Assessments - Field Validation NEW (draft)

Outstanding Questions

should there be a list page? Yes, but needs to be reviewed
should assessment and trainee IDs be displayed?

Field Sequence	Field Name	Reference Table	Current FE Validation / Rules	List Page (Y/N)	Proposed FE Validation/Rules	Proposed BE Validation / Rules	Error Messages	Notes
L3: Event TISDEV-4706 - Getting issue details... STATUS / TISDEV-4739 - Getting issue details... STATUS
1	Assessment ID	N/A	system generated	TBC	system generated non-editable	system generated non-editable		Does need to be displayed on the UI, however needs to be placed somewhere less prominent than top of screen
2	Person ID		system generated	TBC	drop down list if multiple derived from Person record MANDATORY (to select 1)	derived from Person record limit to registration fields entered on Person records	N/A	Does need to be displayed on the UI, however needs to be placed somewhere less prominent than top of screen Future work to be done to consolidate - may not need drop down to select ID's, further conversation required
3	Trainee First name		Derived from Person Record		derived from Person record non-editable	derived from Person record non-editable	N/A
4	Trainee Surname		Derived from Person Record		derived from Person record non-editable	derived from Person record non-editable	N/A
5	Type		Drop down MANDATORY		drop down limited to reference table limited to current values only MANDATORY	drop down limited to reference table limited to current values only MANDATORY	An entry must be made to create or update the record
6	Status		Drop down		drop down limited to reference table limited to current values only allow blanks	drop down limited to reference table limited to current values only allow blanks	Only entries from the reference table can be entered	Do we really need this field? Not flagged as useful from DL perspective
7	Programme name		Drop down		drop down limited to trainee's current/past/future programmes MANDATORY	drop down limited to trainee's current/past/future programmes MANDATORY	Only programmes from trainees current, future or past programme can be selected
8	Programme number		Auto-populated from Programme name Non-editable		derived from selected Programme non-editable	derived from Person record non-editable	N/A
9	Review date		Free text - or calendar picker Date format DD/MM/YYYY		Free text - or calendar picker Date format DD/MM/YYYY can be any date in the past or future MANDATORY	Free text - or calendar picker Date format DD/MM/YYYY can be any date in the past or future MANDATORY	Valid date format must be entered
L3: Pre-Assessment Detail - only available once mandatory fields in Event are completed << potentially merge this with "Event" section?? TBD w/ Matt TISDEV-4707 / TISDEV-4738
10	Curriculum name		Drop down MANDATORY		drop down limited to curricula input as part of Trainee's Programme MANDATORY	drop down limited to curricula input as part of Trainee's Programme MANDATORY	This must be selected
11	Curriculum Membership start date		Autofill Non-editable		derived from selected Trainee's Curriculum Membership	derived from selected Trainee's Curriculum Membership
12	Curriculum Membership end date		Autofill Non-editable		derived from selected Trainee's Curriculum Membership	derived from selected Trainee's Curriculum Membership
13	Curriculum speciality		Autofill Non-editable		derived from selected Trainee's Curriculum Membership	derived from selected Trainee's Curriculum Membership
14	Curriculum sub-type		Autofill Non-editable		derived from selected Trainee's Curriculum Membership	derived from selected Trainee's Curriculum Membership	N/A
15	Membership type		Autofill Non-editable		derived from selected Trainee's Programme Membership	derived from selected Trainee's Programme Membership
16	Period covered from		Free text - or calendar picker Date format DD/MM/YYYY		Free text - or calendar picker Date format DD/MM/YYYY allow blanks from date should be before end date	Free text - or calendar picker Date format DD/MM/YYYY allow blanks from date should be before end date	Valid date format must be entered
17	Period covered to		Free text - or calendar picker Date format DD/MM/YYYY		Free text - or calendar picker Date format DD/MM/YYYY allow blanks from date should be before end date	Free text - or calendar picker Date format DD/MM/YYYY allow blanks from date should be before end date	Valid date format must be entered
18	Portfolio review date		Free text - or calendar picker Date format DD/MM/YYYY		Free text - or calendar picker Date format DD/MM/YYYY allow blank	Free text - or calendar picker Date format DD/MM/YYYY allow blank	Valid date format must be entered	Do we really need this?
19	WTE months OOPR/T during period		Autofill Non-editable		derived from Placement History (triggered from Period covered from/to) non-editable	derived from Placement History (triggered from Period covered from/to) non-editable	N/A
20	Months OOPR/OOPT counted training		numerical value		numerical value only	numerical value only	Only numerical values can be entered
19	PYA		Default "No" Drop down		default "no" drop down limited to reference table	default "no" drop down limited to reference table	N/A	ie PYA = penultimate year assessments
20	Grade at the time		Autofill Non-editable		derived from Person record (Placement history) as at the review date allow blanks editable	derived from Person record (Placement history) as at the review date allow blanks editable	N/A
21	Days out of training		numerical value		numerical value	numerical value	N/A
22	WTE		NEW FIELD		derived from Person record editable	derived from Person record editable
L3: Post-assessment Detail TISDEV-4708 / TISDEV-4737
22	Outcome		Drop down MANDATORY		drop down limited to reference table limited to current values only MANDATORY (if this section is completed) add multiple warn users that additional outcomes for the same curriculum membership cannot be added on the same day as previous	drop down limited to reference table limited to current values only MANDATORY (if this section is completed) add multiple warn users that additional outcomes for the same curriculum membership cannot be added on the same day as previous	Only entries from the reference table can be entered	This should be related to the Assessment type - so where a dental assessment type is selected, the outcomes should be limited to Dental outcomes only Dental analysis tbc
23	Under appeal		Drop down		drop down restricted to reference table values	drop down restricted to reference table values	Only entries from the reference table can be entered
24	Reason - unsatisfactory outcome		Drop down MANDATORY if Outcome is 'Not Assessed', otherwise non-editable		available when outcome 2, 3, 4 selected (for Matt to advise) drop down limited to reference table limited to current values only MANDATORY	available when outcome 2, 3, 4 selected drop down limited to reference table limited to current values only MANDATORY	Only entries from the reference table can be entered	Dental analysis tbc
	Reason - not assessed		NEW SEPARATE FIELD ???		available when outcome not assessed selected (for Matt to advise) drop down limited to reference table limited to current values only MANDATORY
	Reason - unsatisfactory outcome "other"		NEW FIELD		available only where they select "other reason" (for Matt to advise) free text	available only where they select "other reason" free text
	Reason - not assessed, "other"		NEW FIELD		available where not assessed, "other reason" is selected (for Matt to advise) free text	available where not assessed is selected free text
25	Completion of training date (prior to review)		Autofill Non-editable		Autopopulated based on CCT date of Trainee's curricula	Autopopulated based on CCT date of Trainee's curricula	Valid date format must be entered
26	10% audit - lay member		Default to No Drop down		Default to no drop down	Default to no drop down	Only entries from the reference table can be entered
27	External trainer		Autofill Drop down		Default to no drop down	Default to no drop down	Only entries from the reference table can be entered
28	Grade at next rotation		Drop down		drop down limited to reference table limited to current values only	drop down limited to reference table limited to current values only	Only entries from the reference table can be entered	Requires new ref table to be built based on GMC ARCP survey - there are new/separate values applicable here
29	Trainee notified of outcome		Autofill Editable Drop down		Default to no drop down	Default to no drop down	Only entries from the reference table can be entered
30	Next review date		Free text - or calendar picker Date format DD/MM/YYYY		Free text - or calendar picker Date format DD/MM/YYYY	Date format DD/MM/YYYY	Valid date format must be entered
31	Comments		Free text		free text text already input visible even when not being edited	free text text already input visible even when not being edited	N/A
Blue sub-section: Academic Progression (within Pre-assessment Detail) TISDEV-4709 / TISDEV-4735
32	Academic curriculum assessed		Autofill Non-editable		derived from whether they were doing an academic curriculum within Assessment period non-editable	derived from whether they were doing an academic curriculum within Assessment period non-editable
33	Academic outcome		Drop down MANDATORY		drop down limited to reference table limited to current values only MANDATORY if academic curriculum assessed is populated	drop down limited to reference table limited to current values only MANDATORY if academic curriculum assessed is populated	Only entries from the reference table can be entered
Blue sub-section: Supplementary Detail (within Pre-assessment Detail) TISDEV-4742 / TISDEV-4743
34	Detailed reason		Free text		free text text already input visible even when not being edited	free text edits add to existing data	N/A
35	Mitigating circumstances		Free text		free text text already input visible even when not being edited	free text edits add to existing data	N/A
36	Competences which need to be developed by next ARCP		Free text		free text text already input visible even when not being edited	free text edits add to existing data	N/A
37	Other recommended actions		Free text		free text text already input visible even when not being edited	free text edits add to existing data	N/A
38	Recommended additional training time (if required)		Free text		free text text already input visible even when not being edited	free text edits add to existing data	N/A
39	Additional comments from the panel		Free text		free text text already input visible even when not being edited	free text edits add to existing data	N/A
L3: Re-validation
40	Known concerns		Drop down No default?		default to no drop down limited to reference table limited to current values only	default to no drop down limited to reference table limited to current values only	Only entries from the reference table can be entered
41	Concern summary		Free text		free text text already input visible even when not being edited	free text edits add to existing data	N/A
42	Responsible officer comments		Free text		free text text already input visible even when not being edited	free text edits add to existing data	N/A

Assessment outcomes and reasons

Assessment outcomes and reasons for adverse outcomes and 'Not assessed' outcome to be allowed for each assessment are given here:

Brief explanation -

If a trainee is on the Foundation programme and their placement grade at time of assessment = F1 the outcomes allowed will be limited to 1, 3, 4 5 or 8

If the Programme is neither Dental Foundation, Dental Core or Foundation allow 1, 2, 3, 4, 5, 6, 8 or 9

If the Programme is Dental Foundation and the Assessment Type is IRCP (one of the new assessment types) allow 1, 2, or 5.

Note about legacy outcomes

Outcomes on assessments dated 2016 or earlier should be set to read only.