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Background

...

  • make a large group more manageable
  • support reporting purposes for 


NB:

  • a school is an overarching feature of a group of similar programmes e.g. Medicine
  • particular to each local office, no national school
  • managed by Chief Programme Director
    • each Programme has a Programme Director


Once groupings are created, Trainers (only) can be assigned as a non-mandatory field against their person record only << To be confirmed

...

OrderField 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)
 1Education Group Name    
  • free text
  • 25 characters max
  • editable
 N
  • max characters reached
  • name is already in use
      
Programme Name    
  • smart search / drop down
  • select one
Y - if field 1 entered
  • must be populated
      
Programme Number    
  • autopopulated (derived from Programme name)
  • read only
Y - if field 1 entered
  • must be populated
      
Status    
  • drop down
    • current
    • inactive
  • editable
Y - if field 1 entered
  • must be populated
      
Start    
  • calendar picker
  • editable
 Y - if field 1 entered
  • must be populated
  • must be today or before today if current
      
6End



  • calendar picker
  • editable
Y - if field 1 entered
  • must be populated
  • must be today or future if current






7School



  • smart search / drop down
  • editable
Y - if field 1 entered
  • must be populated






8Head of School



  • free text 
  • 50 characters max
  • editable
Y - if field 1 entered
  • must be populated






89Assigned Trainers



  • autopopulated list
  • read only
  • names of assigned trainers (current only)
Y
  • derived from assignment via Trainer person record






...

Process

EG-1 Create Education Group

Comment
DescriptionUser creates the Education Group so that it can be used elsewhere in TIS
ActorsHEE Admin
Pre-Conditions

Programmes must be defined

User must have appropriate access


Post ConditionsEducation Group created and available to be assigned to People
Process Steps
  1. Navigate to reference data space
  2. Select to create new Education Group
  3. Enter all mandatory fields
    1. Education Group name
    2. Programme name
    3. Programme number (autopopulated)
    4. Status (current / inactive)
    5. Start Date
    6. End Date
    7. School
    8. Head of School
  4. Save
  5. New Education Group is available across TIS

Alternative FlowN/A
Rules
  • name is free text
  • limit to 25 characters
  • must be unique to Education Groups

JIRA Reference

Jira Legacy
serverSystem JIRA
serverId4c843cd5-e5a9-329d-ae88-66091fcfe3c7
keyTISDEV-3245


Audit Log
  • Create record - who / when

...

ProcessEG-2  View/Edit Education GroupComment
DescriptionUser should be able to view and make edits to existing Education Groups 
Actors

HEE Admin

TIS Admin


Pre-Conditinos

Education Group must be defined

User must have appropriate access


Post ConditionsChanges saved to already created Rotation
Process Steps
  1. Navigate to reference data space
  2. Select Education Group to edit
  3. Select field to be edited
  4. Make changes
  5. Save

Alternative FlowEG-3 Remove Education Group
Rules
  • Changes can only be made to name, programme name, start/end dates, status and head of school
  • Display warning message displayed to warn user of potential impact to previously/already linked Programmes, Trainers

JIRA Reference
Jira Legacy
serverSystem JIRA
serverId4c843cd5-e5a9-329d-ae88-66091fcfe3c7
keyTISDEV-3379

Audit Log
  • Edit record - who/when

...

Description

EG-4 Assign Trainers to Educational Group

Comments
DescriptionUser can link a Education Group to a Trainer
ActorsHEE Admin
Pre-ConditionsTrainer record does not contain a link to desired Education Group 
Post-ConditionsRecord contains a link to desired Education Group
Process Steps
  1. Navigate to trainer record
  2. Select Education Group from drop down
  3. Save record
  4. Display Education Group against record

Alternative FlowN/A
Rules
  • Only one education group can be selected per record
  • Historical view diplayed via audit log only
  • Only current education groups can be selected

JIRA Reference
Jira Legacy
serverSystem JIRA
serverId4c843cd5-e5a9-329d-ae88-66091fcfe3c7
keyTISDEV-3246

Audit Log
  • add group - who when
  • edit group - who/when



ProcessEG-5 Edit an Education Group from a Trainer
DescriptionUser can unlink an Education Group from a Trainer
ActorsHEE Admin
Pre-ConditionsTrainer record contains a link to desired Education Group
Post-ConditionsRecord no longer contains a link to desired Education Group
Process Steps
  1. Navigate to record
  2. Select new rotation or blank from drop down
  3. Save record
  4. Display new rotation or blank grouping against record

Alternative FlowN/A
Rules
  • Only one education group can be selected per record
  • Historical view diplayed via audit log only
  • Only current education groups can be selected

JIRA Reference
Jira Legacy
serverSystem JIRA
serverId4c843cd5-e5a9-329d-ae88-66091fcfe3c7
keyTISDEV-3246

Audit Log
  • remove group - who when



For discussion

#QuestionCommentOwner
1How many times can a single trainer be ssigned to multiple groups?

2How many heads of school are there to be assigned?

3Do educational groups ever cross schools?

4

Do we need to display any kind historical fields?



5Should this function in much the same way as rotations?

6Do existing groups need to be displayed in the TIS?

7Is it ever likely that the name will be similar to another name, eg Rotation group?