Scope
- Ability to bulk import people via spreadsheet
- Ability to manage oriel import of trainees before bulk creating/committing them into TIS
Bulk import scenarios
Process Name | PP6 - Bulk Upload of People | Comments |
|---|---|---|
| Description | A user should be able to add a list of individuals to create multiple person records in one go | |
| Actors | Local office admin | |
| Pre-conditions | Logged in Authorised User | |
| Post-conditions | Searched for person in entire database | |
| Process steps |
| From People - Field Validation (when creating a person record only the fields in Personal and Contact and (for a trainee) Programme are required) Fields People - Field Validation has a spreadsheet (bottom of page) that shows the fields |
| Alternative flow | PP5 - Create person (single) | |
| Rules | Error: this GMC/GDC/Public Health number is already held by a person on this database Error: mandatory fields not completed | Error message appears to let the operator know what the reasons for non import are. The errors should be corrected on the import spreadsheet before the import function is tried again. It is possible to select records to be imported if some of the records are correct but the best course of action is to correct all inaccuracies and import the entire spreadsheet in one go. The total number of records that have been imported is shown to the operator. Mandatory fields should be defined on the import spreadsheet to avoid the non import of records. |
| JIRA Reference | TIS-642 | |
| Audit Log | Who created the people record and when | Log changes to any of the field values and when and who made the changes. Visually presented to all |
Process Name | PP7 - Manage Oriel Import of Trainees | Comments |
|---|---|---|
| Description | Users should be able to view a summary of recently imported trainee person records and edit the contents of each one | Note of caution - the reference data in Oriel does not always match the values in Intrepid. i.e. For the specialty if the Oriel value is "General Medicine" and the Intrepid value is "General (internal) Medicine", this data will not be updated automatically. This is the same for all reference data such as Title, Country, Grade, NTN, Nationality, etc. Trainees may already exist on the Intrepid and therefore the existing record will be update |
| Actors | Local office admin | |
| Pre-conditions | Logged in Authorised User | |
| Post-conditions | ||
| Process steps |
| How do you currently view/edit import errors? Joanne Watson (Unlicensed) Need to check this with colleagues who use the Oriel import |
| Alternative flow | PP6-Bulk upload of People | |
| Rules |
| Where mandatory fields are not completed at time of import suggest a quality dashboard/data extract be produced to indicate the missing values in each person record |
| JIRA Reference | TIS-715 | |
| Audit Log | Who created the people record and when | Log changes to any of the field values and when and who made the changes. Visually presented to all |
For discussion and assumptions
| # | Question | Comments | Owner |
|---|---|---|---|
| 1 | Where do you envisage the Oriel Bulk import navigation to be? | ||
| 2 | How do you envisage the data manipulation page of the oriel import to be like before creating them on TIS and what fields Should be made available on that page? | ||
| 3 | What are the necessary validation rules for bulk import? | ||
| 4 | Should TIS allow more than one trainees with the same GMC/GDC/PH number to be created within TIS? If not, then editing of 2 records on TIS to have the same GMC number should also not be allowed. | ||
| 5 | Should the interface where you do the data manipulation allow records/rows that pass validation to be created even though the lot may have rows that fail validation? | ||
| 6 | What are the filters that should be available on the import interface to facilitate the import? E.g. improt by Local Office, or Programme. | ||
| 7 | Are the programmes created on intrepid ahead of the trainees being imported from Oriel? | So that the admin can then choose a Programme to import trainees against. | |
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