People - Trainer Record Associations

Programmes assigned to Trainer record

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

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

• at least 3 characters of name or number must be entered
• each one can only be entered once
• only current programmes selectable

• changes made
• when
• who by

Sites assigned to Trainer record

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

TR-4 View/Edit Trainers against Site Record

PP4 - View/Edit Peron (People - Scenarios)

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

• changes made
• when
• who by

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

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

• changes made
• when
• who by

1. navigate to site reference table
2. select site
3. view and edit as appropriate
4. save
5. close

• user should be able to click through to Person record from list

• What changes mde
• When
• Who by

1. Navigate to trainer record
2. Navigate to Associations
3. view derived placement detail
4. click through to either trainee or post record
5. go back to trainer record
6. close record

• non-editable as derived information

Admin can view assigned trainees in trainer record

admin can click through to full trainee record and edit

1. navigate to trainer record
2. navigate to associations drop down
3. view list
4. click through to selected trainee's programme membership screen (user can edit, save as necessary)
5. go back to trainer record
6. close record

• derived from Trainee record
• non-editable within Trainer record

Trainee record created and within a current programme

Trainers available against the programme and approved

1. navigate to trainee record
2. navigate to placement space
3. enter/select trainer name into required field (new placement fields 10 & 10A)
4. save
5. trainee record is updated
6. trainee is notified via trainee UI
7. trainer is notified by email

(IO) is this a field in trainee UI? if not, how should trainees be notified?

Similar to the placements in Admin UI the Trainee UI will have a placements section which will allow us to show supervisors for each placement where assigned.

(IO) can we do email notifications based on activity?

Trainer does not need to be notified as they are assigned trainees by the TPD in a separate process.

• multiple trainers to one trainee
• multiple trainees to one trainer
• editable
• trainer must be current (ie "approved")

• who created
• when created
• when edited

Specialty or specialties assigned to Trainer record

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

• at least 3 characters of name or number must be entered
• each one can only be entered once
• only current Specialties selectable

• who/when created
• who/when edited

Trainer record must be either in creation or already created

Education groups created

1. Navigate to person record or create person
2. Enter relevant details to create person (Optional if in create journey)
3. Select to add Education Group
4. Select Education Group from drop down
5. Repeat steps 3 & 4 (optional if multiple)
6. Save
7. Education group is associated with Trainer

• at least 3 characters of name or number must be entered
• each one can only be entered once
• only current Education Groups selectable

• who/when created
• who/when edited

Created new education group

Edited education group

1. 1. Navigate to reference data space
   2. Select to create new or select edit existing
   3. Enter all mandatory fields
      1. Education group name
      2. Programme name
      3. Programme number (autopopulated)
      4. Status
      5. Start Date
      6. End Date
   4. Save
   5. New education group is available across TIS

• name is free text
• limit to 25 characters

• who/when created
• who/when edited

How is Trainer record owner defined?

There can be multiple Trusts and Sites associated with a Trainer, what unique attribute can be shown to define "ownership" of a trainer person record?