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British (White)Read
Field SequenceField name (V10)DR fieldReference tableExample valueOther fields available in DRType (free text, drop down, check box) & InteractionMandatory (Y/N)Validation / Error MessagingFilter (Y/N)Search (Y/N)Sort (Y/N)List (S) / Detail (D)NotesDelete (Y / N)
PERSONAL AND CONTACT
1PersonID
No?
System field - Automated upon creation of recordYN/ANNND

Auto generated field in V10. Unique identifier of record in V10 - not sure if same kind of thing is needed in TIS?

IO - Is this ID for non-trainees? If so, I recommend this is kept in 



RecordOrigin
No?
System field - Automated upon creation of recordYNNNNDSystem field - not used by end usersY

PIN
No42179386

NNNNND

Provided when a person has user rights and on V10 forms part of the login credentials - this will not be needed in TIS


Y

ReferenceNumber
No?







This is a derived field. It takes the GMC number, GDC number of PH number (in that order) if they’re available. If none are, it then creates on based upon the surname and a generated random number (from HICOM 25.7.17)

Y
Audit fieldAddedDate
No18:21.8
Automated - auditYNNNND

This is the date the record was created from the Oriel Import.

Yes


Audit fieldAmendedDate
NoNULL
Automated - auditYNNNNDUpdate to "Last Amended Date"
6

Surname

ESR


NoCotterell

Free text

character validation (no special characters aside from apostrophes and hyphens)

multiple names allowed

YYNYYS/D

7

LegalSurname

ESR (GMC Registered Surname)


NoCotterell

Free text

character validation (no special characters aside from apostrophes and hyphens)

multiple names allowed

NNNNNDLeave in for now
3

Forenames

ESR


NoDeborah

Free text

character validation (no special characters aside from apostrophes and hyphens)

multiple names allowed

YYNNNS/D

4

LegalForenames

ESR (GMC Registered First Name)


NoDeborah

Free text

character validation (no special characters aside from apostrophes and hyphens)

multiple names allowed

NNNNNDLeave in for now
8KnownAs
NoNULL

Free text

character validation (no special characters aside from apostrophes and hyphens)

multiple names allowed

NNNNND

Is this a preferred first name?

YES.  If a trainee is called Simon Christopher Smith he might prefer to be called Chris so we currently record this.  


9

MaidenName

ESR


NoNULL

Free text

character validation (no special characters aside from apostrophes and hyphens)

multiple names allowed

NNNNNDIs this mandatory where the person has become married whilst associated with HEE, or just optional? Mandatory according to the V10 data guide that was agreed by data managers
5Initials
NoD
Free textYYNNND

All initials, or middle name initial(s)?All forename initals

How many are acceptable? As many as the trainee has

What is it used for? Correspondence mainly


2

Title

ESR


SalutationDr
Drop downYYNNND

Currently a HICOM 'look up' table

Standard only: Mr / Mrs / Ms / Miss / Dr / Professor / Sir / Dame


10

TelephoneNumber

ESR (home telephone number)


No0191 222 4595Free textY/NY/NNNND

11

MobileNumber

ESR


No7265594268
Free textY/NY/NNNND

12

EmailAddress

ESR


NoEmail@doctors.org.ukFree textYYNNNDAny particular email address type preferred? ie Trainees NHS.net address, as recommended for FORM R (B)? (Implications on registration & onboarding) YES, work email such as nhs.net 
13

AddressLine1

ESR


No1 The Street
Free textYYNNND

14

AddressLine2

ESR


NoThe Estate
Free textNYNNNDSuggest optional Happy with optional
15

AddressLine3

ESR


NoTynemouth
Free textNNNNND

Suggest change label to "City" But cities are not in every address - not in mine for example. We don't all live in a sprawling metropolis....


16

AddressLine4



NoTyne and WearFree textNNNNND

Suggest optional

Happy with that


17

AddressPostCode

ESR


NoNE28 9LU
Free textYYNNNDSuggest change label to "Post Code" Happy with that
18

GMCNumber

ESR


No5623659
Free text

N

YNYNS/DDoes this matter whether they are trainee / non-trainee? How do we ensure that the field is completed? All doctors (trainee or post training) should have a GMC number. Only really mandatory though for junior doctors (with the exception of non-medical Public Health trainees)
19

GMCStatus

ESR


Registered statusFull
Drop downY - if GMC number is enteredYNNND

If person is a doctor this field should be completed - need to investigate API with GMC

Graham O'Regan (Unlicensed) to be discussed?


20GMCStartDate
No03/07/1997
Free text - or calendar pickerY - if GMC number is enteredY - for impossible dateNNNDWhy the question mark? Assuming only mandatory for doctors? YES, have removed question mark
21

GMC End Date

ESR


No31/07/2017
Free text - or calendar pickerNY - for impossible dateNNND

22

GDCNumber

ESR


No125635
Free textNYNNNS/D

Again, for trainee / non-trainee?

All dentists should have a GDC number - but only really mandatory for trainee dentists

How do we ensure completion? If person is in a dental training programme highlight if field is not completed?


23

GDCStatus

ESR


GDC StatusFull
Free textY - if GDC number is enteredYNNND

No API between Intrepid and GDC currently

How is this looked up? It isn't, it is all manual input.


24GDCStartDate
No03/07/1997
Free text - or calendar pickerY - if GDC number is enteredY - for impossible dateNNND

25

GDC End Date

ESR


No31/07/2018
Free text - or calendar pickerNY - for impossible dateNNND

26PublicHealthNumber
No?

Free textNYNNNSDThis is not mandatory where the person is not a trainee
27RegulatorCollege



Drop-downN




NEW This is yet to be added to ETL
Sensitive Data

1

column  1

EEAResident
EEA ResidentYes
Drop downYYNNND

2

column 1

PermitToWork
Permit to WorkTier 1
Drop downY - if record shows EEA Resident = NoYNNND

3

column 1

Settled

ESR (residency status)


SettledYes
Drop downY - if record shows EEA Resident = NoYNNND

4

column 1

VisaIssued

ESR (Work Permit Required)


Visa issued01/01/2015
Free text - or calendar pickerY - if "record shows EEA Resident = No" & "Settled = no"Y - for impossible dateNNND

5

column 1

VisaValidTo

ESR (Work Permit Expiry Date)


No31/12/2019
Free text - or calendar pickerY - if "record shows EEA Resident = No" & "Settled = no"Y - for impossible dateNNND

6

column 2

VisaDetails

ESR (Work Permit Number)


No523659884
Free textY - if "record shows EEA Resident = No" & "Settled = no"YNNND

7

column 2

MaritalStatus
Marital StatusMarried
Drop downNNNNND

8

column 2

DateOfBirth

ESR


No21/05/1981
Free text - or calendar pickerYY - for impossible dateNNND

9

column 2

Age
No38
Derived from date of birthYNNNND

10 column 2

Gender

ESR


GenderFemale
Drop downYYNNND

11 column 3Nationality
NationalityBritish
Drop downYYNNND

12 column 3DualNationality
NationalityAustralian
Drop downNNNNND

13 column 3

Ethnic Origin

ESR


Ethnic OriginBritish (White)
Drop downYYNNND

14 column 3SexualOrientation
Sexual orientationHeterosexual
Drop downNNNNNDCurrently classed as sensitive data - need security against this field
1415 column 3ReligiousBelief
Religious beliefChristianity
Drop downNNNNNDCurrently classed as sensitive data - need security against this field
1516 column 1EthnicOriginDisabilityEthnic origin
DisabilityYes
Drop downYNYNNNND16DisabilityDisabilityYesDrop downNNNNND

Currently classed as Currently classed as sensitive data - need security against this field

Where does this sit in the categories we defined?

This is classed as 'Personal/Contact'


17 column 1DisabilityDetails
NoWheel chair user
Free text??NNND

Currently classed as sensitive data - need security against this field

Where does this sit in the categories we defined?

This is classed as 'Personal/Contact'

18


Manage record function (keep within Personal & Contact for now - NOT AS A SEPARATE SECTION)
1ROLE
NoDr in training
Drop downYYNNNS/DFrom Roles
192Comments
No

Free textNNNNND

203Status
StatusCurrent
Drop DownYNYNYSDDefault to current upon creation of record
214InactiveFromDate
No28/09/2017
Free text - or calendar pickerNY - for impossible dateNNND

What is this for? Making a trainee's record inactive

Can this be scheduled?

Yes, very useful to be able to input a future date which will change a record's status from Current to Inactive

How is this different to previous field? Isn't - so have removed previous field


225InactiveNotes
NoTrainee taking terminal leave
Free textNNNNND

Qualifications








1

column 1

Qualification
QualificationMBBS
Drop downY - for basic qualification YNNND

What about other disciplines in TIS? 

Follow same format as for medical. 

We need the ability to delete a qualification if it has been entered by mistake


2

column 1

Qualification Type
Qualification TypeBasic degree
Drop downNNNNND

3

column  2

Date attained
No01/07/2013
Free text - or calendar pickerNNNNNDNeed confirmation of the need for the entire date - month and/or year may just be needed 

4

Month

column 2

Month attained
NoJuly
Free text - or taken from Date attained fieldNNNNND

5

column 2

Year attained
No2013
Free text - or taken from Date attained fieldNNNNND

6

column 3

Medical School
Medical SchoolsUniversity of Newcastle
Drop downY - for basic qualificationYNNNDOn the Medical School reference table there should be the ability to link a medical school to the country it is in.

7

column 3

Country of Qualification
CountryUnited Kingdom
Drop down - or auto populated from Medical School tableY - for basic qualificationYNNND


RecordType
Record TypeStaff
Drop down






Y

WorkEmail










Suggest we remove thisY

InactiveDate
No27/09/2017
Free text - or calendar pickerNY - for impossible dateNNND

What is this for? Can this be scheduled?

Field to be removed


Y

SecurityEmail










What is this??Y

HasTrainingData










System field - Is this read only? What does it do?

No idea - suggest removing as no value in TIS

Y

PayRollNumber










Do we still need this? RemoveY
PROGRAMME
1Programme Name
ProgrammesCore Psychiatry Training
Drop downY - when adding a Programme to a traineeYYNNS/DWe need the ability to delete a Programme membership if it has been entered by mistake
2Programme No.
ProgrammesNOR006
Auto populated when Programme Name is selectedYYNNND

3Managing Local Office
ProgrammesHealth Education England North East
Auto populated when Programme Name is selectedYYNND

4Programme Start date
No02/08/2017
Free text - or calendar pickerY - when adding a trainee to a programmeYNNND

5Programme End Date
No01/02/2021
Auto populated when adding a trainee's curriculum (Programme end date is the programme start date plus the length of the curriculum followed plus any period of grace applicable)YYNNNDMust be able to edit this date
6Membership Type
Membership typeSubstantive
Drop downYYYNND

7Rotation
Taken from ProgrammeNTW Rotation
Drop downNNNNNDNot sure how widely this is used. Will have access to the data in V2 RB.
8Leaving destination
Leaving destinationSame region, same specialty, promotion
Drop downNNNNND

9Curriculum
Taken from the Curriculum/curricula attached to the Programme the trainee is followingCore Psychiatry Training
Drop downY - when adding a programmeYNNND

We need the ability to delete a Curriculum from a trainee's programme membership if it has been entered by mistake.

Trainee can have multiple curricula attached to their programme


10Curriculum Start Date
No02/08/2017
Default to the Programme start date but allow for editing via a calendar picker or manual updateYYNNNDMust be editable to allow for the curriculum start date being after the programme start date
11Curriculum End Date
No01/08/2020
Auto populated after the Curriculum start date has been entered - will be Curriculum start date plus the duration of the curriculumYYNNND

12

Training number

ESR


NTNNTH/052/001/C
Drop down - from list of NTNs attached to the trainee's programmeNNNNNS/D

Format changing

  • location 
  • specialty code
  • GMC No
  • Suffix (Options TBC)

PLACEMENT*
1Date from
No03/08/2017
Free text - or calendar pickerY - must be valid dateNNNDTo be captured within the Programme Membership it belongs to
2Date to
No31/12/2017
Free text - or calendar pickerYY - must be valid dateNNND

3Placement Grade
GradeCT2
Drop down (taken from 'other grades' in the post record)YYNNNS/D

4Site
Site Enterprise House
Drop down (taken from 'site' in the post record)YYNNNS/D

5Placement Specialty
SpecialtiesGeneral Psychiatry
Drop down (taken from 'Specialty' or 'other specialties' in the post record)YYNNNS/D

6WTE
No0.7
Free textYYNNND

7Post Number
Post listNTH/RXV3G/052/STR/001
Drop down or smart searchYYNNNDIf possible the only posts available to pick from should be the posts attached to the same programme that the trainee is following. Further to this the operator will be able to apply a filter to find the correct post number.  Filter will contain the Site, Grade and Specialty.
8Placement Type
Placement TypeIn post
Drop downYYNNNS/D

9Status
StatusCurrent
Default to 'Current' but drop down to allow change to StatusYYNNND

ASSESSMENT*
1Curriculum assessed
Curriculum/curricula the trainee is followingCore Psychiatry TrainingDrop down
Read only - dervied from assessmentYYNNNDTo be captured within the Programme Membership it belongs to
2Review date
No30/06/2017
Free text - or calendar pickerRead only - dervied from assessmentNNNNND

3Outcome
Outcome1Drop down
Read only - dervied from assessmentNNNNND

4Period assessed from
No01/06/2016
Free text - or calendar pickerRead only - dervied from assessmentNNNNND

5Period assessed to
No31/06/2017
Free text - or calendar pickerRead only - dervied from assessmentNNNNND

REVALIDATIONREVALIDATION Read only view of Revalidation History page (taken from Reval app)ABSENCE MANAGEMENT**EXPENSES***APPROVALS****GENERAL ADMINDocument StorageActions/RemindersCOMMS
1Episode ID



  • Derived from revalidation
  • read only
Y - if populated for that traineeNNNND

2Recommendation



  • Derived from revalidation
  • read only
Y - if populated for that traineeNNNND

3Revalidated by



  • Derived from revalidation
  • read only
Y - if populated for that traineeNNNND

4GMC Outcome



  • Derived from revalidation
  • read only
Y - if populated for that traineeNNNND

5Submitted by



  • Derived from revalidation
  • read only
Y - if populated for that traineeNNNND

6Submission date



  • Derived from revalidation
  • read only
Y - if populated for that traineeNNNND

7GMC Submission Date



  • Derived from revalidation
  • read only
Y - if populated for that traineeNNNND

8Comment



  • Derived from revalidation
  • read only
Y - if populated for that traineeNNNND

ABSENCE MANAGEMENT** Ashley Ransoo to facilitate with Joanne
Absence management - Field validation
EXPENSES - NO LONGER REQUIRED AS NOW PART OF ABSENCE















APPROVALS****
Approvals - Field Validation
GENERAL ADMIN Joanne Watson (Unlicensed) please confirm if MVP

Document Storage













Actions/Reminders












COMMS Joanne Watson (Unlicensed)Alistair Pringle (Unlicensed) please confirm if MVP, I would assume not as no functional equivalence in Intrepid?

Messages (notifications function on TIS)












...