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The table below is a collection of requirements, considerations, must have's and must not's, process, features and functionality gathered from workshops with Trainee doctors for the 'Trainee Application'.

Workshop(s) feedback ordered by most recent date

Birmingham: Trainee workshop 17/05/19

Attendees

Ann Paraiso: ann.paraiso@nhs.net
Anuradha Kumar: anuradhakumar@doctors.org.uk
Clara Obanor: ncobanor@gmail.com
Damilola Ogunrinde morounkejidamilola.ogunrinde@nhs.net
Diana Aguirre: d.aguirre@nhs.net
Leman Mutlu: lemanmutlu@doctors.org.uk
Muhamed Aslam Khan: drmkaslam@gmail.com
Nidhi Gupta: nidhigupta@doctors.net.uk
Olayinka Kowobari: olayinkaaiki@yahoo.com
Saadia Afzal: saadiaafzal79@gmail.com
Shazia Zara Jaulim: s.zara.jaulim@gmail.com

User Groups with accessibility considerations (We worked through their user group and created personas around accessibility and colleagues with disabilities, so to think around those edge cases as well as your 'tech-savvy able-bodied' trainee Dr) 

Junior DoctorsOccupational HealthMedical StudentsNew ConsultantsFoundations DoctorsPublic Health TraineesAdminsLead EmployerEducational SupervisorsHR
  • Language barriers
  • Dexterity issues and disabilities
  • No tech experience
  • Read-only
  • Read-only
  • Personal information needs to be editable
  • Forms
  • Read-only
  • Personal information needs to be editable
  • Forms
Need to investigate if this syncs with e-portfolio and their needs
  • Read-only
  • Personal information needs to be editable
  • Forms
  • Full access
  • Bi-directional information updates
  • Read-only
  • Bi-directional information updates
  • Read-only
  • Bi-directional information updates
  • Read-only
  • Bi-directional information updates

User Personas

DetailsPersona
NameBarack Obama
RoleTrainee in NHS
BasedRoyal Stoke Hospital, Stoke-on-Trent
Background
  • International Med Graduate
  • Did MBBS in 2010 in China
  • Worked for WHO for 5 years in different parts of the world
  • Loves food
Tech stories
  • Basic skills
  • Not a social media user
NeedsConcernsTasks
  • Some language support around different dialects and accents
  • Understanding academic and professional cultural differences
  • Help with exams and training
  • An alternate form of evidence of competencies previously achieved
  • Being judged and misunderstood
  • Missing information in the conversation
  • Regarding communication and information governance
  • Being unaware of systems in general and expecting to know how to use them
  • Complaints and how to deal with them
  • Using the app at work
  • Home address
  • Ward rounds
  • On Calls
  • Clinics
  • Training & Teaching responsibilities
  • Update portfolio and engage with ES/CS
NameMibo Smith
RoleEducational Supervisor
BasedCoventry
Background
  • Specialty is Neurology
  • Born in Germany so English second language
  • Very efficient
  • A hobby is trekking and hiking
  • Cycles to work
  • Special interest in CID
Tech storiesGood typing speed and uses their smartphone a lot
NeedsConcernsTasks
  • Access to the trainee(s)
  • Formal and informal updates by trainees
  • To know what the trainee needs
  • To be actively involved in trainees progress
  • For a trainee to know when he uses the app or updates something for them
  • Must be easy to use
  • To have a good back up system
  • Password support
  • Doesn't want a repetitive system
  • Can access calendars and forms 
  • Allows the trainees to communicate through the app
  • To complete forms on time
  • To be aware of my trainee's needs
  • To ensure my trainees succeed
  • To ensure the trainee is working according to contract
NameSue Smith
RoleHR/Manager
BasedBI Birmingham
Background
  • Working-class
  • Clubbing 
  • HR Business studies
Tech storiesMobile and computer use daily, at home very social on media
NeedsConcernsTasks
  • Team HR Personel
  • Office/hot desking
  • Electronic devices
  • Charging points
  • Access to employee data
  • Regular cups of tea
  • Rest breaks
  • Complaints
  • Deadlines
  • Cost putting
  • Changes to contracts
  • No toilet access nearby
  • Sedentary job
  • Does my lipstick need touching up
  • Communication
  • Engagement
  • Complete deadlines
  • Audit
  • Complex paperwork
NameProfessor Green
RoleARCP Panel (External assessor)
BasedWest Midlands
Background
  • Ph.D. in Plant biology
Tech stories
  • Single finger typist
  • Prefers paper forms, folders, and binders
  • Does not own a smartphone
NeedsConcernsTasks
  • Access to portfolio
  • Understanding curriculum and ARCP requirements
  • Knowledge of trainees needs and of the specialty
  • Computer crashing
  • Forgetting password
  • Unable to find the relevant information
  • Difficult Trainee
  • Reviews Trainees portfolio
  • Meets other members of the Panel
  • Gives a verdict

Manchester workshop feedback from Trainees

FeatureElementInteractionCommentsActions
ConcernsResponsibility
  • Ownership
  • Approvals
  • Signatures
  • Accountability
Who is responsible for the application when it comes to process and interactions. If the Admins send something, can we confirm in the application it e=was done, will there be transparency and clear messaging around responsibilities.We need to ensure that messaging is clear, on and off boarding is clear and who is responsible for what

LanguageCommsWe need to ensure that the coms are accurate around the process for each area of the application. The Trainees find that the language for some process and requirements can be quite confusing. Think about users with language needs and ensure this is VERY SIMPLEConsider accessibility standards and try to ensure that we keep things in plain English with help areas if needed

PrivacyGDPR & AccessThey need assurance that nobody will be able to view their interactions, especially around forums and conversations/groupsWe must have a clear understanding of privacy and the issues we face with the app. We must have comms in place to assure users

DuplicatesMultiple systemsIf this Application is another system that the Trainees have to use as well as existing systems they would prefer to leave this out. If the solution actually streamlines the current issue with duplicating data efforts on multiple platforms, they think it would be a good ideaAny part of this proposed application that adds to the process should be removed/read-only. An example is ESR, if they have to update their personal details in the App and ESR, do not bother having this in the App
Profile


Personal details

Interactive/Read-only

  • Contact details
  • Change of address
  • Emails (Personal and work)
  • Record details
  • Placements
  • Courses & Training completed

They asked for their profile to include any of the 'important' information about them, for them to use and share with others. A quick stop place to find out about their past details and current/future commitments and interactions. 

One place for them to update all details around their profile as a Doctor in training

  • Emails
  • Addresses


We need to make sure that the Calendar works well, and is synced similar to say 0365 Calendar and scheduling work
Assessments

ARCP

  • Info
  • Process
  • Status
  • Forms
  • ARCP Documents with all relevant info
  • Time-line for the status of ARCP (Royal college has an example of this)
This is a priority for business too
ConcernResponsibility

Who is responsible for what in the process and can this be clear in the App

We need to ensure that messaging around ownership and responsibilities is clear
Forms

Form A-B
  • Interactive
  • Auto-populates
  • Checklist
  • Review
  • Process
  • Automatic reference
  • Notifications

They would like the process and information round Form-R to be digitalized and improved, we can help with the process and make sure that things do not get missed/comms are regular and notifications are simple around the status of their ARCP and Form R

Checklist and color coding, to make things easier to work through, also status feedback and giving the users insight as to how long things take

This is a business priority
GMC SurveyAutomatic referenceThey have asked is this possibleWe can investigate this
Comms and process
  • Information
  • Links
They would like actual info on what all the forms are for and where to find themThis is a business priority
Courses & Training
  • Career options
  • Comms around options for all trainees
  • Mandatory Training
  • Uploading documents
  • Info
  • Links

They would like general info and comms around corses and training to be easily accessible. They would like access to all this in the App to be it through links to forms they need to fill out, events they can register for or training they must take


They often have to upload their pictures/docs for courses so can this also be easy to implement when they need it


We can investigate this and how we can pull this info together and 'Filter it' for users needs
Information







Leave tracker
  • Interactive
  • Links
  • Updates
They would like some kind of tracker that monitors their leave and lets them know what they have availableWe can investigate this
CCT CalculatorInteractiveThey feel this would be very usefulWe can investigate this
No portfolio
  • Info
  • Accessibility
They have talked about the trainees who often come from overseas and have no portfolio, what do they need to know/do?We can help with this
CommsInfoGeneral comms to trainees should be a part of the App. All the info they needWe can help with this
Access to other sites
  • Links
  • Info
They have a number of websites they use for information, we can look into linking to these or syncing the informationWe can help with this
Mandatory training
  • Links
  • Info
They would like their Mandatory training to be easy to access through the appWe can help with this
Pensions
  • Links
  • Info
Pension schemes and infoWe can help with this
Leave
  • Forms
  • Links
  • Info
They have asked about information and support for different leave and some info around how they do thisThis ties into other areas
PoliciesInfoThey would like access to the policies they have set for their training and things like sick leaveWe can help with this
Systems and processInfoThey would like to know about each system they have to use, and why they need to use it. They are often just given logins with no explanation as to what its really for or why they have to do thingsWe can help with this
System syncing
  • ESR
  • e-portfolio
  • websites
  • Training & events
  • Links
  • Information
  • No-duplicates
They would like to have all their e-portfolio/ESR and other systems they use to update and feed into the App live/real-timeWe need to ensure the app streamlines process does not create new issues/duplicates
CV
  • Core training
  • e-portfolio
  • University
  • Links
  • Info
They would like to ensure that the information in this App and any other system is All-inclusive to other areas of their training, around e-portfolio, core-training, university information etc, this will help to make this a CVWe can investigate this but not sure how we may sync these. It may be a case we can pull some info through and they can add any they want to have in the app
Access
  • Core Trainers
  • Supervisors
  • Admins
  • Lead Employer
  • Information
  • Interactive
We need to ensure that the relevant people have access to this information at the right time. So not to cause blockers in processVery important we do not cause any issues to access to vital information, equally making sure that some information remains private
Support


Pastoral care
  • Information
  • Links
The Trainees would like to have information around the support they can receive We may want to look into the different types of support offered with links to specific options and some information around what those support systems offer
Specialty Groups
  • Information
  • Links
Some trainees are in very small specialty groups and have little access or knowledge of others in that same situation, so a list of groups would be very usefulThere are some existing groups for some specialties which we may be able to link in the app. Or we may also wish to give the trainees the ability to set up groups within the application
MentoringAccess and contactsThey would like to have the ability to find or become mentors to others who may need/seek helpWe need to investigate this
Forum
  • Live chat
  • Groups
  • Messages
  • Links
  • Specialty filtering
They feel that being able to talk to others in similar situations would be very useful. We need to give them levels of control but also help with messaging around what different forums are for?We can look into this
SignpostingCommsThey want the App to be easy to use with clear signposting around the support and different ways to access this information or interactionWe can look into this
Daily MantraInfoThey said it would be nice to have updates form HEE and a way to keep up on news, maybe even tie in HEE Connect or Alerts and have some fun message/daily bit of wisdomKeep this personal, make it human
Notifications



ARCPAlertsThey would like to have 'Timer alerts' around their ARCP to let them know when they need to do somethingWe will need to look into each type of notification and how that works, be it 'to inform' or to 'accept/decline' or to link to something in particular
FiltersManaging notificationsThey would like some level of control over the notifications (not mandatory) and being able to choose what they receive them for We can look into how we set these up and have some settings
ExpensesRead-onlyThey would like a way to know that their expenses have been actioned by a notificationWe need to investigate if this is possible
LeaveRead-onlyThey would like to know when leave has been accepted or declinedWe need to investigate if this is possible
Admin setting Dates
  • Read-only
  • Links
They would like to have some way of Admins notifying them around dates for specific tasks/training or if there is something important they need to know or doWe need to work out what the Admins may wish to notify them about and how that may interact with the Trainees in the app
Other


All contentArchiveThe trainees have asked for all the records to be archived with them able to access this over a say, 5 year period once they finish trainingWe need to understand how this might work, be it, package up their records and have them on a server somewhere? Or send to them via email once they finish?
Procedure logAuditThey would like to see a procedure log of all the things they have done, and applied for, almost like an Audit trailThis may not be viable but we can investigate
LogbookDigital input and reviewThis could be a valuable piece of functionality where they treat the app as a diary around their activities and tasks that link to Trainers and gets approved when needed.Not sure if we can do this but worth looking into
CompetenciesCommsThey would like the comms around their competencies to be clear and transparent so they understand what is going on, and what they need to potentially doWe need to try to ensure that there is a clear line of comms and updates in the process around the trainees competencies





User stories created by Trainees at the Manchester workshop

We asked the trainees to prioritize their top 3 feature requests/functionality which they had added to the wall with Post-its. We then asked them to take these Post-its and write User Stories based on the template we provided to help them to firstly prioritize an MVP and to also establish the value in this choice.

'As a''I want to''So that'
Trainee
  • Useful contacts
  • Referral pathways
  • One forum to address all my needs
  • Records of my information/forms
  • I remain updated
  • Save time
  • Reduce duplications
  • Smooth transition to my next rotation
West Midlands Pediatric TraineeA centralized online process with all information in one place that I update and HR and any Trust can accessI don't have to waste half my day every 6 months filling in the same paper forms
TraineeFill in all necessary forms (Form R, LFT, Applications) and all my personal info in one placeI Don't need to duplicate paperwork every time I change rotation or go to ARCP
Trainee
  • More help with my portfolio curriculum development
  • Have information and resources easily accessible through the app
  • More help and advice and support regarding sorting financial matters
  • A centralized system so that we don't have to upload and present the same information every time we change out
I am able to manage my paperwork, schedule, and workload efficiently
Traineehave an App that has all my mandatory training forms, occupational health, DBS & Medical staffing forms in one place It will reduce the repetition each time I rotate trusts as all HR will have access






Workshop photos and video

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