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Background

Trainers can be assigned to Programmes, Sites and Trusts

  • to support trainee record managment
  • to support reporting


This should form a new sub-section within a person record "Associations"


Programmes

  • Trainers can be assigned to multiple programmes
  • These Trainers will then be available to be assigned to a trainee (if they have a status of "current") as either a clinical or educational supervisor
  • Trainer records should show all Trainees assigned to a particular trainer


Placements

  • Trainers will be assigned to Trainees as Supervisors
  • Trainer records should display all placements & trainees currently assigned


Sites

  • Trainers can have multiple sites against their record
  • Site linkage means that TBC


Trusts

  • Trainers can be assigned to multiple Trusts


MVP Scope

  • Assign Programme to Trainer Person Record
  • Assign Site to Trainer Person Record
  • Assign Trust to Trainer Person Record
  • View/Edit Trainers  by Site


Field Validation

NB: These are new fields to be added to existing records

OrderField name (V10)DR fieldReference tableExample valueOther fields available in DRType (free text, drop down, check box) & InteractionMandatory (Y/N)Validation / Error MessagingFilter (Y/N)Search (Y/N)Sort (Y/N)List (S) / Detail (D)NotesDelete (Y / N)
Associations
1Programme Name



  • smart search drop down
  • editable
N






2Programme Number



  • smart search drop down
  • editable
N






3Site Name



  • smart search drop down
  • editable
N






4Site Number



  • smart search drop down
  • editable
N






5Trust Name



  • smart search drop down
  • editable
N






6Trust Number



  • smart search drop down
  • editable
N






7Placement - Post Number



  • autopopulated
  • derived from placements
N






8Placement - Trainee Name



  • autopopulated
  • derived from placements
N






9Placement - Site



  • autopopulated
  • derived from placements
N






Associated Trainers (as part of the Site Reference Table - this is an additional field)
N/A Trainer Name



  • autopopulated from "Associations" (as detailed above)
  • list
  • ability to click through to trainer record on click
  • ability to remove trainer from list
N





















Scenarios

ProcessTR-1 Assign/remove Programmes to Trainer Person RecordComments
DescriptionAdmin can assign a programme or multiple progammes to a Trainer person record
ActorsHEE Admin
Pre-ConditionsTrainer record must be either in creation or already created
Post-Conditions

Programmes assigned to Trainer record

Trainer can be made available to select to trainees within that programme


Process Steps
  1. Navigate to person record or create person
  2. Enter relevant details to create person (Optional if in create journey)
  3. Select to add Programme
  4. Enter Programme name or number
  5. Autopopulates
  6. Repeat steps 3, 4 & 5 (optional)
  7. Save
  8. Programme is associated with Trainer
(IO) Does any other detail need to be entered here?
Alternative ProcessPP4 - View/Edit Peron (People - Scenarios)
Rules
  • at least 3 characters of name or number must be entered
  • each one can only be entered once
  • only current programmes selectable

JIRA Links TISDEV-3244 - Getting issue details... STATUS
Audit Log
  • changes made
  • when
  • who by

ProcessTR-2 Assign Site to Trainer RecordComments
DescriptionAdmin can assign a site or multiple sites to a Trainer person record
ActorsHEE Admin
Pre-ConditionsTrainer record must be either in creation or already created
Post-Conditions

Sites assigned to Trainer record


Process Steps
  1. Navigate to person record or create person
  2. Enter relevant details to create person (Optional if in create journey)
  3. Select to add Sites
  4. Enter Programme name or number
  5. Repeat steps 3 & 4 (optional)
  6. Save
  7. Site is associated with Trainer

Alternative Process

TR-4 View/Edit Trainers against Site Record

PP4 - View/Edit Peron (People - Scenarios)


Rules
  • at least 3 characters of name must be entered
  • each one can only be entered once
  • only current sites selectable

Jira Links TISDEV-3240 - Getting issue details... STATUS
Audit Log
  • changes made
  • when
  • who by

ProcessTR-3 Assign Trust to Trainer RecordComments
DescriptionAdmin can assign a trust or multiple trusts to a Trainer person record
ActorsHEE Admin
Pre-ConditionsTrainer record must be either in creation or already created
Post-ConditionsSites assigned to Trainer record
Process Steps
  1. Navigate to person record or create person
  2. Enter relevant details to create person (Optional if in create journey)
  3. Select to add Trusts
  4. Enter Programme name or number
  5. Repeat steps 3 & 4 (optional)
  6. Save
  7. Programme is associated with Trainer

Alternative ProcessPP4 - View/Edit Peron (People - Scenarios)
Rules
  • at least 3 characters of name must be entered
  • each one can only be entered once
  • only current Trusts selectable

Jira Links TISDEV-3378 - Getting issue details... STATUS
Audit Log
  • changes made
  • when
  • who by

ProcessTr-4 View/Edit Trainers against Site RecordComments
DescriptionAdmin can view all trainers assigned to a site within the site reference table
ActorsHEE Admin
Pre-ConditionsTrainer record must be already created
Post-ConditionsAdmin views/edits trainers against a site in one go
Process Steps
  1. navigate to site reference table
  2. select site
  3. view and edit as appropriate
  4. save
  5. close

Alternative ProcessPP4 - View/Edit Peron (People - Scenarios)
Rules
  • user should be able to click through to Person record from list

Jira Links TISDEV-3241 - Getting issue details... STATUS
Audit Log
  • What changes mde
  • When
  • Who by


  • No labels

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