Page Comparison

Further background information can be found here: Incidents and concerns logging

Process

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Please note that, from the flow above, only the items in green are in-scope for development.

Journey

Users will be able to access a summary page (Revalidation - Concerns - Summary View), then click through either in page or on an individual trainee basis (to perform the following functions:

Note - All interaction rules collated here:

Revalidation - Concerns - Summary View

Revalidation - Concerns - Detail Screen (View) &

Revalidation - Concerns - Detail (2) ) to perform the following functions:Edit/Save)

Create new concern

1. Admin reviews all sources of information (see link)information - from within TIS and from any other sources that they may have received information

2. Navigates to concerns summary list via header navigation (drop down)

3. Search & select trainee record Selects - it is assumed that all Trainees will be listed on the summary screen, but not all will have any active concerns against them 

   1. select from list

   2. search + search results

4. Select to add new concern

5. Add’s commentary

6. Attaches documents

7. Adds end date

8. Save

Edit open concern

1. Navigate to concerns summary list

2. Select trainee record

3. View concern history

4. Select item to edit

5. Update details

6. Save

Edit closed concern

1. from within the detailed view

   1. blank form presented

   2. save button

   3. cancel button

2. Completes necessary field data (date of incident, concern type, source, date reported, employer, site, grade, status, admin, follow-up date)

   1. date of incident, concern type, source, date reported fields are mandatory

3. Adds commentary - multiple comments can be added to a single concern entry, they will be timestamped and can be edited

4. Attaches documents - only documents with the following extensions can be attached .xls, .xlsx, .doc, .pdf - they can also be removed, downloaded and previewed in browser (.pdf only)

5. Save - this triggers an update to the “last updated date” field, present “saved” confirmation pop-up for 5 seconds

6. Cancel - this triggers a clear form action and reverts to previous view

Edit open concern

1. Admin reviews all sources of information - from within TIS and from any other sources that they may have received information

2. Navigates to concerns summary list

3. Selects the appropriate trainee record

4. Views the concern history

5. Select appropriate row to edit and expands it out

6. Updates the relevant field, adds / removes comment, uploads / removes document attachment

7. Save - this triggers an update to the “last updated date” field, present “saved” confirmation pop-up for 5 seconds

8. Cancel - this triggers a clear form action and reverts to previous view

Edit closed concern

1. Admin reviews all sources of information - from within TIS and from any other sources that they may have received information

2. Navigate to concerns summary list

3. Select Selects the appropriate trainee record

4. View Views concern history

5. Select item to edit (+end date elapsed) or status has been manually closed

6. Update end date (enables editing)

7. Update details

8. Saveor change status flag

9. Updates the relevant field, adds / removes comment, uploads / removes document attachment

10. Save - this triggers an update to the “last updated date” field, present “saved” confirmation pop-up for 5 seconds

11. Cancel - this triggers a clear form action and reverts to previous view

Additional functions / detail << new tickets required

• Concern end date elapsed - automated system activity, where the end date elapses, the concern should be automatically closed

• Alerting/reminders - automated system activity, where the end date is <7 days away, a red flag should be applied to the trainee name in the summary list view

• Document upload - users should be able to upload multiple documents of max size 10mb to a concern record; limit to these file types .xls, .xlsx, .doc, .pdf from their device, drag and drop or manual browse

• Document removal - users should be able to remove any document from a concerns record; they will be presented with a warning pop-up saying “You are deleting this document, this action cannot be reversed.” which they must close before continuing, or cancel and keep the document uploaded

• Document download - users should be able to download files that have been uploaded against a concern, all file types i.e. select the file and it will automatically save to their local device / drive

• Document preview - users should be able to preview .pdf files, i.e. select the file and it will open in a new tab, from there dependent on browser requirements they can save to local device / drive

• Export concern record - users should be able to export the entire concerns record to PDF format, so that it can be shared with non-TIS users by selecting a “Export” button and saving to local device / drive

Out of Scope

Concerns management - this is a wider function that sits outside of Revalidation and will involve a larger number of stakeholders and is thus out of scope for the current MVP solution for Revalidation