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This page details the rules and validation criteria for Assessments related data

General Rules that should apply are as follows

  • limit all drop down fields to the selection of Current Values only  TISDEV-4429 - Getting issue details... STATUS

Bulk People Rules can be viewed in Scenario PP-6 here: People - Scenarios | Bulk Imports

Any rule / constraint highlighted in blue needs to be revisited for a particular area

Field SequenceField name (V10)Reference table

Current FE Validation & Rules

List Page?

(Y / N)

List Page Rules (sort/filter)Proposed FE Validation & RulesProposed BE Validation & RulesError MessagesNotesDelete (Y / N)
HEADER  TISDEV-4478 - Getting issue details... STATUS /  TISDEV-4479 - Getting issue details... STATUS
1Full NameN/A
  • Editable via Forename, Surname field changes
NN/A
  • Type: derived
  • Character type: alphanumerical
  • Character length: min 1 / no max
  • Dependencies: derived from Forename + Surname
  • Mandatory: no
  • Editable: yes (via changes in Forename and Surname fields)
  • Default value: blank
  • Special characters: apostrophes ( ' ), hypens  ( - ), full stops ( . ) and spaces (   )
  • Type: derived
  • Character type: alphanumerical
  • Character length: min 1 / no max
  • Dependencies: derived from Forename + Surname
  • Mandatory: no
  • Editable: yes (via changes in Forename and Surname fields)
  • Default value: blank
  • Special characters: apostrophes ( ' ), hypens  ( - ), full stops ( . ) and spaces (   )
N/A

2PersonIDNA
  • System generated field - Automated upon creation of record
  • Read only
YN/A
  • System generated field - Automated upon creation of record (tick)
  • System generated field - Automated upon creation of record (tick)
N/ADiscussion to be held about this field and whether it remains in TIS UI
PERSONAL DETAILS: Personal  TISDEV-4480 - Getting issue details... STATUS  /  TISDEV-4516 - Getting issue details... STATUS
3TitleSee: TIS UI Fields - Dropdowns
  • drop down
NN/A
  • Type: drop down
  • Mandatory: no
  • Editable: yes
  • Default value: blank
  • Type: drop down
  • Mandatory: no
  • Editable: yes
  • Default value: blank
N/A

4ForenameN/A
  • Free text
  • No special characters (excl apostrophes ( ' ), hypens    ( - ) and spaces (   )
  • Multiple names allowable
  • Upper and lower case allowed
  • MANDATORY
Y
  • Sort
  • Type: manual entry (tick)
  • Character type: alphanumerical
  • Character length: min 1/ no max
  • Dependencies: Full name (record header)
  • Mandatory: yes (tick)
  • Editable: yes
  • Default value: blank
  • Special characters: 

    apostrophes ( ' ), hypens  ( - ), full stops ( . ) and spaces (   )

  • Multiple names allowed
  • Upper and lower case letters allowed
  • Type: manual entry (tick)
  • Character type: alphanumerical
  • Character length: min 1/ no max
  • Dependencies: Full name (record header)
  • Mandatory: yes (tick)
  • Editable: yes
  • Default value: blank
  • Special characters: 

    apostrophes ( ' ), hypens  ( - ), full stops ( . ) and spaces (   )

  • Multiple names allowed
  • Upper and lower case letters allowed

This field is required

No special characters, with the exception of apostrophes, full stops, hyphens and spaces



5Legal ForenamesN/A
  • Free text
  • No special characters (excl apostrophes ( ' ), hypens    ( - ) and spaces (   ))
  • Multiple names allowable
  • Upper and lower case allowed
NN/A
  • Type: manual entry (tick)
  • Character type: alphanumerical
  • Character length: min 1/ no max
  • Dependencies: Full name (record header)
  • Mandatory: no
  • Editable: yes
  • Default value: derived from Forename
  • Special characters: 

    apostrophes ( ' ), hypens  ( - ), full stops ( . ) and spaces (   )

  • Multiple names allowed
  • Upper and lower case letters allowed
  • Type: manual entry (tick)
  • Character type: alphanumerical
  • Character length: min 1/ no max
  • Dependencies: Full name (record header)
  • Mandatory: no
  • Editable: yes
  • Default value: derived from Forename
  • Special characters: 

    apostrophes ( ' ), hypens  ( - ), full stops ( . ) and spaces (   )

  • Multiple names allowed
  • Upper and lower case letters allowed
No special characters, with the exception of apostrophes, full stops, hyphens and spaces

6InitialsN/A
  • Free text
  • No special characters (excl spaces (   )) 
  • Multiple initials allowable
  • Upper case only
NN/A
  • Type: derived
  • Character type: numerical, alphanumerical, text, special characters (bracket, space, hyphen, apostrophe, speech marks, comma, fullstop)
  • Character length: min/max
  • Dependencies: derived from first character of Forename(s)
  • Mandatory: yes/no
  • Editable: yes/no
  • Default value: XXX
  • Special characters: apostrophes ( ' ), hypens  ( - ), full stops ( . ) and spaces (   )
  • Anything else the doesn’t fall into the above, included as a bullet point e.g. add multiple, add all, remove all
  • Error message text: XXX
  • Autopopulated from first character of forename(s)
  • Free text(tick)
  • No special characters (excl apostrophes ( ' ), hypens  ( - ), full stops ( . ) and spaces (   )
  • Multiple initials allowable
  • Upper case only 



Do we really need this field? TBD
7SurnameN/A
  • Free text
  • No special characters (excl apostrophes ( ' ), hypens    ( - ) and spaces (   ))
  • Multiple names allowable
  • Upper and lower case allowed
  • MANDATORY
Y
  • Sort
No changes
  • Free text (tick)
  • No special characters (excl apostrophes ( ' ), hypens  ( - ), full stops ( . ) and spaces (   )
  • Multiple names allowable(tick)
  • Upper and lower case allowed(tick)
  • MANDATORY(tick)
  • At least 1 character must be entered

An entry must be made to create or update the record

No special characters, with the exception of apostrophes, hyphens and spaces



8Legal SurnamesN/A
  • Free text
  • No special characters (excl apostrophes ( ' ), hypens    ( - ) and spaces (   ))
  • Multiple names allowable
  • Upper and lower case allowed
NN/ANo changes
  • Autopopulated from Surname
  • Editable
  • Free text (tick)
  • No special characters (excl apostrophes ( ' ), hypens  ( - ), full stops ( . ) and spaces (   )
  • Multiple names allowable(tick)
  • Upper and lower case allowed(tick)
  • MANDATORY
  • At least 1 character must be entered
No special characters, with the exception of apostrophes, hyphens and spaces

9Known AsN/A
  • Free text
  • No special characters (excl apostrophes ( ' ), hypens    ( - ) and spaces (   ))
  • Multiple names allowable
  • Upper and lower case allowed
NN/ANo changes
  • Free text (tick)
  • No special characters (excl apostrophes ( ' ), hypens    ( - ) and spaces (   )) (tick)
  • Multiple names allowable (tick)
  • Upper and lower case allowed(tick)
No special characters, with the exception of apostrophes, hyphens and spaces

10Maiden NameN/A
  • Free text
  • No special characters (excl apostrophes ( ' ), hypens    ( - ) and spaces (   ))
  • Multiple names allowable
  • Upper and lower case allowed
NN/ANo changes
  • Free text (tick)
  • No special characters (excl apostrophes ( ' ), hypens  ( - ), full stops ( . ) and spaces (   )
  • Multiple names allowable(tick)
  • Upper and lower case allowed(tick)
No special characters, with the exception of apostrophes, hyphens and spaces

(IO) Should this be changed to "Previous Surnames"? Joanne Watson (Unlicensed)

Former user (Deleted) no, the end users know it as Maiden Name so I would retain the naming.

(IO) ok


PERSONAL DETAILS: Contact  TISDEV-4485 - Getting issue details... STATUS  /  TISDEV-4486 - Getting issue details... STATUS
11Telephone numberN/A
  • additional validation - limit to only numerical values / no spaces
NN/A
  • numerical values
  • allow ( + ) and ( - )
  • allow spaces
  • no min/max length

TISDEV-4399 - Getting issue details... STATUS

  • numerical values (tick)
  • allow ( + ) and ( - ) 
  • allow spaces (tick)
  • no min/max length (tick)

Only numerical values allowed

No special characters, with the exception of plus, minus and spaces

Oriel telephone numbers are numbers only and upto 70 digits length.

TBD: Should this be alphanumeric or allow EXT as a phrase?


12

Mobile number

N/A
  • additional validation - limit to only numerical values / no spaces
NN/A
  • numerical values
  • allow ( + ) and ( - )
  • allow spaces
  • no min/max length

TISDEV-4400 - Getting issue details... STATUS

  • numerical values (tick)
  • allow ( + ) and ( - )
  • allow spaces (tick)
  • no min/max length (tick)
No special characters, with the exception of plus, minus and spaces

Oriel telephone numbers are numbers only and upto 70 digits length and it has its own reason it was done this way.


13

Email address

N/A
  • must be in email format
NN/A
  • add multiple  TISDEV-4290 - Getting issue details... STATUS
  • must be in email format (i.e. Hello@NHS.com) 

TISDEV-4401 - Getting issue details... STATUS

  • allow lower and upper case characters
  • allow letters and numbers
  • add multiple
  • must be in email format (i.e. Hello@NHS.com) (tick)
  • allow lower and upper case characters
  • allow letters and numbers
Valid email format required



13

Address line 1

N/A
  • Free text
  • no min/max length
NN/ANo change
  • Manuel entry
  • Free text (tick)
  • no min/max length (tick)
N/A

14

Address line 2

N/A
  • Free text
  • no min/max length
NN/ANo change
  • Manuel entry
  • Free text (tick)
  • no min/max length (tick)
N/A

15

Address line 3

N/A
  • Free text
  • no min/max length
NN/ANo change
  • Manuel entry
  • Free text (tick)
  • no min/max length (tick)
N/A

16

Address line 4


N/A
  • Free text
  • no min/max length
NN/ANo change
  • Manuel entry
  • Free text (tick)
  • no min/max length (tick)
N/A

17

Postcode

N/A
  • Free text
  • no min/max length
NN/ANo change
  • Manuel entry
  • Free text (tick)
  • no min/max length(tick)
N/A

PERSONAL DETAILS: Registration details << re-name  TISDEV-4487 - Getting issue details... STATUS  /  TISDEV-4488 - Getting issue details... STATUS

18

GMC number

N/A
  • Free text
  • MANDATORY (either this, PH or GDC must be entered)
  • Must be at least 1 characterx if entered
  • additional validation: no special characters apart from ( / ), ( ' ) and (   )
Y
  • Filter
  • Alphanumerical field, unless "Unknown"
  • Allow "Unknown" and "N/A"
  • Must be unique (i.e. not duplicated in another record), unless "Unknown"
  • no special characters apart from ( / )
  • Min/max character length 7 numbers (unless Unknown or N/A)
  • Mandatory (at least 1 registration field must be entered)

TISDEV-4402 - Getting issue details... STATUS

  • Alphanumerical field, unless "Unknown"
  • Allow "Unknown" and "N/A"
  • Must be unique (i.e. not duplicated in another record), unless "Unknown"
  • no special characters apart from ( / )
  • Min/max character length 7 numbers (unless Unknown or N/A)
  • Mandatory (at least 1 registration field must be entered)

Invalid characters - no special characters, with the exception of forward slashes ( / )

At least one registration number entry must be made to create or update the record

Registration value must be unique

Seven characters must be entered

Joanne Watson (Unlicensed) do any of the registration numbers have special characters?

Former user (Deleted) Legacy dental ones may have a '/' as you have already covered. 

Do we need min/max character length? 

Former user (Deleted) No validation please for length

TBD: 7 characters needs to be discussed 


19

GMC status

See: TIS UI Fields - Dropdowns
  • Drop down
NN/A
  • Drop down
  • Drop down 
N/A

20GMC start dateN/A
  • Free text - or calendar picker
  • date format DD/MM/YYYY
NN/A
  • Manual entry or calendar picker
  • Date format must be DD/MM/YYYY

TISDEV-4403 - Getting issue details... STATUS

  • Manual entry or calendar picker
  • Date format must be DD/MM/YYYY
Valid date format required

TBD: How will this impact dates that have been entered from Intrepid that are incomplete?

Do we need this field in TIS? DL's say no


21

GMC end date

N/A
  • Free text - or calendar picker
  • date format DD/MM/YYYY
NN/A
  • Manual entry or calendar picker
  • Date format must be DD/MM/YYYY

TISDEV-4403 - Getting issue details... STATUS

  • Manual entry or calendar picker
  • Date format must be DD/MM/YYYY
Valid date format required

TBD: How will this impact dates that have been entered from Intrepid that are incomplete?

Do we need this field in TIS? DL's say no


22

GDC number

N/A
  • Free text
  • MANDATORY (either this, PH or GMC must be entered)
  • Must be at least 1 character if entered
  • additional validation: no special characters apart from ( / ), ( ' ) and (   )
Y
  • Filter
  • TISDEV-4402 - Getting issue details... STATUS
  • Manual entry
  • Alphanumerical field, unless "Unknown"
  • Allow "Unknown" and "N/A"
  • Must be unique (i.e. not duplicated in another record), unless "Unknown"
  • no special characters apart from ( / )
  • No min/max character length 
  • Mandatory (at least 1 registration field must be entered)
  • Manual entry
  • Alphanumerical field, unless "Unknown"
  • Allow "Unknown" and "N/A"
  • Must be unique (i.e. not duplicated in another record), unless "Unknown"
  • no special characters apart from ( / )
  • No min/max character length 
  • Mandatory (at least 1 registration field must be entered)

At least one registration number entry must be made to create or update the record

No special characters, with the exception of apostrophes, hyphens and spaces

Registration value must be unique

Joanne Watson (Unlicensed) do any of the registration numbers have special characters?

Do we need min/max character length?

Former user (Deleted) as above


23

GDC status

See: TIS UI Fields - Dropdowns
  • Free text
NN/A
  • drop down
  • drop down
N/A



24GDC start dateN/A
  • Free text - or calendar picker
  • date format DD/MM/YYYY
NN/A
  • Manual entry or calendar picker
  • Date format must be DD/MM/YYYY

TISDEV-4403 - Getting issue details... STATUS

  • Manual entry or calendar picker
  • Date format must be DD/MM/YYYY
Valid date format required

TBD: How will this impact dates that have been entered from Intrepid that are incomplete?

Do we need this field in TIS? DL's say no


25

GDC end date

N/A
  • Free text - or calendar picker
  • date format DD/MM/YYYY
NN/A
  • Manual entry or calendar picker
  • Date format must be DD/MM/YYYY

TISDEV-4403 - Getting issue details... STATUS

  • Manual entry or calendar picker
  • Date format must be DD/MM/YYYY
Valid date format required

TBD: How will this impact dates that have been entered from Intrepid that are incomplete?

Do we need this field in TIS? DL's say no


26Public health numberN/A
  • Free text
  • MANDATORY (either this, GMC or GDC must be entered)
  • Must be at least 1 character if entered
  • additional validation: no special characters apart from ( ' ) and    ( / )
Y
  • Filter
  • Manual entry
  • Alphanumerical field, unless "Unknown"
  • Allow "Unknown" and "N/A"
  • Must be unique (i.e. not duplicated in another record), unless "Unknown"
  • no special characters apart from ( / )
  • No min/max character length 
  • Mandatory (at least 1 registration field must be entered)
  • Manual entry
  • Alphanumerical field, unless "Unknown"
  • Allow "Unknown" and "N/A"
  • Must be unique (i.e. not duplicated in another record), unless "Unknown"
  • no special characters apart from ( / )
  • No min/max character length 
  • Mandatory (at least 1 registration field must be entered)

At least one registration number entry must be made to create or update the record

No special characters, with the exception of apostrophes, hyphens and spaces

Registration value must be unique

Must include at least "Unknown" in the field if no known PH registration number

Joanne Watson (Unlicensed) do any of the registration numbers have special characters?

Do we need min/max character length?

Former user (Deleted) as above


27CollegeTBC
  • N/A
NTBC
  • derived from Programme linkage
  • non-editable
  • derived from Programme linkage
  • non-editable
N/A

NEW This is yet to be added to ETL; needs to be added to the Programme membership

Alistair Pringle (Unlicensed) / Joanne Watson (Unlicensed) can we confirm which ref table this should be?

Royal Colleges e.g Royal College of General Practice

Former user (Deleted) yes - on TIS this is called College. Suspect it needs to be tidied up by the data leads


SENSITIVE DATA: Right to work  TISDEV-4489 - Getting issue details... STATUS  /  TISDEV-4490 - Getting issue details... STATUS  L3 label name to be changed


28EEA residentSee: TIS UI Fields - DropdownsNN/ANo changeN/A

29Permit to workSee: TIS UI Fields - Dropdowns
  • Drop down
NN/ANo changeN/A

30

Settled

See: TIS UI Fields - Dropdowns
  • Drop down
NN/ANo changeN/A

31

Visa issuedN/A
  • Free text - or calendar picker
  • date format DD/MM/YYYY
NN/A

No change

TISDEV-4404 - Getting issue details... STATUS

  • Free text - or calendar picker (tick)
  • date format DD/MM/YYYY (tick)
Valid date format required

32

VisaValidTo

N/A
  • Free text - or calendar picker
  • date format DD/MM/YYYY
NN/A

No change

TISDEV-4404 - Getting issue details... STATUS

  • Free text - or calendar picker (tick)
  • date format DD/MM/YYYY (tick)
Valid date format required

33

VisaDetails

N/A
  • Free text
NN/ANo change
  • Free text (tick)
N/A

34


NEW FIELD

NI numberN/A
  • Free text
NN/A
  • Free text
  • Free text
N/A

Alistair Pringle (Unlicensed) Joanne Watson (Unlicensed)Former user (Deleted)  - Is this an acceptable/logical area to display the National Insurance Number on TIS? i.e. within Sensitive data > Under Right to work sub-heading?

On Intrepid this is displayed within Personal Details.


SENSITIVE DATA: Diversity  TISDEV-4491 - Getting issue details... STATUS  /  TISDEV-4492 - Getting issue details... STATUS

35

DateOfBirth

N/A
  • Free text - or calendar picker
  • date format DD/MM/YYYY
NN/A

No change

TISDEV-4405 - Getting issue details... STATUS

  • Free text - or calendar picker (tick)
  • date format DD/MM/YYYY (tick)
Valid date format

36AgeN/A
  • Derived from date of birth
NN/ANo change
  • Derived from date of birth (tick)
N/A

37

Gender

See: TIS UI Fields - Dropdowns
  • Drop down
NN/ANo change
  • Limit to drop down (tick)
N/A

38NationalitySee: TIS UI Fields - Dropdowns
  • Drop down
NN/ANo change
  • Limit to drop down (tick)
N/A

39Dual nationalitySee: TIS UI Fields - Dropdowns
  • Drop down
NN/ANo change
  • Limit to drop down (tick)
N/A

40

Ethnic origin

See: TIS UI Fields - Dropdowns
  • Drop down
NN/ANo change
  • Limit to drop down (tick)
N/A

41Marital statusSee: TIS UI Fields - Dropdowns
  • Drop down
NN/ANo change
  • Limit to drop down (tick)
N/A

42Sexual orientationSee: TIS UI Fields - Dropdowns
  • Drop down
NN/ANo change
  • Limit to drop down (tick)
N/ASensitive - hidden
43Religious beliefSee: TIS UI Fields - Dropdowns
  • Drop down
NN/ANo change
  • Limit to drop down (tick)
N/ASensitive - hidden
44DisabilitySee: TIS UI Fields - DropdownsNN/ANo change
  • Limit to drop down
N/A

Sensitive - hidden


45DisabilityDetailsN/A
  • Free text
NN/ANo change
  • Free text (tick)
N/A

Sensitive - hidden


SENSITIVE DATA: Manage record function  TISDEV-4493 - Getting issue details... STATUS  /  TISDEV-4494 - Getting issue details... STATUS

46RoleSee: TIS UI Fields - Dropdowns
  • Drop down
Y
  • Filter
No change
  • Limit to drop down  (tick)
N/A

47CommentsN/A
  • Free text
NN/ANo change
  • Free text  (tick)
N/A

48StatusSee: TIS UI Fields - Dropdowns
  • Drop Down
  • MANDATORY
  • Default to current on create journey


NB: leave "Delete" as a status within the drop downs (as long as it is soft delete)

Y
  • Filter
  • Limit to drop down
  • MANDATORY
  • Default to current on create journey

TISDEV-4406 - Getting issue details... STATUS

  • Limit to drop down (tick)
  • Remove DELETE status TISDEV-2935
  • MANDATORY(tick)
  • Default to current on create journey (tick)


An entry must be made to create or update the record

Former user (Deleted) this links to the conversation we still need to have with the People SMLs about how to manage trainee records - deletion included. If we set the status to delete is it a hard delete or soft? 

If soft leave for moment, if hard delete either make soft or remove delete option. 


49Inactive from dateN/A
  • Free text - or calendar picker
  • date format DD/MM/YYYY
NN/A

No change

TISDEV-4407 - Getting issue details... STATUS

  • free text or calendar picker
  • date  format DD/MM/YYYY TISDEV-4546
Valid date format required
  • Should this be the same as Programme end date as default?
    No it's a manual field that allows users to set a trainee record to change to 'inactive' on a given future date.

50Inactive notesN/A
  • Free text
NN/ANo change
  • free text * (tick)
N/A
  • Do we need both inactive notes and comments?
    Inactive notes are different to 'comments'.

QUALIFICATIONS: Qualification 1  TISDEV-4495 - Getting issue details... STATUS  /  TISDEV-4496 - Getting issue details... STATUS
50QualificationSee: TIS UI Fields - Dropdowns
  • Drop down
NN/A
  • limit to drop down  TISDEV-4408 - Getting issue details... STATUS
N/A

No this should be a reference table called Qualification.

Longer term work for Data Leads

TBD: this should be freetext, no min/max characters?


51Qualification TypeSee: TIS UI Fields - Dropdowns
  • Drop down
NN/a
  • limit to drop down  TISDEV-4408 - Getting issue details... STATUS
  • Limit to drop down (tick)
N/A

52Date attainedN/A
  • Free text - or calendar picker
  • date format DD/MM/YYYY

N/A

No change

TISDEV-4409 - Getting issue details... STATUS

  • Free text - or calendar picker (tick)
  • date format DD/MM/YYYY (tick)
Valid date format required

Need confirmation of the need for the entire date - month and/or year may just be needed.

Month and year only needed but if the full date is known and input the month and year should (and currently is) auto populated.

Okay to delete this field?

TBD: Confirm what is entered via Oriel

Y
53Month attainedN/A
  • Free text - or taken from Date attained field
  • date format DD/MM/YYYY
NN/A
  • TISDEV-4410 - Getting issue details... STATUS
  • Free text
  • limit to a month of the year
  • date format DD/MM/YYYY  
  • derived (via import/bulk) or Date attained??
  • Free text
  • limit to a month of the year
  • date format DD/MM/YYYY  
  • derived (via import/bulk) or Date attained??
Valid date format requiredTBD: Confirm what is entered via Oriel
54Year attainedN/A
  • Free text - or taken from Date attained field
  • date format DD/MM/YYYY
NN/A
  • TISDEV-4410 - Getting issue details... STATUS
  • Free text
  • limit to 4 digit year
  • date format DD/MM/YYYY
  • derived (via import/bulk) or Date attained??
  • Free text
  • limit to 4 digit year
  • date format DD/MM/YYYY
  • derived (via import/bulk) or Date attained??
Valid date format requiredTBD: Confirm what is entered via Oriel
55Medical SchoolSee: TIS UI Fields - Dropdowns
  • Drop down
NN/ANo change
  • Limit to drop down (tick)
N/A

On the Medical School reference table there should be the ability to link a medical school to the country it is in.

Agree

TBD: should be freetext


56Country of QualificationSee: TIS UI Fields - Dropdowns
  • Drop down
NN/ANo change
  • Limit to drop down (tick)
  • Auto-fill from 'Medical School'
N/A

PROGRAMME MEMBERSHIP: Programme 1   TISDEV-4498 - Getting issue details... STATUS  /  TISDEV-4497 - Getting issue details... STATUS


57Programme NameSee: TIS UI Fields - Dropdowns
  • Drop down (smartsearch)
  • MANDATORY
Y
  • filter

No change 

TISDEV-4411 - Getting issue details... STATUS

  • Limit to drop down (tick)
An entry must be made to create or update the recordWe need the ability to delete a Programme membership if it has been entered by mistake
58Programme No.See: TIS UI Fields - Dropdowns
  • Auto populated when Programme Name is selected
NN/Ano change
  • Limit to drop down (tick) Autofill
N/A

59OwnerSee: TIS UI Fields - Dropdowns
  • Auto populated when Programme Name is selected
NN/ANo change
  • Limit to drop down (tick) Autofill
N/A

60Programme Start dateN/A
  • Free text - or calendar picker
  • date format DD/MM/YYYY
  • MANDATORY
NN/A

No change

TISDEV-4413 - Getting issue details... STATUS

  • Free text - or calendar picker (tick)
  • date format DD/MM/YYYY (tick)
  • MANDATORY(tick)
  • Start date cannot be after end date
An entry must be made to create or update the record

61Programme End DateN/A
  • Auto populated when adding a trainee's curriculum (Programme end date is the programme start date plus the length of the curriculum followed plus any period of grace applicable)
  • Editable
  • MANDATORY
NN/A
  • Auto populated when adding a trainee's curriculum (Programme end date is the programme start date plus the length of the curriculum with the latest end date plus any period of grace applicable)

TISDEV-4413 - Getting issue details... STATUS

  • Editable (tick)
  • MANDATORY (tick)
  • End date cannot be before the start date
  • Auto populated when adding a trainee's curriculum (Programme end date is the programme start date plus the length of the curriculum with the latest end date plus any period of grace applicable) 
  • Editable (tick)
  • MANDATORY (tick)
  • End date cannot be before the start date

An entry must be made to create or update the record


If curriculum end date is changed, the programme end date may change, depending on how many curricula are associated (latest end date)

Note- Period of grace is related to Curriculum - outstanding conversation to be held asap on whether this should be included in calculation
62Membership TypeSee: TIS UI Fields - Dropdowns
  • Drop down
  • MANDATORY
Y
  • Filter

No change

TISDEV-4428 - Getting issue details... STATUS

  • Limit to drop down (tick)
  • MANDATORY (tick)
An entry must be made to create or update the record

63Rotation

See: TIS UI Fields - Dropdowns &

Programmes - Rotations - Solution Design, Field Validation & Scenarios

  • Drop down
NN/ANo change
  • Limit to drop down 
N/A

64Leaving destinationSee: TIS UI Fields - Dropdowns
  • Drop down
NN/ANo change
  • Limit to drop down (tick)
N/A

TBD at a later time - possibly needs overhaul

  • rename to leaving reason?
  • drop down values review

65Training numberN/A
  • Autogenerated
  • Editable
  • Free text (allowing special characters ( / ))
NN/A
  • Autogenerated
  • Editable + manual entry
  • Free text (allowing special characters ( / ))
  • Allow blank
  • Autogenerated
  • Editable + manual entry
  • Free text (allowing special characters ( / ))
  • Allow blank
N/A

Format may be changing but TBC


PROGRAMME MEMBERSHIP: Programme 1 > Curricula 1  TISDEV-4500 - Getting issue details... STATUS  /  TISDEV-4499 - Getting issue details... STATUS

66CurriculumSee: TIS UI Fields - Dropdowns
  • Drop down
  • Taken from the Curriculum/Curricula attached to the Programme the trainee is following
  • MANDATORY 
NN/ANo change
  • Drop down (tick)
  • Taken from the um/Curricula attached to the Programme the trainee is following (tick)
N/A



67Curriculum Start DateN/A
  • Default to the Programme start date but allow for editing via a calendar picker or manual update
NN/A
  • Default to the Programme start date but allow for editing via a calendar picker or manual update 
  • Date format DD/MM/YYYY 
  • Must be equal to or after the Programme start date
  • Must be before the Curriculum end date
  • Default to the Programme start date but allow for editing via a calendar picker or manual update 
  • Date format DD/MM/YYYY 
  • Must be equal to or after the Programme start date
  • Must be before the Curriculum end date

Valid date format required


Must be equal to or before the Programme start date

Must be before the Curriculum end date



68Curriculum End DateN/A
  • Auto populated after the Curriculum start date has been entered - will be Curriculum start date plus the duration of the curriculum
  • Editable
  • Date format DD/MM/YYYY
NN/A
  • Auto populated after the Curriculum start date has been entered - will be Curriculum start date plus the duration of the curriculum (tick)
  • Editable (tick)
  • Date format DD/MM/YYYY (tick)
  • Must be after the Curriculum start date
  • Auto populated after the Curriculum start date has been entered - will be Curriculum start date plus the duration of the curriculum (tick)
  • Editable (tick)
  • Date format DD/MM/YYYY (tick)
  • Must be after the Curriculum start date
Valid date format requiredNB: if curriculum end date is changed, the programme end date may change, depending on how many curricula are associated (latest end date)
69

NEW: Curriculum sub-type

TISDEV-3650 - Getting issue details... STATUS

See: TIS UI Fields - DropdownsN/A

  • Limit to drop down values
  • Autogenerated from Curriculum selected
  • Non-editable
  • Limit to drop down values
  • Autogenerated from Curriculum selected
  • Non-editable
N/A

70

NEW: Curriculum specialty

TISDEV-3650 - Getting issue details... STATUS

See: TIS UI Fields - DropdownsN/A

  • limit to drop down values
  • Autogenerated from Curriculum selected
  • Non-editable
  • Limit to drop down values
  • Autogenerated from Curriculum selected
  • Non-editable
N/A

PLACEMENTS: Post  TISDEV-4502 - Getting issue details... STATUS  /  TISDEV-4501 - Getting issue details... STATUS
69Post NumberN/A (Refer to Post list)
  • Drop down or smart search
  • limit to Posts within the same Programme as Trainee
Y
  • filter
  • Drop down or smart search
  • limit to Posts within the same Programme as Trainee  TISDEV-4414 - Getting issue details... STATUS
  • MANDATORY
  • Drop down or smart search 
  • limit to Posts within the same Programme as Trainee 
  • MANDATORY
N/AConfirm that this second bullet should be removed?
70Main Placement SpecialtySee: TIS UI Fields - Dropdowns
  • Drop down
Y
  • filter
  • Auto-populate specialty from Post
  • Editable
  • Limited to specialty within a Post
  • MANDATORY
  • Autopopulate specialty from Post
  • Editable
  • Limited to specialty within a Post
  • MANDATORY

Warn user where there is already a Trainee in the selected post

Warn user where there is a future planned placement for a Trainee in the selected post

Feedback was given that specialities should be limited to Post specialties, but decided that this can be overidden

  • New requirement: add all specialties to a Post (for e.g.)

71Other Placement  specialtiesSee: TIS UI Fields - Dropdowns
  • Drop down
NN/A
  • blank by default
  • Limited to specialty within a Post
  • blank by default
  • Limited to specialty within a Post
N/A

Not previously specified


72SiteSee: TIS UI Fields - Dropdowns
  • Drop down (taken from 'site' in the post record)
  • editable
Y
  • Filter
  • Autopopulate site from Post
  • Editable
  • Limited to site within a Post
  • MANDATORY
  • Autopopulate site from Post
  • Editable
  • Limited to site within a Post
  • MANDATORY
N/A

73Local post numberN/A
  • Read only
NN/A

No change

  • Read only
N/AThis should be read only as it is derived from Post
74GradeSee: TIS UI Fields - Dropdowns
  • Drop down (taken from 'other grades' in the post record)
  • Autogenerated from Post record
  • Editable from full grade list
Y
  • filter
  • Autopopulate grade from Post
  • Editable
  • Limited to grades within a Post
  • MANDATORY
  • Autopopulate grade from Post
  • Editable
  • Limited to grades within a Post
  • MANDATORY
N/A



75Owner
  • read only
  • derived from Post
Y

No change

  • read only
  • derived from Post
N/AThis should be read only as it is derived from Post

PLACEMENT: Location << needs to be renamed to "Period"  TISDEV-4417 - Getting issue details... STATUS  /  TISDEV-4503 - Getting issue details... STATUS  /  TISDEV-4504 - Getting issue details... STATUS

76Date fromN/A
  • Free text - or calendar picker
  • date format DD/MM/YYYY
NN/A

No change

TISDEV-4416 - Getting issue details... STATUS

  • start date must be before end date
  • MANDATORY
  • Free text - or calendar picker (tick)
  • date format DD/MM/YYYY (tick)
  • start date must be before end date
  • MANDATORY

Valid date required

Start date must be before end date

Can we also limit this to be contained by Programme duration? If so, this should be a warning
77Date toN/A
  • Free text - or calendar picker
  • date format DD/MM/YYYY
NN/A

No change 

TISDEV-4416 - Getting issue details... STATUS

  • start date must be before end date
  • MANDATORY
  • Free text - or calendar picker (tick)
  • date format DD/MM/YYYY (tick)
  • start date must be before end date
  • MANDATORY

Valid date required

Start date must be before end date

Can we also limit this to be contained by Programme duration? If so, this should be a warning
PLACEMENT: Placement  TISDEV-4505 - Getting issue details... STATUS  /  TISDEV-4506 - Getting issue details... STATUS
78Placement TypeSee: TIS UI Fields - Dropdowns
  • Drop down
Y
  • Filter
  • MANDATORY
  • Limit to drop down (tick)
  • MANDATORY
N/A

79Training description << moved to Placements: Post (TISDEV-4794)N/A
  • Free text
N/AN/A
  • Non-editable
  • Derived from Post
  • Non-editable
  • Derived from Post
N/A

Not  previously specified - why was this included?

Some local offices use this to describe in more detail the contents of the post e.g. a Trauma and Orthopaedics post can deliver foot and ankle surgery training, another can deliver hand and wrist training and another spinal surgery training etc. Important when managing placements.


80WTEN/A
  • Numerical
  • equal to, or less than 1

N/A
  • Numerical
  • equal to, or less than 1  TISDEV-4422 - Getting issue details... STATUS
  • To 2 decimal places
  • MANDATORY
  • Numerical (tick)
  • equal to, or less than 1 (tick)
  • To 2 decimal places
  • MANDATORY

Numerical values only

Value must be equal to, or less than 1



81StatusTIS UI Fields - Dropdowns
  • autodetermined based on dates
  • read only
NN/A

No change

  • autodetermined based on dates (tick)
  • read only (tick)
N/A



82Educational SupervisorN/A
  • drop down
NN/A

  • Drop down

  • Add multiple

  • Restrict to people with the role containing “Educational Supervisor”

  • Drop down

  • Add multiple

  • Restrict to people with the role containing “Educational Supervisor”

N/A

Future requirements to be discussed:

  • Roles need a tidy up and consolidation so that educational / clinical supervisors can be distinguished
  • Restrict to supervisors who are currently approved

83Clinical SupervisorN/A
  • drop down
NN/A

  • Drop down

  • Add multiple

  • Restrict to people with the role containing “Clinical Supervisor”

  • Drop down

  • Add multiple

  • Restrict to people with the role containing “Clinical Supervisor”

N/A

Future requirements to be discussed:

  • Roles need a tidy up and consolidation so that educational / clinical supervisors can be distinguished
  • Restrict to supervisors who are currently approved

ASSESSMENT  TISDEV-4507 - Getting issue details... STATUS  /  TISDEV-4508 - Getting issue details... STATUS
84Curriculum assessedN/ARead only - derived from assessmentNN/ANo changeRead only - derived from assessment (tick)N/A

85Review dateN/ARead only - derived from assessmentNN/ANo changeRead only - derived from assessment (tick)N/A

86OutcomeN/ARead only - derived from assessmentNN/ANo change

Read only - derived from assessment (tick)

N/A

85Period assessed fromN/ARead only - derived from assessmentNN/ANo changeRead only - derived from assessment (tick)N/A

86Period assessed toN/ARead only - derived from assessmentNN/ANo change

Read only - derived from assessment (tick)

N/A

ASSOCIATIONS  (trainer records only) POST MVP
87Programme Name
  • smart search drop down
  • editable







88Programme Number 
  • smart search drop down
  • editable







89Trainee Name 
  • autopopulated
  • derived from educational supervisor assignment or clinical supervisor assignment
  • click through to Trainee record 
  • MANDATORY if populated 







90Site Name 
  • smart search drop down
  • editable







91Site Number
  • smart search drop down
  • editable







92Trust Name 
  • smart search drop down
  • editable







92Trust Number 
  • smart search drop down
  • editable







93Education Group 
  • smart search drop down
  • editable







94Placement - Post Number 
  • autopopulated
  • derived from placements
  • MANDATORY if populated 







95Placement - Trainee Name
  • autopopulated
  • derived from placements
  • MANDATORY if populated 







96 Placement - Site 
  • autopopulated
  • derived from placements
  • MANDATORY if populated 







97 Placement - Start Date 
  • autopopulated
  • derived from placements
  • MANDATORY if populated 







98Placement - End Date 
  • autopopulated
  • derived from placements
  • MANDATORY if populated 







Associated Trainers & Schools (as part of the Site Reference Table - this is an additional field) POST MVP
N/ATrainer Name 
  • autopopulated from "Associations" (as detailed above)
  • list
  • ability to click through to trainer record on click
  • ability to remove trainer from list









  • No labels

Slack: https://hee-nhs-tis.slack.com/
Jira issues: https://hee-tis.atlassian.net/issues/?filter=14213