Programmes - Educational Groups (Trainers) Field Validation & Scenarios

Background

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

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

Field Validation

Order	Field name (V10)	Type (free text, drop down, check box) & Interaction	Mandatory (Y/N)	Validation / Error Messaging
1	Education 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
6	End	calendar picker editable	Y - if field 1 entered	must be populated must be today or future if current
7	Head of School	free text 50 characters max editable	Y - if field 1 entered	must be populated
8	Assigned 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
Description	User creates the Education Group so that it can be used elsewhere in TIS
Actors	HEE Admin
Pre-Conditions	Programmes must be defined User must have appropriate access
Post Conditions	Education Group created and available to be assigned to People
Process Steps	Navigate to reference data space Select to create new Education Group Enter all mandatory fields Education Group name Programme name Programme number (autopopulated) Status (current / inactive) Start Date End Date Head of School Save New Education Group is available across TIS
Alternative Flow	N/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

Process	EG-2 View/Edit Education Group	Comment
Description	User 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 Conditions	Changes saved to already created Rotation
Process Steps	Navigate to reference data space Select Education Group to edit Select field to be edited Make changes Save
Alternative Flow	EG-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
Description	User 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	Navigate to Education Group reference data space Select Education Group to be edited Select field to be edited Change status to inactive Save
Alternative Flow	EG-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
Description	User can link a Education Group to a Trainer
Actors	HEE Admin
Pre-Conditions	Trainer record does not contain a link to desired Education Group
Post-Conditions	Record contains a link to desired Education Group
Process Steps	Navigate to trainer record Select Education Group from drop down Save record Display Education Group against record
Alternative Flow	N/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

Process	EG-5 Edit an Education Group from a Trainer
Description	User can unlink an Education Group from a Trainer
Actors	HEE Admin
Pre-Conditions	Trainer record contains a link to desired Education Group
Post-Conditions	Record no longer contains a link to desired Education Group
Process Steps	Navigate to record Select new rotation or blank from drop down Save record Display new rotation or blank grouping against record
Alternative Flow	N/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

#	Question	Comment	Owner
1	How many times can a single trainer be ssigned to multiple groups?
2	How many heads of school are there to be assigned?
3	Do educational groups ever cross schools?
4	Do we need to display any kind historical fields?
5	Should this function in much the same way as rotations?
6	Do existing groups need to be displayed in the TIS?
7	Is it ever likely that the name will be similar to another name, eg Rotation group?

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