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Generic Save Rules

  • disable save button until something is typed in
  • enable once all mandatory data entered
  • Activating save: on save click
    • nok: present error message against specific erroneous fields
    • ok: display successful save message
  • keep user on record (they can decide to go back to list or not)


Save on Create

  • Disable 3rd level nav on create journey
  • Display tool tip to signpost that partial record editable


Save on View / Edit

  • Enable 3rd level nav items on view/edit
  • Display tool tips to signpost that full record now editable


#Component3rd level itemruleRelationshipComment

PeoplePersonal & Contact
  • Must be completed to create record
n/a

PeopleManage Record
  • Must be completed to create record
n/a

PeoplePlacement
  • Cannot be edited if no programmes
1 to 1

PeopleAssessments
  • Restricted if placements blank
Many to 1

PeopleRevalidation
  • Once person record created, episodes can be added / edited
TBC

PeopleAbsence
  • Once person record created, absence fields can be populated (many to 1)
Many to 1

PeopleApprovals
  • Dependent on programme definition in trainer record (many to 1)
Many to 1

PeopleGeneral ADmin
  • General admin - once person record created, documents can be uploaded
Many to 1

Programmes

not applicable

not applicablen/a

Posts

not applicable

not applicablen/a

Placementsnot applicable
  • Programme must be populated within Person record
TBC

AssessmentsEvent
  • Must be created first



Revalidationn/an/an/a

CasesTBCTBCTBC
  • No labels