date~~

No

~~Add~~

~~Accepted format is dd/mm/yyyy~~

Y

12/02:

This field has been removed from UI and Bulk following PAG

Y

N

~~Curriculum Specialty~~

~~Curriculum Specialty~~

~~Mandatory in an update scenario.~~

~~Matching Criteria~~

~~Pre-populate based on Curriculum name entered. Similar behaviour as the Front end is expected in an Add Scenario. It is expected this be left blank on the template in an Add scenario.~~

~~In an update scenario, this should be used as a matching criteria.~~

Y

Keep on template but pre-populate based on Curriculum name entered. Similar behaviour as the Front end is expected in an Add Scenario. It is expected this be left blank on the template in an Add scenario.

~~In an update scenario, this should be used as a matching criteria.~~

?

N - pull from name of curriculum

N

24

~~Membership Type~~

Membership type*

~~Yes~~

~~Add/Matching Criteria~~

~~Must match exactly to one of the Programme Names against the programme membership/s the trainee has.~~

Y

~~Add to template as a mandatory field and make an Add/matching criteria as per the list sent by Claire on #bulk_uploads.~~

~~If value on template does not match to an existing value held on TIS against the Person Assessment record, then add.~~
~~If value on template matches to TIS Person Assessment record, then update the rest.i.e. used as a matching criteria.~~

?

N - pull from programme membership being assessed

N

25

Form R Part B

?

This is a potential requirement for Assessment considered post-mvp and would act as a Yes/No under 'Documents considered' of Pre-assessment details on TIS.

AR 02/05: Assessment Field Validation:

Exit report
Form R Part B
Exception report
Supervisors report
Other - then free text field for what this other document is
In which case, should we consider adding the above to the template instead as non-mandatory 'Update' type?
Back with Claire to confirm, the field if not currently on TIS.

Joanne Watson (Unlicensed) - can we remove this form the template for now?

Ashley Ransoo Documents considered updated above and on ticket number TISDEV-3859

Can remove from template for now but to be added in when TISDEV-3859 is done

N

26

Months OOPR/OOPT counted towards training

No

~~Update~~

Add

Should contain a valid integer value

Y

02/05: CL confirmed for this to be included as non-mandatory '~~Update' type.~~

Made an Add as template is for Create only.

Y

N

27

PYA

No

~~Update~~

Add

Accepted values are currently 'YES' and 'NO' from the front end.

Y

Keep on template as non-mandatory.

Y

N

28

Time Out Of Training(Days)

Days out of training

No

~~Update~~

Add

Should contain a valid integer value

Y

Keep on template as non-mandatory.

Y

N

29

Known Concerns

Known concerns

No

~~Update~~

Add

'YES' or 'NO' are the accepted values on TIS.

Y

Keep on template as non-mandatory.

Y

N

30

Concern Summary

Concern summary

No

~~Update~~

Add

Freetext

Y

Keep on template as non-mandatory.

Y

N

31

Responsible Officers Comments

Responsible Officers Comments

No

Add

Freetext

Y

Keep on template as non-mandatory.

Y

N

32

Employers Report

?

Data leads for other regions to confirm?

AR 02/05: Assessment Field Validation:
1. LEP report
2. Form R Part B
3. Supervisors report
4. Other
In which case, should we consider adding the above to the template instead as non-mandatory 'Update' type?
Back with Claire to confirm, the field if not currently on TIS.

Joanne Watson (Unlicensed) - can we remove this form the template for now?

Ashley Ransoo see no. 25

N

33

Exception Report

?

Data leads for other regions to confirm?

AR 02/05: Assessment Field Validation:
1. LEP report
2. Form R Part B
3. Supervisors report
4. Other
In which case, should we consider adding the above to the template instead as non-mandatory 'Update' type?
Back with Claire to confirm, the field if not currently on TIS.

Joanne Watson (Unlicensed) - can we remove this form the template for now?

Ashley Ransoo see no. 25

N

34

Supervisors Report

?

Data leads for other regions to confirm?

AR 02/05: Assessment Field Validation:
1. LEP report
2. Form R Part B
3. Supervisors report
4. Other
In which case, should we consider adding the above to the template instead as non-mandatory 'Update' type?
Back with Claire to confirm, the field if not currently on TIS.

Joanne Watson (Unlicensed) - can we remove this form the template for now?

Ashley Ransoo see no. 25

N

35

Other

?

Data leads for other regions to confirm?

AR 02/05: Assessment Field Validation:
1. LEP report
2. Form R Part B
3. Supervisors report
4. Other
In which case, should we consider adding the above to the template instead as non-mandatory 'Update' type?
Back with Claire to confirm, the field if not currently on TIS.

Joanne Watson (Unlicensed) - can we remove this form the template for now?

Ashley Ransoo see no. 25

N

36

Grade at next rotation

Grade at next rotation

No

~~Update~~

Add

Must match exactly one of the grades associated with the placement being assessed

Y

Corrected.

Ashley Ransoo also need to include in this dropdown the fields from the GMC ARCP list of allowed values. Will find this and go through it with you.

Y

N

37

Comments

Comments

No

Add

Y

N

38

~~New curriculum end date~~

~~New Curriculum end date~~

~~Mandatory on an Update scenario~~

~~Update~~

~~Assuming this only needs to be populated on the template when updating curriculumn end dates, what should be the rules to be able to update this field, apart from the 'Curriculum name*' should match?~~

?

AR 02/05: 'Curriculum end date' is a readonly field in TIS Assessment record on the Front end however is editable within the Programme Membership record. 'Curriculum start date' can be added via the people bulk uload currently but there is no bulk facility for updating this, is there a requirement to be able to bulk update curriculum end dates?

~~Assuming this only needs to be populated on the template when updating curriculumn end dates, what should be the rules to be able to update this field, apart from the 'Curriculum name*' should match?~~

~~The is also the complexity of automatically updating the Programme end date based on the last curriculumn end date + grace period. Do we need to factor this in?~~

N

39

~~New programme end date~~

~~New Programme end date~~

~~Mandatory on an Update scenario~~

~~Update~~

~~Assuming this only needs to be populated on the template when updating Programme end dates, what should be the rules to be able to update this field, apart from Programme name and number to match?~~

?

AR 02/05: 'Programme end date' is not against TIS Assessment record but Programme Membership. 'Programme end date' can be added via the people bulk uload currently but there is no bulk facility for updating this, is there a requirement to be able to bulk update Programme end dates?

N

40

Detailed reasons for recommended outcome

Detailed reason

No

~~Update~~

Add

Y

Keep on template as non-mandatory.

Y

N

41

Mitigating circumstances

Mitigating circumstances

No

~~Update~~

Add

Y

Keep on template as non-mandatory.

Y

N

42

Competences which need to be developed

Competences which need to be developed by next ARCP

No

~~Update~~

Add

Y

Keep on template as non-mandatory.

Y

N

43

Recommended actions

Other recommended actions

No

~~Update~~

Add

Y

Keep on template as non-mandatory.

Y

N

44

Recommended additional training time (if required)

Recommended additional training time (if required)

No

~~Update~~

Add

Y

Keep on template as non-mandatory.

Y

N

45

Additional comments from the panel

Additional comments from the panel

No

~~Update~~

Add

Y

Keep on template as non-mandatory.

Ashley Ransoo added this - on TIS now

AR: Have now included on the template.

Y

N

46

External trainer

No

~~Update~~

Add

Accepted values are currently 'YES' and 'NO' from the front end.

Y

Keep on template as non-mandatory.

Y

N

47

10% audit - lay member

No

~~Update~~

Add

Accepted values are currently 'YES' and 'NO' from the front end.

Y

Keep on template as non-mandatory.

Y

N

48

~~Trainee notified of outcome~~

No

~~Update~~

~~Add~~

~~Accepted values are currently 'YES' and 'NO' from the front end.~~

Y

Keep on template as non-mandatory.

12/02:

This field has been removed from UI and Bulk following PAG

Y

N

Intrepid V10 bulk assessment upload template

View filenameTIS Assessment Import Template.xlsheight150

Reviewed column headers with detailed comments (AB/CL/JH) for TIS

View filenameTIS TIS Assessment Import Template - Alice Brindle & James Harris comments added.xlsxheight150

TIS Bulk Assessment Upload Template (For Create only)

This is the proposed template based on the feedback received and reviewed from data leads. This template also has a proposed order of the column headers for TIS and includes Rules and Validations on Sheet 2. The template will only be used for Creating assessments and not for update. View filename

TIS Assessment Import Template - With Rules and Validations.xlsxheight150

This is a blank template is to be made available for download within TIS. View filename

TIS Assessment Import Template.xlsxheight150

...

Assessments Bulk Update using TIS Assessment ID's

...

This requirement came about as a result of the feedback we've received from admins and data leads whereby during ARCP season, there are lots of amendments to be made to Assessment records that they would have uploaded in preparation. There are also a number of assessments that needs to be deleted as a result of incorrectly creating them or they are no longer valid. This bulk update facility using the TIS Assessment ID's as the only matching criteria is the proposed solution which is envisaged to solve this problem and not requiring a BE developer to update data manually via scripts.
Jira Legacy
server System JIRA
serverId 4c843cd5-e5a9-329d-ae88-66091fcfe3c7
key TISNEW-4884

Column headers for Assessment Bulk Update template (

...

Reviewed with data leads)

...

Alistair Pringle (Unlicensed), James Harris, Ashley Ransoo, Adewale Adekoya, Sebastian Kwok (Unlicensed)

No.	TIS Column heading (Proposed)	Mandatory	Add/Update/Matching Criteria	Rules/Validation

Include on template? Y/N

Comments

1

TIS_Assessment_ID*

Yes

Matching Criteria

Must match exactly the TIS Assessment ID of a current or soft deleted Assessment record on TIS

13/02: Allow both Current and Soft deleted to be entered on the template

2

Type

No

Update

Accepted values are those from the Assessment type reference table i.e.

ACADEMIC
ARCP
FRCP
FRCP (Stage 2)
IRCP
RITA

3

Review date

No

Update

Accepted format is dd/mm/yyyy

4


	~~Programme name~~

Status

No

~~Update~~

~~Must match exactly to one of the~~

Statuses from the Dropdown or left blank:
SCHEDULED
APPEALED
COMPLETED
OVERDUE5OutcomeNoUpdateAccepted values are those from the Outcome Reference table i.e.:
Not Assessed
1
2
3
4
5
6
6R
7
8
96Under appealNoUpdateAccepted values are 'Yes' or 'No'. 7Unsatisfactory Outcome/Not Assessed ReasonOnly Mandatory if Outcome is one of the following in column #5:
Not Assessessed
2
3
4UpdateAccepted values should be one of those from the Outcome Reason reference table. e.g. 'N1 Trainee sick leave' etc. 8

Unsatisfactory Outcome/Not Assessed Reason (Other)

Should be mandatory if 'Other reason (please specify)' is chosen as 'Not Assessed Reason' OR as 'Unsatisfactory Outcome Reason'

UpdateIf you enter Other reason (please specify) in the field Reason(s) for unsatisfactory outcome, enter the Other reason into this field. The reason must be less than 60 characters9Academic Outcomemandatory if academic curriculum assessed is populated.UpdateAccepted values can be one of the following:
- Continue on academic component
- Do not continue on academic component
- Successfully completed academic component10Next review dateNoUpdateAccepted format is dd/mm/yyyy11Period covered fromNoUpdateAccepted format is dd/mm/yyyy12Period covered toNoUpdateAccepted format is dd/mm/yyyy13Programme nameNoUpdateMust match exactly to one of the Programme Names against the programme membership/s the trainee has.14Programme numberMandatory if the programme is being updated. If column #13 populated then mandatory.UpdateMust match exactly to the Programme Number against the programme membership the trainee has and is entered on column #13.15Curriculum nameMandatory if the programme is being updated. If column #13 and #14 populated then mandatory.UpdateMust match exactly to one of the curriculum of the Programme specified on Programme Name and Number combination column #13 and #14 16Portfolio review dateNoUpdate17Months OOPR/OOPT counted towards trainingNo

Update

Should contain a valid integer value18PYANo

Update

Accepted values are currently 'YES' and 'NO' from the front end.19Days out of trainingNo

Update

Should contain a valid integer value20Known concernsNo

Update

'YES' or 'NO' are the accepted values on TIS.21Concern summaryNo

Update and replace

Freetext22Responsible Officers CommentsNoUpdate and replace

Freetext

23Grade at next rotationNo

Update

Must match exactly one of the grades associated with the placement being assessed24CommentsNoUpdate and replaceOverwrite existing comments with the comments from the template25Detailed reasonNo

Update and replace

Overwrite existing Detailed reason with the value from the template26Mitigating circumstancesNo

Update and replace

Overwrite existing value with the one from the template27Competences which need to be developed by next ARCPNo

Update and replace

Overwrite existing competences with those from the template28Other recommended actionsNo

Update and replace

Overwrite existing value with the one from the template29Recommended additional training time (if required)No

Update and replace

Overwrite existing value with the one from the template30Additional comments from the panelExternal trainer

~~Programme Names against the programme membership/s the trainee has.~~	Could TIS programme membership ID be an alternative and is this something that the people having access to this tool would have visibility of
	~~Programme number~~	No	~~Update~~	~~Must match exactly to one of the Programme Names against the programme membership/s the trainee has.~~	Could TIS programme membership ID be an alternative and is this something that the people having access to this tool would have visibility of Yes - Go for Programme Membership ID attached to the Assessment instead of Programme name and number
4	TIS_Programme_Curriculum_Membership_ID	No	Update	Must match exactly to one of the programme membership/s ID's the trainee has on TIS.	25/10: Column remaned to include 'Curriculum' as it is more reflective of the curriculum membership ID. TIS does not have a proper programme membership ID.
	~~Curriculum ID~~	~~Mandatory if the programme is being updated. If Programme Membership ID column is populated then mandatory.~~	~~Update~~	~~Must match exactly to one of the curricula against the Programme Membership ID entered in the Programme Membership ID column.~~	Curriculum ID in Programme Membership. 14/10: This is not required on the template after discussing with the devs as it can be determined by programme membership ID.
5	Period covered from	No	Update	Accepted format is dd/mm/yyyy 'Period covered from' must be after 'curriculum start date'
6	Period covered to	No	Update	Accepted format is dd/mm/yyyy 'Period covered to' cannot be before 'Period covered from' 'Period covered to' must be before 'curriculum end date'
7	Months OOPR/OOPT counted towards training	No	Update	Should contain a valid integer value
8	PYA			Accepted values are currently 'YES' and 'NO' from the front end.
9	Grade at time	No	Update		Is this required to be updated via bulk? This is normally pulled automatically if there is one at the time of updating/creating the assessment record else set to Not Provided. But can be overridden. 13/02: Yes, include on template.
10	Days out of training	No	Update	Should contain a valid positive integer value
11	Outcome	No	Update	Accepted values are those from the Outcome Reference table i.e.: Not Assessed 1 2 3 4 4W 4VR 5 6 6R 6C 7 8 9 10.1 10.2
12	Under appeal	No	Update	Accepted values are 'Yes' or 'No'.
13	Unsatisfactory Outcome/Not Assessed Reason	Only Mandatory if Outcome is being updated to one of the following in #Outcome column : Not Assessed 2 3 4 10.1 10.2	Update and replace all existing	Accepted values should be one of those from the Outcome Reason reference table. e.g. 'N1 Trainee sick leave' etc. Allows for multiple semicolon ( ; ) separated values. Should be empty when outcome does not need a reason. Should be mandatory when 'Other reason' is presented.
14	Unsatisfactory Outcome/Not Assessed Reason (Other)	Should be mandatory if 'Other reason (please specify)' is chosen as 'Not Assessed Reason' OR as 'Unsatisfactory Outcome Reason'	Update and replace all existing	If you enter Other reason (please specify) in the field Reason(s) for unsatisfactory outcome, enter the Other reason into this field. The reason must be less than 60 characters If you enter 'Other issues related to Covid-19 (please describe), enter the Other reason into this field. The reason must be less than 60 characters
15	External trainer	No	Update	Accepted values are currently 'YES' and 'NO' from the front end.
16	Next review date	No	Update	Accepted format is dd/mm/yyyy
17	Grade at next rotation	No	Update	Must match exactly one of the grades associated with the placement being assessed
18	Comments	No	Update and replace existing	Overwrite existing comments with the comments from the template
19	10% audit - lay member	No	Update	Accepted values are currently 'YES' and 'NO' from the front end.
20	Academic Outcome	mandatory if academic curriculum assessed is populated on the template.	Update and replace existing	Accepted values can be one of the following: - Continue on academic component - Do not continue on academic component - Successfully completed academic component	Rules of academic curriculum assessed: the subtype of the curriculum should be an academic type the (periodCoveredFrom, periodCoveredTo) should have overlaps with (curriculumStartDate, curriculumEndDate) Academic subtype of curriculum :AFT, ACLNIHR_FUNDING, ACL_OTHER_FUNDING, ACFNIHR_FUNDING, ACF_OTHER_FUNDING
21	Detailed reason	No	Update and replace	Overwrite existing Detailed reason with the value from the template
22	Mitigating circumstances	No	Update and replace	Overwrite existing value with the one from the template

31

23

Competences which need to be developed by next ARCP

No

Update

Accepted values are currently 'YES' and 'NO' from the front end.3210% audit - lay member

and replace	Overwrite existing competences with those from the template
24	Other recommended actions	No	Update

Accepted values are currently 'YES' and 'NO' from the front end.33Trainee notified of outcome

and replace	Overwrite existing value with the one from the template
25	Recommended additional training time (if required)	No	Update

Accepted values are currently 'YES' and 'NO' from the front end.35Delete from UI?

and replace	Overwrite existing value with the one from the template
26	Additional comments from the panel	No	Update and replace

Accepted value is 'YES' or left blank for no action.

TIS Bulk Assessment Update Template (Draft)

...

Overwrite existing value with the one from the template
27	Known concerns	No	Update	'YES' or 'NO' are the accepted values on TIS.
28	Concern summary	No	Update and replace	Freetext
30	Responsible Officers Comments	No	Update and replace	Freetext
	~~Soft Delete from UI?~~	No	Update	Only Accepted value is 'YES' or left blank for no action. Entering 'YES' will result in the assessment record being marked as soft deleted, removed from the UI but can be accessed from the Backend, similar to the TIS FE behaviour trashcan interaction against Assessment. To avoid this field being incorrectly used, suggest that the only fields required for a soft-delete are the TIS_Assessemt_IDs and Soft Delete from UI? on the template and all other columns should be left unfilled. P.S: The option of undoing soft-deletion was considered, but no one has demonstrated a need for this yet.	22/06/2021: This field is no longer needed as we are looking into a solution for Bulk Hard delete assessments which is the preference by Data Leads.

TIS Bulk Assessment Update Template (Draft)

This template is to be made downloadable from the bulk uploads are in TIS.

Ashley Ransoo <<INSERT LINK TO TEMPLATE HERE. UPDATE BULK TEMPLATES PAGE>>

Jira tickets

Jira Legacy

server	System JIRA
columns	key,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
maximumIssues	20
jqlQuery	"Epic Link" = TISNEW-6 AND "Status" NOT IN("Not Required") AND Summary~"bulk"
serverId	4c843cd5-e5a9-329d-ae88-66091fcfe3c7

Versions Compared

Old Version 42

New Version Current

Key

Column headers for Assessment Bulk Create template

Intrepid V10 bulk assessment upload template

Reviewed column headers with detailed comments (AB/CL/JH) for TIS

TIS Bulk Assessment Upload Template (For Create only)

Assessments Bulk Update using TIS Assessment ID's

Column headers for Assessment Bulk Update template (

Reviewed with data leads)

TIS Bulk Assessment Update Template (Draft)

TIS Bulk Assessment Update Template (Draft)

Jira tickets

Page Comparison

Versions Compared

Old Version 42

New Version Current

Key

Column headers for Assessment Bulk Create template

Intrepid V10 bulk assessment upload template

Reviewed column headers with detailed comments (AB/CL/JH) for TIS

TIS Bulk Assessment Upload Template (For Create only)

Assessments Bulk Update using TIS Assessment ID's

Column headers for Assessment Bulk Update template (

Reviewed with data leads)

TIS Bulk Assessment Update Template (Draft)

TIS Bulk Assessment Update Template (Draft)

Jira tickets