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S/N | User Story | TIS - Feature | Priority 4 - Highest to 0 - lowest (ticks received from workshop) | Description | MVP/Post MVP? | Acceptance Criteria | Tickets in JIRA | Comments |
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1. | As an Education Training Manager I want to be able to have the ability to report on trainees and how they are progressing So that I can use those that are doing well for events | Assessment /Reporting | 0 | To be able to run reports on the training outcomes from system Reporting tool will be required - Looking at access to Tableau? | MVP | Given [Current state] When [User action] Then [Expected outcome] | How do you measure trainee progress? | |
2. | As an HCS Administrator I want a system that records all outcomes of training in one place So that I can facilitates flexible reporting | Assessment/Reporting | 1 | MVP? | Given [Current state] When [User action] Then [Expected outcome] | List of outcomes? MRP, ARP...... | ||
3. | As an HCS Administrator I want a flexible reporting feature So that I can support ad hoc and formal reporting requests | Assessment/Reporting | 2 | Reporting tool will be required - Looking at access to Tableau? | MVP? | Given [Current state] When [User action] Then [Expected outcome] | Ad hoc Report Duplicate of 5 James feedback: TIS wouldn't at this stage be able to create them a truly 'custom' reporting feature. Instead we could give them the option to slice the data in multiple different ways We can make the data sources for the reports broad enough that they can then refine them to what they need | |
4. | As an Education Training Manager I want to be able to search for trainees by specialism, location, cohort, year in programme by HSST/STP So that the report can be in excel format | Programmes/Reporting | 2 | MVP? | Given [Current state] When [User action] Then [Expected outcome] | Search training by what? Surname, forename...? | ||
5. | As an HCS Administrator I want to be able to create custom report using fields in the system So that I can obtain data easily when requested; that is accurate and avoid duplicate reports | Programmes/Reporting | 2 | Reporting tool will be required - Looking at access to Tableau? | MVP? | Given [Current state] When [User action] Then [Expected outcome] | Query database James feedback: TIS wouldn't at this stage be able to create them a truly 'custom' reporting feature. Instead we could give them the option to slice the data in multiple different ways We can make the data sources for the reports broad enough that they can then refine them to what they need | |
6 | As an HCS Administrator I want to be able to add accreditation information to an employer/Post so that ......... | Post | 0 | Need more information | MVP | Given [Current state] When [User action] Then [Expected outcome] | What sort of accreditation info? What FE field covers this? 11/10/2019: Alex- Not appropriate for this to be dealing with | |
7 | As an HCS Administrator I want to see training Officers and Commissioners details as a multiple entries/records So that ........ | Post | 0 | Need more information | MVP | Given [Current state] When [User action] Then [Expected outcome] | What sort of info? What FE field covers this? 11/10/2019: Alex- You can't do this on the contact list | |
8 | As an Education Training Manager I want to be able to search/find training officers linked to specialisms and in specific location with email address So that I can report in excel format | Post/Reporting | 1 | MVP? | Given [Current state] When [User action] Then [Expected outcome] | Search training officer. Can the search for trainee work for this? TIS question to answer | ||
9 | As an HCS Administrator I want to see whole trainee pathway so all information in one place So that our processes can be streamlined | People | 1 | Presently, HCS database is linked to drives. | MVP? | Given [Current state] When [User action] Then [Expected outcome] | Trainee information in one place What other info are from other drives? | |
10 | As a Lead Administrator I want connection or link between database and personal/school email to get notification So that we do not miss important information and deadlines | People/Notification | 0 | Post MVP | Given [Current state] When [User action] Then [Expected outcome] | Use system as a Calendar for notification Can TIS do this? | ||
11 | As an HCS Administrator I want the ability for trainees to update own contact information e.g changes to surname, address or training officer So that to ensure current and accurate trainee data, remove admin processes needed to update | People | 4 | Training access????? | Post MVP?????? | Given [Current state] When [User action] Then [Expected outcome] | TIS working on trainee app. | |
12 | As a Trainee Programme Co-coordinator -TPC I want to have ability to upload particular assessment outcomes (in bulk) So that I have efficient way of managing my time | People | 1 | There is another system for bulk upload in HCS. | MVP? | Given [Current state] When [User action] Then [Expected outcome] | Need the Assessment fields in excel. Need to know the assessment fields to be bulk upload | |
13 | As an HCS Administrator I want to record destination data - first jobs or learning programme So that ........ | People | 0 | Need more information | MVP | Given [Current state] When [User action] Then [Expected outcome] | Check field table for details. Stored in 2 diff. places as:
| |
14 | As a TPC I want to be able to create an alert system that reminds when reviews are due So that this allays missing any deadlines | People/Notification | 0 | Like calendar update | Post MVP | Given [Current state] When [User action] Then [Expected outcome] | Use system as a Calendar for notification Can TIS do this? | |
15 | As an HCS Administrator I want something that holds trainee information in one place rather than links to that information So that I have efficient way of managing my time | People | 1 | MVP? | Given [Current state] When [User action] Then [Expected outcome] | Similar to s/n 9 | ||
16 | As a Trainee Support Case Manager I want system which allows recording, update and secure storage of sensitive information about trainees in difficulty So that all information in one place and reduce multiple systems | People | 4 | Case Management system? | Post MVP???? | Given [Current state] When [User action] Then [Expected outcome] | Can TIS provide this now? | |
17 | As a Curriculum Support Officer I want more detailed information on ASP trainees and ability to report on it. Similar fields to STP So that the information is recorded correctly and easy to find | People/Reporting | 0 | What more fields on ASP as are on STP What are the fields? | MVP??? | Given [Current state] When [User action] Then [Expected outcome] | Are you talking about fields like ASP type and ASP description? | |
18 | As a Programme Support Lead Administrator I want feature... run a report that highlights all the extensions/Mat Leave/Deferral So that we can use information for STP completion every year | Others/Reporting | 2 | MVP? | Given [Current state] When [User action] Then [Expected outcome] | Tableau or matabase? | ||
19 | As an Education Training Manager I want to update our CRM system with training officers who work with the school on events that we have found using database So that we can have efficient and accurate management of data | Others | 0 | MVP? | Given [Current state] When [User action] Then [Expected outcome] | How do you capture this in your present system? Access to Ed. Training Manager to edit? | ||
20 | As an HCS Administrator I want integration with other systems e. e-portfolio, recruitment systems, assessment and progression data So that we can have efficient and accurate management of data | Others | 2 | Post MVP | Given [Current state] When [User action] Then [Expected outcome] | How do you manage the integration presently? | ||
21 | As a HCS Administrators I want admin rights protection So that new users require training before being allowed to make changes | Others | 0 | Confirmation messages to check if you want to delete update or information or not | Post MVP | Given [Current state] When [User action] Then [Expected outcome] | ||
22 | As an HCS Administrators I want system that enables continued communication with trainees who have completed e.g Alumni So that ........ | Others/Communication | 0 | Post MVP | Given [Current state] When [User action] Then [Expected outcome] | Similar to s/n 13 | ||
23 | As an HCS Administrators I want easily accessible, efficient and stable system as current system is very slow when working remotely So that I can work more efficiently remotely | Others | 0 | MVP? | Given [Current state] When [User action] Then [Expected outcome] | TIS should provide | ||
24 | As an HCS Administrators I want to be alerted when a trainee is due to return from Mat/Pat leave So that this can be checked and updated | Other/Notification | 0 | Post MVP | Given [Current state] When [User action] Then [Expected outcome] | |||
25 | As an HCS Administrators I want a system where multiple users can access same information at the same time So that ........ | Others | 1 | MVP? | Given [Current state] When [User action] Then [Expected outcome] | TIS should provide | ||
**26** | As an HCS Administrator I want to be able to access training folder which will be outside TIS So that I can manage trainee properly | Others | MVP | Given that I don't have access to training folders which is out of TIS
| Alex- HCS - to discuss and share with TIS dev. team on the codes and access. Note: This folder, HCS wants to keep outside TIS |
...
Questions and Assumptions (To be reviewed with HCS and TIS stakeholders)
11/10/2019: Alex- MOU may be because they are capture on e-portfolio. Won't be putting any assessment in the document section on TIS but will be using for training applications......etc
Alex: They are use when they start programme. it is the applicant (trainee) oriel number. Not system generated. From England. Please note: This is different for other part of UK.
How do we capture this if necessary?
11/10/2019: Alex: Need to be captured - to be called 'trainee ID'
HCS is happy with one of these- Personal Phone or Work Phone provided as Telephone number.
Ade: TIS will not need to create Personal Phone or Work Phone but use TIS field - Telephone Number????
11/10/2019: Alex - Happy
HCS is happy with one of these- Personal Phone or Work Phone provided as Mobile Number.
Ade: TIS will not need to create Personal Phone or Work Phone but use TIS field - Mobile number???S/N | Questions or Assumptions | Comments |
---|---|---|
1 | Need to know the type of access they (HCS) will have on TIS. This will help to determine the access James will give in Tableau/Metabase | Ade to speak to HCS and TIS 11/10/2019: Alex - Read/ write access- typical admin access |
2 | What are the information they (HCS) need to know about the trainee in reporting. This will help James to set them up on Tableau? | Ade to speak to HCS and TIS From James: We just need a more definitive spec but I can do that once we get to that stage. 11/10/2019: Alex- To be able to report on any data they capture in the front end. |
3 | Data migration and Reporting might form the MVP with other requirements to be post MVP | To agree with HCS and TIS 11/10/2019: Alex- Happy with MVP Data Migration Approach:
Reporting to Tableau and Metabase
|
4 | What are the assessment you carry out that needs to be captured? How do you capture them and who update on your system? | (STP) Assessment
HSST Assessment
11/10/2019: Alex- HCS uses e-portfolio to capture assessment; Work based assessment and competences are captured on the e-portfolio Mid term review are capture on their internal system.; ARP/MRP- done on internal system There is also a 3rd party system for the OSFA to capture the actual assessment but results are capture on the existing databases (internal) HCS Admin will then update TIS with required information from those systems |
5 | What is a Programme in HCS context? | Actual programme trainees are on |
6 | What is specialisms in HCS context? | Actual trainee discipline |
7 | What is Rotation in HCS context? | Specific chunk of 12 weeks for trainees to learn about their discipline. Managed at employer level not required on TIS |
8 | What is a post in HCS context? | Not Required |
9 | What is Curricula in HCS context? | Work trainee undergo - captured in the curriculum system. |
10 | What is a Role in HCS context | How do we address this as regard to Reference table? TIS has got a list of roles See Filed validation table for details |
11 | What access/Permissions will the following have in TIS?
| HCS Admin: Read/ write access- typical admin access Others Alex to look at the data agreement with them |
Do you need to able to upload trainee documents on TIS?
Documents like:
- DOPS (Directly Observed Procedural Skills); CBD (Case based discussion) and OCE (Observed Clinical Examination)
- Memorandum of Understanding (MOU) between trainee and schools
- Exceptional Extenuating Circumstances Application Form
- Transfer of Training application form for trainees
- Observed Clinical Events (OCE) – For PTP
Roles SiteAdmin - TIS/HCS dev team? SuperAdmin - Manage users / permissions, Read, write, Approve and Submit? HCSAdmin1: Read, write, Approve and Submit? HCSAdmin2- Read and Write? HCSAdmin3- Read Only? HCS Trust Admin - Read Only? Permissions
| ||
Access
| Need Alex and Alistair to clarify | |
12 | Do you need to able to upload trainee documents on TIS? Documents like:
| 11/10/2019: Alex |
Work Email or Academic or Email or Personal Email on HCS. HCS will use the preferred email selected by trainee as the email address to update TIS so TIS email address is okay????
11/10/2019: Alex - to find out from team.
How important are these fields for HCS?
Which one can you do without- MOU may be because they are capture on e-portfolio. Won't be putting any assessment in the document section on TIS but will be using for training applications......etc | ||
13 | How do we handle the issue of Person ID in this with the Person Application Code: RGSCID field in HCS? | Alex: They are use when they start programme. it is the applicant (trainee) oriel number. Not system generated. From England. Please note: This is different for other part of UK. How do we capture this if necessary? 11/10/2019: |
AFC Band/Pay Grade? - Post training info - must have
Salary- Post training info - must have
Contract Type- Post training info - must have
Qualification Mark - Pre training information- Alex to ask team
Qualification Subject - Pre training information- Alex to ask team
Qualification Type - Pre training information- Alex to ask team
Qualification Verified By School? - Pre training information- Alex to ask team
Programme Type - Must have
ASP Type - Must have
Entry Type - Must have
Previous Post - - Pre training information- Alex to ask team
HEI - Must have
Hospital - Must have
Trusts- Must have
Review Outcomes - Must have
MSc Outcome- Must have
OSFA Type- Must have
OSFA Result - Must have
Free text in TIS
Is this required as HCS have the qualification TypeAlex: Need to be captured - to be called 'trainee ID' | ||
14 | Telephone Number field in TIS | HCS is happy with one of these- Personal Phone or Work Phone provided as Telephone number. Ade: TIS will not need to create Personal Phone or Work Phone but use TIS field - Telephone Number???? 11/10/2019: Alex - Happy |
15 | Mobile Number Field in TIS | HCS is happy with one of these- Personal Phone or Work Phone provided as Mobile Number. Ade: TIS will not need to create Personal Phone or Work Phone but use TIS field - Mobile number??? 11/10/2019: Alex - Happy |
16 | Email address | Work Email or Academic or Email or Personal Email on HCS. HCS will use the preferred email selected by trainee as the email address to update TIS so TIS email address is okay???? 11/10/2019: Alex - |
How do you want the Specialism along with the programme be display on TIS?
11/10/2019: Alex- Two separate fields - Proogramme and specialism
Stored in 2 diff. places as:
- when leave in-between programme - Falls under absence issue ( need a place to capture this also)
- When finish to capture their next destination
to find out from team. 08/11/2019 TIS only captures one email field – it is whichever the trainee prefers. Can we do this moving forward, or do we need to continue using multiple email addresses HCS comments: if there is a self service feature then trainees can be responsible for providing and updating their own contact information. We have only used multiple email addresses to circumnavigate issues with getting important messages across. Using one email address (say professional) risks that important information will not reach the trainees in a timely way so it might be a bit of step back if we can’t have the option of multiple email addresses. It also reduces our capacity to follow up/contact trainees if we only have one email address for them – say if they are in difficulty and off sick and we only have their professional email address etc. | ||
17 | How important are these fields for HCS? Which one can you do without? | 11/10/2019: Alex Responses: AFC Band/Pay Grade? - Post training info - must have Salary- Post training info - must have Contact Type - ???? Certification Type- ???????? First Job Type - ?????? HSST Pathway - must have Contract Type- Post training info - must have Qualification Mark - Pre training information- Alex to ask team Qualification Subject - Pre training information- Alex to ask team Qualification Type - Pre training information- Alex to ask team Qualification Verified By School? - Pre training information- Alex to ask team Programme Type - Must have ASP Type - Must have Entry Type - Must have Previous Post - - Pre training information- Alex to ask team HEI - Must have Hospital - Must have Trusts- Must have Review Outcomes - Must have MSc Outcome- Must have OSFA Type- Must have OSFA Result - Must have 08/11/2019: Will we need to capture pre-training information on TIS? This is useful if we want to profile the type and academic background of our applicants e.g., how many come in with higher degrees etc. As there is limited data out there for healthcare science the richer the data capture for us the more fruitful and informative the research will be. |
18 | Qualification | Free text in TIS Is this required as HCS have the qualification Type? 11/10/2019: Alex - Not Required |
19 | Programme Name on TIS | How do you want the Specialism along with the programme be display on TIS? 11/10/2019: Alex- Two separate fields - Proogramme and specialism |
20 | Rotation | Work place manage the rotation. Not captured? Good |
21 | Leaving destination/Post Training Field | Stored in 2 diff. places as:
How is leave in-between programme captured in HCS? 11/10/2019: Alex- Leaving Destination.This is after training finish programme. Leave in-between programme - Falls under absence issue field in HCS system ( need a place to capture this also) 08/11/2019: Alex - Will we need to capture their post-training information on TIS – I have said we 90% likely will need to as we perform research on this information– yes very important as its not captured anywhere else and would be good to know where our trainees have gone, how many are employed as clinical scientists in the NHS etc. Also would be useful for development of the alumni. |
22 | Curriculum | Need to agree how this will be presented. Should it be University Name_Program type_ASP type/HSST Cohort/HSST Pathway? HSST Cohort
There are codes in HCS of how they log their curriculum. Unique identifier??????? See details of each in the Reference table 11/10/2019: Alex- - Curriculum are stored on a separate website called Curriculum library - HCS want to keep this Alex suggested if the TIS curriculum fields can be use for HCS specialism? Let us test and see how it will look like |
23 | Curriculum | The TIS curriculum start and end dates should be kept as the programme start and end dates in HCS?? 11/10/2019: Alex - |
Leave in-between programme - Falls under absence issue field in HCS system ( need a place to capture this also)
Need to agree how this will be presented. Should it be University Name_Program type_ASP type/HSST Cohort/HSST Pathway?
HSST Cohort
- Cohort 1
- Cohort 2
- Cohort 3
- Cohort 4
- Cohort 5
- Cohort 6
There are codes in HCS of how they log their curriculum. Unique identifier???????
See details of each in the Reference tableYes for HCS | ||
24 | Post Number | Alex to get back and find out There is National Post number in TIS. Is there any similar think in HCS with placement/post? 11/10/2019: Alex- |
Alex suggested if the TIS curriculum fields can be use for HCS specialism? Let us test and see how it will look like
The TIS curriculum start and end dates should be kept as the programme start and end dates in HCS??
11/10/2019: Alex - Yes for HCS
Alex to get back and find out
There is National Post number in TIS. Is there any similar think in HCS with placement/post?
11/10/2019: Alex- Not used outside recruitment office- Alex to talk to recruitment about thisNot used outside recruitment office- Alex to talk to recruitment about this 08/11/2019 - TIS captures national post reference numbers. We don’t currently store this – so would it be an arduous task to go back to the recruitment files and migrate in the original commissioning IDs for the individual training posts? Probably and I’m not sure we are ever given the post numbers so it might be a question for the commissioning/BIS team. This will only work for HEE funded trainees however. Other countries may not use the same process/system and TIS will need to be able to support capture of data from other countries. | ||
25 | Site | How is this captured in HCS? Do we need to create two fields Site- employer and site specific site? may be the site on TIS should be uses as the specific site and another field employer site be created????? 2 fields
TIS need to cover non-nhs/ODS list employer. Hcs to provide us the list of this. 11/10/2019: Alex - Capture employer and the exact site trainee work at. They are separate fields TIS need to cover non-nhs/ODS list employer. Hcs to provide TIS the list of this. |