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Placements - Field Validation
Groupings should be as follows:
- Trainee Name (1) & National Post Number (2) as title
- Location: (3) - (6)
- Programme: (7) - (10)
- Status: (11) - (15)
| Field Sequence | Field name (V10) | DR field | Reference table | Example value | Other fields available in DR | Type (free text, drop down, check box) & Interaction | Mandatory (Y/N) | Validation / Error Messaging | Filter (Y/N) | Search (Y/N) | Sort (Y/N) | List (S) / Detail (D) | Notes |
| 1 | Trainee Name |
| Y | ONLY APPLICABLE IN PLACEMENT MANAGER | |||||||||
| 2 | National Post Number | EOE/RGT00/030/STR/001 |
| Y | Must be a post that already exists. | N | N | ||||||
| 12 | Status | Past/Current/Future |
| Y | derived | ||||||||
| 6 | Site | Site | Addenbrookes Hospital |
| Y | derived | |||||||
| 13 | Managing Local Team Change to "Owner" | HEEOE |
| Y | derived | ||||||||
| 7 | Grade | Grade | ST1 |
| Y | derived but can be overwritten | |||||||
| 8 | Specialty | Specialty | Cardiology |
| Y |
| |||||||
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| ||||||||||||
| 3 | Date From (START DATE) |
| Y | date from must be before the date to. | |||||||||
| 4 | Date To (END DATE) |
| Y | date to must be after date from | |||||||||
| 11 | Placement Type | Placement Type | Sick Leave |
| Y | restricted to options from placement type ref table | |||||||
| 5 | Whole Time Equivalent | 0.6 |
| Y | must be a number between 0 and 1, Default value = 1 | ||||||||
| 10 | Clinical Supervisor | Randy Jacobs |
| N | must be a clinical supervisor | Need historical info | |||||||
| 10A | Educational Supervisor | Brian Boomsuckle |
| N | must be an educational supevsior | Need historical info Should be placed alongside Clinical Supervisor | |||||||
| 15 | Training Description |
| N | N/A | |||||||||
| 14 | Local Post Number | derived from post |
| N | N/A | ||||||||
| |||||||||||||
| 16 | Added Date | N/A | DD/MM/YYYY | - |
| Y |
| ||||||
| 17 | Amended Date | N/A | DD/MM/YYYY | - |
| Y |
| ||||||
| 18 | Comments | vwPlacement: Comments | N/A |
| N | - | - | - | - |
Placements - Bulk Import Validations
| Column Heading | Add/Update/Matching Criteria | Mandatory | Rules |
|---|---|---|---|
| Surname* | Matching Criteria | Yes | Must match exactly the Surname a Current or Inactive Person record on TIS |
| GMC Number | Matching Criteria | Yes (unless GDC number or Public Health number has been entered) | Accepted value is 7 digits. Must match exactly the GMC Number of a Current or Inactive Person record on TIS. The Surname, Forenames and GMC number for each row must match exactly a single TIS person record |
| GDC Number | Matching Criteria | Either a GMC number, GDC number or Public Health number must be entered | Must match exactly the GDC Number of a Current or Inactive Person record on TIS. The Surname, Forenames and GDC number for each row must match exactly a single TIS person record |
| Public Health Number | Matching Criteria | Either a GMC number, GDC number or Public Health number must be entered | Must match exactly the Public Health Number of a Current or Inactive Person record on TIS. The Surname, Forenames and Public Health number for each row must match exactly a single TIS person record |
| National Post Number* | Matching Criteria | Yes | Must match exactly the National Post Number of a Current or Inactive Post on TIS. Ingore Post with a status of DELETE In an placement update scenario, Date From and Date to should match to the dates on the person record against the existing matching NPN. You can't update dates using the placement import. Dates can only be updated manually in the system. If you take dates out of the matching criteria then there is no way of knowing which placement you want to update as people can have many placements in the same site. In an Add scenario, i.e. where a placement is being added to a person, the values on the template will be inserted to person records. |
| Date From* | Matching Criteria/Add | Yes | Format must be dd/mm/yyyy. Date from must be before date to |
| Date To* | Matching Criteria/Add | Yes | Format must be dd/mm/yyyy. Date from must be before date to |
| Placement Type* | Update | Yes | Accepted values should match to one of the Placement type reference table |
| Placement Status* | Update | Remove as this get automatically populated based on the dates entered | |
| Site* | Update | Yes | Accepted values should match to one of the CURRENT SiteKnownAs values Site reference table |
| Other Sites | Update (replace all existing values) | No |
TISNEW-2899 - Getting issue details... STATUS |
| WTE* | Update | Yes | Accepted values should match to those that are deemed valid from the FE i.e. any number between 0 and 1 inclusve. |
| Grade* | Update | Yes | Accepted values should match to one of the Grade reference table |
| Specialty1* | Update | Yes - TISNEW-1860 - Getting issue details... STATUS | Accepted values should match to one of the Specialty reference table |
| Specialty2 | Update | Accepted values should match to one of the Specialty reference table | |
| Specialty3 | Update | Accepted values should match to one of the Specialty reference table | |
| Clinical Supervisor | Update | No | |
| Educational Supervisor | Update | No | TISDEV-4458 |
| Comments | Update | No | TISDEV-4692 |
Placements - Bulk Update using TIS_Placement_IDs validations
TISNEW-196 - Getting issue details... STATUS
| Column Heading | Add/Update/Matching Criteria | Mandatory | Rules | Applicable for Update (Y/N) |
|---|---|---|---|---|
| TIS_Placement_ID* | Matching Criteria | Yes | Must match exactly to an Existing PlacementID on TIS. | Y |
| Intrepid_Placement_ID | Update | No | Must match an existing Intrepid_Placement_ID in Intrepid. (Extraction process handled outside of TIS) If there is an Intrepid_Placement_ID value already held on TIS, but a value has been specified on the template, then the import should ignore and throw an error. | Y |
| National Post Number | Update | No | Must match exactly the National Post Number of a Current or Inactive Post on TIS. | Y |
| Date From | Update | No | Format must be dd/mm/yyyy. Date from must be before date to | Y |
| Date To | Update | No | Format must be dd/mm/yyyy. Date from must be before date to | Y |
| Placement Type | Update | No | Accepted values should match to one of the Placement type reference table | Y |
| Site | Update | No | Accepted values should match to one of the CURRENT SiteKnownAs values from Site reference table | Y |
| Other Sites | Update (replace all existing values) | No |
TISNEW-2899 - Getting issue details... STATUS | |
| WTE | Update | No | Accepted values should match to those that are deemed valid from the FE i.e. any number between 0 and 1 inclusve. | Y |
| Grade | Update | No | Accepted values should match to one of the Grade reference table | Y |
| Specialty1 | Update | No | Accepted values should match to one of the Specialty reference table | Y |
| Specialty2 | Update | No | Accepted values should match to one of the Specialty reference table | Y |
| Specialty3 | Update | No | Accepted values should match to one of the Specialty reference table | Y |
| Clinical Supervisor | Update | No | TISDEV-4458 Accepted value is the registration numbers of the Clinical Supervisors. | Y |
| Educational Supervisor | Update | No | TISDEV-4458 Accepted value is the registration numbers of the Educational Supervisors. | Y |
| Comments | Update | No | TISDEV-4692 Freetext accepted. | Y |
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