Connections Logic - Discussions with Users

Logic context

	Scenario description	Rules	Actions	Comments
1	F1 Doctor	They should not be visible within connections Discrepancies Trigger: Placement grade = F1	Hide Doctor
2	Military Doctor	They should not be visible within connections Discrepancies Trigger: Programme membership type = Military	Hide Doctor
3	Visitors (Associate Dean, Other)	They should be flagged for review Trigger: Programme membership type = Visitor	Add to Discrepancies Tab (Exception Queue) (also need to be able to add/remove connections and add comment reason manually) Visible to all local offices? is it for that associated DB or all DBs? When change is made, send to GMC and notify Visitor. What change(s) do we need to send to GMC?	How will notifying doctor work?
4	Update made via GMC Connect - add/remove connections NEW: GMC Connect to TIS discrepancy During GMC update, if DBC not matching Programme membership not matching GMC number not matching	This should be reflected within TIS-Revalidation-Connection Discrepancies within 24 hours Trigger: GMC refresh (nightly??) If GMC Connect updates a connection, but it clashes with TIS programme membership detail Flag for review
5	Doctor has current programme membership in TIS, but no designated body connected	They should be added to a designated body if they have a programme membership and today is within the start/end date; only the local office who own the programme should see this Trigger: current programme membership + no designated body linked	Add to Discrepancies Tab (Exception Queue) (also need to be able to add/remove connections and add comment reason manually) Flag to add connection < can this be automated based on programme membership owner? Do we need flag? When change is made, send to GMC and notify doctor	How will notifying doctor work?
6	Doctor has current programme membership in TIS, but no designated body connected & programme information out of date	They should be added to a designated body if they have a programme membership and today is within the start/end date; only the local office who own the programme should see this. It’s not possible for the system to know their programme membership details are out of date. Trigger: current programme membership + no designated body linked Both must be true in relation to programme membership in this scenario start date = today or older than today end date = tomorrow and all future dates	Add to Discrepancies Tab (Exception Queue) (also need to be able to add/remove connections and add comment reason manually) Flag to add connection < can this be automated based on programme membership owner? Do we need flag? When change is made, send to GMC and notify doctor	How will notifying doctor work?
7	Doctor has no current programme membership in TIS, no designated body	They should be hidden Trigger: No programme membership + no designted body At least one of the below must be true in relation to programme membership in this scenario start date = future or no date end date = past, future or no date	Hide Doctor Visible to all local offices. is it for that associated DB or all DBs? When change is made, send to GMC and notify doctor	How will notifying doctor work?
8	Trainee has no current programme membership in TIS, has designated body	They should be moved to an exception queue Trigger: No programme membership + designted body At least one of the below must be true in relation to programme membership in this scenario start date = future or no date end date = past, future or no date	Add to Discrepancies Tab (Exception Queue) (also need to be able to add/remove connections and add comment reason manually) Remove connection Visible to all local offices. is it for that associated DB or all DBs? When change is made, send to GMC and notify doctor	How will notifying doctor work?
9	TIS to GMC API failure	The last updated date should be displayed across revalidation; resend should be made available Trigger: failed GMC update notification ??	Add to Discrepancies Tab (Exception Queue) Visible to Local Office associated with the connected designated body only
10	Designated body removed	They should be added to a designated body if they have a programme membership and today is within the start/end date; only the local office who own the programme should see this Trigger: current programme membership + no designated body linked Both must be true in relation to programme membership in this scenario start date = today or older than today end date = tomorrow and all future dates	Add to Discrepancies Tab (Exception Queue) (also need to be able to add/remove connections and add comment reason manually) Flag to add connection < can this be automated based on programme membership owner? Do we need flag? When change is made, send to GMC and notify doctor	How will notifying doctor work?
11	No programme membership in TIS (today <Curriculum end date)	They will need to either (i) have a programme membership added and be connected, or (ii) ignored Trigger: today <programme membership date	Add to Discrepancies Tab (Exception Queue Remove any connection Visible to all Local Offices. is it for that associated DB or all DBs?
12	No programme membership in TIS (today > Curriculum end date)	They will need to be removed Trigger: today >programme membership date	Add to Discrepancies Tab (Exception Queue) Remove any connection Archive. Should this be hidden rather than archive?
13	Programme membership and local office changes in TIS	Their connection should be updated Trigger: programme membership changes and owning local office changes Both must be true in relation to programme membership in this scenario start date = today or older than today end date = tomorrow and all future dates Optional programme membership change programme name change	Automatically update connection When change is made, send to GMC and notify Doctor & admin?	How will notifying doctor and Admin work?
14	Joint programme membership Possibilities? No DB one DB? More than one DBs?	Any of the local offices should be able to determine which designated body and there should be no further action required; all should be able to view/edit Trigger: no designated body + shared programme membership Both must be true in relation to programme membership in this scenario start date = today or older than today end date = tomorrow and all future dates two / joint programme name applied to doctor	Add to Discrepancies Tab (Exception Queue) Visible to all Local Offices associated with the connected programme membership
15	All trainees	Display full list of trainees associated with admin's local office Trigger: trainee programme membership owning local office = same as admin’s	Read only	What is the meaning of this?
16	No GMC number	They should be moved to Discrepancies Tab (Exception Queue) Trigger: No GMC number and something else that determines they are on a “doctor” training pathway”	Add to Discrepancies Tab (Exception Queue) Visible to all Local Offices associated with the connected programme membership	If there is no training pathway, should the doctor be moved to discrepancies tab?
17	Overlapping programmes in 2 regions	The record should be moved to Discrepancies Tab (Exception Queue) Trigger: start date of one programme is before end date of the next + programme in 2 regions	Add to Discrepancies Tab (Exception Queue) Visible to all Local Offices associated with the connected programme membership	Stop
18	No current placement			Related to 20 and 23?
19	GMC number against 2+ trainees			Is it more more than one doctor having the same GMC number?
20	INACTIVE Doctors in TIS			Related to 18 and 23?
21	Hide doctor with current connection	Admin should be able to hide connected doctor though the doctor stays connected
22	NEW: Manual add connection in TIS-Reval to Programme Membership discrepancy	If manual change (add connection) conflicts with TIS programme membership Flag for review	Flag record for remove Add to Discrepancies Tab (Exception Queue) Visible to all Local Offices associated with the connected programme membership
23	NEW: remove list should contain any Doctor whose programme membership end date is < today	programme membership expires	Flag for remove Add to Discrepancies Tab (Exception Queue) Visible to all Local Offices associated with the connected programme membership	Related to 18 and 20?
24	NEW: GMC Number removed in error	No GMC number in TIS but GMC number in GMC	Add to Discrepancies Tab (Exception Queue) Visible to all Local Offices associated with the connected programme membership	Is it possible to have a doctor without GMC number in GMC?
25	NEW: License to Practice removed due to suspension	Remove connection		How do we no this in TIS Reval?
26	“All” filter: requires all trainees who have been connected currently and in the past			Are we saying All filter should have all doctors connected and disconnected?