Posts - Feedback

• select Posts or Search Posts from nav bar
• all location filters on + current but no results can be found
• error message accurate, but why should all filters be on?
• what should behaviour be? (JW)
• no results are presented unless all location filters are deselected

Users should see a list of the posts at their local office as a default (if this is what their role/security allows)

Data for Post 'Owner' needs to be mapped across to current Local Office names, then this will function - being changed within Intrepid

• no site, programme, funding type, or current trainee data showing in list nor in detail. 

Programme now appears on Prod (JW 17.10.17)

Trainee and Primary Specialty missing (14/1/18)

• when you go into a single post and go back out, you return to all location filtered list with no results

• NPN does not appear in the details page

• Is Post data among the components that will be tidied up?

• Local Office filter does not work on the Post list yet. 

 As per pt.1 - Once the data is resolved in Intrepid this should work.

Note: there will be a few 'Owner' data items we don't currently provide in the filter e.g. Wales Deanery, Defence Deanery - this will require a further discussion

• Employing body (field 10) and Training body (field 11) values do not appear in the details page

10

The grade list seems to show all the grades from all local offices - has this reference table been aligned? JW

Show only the current grades in the reference table drop down

create a task (IO)

TISDEV-2937 - Getting issue details... STATUS

create a task (IO)

TISDEV-2938 - Getting issue details... STATUS

TISDEV-2928 - Getting issue details... STATUS

1.  Confirmation that the MVP will be the ability to record the Post Funding Type. Question - are the possibilities Tariff, Trust, MADEL and Other?  Or are there any other options out there?  Remember the aim is to keep simple and build from there.
2. Do you agree that we also need to record the post funding from and to dates?
3. Do we need to record level of post in a first iteration?
4. Public Health posts, GP Practice posts and University clinical lecturer posts are all funded on Actuals - true or false?

1. Tariff, Trust, MADEL and Other are what we have got by with so far. Maybe an "If Other:..." free text box would be useful though 
2. Yes please
3. Could be derived from the post (Approved grade) but would be useful for reporting so that the report could be all from one table
4. True for us

TISDEV-2929

Joining this conversation late, but let me clarify for London. Funding Body is crucial as it is the body that receives the LDA pack of which this post needs to be a part. That applies even when the funding type is Trust. Funding Body is distinct from Employing Body because in the case of a Lead Employer, such as we have for Public Health, GPs and Palliative Medicine in London, the Employing Body will be the Lead Employer, which is usually not the Funding Body. Equally Funding Body is not necessarily the same as the Training Body, for example for our Palliative Medicine Hospice posts, the Training Body is the Trust that has a special training relationship with the Hospice but the Funding Body in these cases is actually the Lead Employer. We even have the odd case, e.g. for a GP Hospice post, where the Fundi8ng Body, Employing Body and Training Body are all different. What is therefore very important for us is that any report listing all posts should specify all three of these fields.

Need to add Funding Body to Post form (JW 30/10/17)

I've just had a quick glance at the field validation document and for 'National Post Number' it says 'not editable'. In the East Midlands we currently do edit the post number during creation in order to create OOP bucket posts (which I believe was the agreed national process). So I think we need to have this field as it currently exists - i.e. it still pre-populates based on grade/site etc. but can later be edited if necessary

Should be an editable field (JW 30/10/17)

Also, we are obliged to edit some NPNs e.g. to add /M to the end of a military post as per national guidelines, as noted in the "Suffix" entry

the exact structure of the bucket posts vary from region to region, but an example for East Midlands would be EMD/OOP/CMT/S - where EMD is our local office code, OOP to identify it's a bucket post, CMT is the specialty and S is our south rotation

In NW we would use /S to signify a Supernumerary post and I think that this was agreed in a HEDG meeting.  All our OOP bucket posts are now NWE/OOPx  ( x = post type, C / E / P / R ) as, again, I thought that was what was agreed at HEDG.

I don't think you should have different posts for OOPR/OOPC etc., as that should be detailed in Placement Type. You are right about /S being supernumerary though.

Our OOP posts use the GMC programme codes, and we have one per programme e.g. WMD/682/OOP would be the CMT OOP post, WMD/682/DEFERRAL would be the CMT deferral post

Find it useful for doing the recruitment numbers if I can see all the current OOP placements for a programme just by going into the relevant post

No agreement about how to manage record OOP posts has yet been reached.  Paper has been written but full agreement with data leads in LOs is not in place yet (JW 9.11.17)

(IO) What's the timeline for understanding this? To clarify with SMLs 10/01

Gwilym WIlliams, Dale Gilbert and Tom de Salis

We've just had our placements SML meeting and a point was raised regarding clinical supervisors which I didn't want to be lost between the 2 groups.

Would it be a good idea to have it optional to select a clinical supervisor against a post so that it can auto-populate in placements? The reason being that for many specialties/sites the supervisor will always be the same for a specific post, and so it would reduce input time for placements if it could pre-populate. It would still need to be editable in placements for when this isn't the case, or if the supervisor is different for whatever reason

Open to Post SMLs for comment

(IO) Current specification means that multiple supervisors can be added to a post, then when creating/editing the Placement, a drop-down is produced. If users want to add a supervisor who is not in the drop down, the admin would have to edit the post.

Covered in feedback from SMLS - TIS team need to agree save actions

Will only be able to test this when the Save function on Posts works

create a task to cover wider save actions (IO)

TISDEV-2939

The following label headers are incorrect

• national post number
• specialty

create a ticket (IO)

TISDEV-2940

Can I start a new thread about joint site posts. These are very common in Orthodontics but can occur in other specialties too?

There is no way to properly represent these in Intrepid. We need to do better in TIS. The basic situation is that there is the need to allow for training placements that spend a portion of the time at one site and the rest of the time at another site. This may be 50/50 but can be as skewed as 80/20 or exceptionally even 90/10. There is not much of an issue if the two Sites are at the same trust, as we just make it a multi-site post and all the funding goes to the one Trust. But the problem occurs when the two sites are in different Trusts. We currently create two NPNs, one for each Trust. We can specify with Funding Components how much funding goes to each. But we cannot formally link the two posts so that a placement in one is seen as intimately involved with a placement in the other. I had thought it would be good to create a single post with multiple sites and multiple funding components, but it doesn't work because how do you specify multiple Funding Bodies? The Funding Body is used to determine which Trust's LDA payment the funding is part of and if we send Trusts lists of posts the post would need to be in the lists for both Trusts. So I'm now thinking keeping two posts but adding a formal linking mechanism is the best solution. Comments please!

Open to Post SMLs for comment

(IO) Options to be discussed:

1. Add multiple sites + funding body + funding type per site
2. Link current posts to one another
3. Not MVP?

Not MVP - therefore post TCS work

Think this is a Post to local office link issue - JW to investigate more

(JW) to review bug as is clearly apparant for NE/YH posts

Placement info within the trainee record.

Please could you include the WTE?

That way we can see at a glance if a post has a slot share (or potential for a slot share). 

This would also be useful in the person>placement list so that we don't have to go into each placement to see if someone was working LTFT and which % they were at.

For discussion with devs

(IO) Display "Slot Share Allowed?" toggle? Also possible to display WTE in placement, however People list page has several columns - either need to have Placements list, or remove another column?

(JW) People SMLs to review the People list and advise on columns needed 

(JW) Clarify what  "Potential for Slot Share" means - can all posts not have the potential to be available for slot share? question for Post SMLs

Potentially just for reporting. 

(JW) Display WTE in Post List - does this add value ?

Post funding update:

Public Health salary recharges

1. Self-funding, e.g. for endodontics, periodontics and prosthodontics
2. Military
3. Education Resources budget
4. Exceptional training budget
5. GP practice salary recharges through Lead Employer
6. Palliative medicine hospice salary recharges through Lead Employer
7. Project funding – needs free text box to explain what Project
8. Full funding based on trainee grade through LDA Other Education & 

(IO) Are the 2 sets of points un-related? i.e. funding type "other" allows free text and then points 1-8 are other drop down options?

(JW) post MVP. No functional equivalence

James Harris

David Rayner

Live review: removing filters is very slow

(IO) bug - TBC by devs, ETLs have not been running. Fix applied now

Sites and Specialties still not showing -grades showing inaccurately

Just been playing around and found an issue with the filtering by local office. Not sure if this is known...

When I logged in I had the filters on posts including "Health Education England North Central and East London" but when I searched for a post which had this as a local office it wasnt showing. I removed all the filters and I can then see the post. The post I was trying to find is LDN/RAL26/DC2/DC2/001. 

(JW) bug TBC by Devs - cannot see exact filter (CLH to clarify filter name), but none of "Health Education England North Central London" posts can be found. 

I'll add the query about the duplicate Public Health post number to the list of queries to look at

(JW) yes, ticket to be created

(IO) Alphabetical order according to which field/column? The columns are sortable, does this resolve?

(JW) suggest adding  Programme Number to Post record as prog numbers are defined by the training local office. But also ensure that users only see the Programmes that belong to their local office

(IO) none is because it's a mandatory field, so something must be entered. Remove Funding Type as a mandatory field.

JW to create story to confirm which fields in a post record are mandatory 

(IO) Funding body is legacy in V10 however there can be more than one funding org in the funding components part of V10 - what do the SMLs want us to do with this info - do we select the non local office org?

WM, LaSE and EoE to agree. 

(IO) was BUG: duplicate posts - fixed now on NE list - please confirm if OK CLH

(IO) BUG: main sites not showing

Duplicate of 31

(IO) BUG: approved grades showing incorrectly

See point 31 (ticket created)

(IO) sounds like ETL issues

Missing data - Duplicate (see point 31) reported by a number of SMLs. Will raise ticket

Raise ticket to get placement headings included in list

Can we also include WTE of the holders of the post?

Fix backend info being surfaced - remove Post ID from post list

Ticket raised for navigation issues (Dave clicked on a Placement in a Post record which took him to the placements relating to one trainee. Clicking 'Back' took him to the Person list.

Ticket to investigate missing placements

(IO) clarification required, all Post numbers are to be autogenerated - however autogen not currently working (JW)

Create a ticket to fix post number autogen not working issue

Navigate to Post - I can navigate to the Posts section.

Successfully navigated to post

View Post List - I can sort Posts by Post Number and filter on multiple columns. I can navigate between pages. But I have on occasions ended up with a Filter applied that is not show in the filter list (header).

Could view the post list

Posts can only be sorted based on fields NPN, and Current trainee. Can they be sorted on other values?

(IO) Mike - can we have an example of this please?

Given the choice between filter and sort which is most needed for MVP?

I can search Posts using part of the Post Number but I can’t search using the full Post Number (I have to truncate it). I can search against Programme Name.

Successfully searched for a specific post

It seems that the post search is working mostly on Programme name field but is not searching for the text within other fields, most importantly National post number.

It is unclear how I would search for posts when missing part of the national post number. On Intrepid I would use wildcard for the part that is unknown. For example all posts with NPNs starting LDN and containing SHO cannot be filtered.

Typing SHO in the Grade filter and hiting enter should select all available values rather than forcing the user to select as it is possible that they don't know the specific value

Search of guy's in Primary site filter is not bring up the site <RJ121 Guy'S Hospital> users will not know the ODs code that is preciding most sites this limits filtering fucntionality significantly, especially considering that so many site names have been changed to what is on Intrepid

Search terms in example match text in site names, Programme Names (e.g. General Practice - Guys & St. Thomas' LDN) and Trusts (not sure if what is not on summary is searchable) - terms <guy's and St. thoma> and <guy's & St> are returning nothing when should be matching several fields.

 <guy's hospital> term is bringing up no posts when there are more than 750 posts with main site of <Guy's Hospital> or in TIS <RJ121 Guy'S Hospital>. Searching with wildcard of % did not change this - is there a wildcard?

If you have a post number, it does pull it through when entered in the search facility, but you cannot clear the search with out closing the window and loggin back in

I can type into the programme right to search for a specific specialty, it does not pull the information through and gives the error message 'We could not find any results. Please clear your search critieria or try to remove some filters in order to reset results.'

(IO) example please Mike - full post number search works now.

as above 

Can raise as requirement but would require more info. Can currently search for posts beginning with LDN and then filter on approved grade of SHO - does this help?

Wildcard search needed

There are may different values for SHO - which one would be correct?

We are currently taking the site and trust info from the ODS list and has been the case since TIS was first started.

Need to take Trust and Site reference values from current reference tables in Intrepid

Demo to devs

Need more info here please as I cannot find any posts either

Clear all search criteria in the search box and press enter. 

More info needed here please

I can View/Edit a post and add Funding Elements but when I try to Save it says Site ID cannot be null or negative, Grade ID cannot be negative (twice).

Main site and Specialty are blank within the post detail, therefore could not filter on these. Approved Grade & Other Grade appears as ‘zzz Retainee’. Programme Name and Employing body are blank, again could not filter on these. Placement history appears jumbled with no obvious date order.

Save option didn’t work therefore no changes could be saved.

Specialty dropdown is coming up with invalid post specialty options and isn’t limited to national table. Post Grade dropdown  is coming up with invalid post grade options and isn’t limited to approved national table

Main site field search is behaving strangly: results for text <guy's> is not bringing up results such as <RJ101 - Guy's & St. Thomas' NHS Trust'> a value that is coming up for search term <guy'>

subspecialty list is not limited to subspecialties of the main specialty

Certain mandatory fields have not pulled through for posts making it impossible to edit other parts of the post wihtout making up inof in order to save.

Unable to save edits on existing post - getting Site and grade error messages - see screenshot 3. So unable to test further

Unable to delete post - getting Site and grade error messages - same as on screenshot 3.

You can't highlight over a post number in the post list, to copy it, it automatically takes you into that posts details. You then can't return back to the page you was on (for eg. If you'd had filter post from a specific Trust) it takes you back the the person page again.

When you go into a post and click to look at the current trainee, and if you then hit the back arrow in the web bar or the back arrow above the trainees name, it takes you to the first people/person search page.

(JW) bug  - to be raised with devs

Raised by many SMLS - ticket to be raised and fixed

See point 31

Agree...ticket to be raised.

Will investigate and raise ticket - reference tables not being correct - limit reference tables to current values only

Will investigate and define clearly to SMLs (and all users) what the search function searches on - links to point 46

Will investigate (what is being shown?) and raise ticket if needed

Ticket to be raised - duplicate - see point 31

Duplicate - see first section of this point

Need to agree how to deal with deletion.

Ticket up 

Navigation - duplicate - see point 41

Create New Posts (Single) - When I try to Save a new Site it says Site ID cannot be null or negative, Grade ID cannot be negative.

Allowed me to add a main site, approved grade and funding, employing body,  training body, funding body, start and end dates  and owner but not specialty or programme. However Save function would not work.

When trying to save the post it is coming up with errors SiteID cannot be null and Grade ID cannot be null when these values have been completed - see screenshot 1. I then populated other sites and grade IDs and it giving the same message twice - see screenshot2. This is making it impossible to create a post. So I cannot test post creation further than this (which is not sufficient).

As for edit function - will investigate and raise ticket.

As above.

As above

Duplicate - see point 47

Link Programme - I can’t see where to add a Programme to a Post or visa versa.

Unable link programme

Unable to edit post so cannot test

(JW) under Post Ownership - must start to type the name of the programme in .

Ticket to be raised - duplicate - seee point 47

Delete Post Funding - I don’t know what this means.

Not populated

Unable to edit post so cannot test

Create New Post (Bulk) - I don’t know where to do this.

Unclear how to do this

Unable to test

View Post Detail - I can view Post details.

Main site, Specialty, Programme Name and Employing body are blank within the post detail. Approved Grade & Other Grade appears as ‘zzz Retainee’. Placement history appears jumbled with no obvious date order.

Main site is missing from post detail when it appears on the search page. I believe this applies to all posts. It applies to every single post I have tried on the system.

Certain fields are not populated for posts. Main site is missing from all posts I have accessed and post WES/RN506/027/STR(H)/001 is missing specialty and site. I would have marked as works with issues but the fields missing are mandatory fields making it impossible to edit or save any changes on the record and hence why I am failing.

Link new post to old post - I don’t know where to do this.

Not clear how to do this and post could not  be saved.

Unable to edit post so cannot test

(JW) under Post Ownership - can type in old post number and new post number

Save issues raised previously - ticket to be raised

Unlink programme - I can’t see where to remove a Programme from a Post or visa versa.

No programme detail available.

Unable to edit post so cannot test

(JW) Post ownership.

Have story to record/report on historical programme to post relationships

Above feedback shows what we look at in training colleagues on TIS

Create funding, not associated with a post - 

I don’t know what this means.

Attempted to create a new funding type under Admin but this would not save.

Unable to edit post so cannot test

Add leave approver 

I don’t know where to do this.

Unclear how to do this.

Unable to test

(IO) not yet developed story

Related to approvals chains 

Reporting on vacancies and fill rates

I don’t know where to do this.

Unclear how to do this.

Unable to test

(IO) not yet developed story - PART OF REPORTING COMPONENT

Vacancy Matrix being looked at by EoE and vacancy and fill rates are national requirements so form part of the NDW work