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Background

Trainers can be assigned to "Educational Groups" within a Programme, in order to

  • make a large group more manageable
  • support reporting purposes for 


NB:

  • a school is an overarching feature of a group of similar programmes e.g. Medicine
  • particular to each local office, no national school
  • managed by Chief Programme Director
    • each Programme has a Programme Director


Once groupings are created, Trainers (only) can be assigned as a non-mandatory field against their person record only << To be confirmed

Each group can have multiple Trainers and a single Head of School associated with it. << To be confirmed

A Trainer can only be assigned to a single Educational Group << To be confirmed

Only current groups are relevant, no historical data is to be displayed in TIS << To be confirmed

Existing groups need to be displayed in the TIS, as well as newly created ones << to be confirmed


MVP Scope

  • Create Educational Group
  • ViewEdit Educational Group
  • Remove Educational Group
  • Assign Trainers to Educational Group


Field Validation

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)
 1Education Group Name    
  • free text
  • 25 characters max
  • editable
 N
  • max characters reached
  • name is already in use
      
2 Programme Name    
  • smart search / drop down
  • select one
Y - if field 1 entered
  • must be populated
      
3 Programme Number    
  • autopopulated (derived from Programme name)
  • read only
Y - if field 1 entered
  • must be populated
      
4 Status    
  • drop down
    • current
    • inactive
  • editable
Y - if field 1 entered
  • must be populated
      
5 Start    
  • calendar picker
  • editable
 Y - if field 1 entered
  • must be populated
  • must be today or before today if current
      
6End



  • calendar picker
  • editable
Y - if field 1 entered
  • must be populated
  • must be today or future if current






7School



  • smart search / drop down
  • editable
Y - if field 1 entered
  • must be populated






8Head of School



  • free text 
  • 50 characters max
  • editable
Y - if field 1 entered
  • must be populated






9Assigned Trainers



  • autopopulated list
  • read only
  • names of assigned trainers (current only)
Y
  • derived from assignment via Trainer person record








Scenarios

Process

EG-1 Create Education Group

Comment
DescriptionUser creates the Education Group so that it can be used elsewhere in TIS
ActorsHEE Admin
Pre-Conditions

Programmes must be defined

User must have appropriate access


Post ConditionsEducation Group created and available to be assigned to People
Process Steps
  1. Navigate to reference data space
  2. Select to create new Education Group
  3. Enter all mandatory fields
    1. Education Group name
    2. Programme name
    3. Programme number (autopopulated)
    4. Status (current / inactive)
    5. Start Date
    6. End Date
    7. School
    8. Head of School
  4. Save
  5. New Education Group is available across TIS

Alternative FlowN/A
Rules
  • name is free text
  • limit to 25 characters
  • must be unique to Education Groups

JIRA Reference

TISDEV-3245 - Getting issue details... STATUS


Audit Log
  • Create record - who / when

ProcessEG-2  View/Edit Education GroupComment
DescriptionUser should be able to view and make edits to existing Education Groups 
Actors

HEE Admin

TIS Admin


Pre-Conditinos

Education Group must be defined

User must have appropriate access


Post ConditionsChanges saved to already created Rotation
Process Steps
  1. Navigate to reference data space
  2. Select Education Group to edit
  3. Select field to be edited
  4. Make changes
  5. Save

Alternative FlowEG-3 Remove Education Group
Rules
  • Changes can only be made to name, programme name, start/end dates, status and head of school
  • Display warning message displayed to warn user of potential impact to previously/already linked Programmes, Trainers

JIRA Reference TISDEV-3379 - Getting issue details... STATUS
Audit Log
  • Edit record - who/when

Process

EG-3 Remove Education Group

Comment
DescriptionUser should be able to remove a Education Group
Actors

HEE Admin

TIS Admin


Pre-Conditions

Education Group must be defined

User must have appropriate access


Post-Conditions

Education Group removed from Reference Table

Education Group field shows as blank in Trainer records


Process Steps
  1. Navigate to Education Group reference data space
  2. Select Education Group to be edited
  3. Select field to be edited
  4. Change status to inactive
  5. Save

Alternative FlowEG-2  ViewEdit Educational Group
Rules
  • Remove display of Education Group label within records where applicable
  • Dispay warning message where  Education Group is linked

JIRA Reference TISDEV-3380 - Getting issue details... STATUS
Audit Log
  • Delete record - who/when

Description

EG-4 Assign Trainers to Educational Group

Comments
DescriptionUser can link a Education Group to a Trainer
ActorsHEE Admin
Pre-ConditionsTrainer record does not contain a link to desired Education Group 
Post-ConditionsRecord contains a link to desired Education Group
Process Steps
  1. Navigate to trainer record
  2. Select Education Group from drop down
  3. Save record
  4. Display Education Group against record

Alternative FlowN/A
Rules
  • Only one education group can be selected per record
  • Historical view diplayed via audit log only
  • Only current education groups can be selected

JIRA Reference TISDEV-3246 - Getting issue details... STATUS
Audit Log
  • add group - who when
  • edit group - who/when

ProcessEG-5 Edit an Education Group from a Trainer
DescriptionUser can unlink an Education Group from a Trainer
ActorsHEE Admin
Pre-ConditionsTrainer record contains a link to desired Education Group
Post-ConditionsRecord no longer contains a link to desired Education Group
Process Steps
  1. Navigate to record
  2. Select new rotation or blank from drop down
  3. Save record
  4. Display new rotation or blank grouping against record

Alternative FlowN/A
Rules
  • Only one education group can be selected per record
  • Historical view diplayed via audit log only
  • Only current education groups can be selected

JIRA Reference
TISDEV-3246 - Getting issue details... STATUS

Audit Log
  • remove group - who when

For discussion

#QuestionCommentOwner
1How many times can a single trainer be ssigned to multiple groups?

2How many heads of school are there to be assigned?

3Do educational groups ever cross schools?

4

Do we need to display any kind historical fields?



5Should this function in much the same way as rotations?

6Do existing groups need to be displayed in the TIS?

7Is it ever likely that the name will be similar to another name, eg Rotation group?

  • No labels

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