People - Trainer Record Associations

Background

Trainers can be assigned to Programmes, Sites and Trusts

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

Sites

Trusts

MVP Scope

Field Validation

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

Order	Field name (V10)	Type (free text, drop down, check box) & Interaction	Mandatory (Y/N)
Associations
1	Programme Name	smart search drop down editable	N
2	Programme Number	smart search drop down editable	N
3	Site Name	smart search drop down editable	N
4	Site Number	smart search drop down editable	N
5	Trust Name	smart search drop down editable	N
6	Trust Number	smart search drop down editable	N
7	Placement - Post Number	autopopulated derived from placements	Y - if populated
8	Placement - Trainee Name	autopopulated derived from placements	Y - if populated
9	Placement - Site	autopopulated derived from placements	Y - if populated
10	Placement - Start Date	autopopulated derived from placements	Y - if populated
11	Placement - End Date	autopopulated derived from placements	Y - if populated
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

Process	TR-1 Assign/remove Programmes to Trainer Person Record	Comments
Description	Admin can assign a programme or multiple progammes to a Trainer person record
Actors	HEE Admin
Pre-Conditions	Trainer 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	Navigate to person record or create person Enter relevant details to create person (Optional if in create journey) Select to add Programme Enter Programme name or number Autopopulates Repeat steps 3, 4 & 5 (optional) Save Programme is associated with Trainer	(IO) Does any other detail need to be entered here?
Alternative Process	PP4 - 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

Process	TR-2 Assign Site to Trainer Record	Comments
Description	Admin can assign a site or multiple sites to a Trainer person record
Actors	HEE Admin
Pre-Conditions	Trainer record must be either in creation or already created
Post-Conditions	Sites assigned to Trainer record
Process Steps	Navigate to person record or create person Enter relevant details to create person (Optional if in create journey) Select to add Sites Enter Programme name or number Repeat steps 3 & 4 (optional) Save 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

Process	TR-3 Assign Trust to Trainer Record	Comments
Description	Admin can assign a trust or multiple trusts to a Trainer person record
Actors	HEE Admin
Pre-Conditions	Trainer record must be either in creation or already created
Post-Conditions	Sites assigned to Trainer record
Process Steps	Navigate to person record or create person Enter relevant details to create person (Optional if in create journey) Select to add Trusts Enter Programme name or number Repeat steps 3 & 4 (optional) Save Programme is associated with Trainer
Alternative Process	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 Trusts selectable
Jira Links	TISDEV-3378 - Getting issue details... STATUS
Audit Log	changes made when who by

Process	Tr-4 View/Edit Trainers against Site Record	Comments
Description	Admin can view all trainers assigned to a site within the site reference table
Actors	HEE Admin
Pre-Conditions	Trainer record must be already created
Post-Conditions	Admin views/edits trainers against a site in one go
Process Steps	navigate to site reference table select site view and edit as appropriate save close
Alternative Process	PP4 - 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

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