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Page content
| Table of Contents |
|---|
Posts - Field Validation
Field Sequence | Field name | Reference Table | Current FE Validation & Rules | List Page?(Y/N) | List Page Rules (Sort/Filter) | Proposed FE Validation Rules | Proposed BE Validation / Rules | Error Messages | Notes | Delete (Y/N) | ||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
National Post Number
| ||||||||||||||||||||||||||||||||||
1 | Suffix |
| N | Enabled NPN manual edit
Auto-generation NPN
| Enabled NPN manual edit
Auto-generation NPN
| Warning: Suffix cannot be amended for autogenerated NPN This field is required | Can Suffix be amended (changed, added, or removed) in an autogenerated NPN after it's been created? | |||||||||||||||||||||||||||
2 | Enable/d NPN manually editing |
| N |
|
| Warning: If "No" selected, the NPN cannot be edited | ||||||||||||||||||||||||||||
3 | National post number | 'Enable/d NPN manually editing' No
'Enable/d NPN manually editing' Yes
| Y | Sort
| Enabled NPN manual edit
Autogeneration
| Enabled NPN manual edit
Autogeneration
| This field is required Only special characters allowed are / | The error message should only be displayed where "Enable/d NPN manually editing" = Yes | ||||||||||||||||||||||||||
Allocation
| ||||||||||||||||||||||||||||||||||
4 | Main site |
| Y (Primary Site) | Filter |
|
| This field is required | |||||||||||||||||||||||||||
5 | Other sites (optional) |
| N |
|
| Users should be able to add multiple fields individually, or add all fields from the drop down | ||||||||||||||||||||||||||||
6 | Main specialty |
| Y (Primary Specialty | Filter |
|
| This field is required | |||||||||||||||||||||||||||
7 | Other specialities |
| N |
|
| Users should be able to add multiple fields individually, or add all fields from the drop down | ||||||||||||||||||||||||||||
8 | Sub specialities |
| N |
|
| Warning: only sub-specialties o the Main specialty can be selected | Investigate whether multiple sub-specialties is required (Data Leads) | |||||||||||||||||||||||||||
9 | Approved grade |
| Y | Filter |
|
| This field is required Warning: only Post grades can be selected | |||||||||||||||||||||||||||
10 | Other grades |
| N |
|
| Warning: only Post grades can be selected | ||||||||||||||||||||||||||||
Ownership
| ||||||||||||||||||||||||||||||||||
11 | Owner |
| Y | Filter |
|
| This field is required | |||||||||||||||||||||||||||
12 | Employing body |
| N |
|
| This field is required | ||||||||||||||||||||||||||||
13 | Training body |
| N |
|
| This field is required | ||||||||||||||||||||||||||||
14 | Programme name* |
| Y | Filter |
|
| This field is required | |||||||||||||||||||||||||||
15 | Training description |
| N |
|
| Only special characters allowed: forward slash ( / ), apostrophes ( ' ), hypens ( - ), full stops ( . ) and spaces ( ) | ||||||||||||||||||||||||||||
18 | Status |
| Y | Filter |
|
| This field is required | |||||||||||||||||||||||||||
19 | Old post |
| N |
|
| |||||||||||||||||||||||||||||
20 | New post |
| N |
|
| |||||||||||||||||||||||||||||
21 | Post family |
| N |
|
| JW to discuss with SMEs | ||||||||||||||||||||||||||||
22 | Local post number |
| N |
|
| |||||||||||||||||||||||||||||
Funding (Needs to be discussed with SMEs - particularly EM & LASE)
| ||||||||||||||||||||||||||||||||||
23 | Funding type |
| Y | Filter |
|
| This field is required | |||||||||||||||||||||||||||
24 | If 'Other', please specify |
| N | If Funding type is "Other"
If Funding type is not "Other"
| If Funding type is "Other"
If Funding type is not "Other"
| Only special characters allowed: forward slash ( / ), apostrophes ( ' ), hypens ( - ), full stops ( . ) and spaces ( ) | ||||||||||||||||||||||||||||
25 | Funding body / organisation |
| N |
|
| This field is required | Should be pulling from "Funding Organisation table" | |||||||||||||||||||||||||||
26 | Start date |
| N | If Funding type is "No value provided"
If Funding type is not "No value provided"
|
| This field is required Only special characters allowed / | ||||||||||||||||||||||||||||
27 | End date |
| N | If Funding type is "No value provided"
If Funding type is not "No value provided"
| If Funding type is "No value provided"
If Funding type is not "No value provided"
| This field is required Only special characters allowed / | ||||||||||||||||||||||||||||
Rotation
| ||||||||||||||||||||||||||||||||||
29 | Rotation name |
| N |
|
| Warning: Only rotations from within the same programme as the post can be selected | ||||||||||||||||||||||||||||
History (Table)
| ||||||||||||||||||||||||||||||||||
30 | Trainee full name |
| Y (Current Trainee) | Sort Max 1 current trainee displayed in list page |
|
| ||||||||||||||||||||||||||||
31 | Start date |
| N |
|
| |||||||||||||||||||||||||||||
32 | End date |
| N |
|
| |||||||||||||||||||||||||||||
33 | Main site |
| N |
|
| |||||||||||||||||||||||||||||
34 | Main specialty |
| N |
|
| |||||||||||||||||||||||||||||
35 | Placement grade |
| N |
|
| |||||||||||||||||||||||||||||
36 | Placement type |
| N |
|
| |||||||||||||||||||||||||||||
37 | Status |
| N |
|
| |||||||||||||||||||||||||||||
Posts - Bulk create column headers - validations
This was reviewed with data leads and there's no no dissenters on the columns and validations to include.
| Jira Legacy | ||||||
|---|---|---|---|---|---|---|
|
| Jira Legacy | ||||||
|---|---|---|---|---|---|---|
|
Row no. | Column heading | Add/Update/Matching Criteria | Mandatory | Rules | Questions for discussions | MVP (Y/N) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | National Post Number* | Add | Y | Should be a Post that does not already exist on TIS. Should not appear more than once on the same template being uploaded. | Do we need this to be auto generated as in the UI? If so, there are some fields that are mandatory and it will also need the addition of the Suffix as a column. 26/11/2019: JamesH - No to auto generation and yes to the below.
| |||||||||
2 | Approved grade* | Add | Y | Accepted values should match to one of the Grade reference table and are CURRENT | Validation in here to match that on the FE | |||||||||
3 | Other grades | Add | N |
| Make clear that it is the grade name not abbreviation | |||||||||
4 | Specialty* | Add | Y | Accepted values should match to one of the Specialty reference table and are CURRENT | ||||||||||
5 | Other specialties | Add | N |
| ||||||||||
6 | Sub specialties | Add | N |
| Should this be constrained to specialty type SUB_SPECIALTY? Yes, but only when the PAG has reviewed and validated the current sub_spec list. | |||||||||
7 | Training description | Add | Freetext | |||||||||||
8 | Main site (Known as)* | Add | Y | Accepted values should match to one of the SiteKnownAs from Site reference table and are CURRENT | Check that all 'SiteKnownAs' names have the site code afterwards - JW run report to check | |||||||||
9 | Other sites (Known as) | Add | N |
| ||||||||||
10 | Training body* | Add | Y | Accepted values should match to one of the TrustKnownAs from Trust reference table and are CURRENT | Not currently mandatory on TIS, but need to be made mandatory across the board (BE, FE, Bulk Upload) - Ticket? | |||||||||
11 | Employing body* | Add | Y | Accepted values should match to one of the TrustKnownAs from Trust reference table and are CURRENT | Not currently mandatory on TIS, but need to be made mandatory across the board (BE, FE, Bulk Upload) - Ticket? | |||||||||
12 | Programme name* (Use TIS_Programme_ID* in favour of this) | Add | N | If populated on template, Programme Name and Number should both match to one of the existing programmes on TIS and are CURRENT. | This is not currently mandatory on the UI as not all posts will be training posts so therefore not attached to a training programme. However, when using the template, users should be conscious that this does need to be populated for the Placement Planning Tool to return the Post from the Programme view. | Can be made mandatory - what about existing posts? Alice and James (Intrepid/TIS views for data audit will show posts with no programme attached) Not currently mandatory, but need to be made mandatory across the board (BE, FE, Bulk Upload) - Ticket? | ||||||||
13 | Programme number* (Use TIS_Programme_ID* in favour of this) | Add | N | If populated on template, Programme Name and Number should both match to one of the existing programmes on TIS and are CURRENT. | This is not currently mandatory on the UI as not all posts will be training posts so therefore not attached to a training progamme. However, when using the template, users should be conscious that this does need to be populated for the Placement Planning Tool to return the Post from the Programme view. | Can be made mandatory - what about existing posts? Alice and James (Intrepid/TIS views for data audit will show posts with no programme attached) Not currently mandatory, but need to be made mandatory across the board (BE, FE, Bulk Upload) - Ticket? | ||||||||
14 | TIS_Programme_ID* | Add | Y |
| Instead of Story to make this field mandatory from all journeys:
| |||||||||
15 | Owner* | Add | Y | Accepted values should match to one of Local Office reference table and are CURRENT. | ||||||||||
16 |
Funding type* | Add |
Y |
|
Questions and Assumptions
...
Posts - Bulk Update column headers - validations
Note: Through the use of the bulk update function the NPN will not change.
AR: The Update template will be used to update existing TIS Posts details and also to add Rotations and Funding episodes to them.
Jira Legacy server System JIRA serverId 4c843cd5-e5a9-329d-ae88-66091fcfe3c7 key TISNEW-2628
Jira Legacy server System JIRA serverId 4c843cd5-e5a9-329d-ae88-66091fcfe3c7 key TISNEW-2672
Jira Legacy server System JIRA serverId 4c843cd5-e5a9-329d-ae88-66091fcfe3c7 key TISNEW-2673
- Should match to one of TIS_PostID's
- Accepted values should match to one of the Grade reference table and are CURRENT
- Validation throughout matches the validation on the TIS Post front end
- Semicolon separated to add multiple
- Accepted values should match to one of the Grade names in the reference table and are CURRENT (NOTE: abbreviations will not be accepted to match the FE validation)
- Accepted values should match to one of the Specialty reference table and are CURRENT
- Semicolon separated to add multiple
- Accepted values should match to one of the Specialty reference table and are CURRENT
- Semicolon separated to add multiple
- Accepted values should match to one of the Specialty reference table and are CURRENT
Should this be constrained to specialty type SUB_SPECIALTY?
Eventually, but only when the PAG has reviewed and validated the current sub_spec list.
For MVP accepted values will match to one of the Specialty reference table and are CURRENT
- Accepted values should match to one of the SiteKnownAs from Site reference table and are CURRENT
| ||||||
17 | Funding subtype | Add | N | Accepted values should match to one of Funding Subtype reference values under the verified funding type and are CURRENT. | ||
18 | Funding type - If 'Other' please specify | Add | N | Free text
| ||
19 | Funding Body | Add | N |
| ||
20 | Funding Start Date* | Add | Y | Date format DD/MM/YYYY
| ||
21 | Funding End Date | Add | N | Date format DD/MM/YYYY | ||
22 | Old post | Add | N | Accepted values should match to one of existing NPN's held on TIS. | Is this required in a bulk create scenario? Yes |
Questions and Assumptions
# | Question | Comments |
|---|---|---|
1 | Should you be able to add Post fundings as part of the Post upload or should this be separate? | Yes! |
2 | Will the post funding information be available at the time of creating the posts? | Yes |
3 | What are the MVP fields for a Post Import template? | Update template is MVP. |
4 | Should the MVP be to use the template to only create new Posts and consider update as a post-MVP future increment or the other way round? | Amend. |
Posts - Bulk Update column headers - validations
Note: Through the use of the bulk update function the NPN will not change.
AR: The Update template will be used to update existing TIS Posts details and also to add Rotations and Funding episodes to them.
| Jira Legacy | ||||||
|---|---|---|---|---|---|---|
|
| Jira Legacy | ||||||
|---|---|---|---|---|---|---|
|
| Jira Legacy | ||||||
|---|---|---|---|---|---|---|
|
Row no. | Column heading | Add/Update/Matching Criteria | Mandatory | Rules | Questions/Notes for discussions |
|---|---|---|---|---|---|
1 | TIS_PostID* | Matching Criteria | Y |
| |
2 | Approved grade | Update | N |
| |
3 | Other grades | Update (replace all existing values) | N |
|
|
| ||||
4 | Specialty | Update | N |
|
|
5 |
Other specialties | Update (replace all existing values) | N |
|
|
6 |
Sub specialties | Update |
AR 22/03: This is being dscussed in DQ channel.
(replace all existing values) | N |
|
|
When using the template, users should be conscious that this does need to be populated for the Placement Planning Tool to return the Post from the Programme view.
Intrepid/TIS views for data audit will show posts with no programme attached
Update
AR 22/03: This is being dscussed in DQ channel.
If populated on template, Programme Name and Number should both match to one of the existing programmes on TIS and are CURRENT.
When using the template, users should be conscious that this does need to be populated for the Placement Planning Tool to return the Post from the Programme view.
Intrepid/TIS views for data audit will show posts with no programme attached
Should this be constrained to specialty type SUB_SPECIALTY? Eventually, but only when the PAG has reviewed and validated the current sub_spec list. For MVP accepted values will match to one of the Specialty reference table and are CURRENT | |||||
7 | Training description | Update | N | Freetext | |
8 | Main site | Update | N |
| Check that all 'SiteKnownAs' names have the site code afterwards (follow a standard convention) - JW run report to check |
9 | Other sites | Update (replace all existing values) | N |
|
| ||||
10 | Training body | Update | N |
|
|
11 |
Employing body | Update |
N |
|
- Accepted values should match to one of the allowed Status' and are CURRENT.
QUESTION: Is it a requirement to bulk update the status of a post e.g. from Current to Inactive?
JW - Yes, this is a requirement
- Accepted values should match to one of existing NPN's held on TIS.
| |||||
|
|
|
|
|
|
|
|
|
|
|
|
12 | TIS_Programme_ID | Update (replace all existing values) | N |
| |
14 | Owner | Update | N |
|
Free text
- Only use when Funding Type = Other
- Accepted values should match to one of the TrustKnownAs from Trust reference table and are CURRENT
Date format DD/MM/YYYY
Date format DD/MM/YYYY
|
15 | Rotation | Update (replace all existing values) | N |
| |
16 | Status | Update | N |
| QUESTION: Is it a requirement to bulk update the status of a post e.g. from Current to Inactive? JW - Yes, this is a requirement |
17 | Old Post | Update | N |
|
Post Fundings - Bulk Update Columns Headers - Validations
| Jira Legacy | ||||||
|---|---|---|---|---|---|---|
|
Ashley Ransoo and Alistair Pringle (Unlicensed) to run through with Data leads / stakeholders.- Done on 19/08 - Data leads happy with the below.
Row no. | Column heading | Add/Update/Matching Criteria | Mandatory | Rules | Questions/Notes for discussions | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | TIS_PostFunding_ID* | Matching Criteria | Y |
| |||||||||
2 | TIS_Post_ID* | Matching Criteria | Y |
|
| ||||||||
3 | Funding type | Update | N |
| |||||||||
4 | Funding type - If 'Other' please specify | Update | N | Free text
| |||||||||
5 | Funding Body | Update | N |
| |||||||||
6 | Date From | Update | N | Date format DD/MM/YYYY
| |||||||||
7 | Date to | Update | N | Date format DD/MM/YYYY |
Post Funding FE Fields Validation New
Field name | Reference Table | Initial value in dropdown | Proposed value in dropdown | Current value in dropdown | Initial FE Validation & Rules | Proposed FE Validation Rules | Current FE Validation & Rules | Error Messages | List Page?(Y/N) | List Page Rules (Sort/Filter) | Comment |
|---|---|---|---|---|---|---|---|---|---|---|---|
Funding type |
|
|
|
| In addition to the Initial FE Validation Rules;
|
|
| Y | Filter |
https://hee-tis.atlassian.net/browse/TIS21-4801
| |
Funding Details | N/A | N/A | N/A |
Then the ‘Funding Details’ field is greyed out; don’t accept text. If Funding type is "Other"
Then the ‘Funding Details’ field is NOT greyed out; accept text.
If Funding type is not "Other"
|
In addition to the Initial FE Validation Rules;
Then the ‘Funding Details’ field is greyed out; don’t accept text.
Then the ‘Funding Details’ field is NOT greyed out; accept text. |
Then the ‘Funding Details’ field is greyed out; don’t accept text. If Funding type is "Other"
Then the ‘Funding Details’ field is NOT greyed out; accept text.
If Funding type is not "Other"
| Only special characters allowed: forward slash ( / ), apostrophes ( ' ), hypens ( - ), full stops ( . ) and spaces ( ) | N |
| ||
Funding body | No value display, it is smart search |
Then the ‘Funding body’ field is NOT greyed out; accept text | Mandatory: No In addition to the Initial FE Validation Rules;
Then the ‘Funding body’ field is NOT greyed out; accept text |
Then the ‘Funding body’ field is NOT greyed out; accept text | This field is required | N |
| ||||
Start date |
Then the ‘Start date’ field is greyed out; don’t accept text.
Then the ‘Start date’ field is NOT greyed out; accept text.
|
In addition to the Initial FE Validation Rules:
Then the ‘Start date’ field is NOT greyed out; accept text. |
Then the ‘Start date’ field is greyed out; don’t accept text.
Then the ‘Start date’ field is NOT greyed out; accept text.
|
| N |
| |||||
End date |
Then the ‘End date ’ field is greyed out; don’t accept text.
Then the ‘End date ’ field is NOT greyed out; accept text.
| Apart form the list in the Initial FE Validation & Rules, the following should be added
Inputting Placement: Validation message for a posts with status ‘Inactive’/funding end date expires OR inadequate funding end date when inputting placement against an ‘inactive’ post ( using UI/PPT or Placement bulk upload) In addition to the Initial FE Validation Rules;
Then the ‘End date ’ field is NOT greyed out; accept text. |
Then the ‘End date’ field is greyed out; don’t accept text.
Then the ‘End date’ field is NOT greyed out; accept text.
|
| N |
https://hee-tis.atlassian.net/browse/TIS21-4801
|
This is new field to be created;
Sub-category
To be created
None because it is a new filed to be created.
HEE Funded - Non-Tariff:
Salary recharges
Dental – 50%
Dental - 100%
FY2GP
Public Health
Hospice or Charity
Occupational Medicine
Community setting
Foundation academic
Other post funding
Supernumerary:
Exceptional training
SRTT
Salary recharges
None because it is a new filed to be created.
Sub category appears ONLY If you select ‘HEE Funded- Non-Tariff’ OR ‘Supernumerary’ from the ‘Funding type’ dropdown list.
Type: Drop down
Mandatory: ? ( using TIS UI or Post bulk upload) Please check with stakeholder if this new field should be mandatory
Default to: NULL
Editable: NO
To be updated after implementation
Funding Type Sub-category
This is new field to be created;
Funding Reason
To be created
None because it is a new filed to be created.
Long Term Plan
Redistribution
Expansion Posts
Cancer and Diagnostics
None because it is a new filed to be created.
Funding Reason appears ONLY If you select any item from the ‘Funding type’ dropdown list
Type: Drop down
Mandatory: No ( using TIS UI or Post bulk upload)
Default to: NULL
Editable: No
To be updated after implementation
Funding Type- Funding reason;
https://hee-tis.atlassian.net/browse/TIS21-4804
| |||||||||||
This is new field to be created; Sub-category | To be created | None because it is a new filed to be created. |
| None because it is a new filed to be created. |
| To be updated after implementation | Funding Type Sub-category | ||||
This is new field to be created; Funding Reason | To be created | None because it is a new filed to be created. |
| None because it is a new filed to be created. |
| To be updated after implementation | Funding Type- Funding reason; |
Post Funding Bulk Upload (Post Funding Creation) Fields Validation:
| Jira Legacy | ||||||
|---|---|---|---|---|---|---|
|
Column Heading | Add/Update/Matching Criteria | Mandatory | Rules | Questions/Notes for discussions |
|---|---|---|---|---|
TIS_Post_ID* | Matching Criteria | Y |
| |
Funding type | Add | Y |
| |
Funding Details | Add | N |
| |
Funding Body | Add | N |
| |
Funding subtype | Add | N |
| |
Date From | Add | Y |
| |
Date to | Add | N | Date format DD/MM/YYYY |
Post Funding Bulk Upload (Post Funding Update) Fields Validation
| Jira Legacy | ||||||
|---|---|---|---|---|---|---|
|
Note: If non-mandatory fields are blank, retain existing value
Column Heading | Add/Update/Matching Criteria | Mandatory | Rules | Questions/Notes for discussions |
|---|---|---|---|---|
TIS_Post_ID* | Matching Criteria | Y |
| |
TIS_PostFunding_ID* | Matching Criteria | Y |
| |
Funding type | Update | N |
| |
Funding Details | Update | N |
| |
Funding Body | Update | N |
| |
Funding subtype | Update | N |
| |
Date From | Update | N |
| |
Date to | Update | N |
|