No.

Report Name/Summary

Detailed Description

Report Type - Dynamic
or Static

Priority (L/M/H)

Target Users/ Audience/ Nations

Aggregate/ Row-level data

Columns to be included

Filters/ Sortable by

Comments

1

Expenses associated with Study leave application -  Requested and/or Paid

Total cost of any study leave application with breakdown of

1. type of cost -Course fee, Travel, Subsistence, Accommodation) need to look at any other type of expenses

2. Month/Quarter/Year in which monies were requested /paid

3. Trusts/ sites involved with the study 

Dynamic

H

Internal - Local HEE offices, Regions, Finance, Senior management
External - Trusts, Funding bodies

Mostly Aggregate data
Row-level data may be required for Local HEE admin teams for different purposes

2

Spend on protected characteristics

Total cost of study leave applications made wrt protected characteristics

Dynamic

L

Internal - Local HEE offices, Regions, Finance, Senior management
External - Trusts, Funding bodies

Mostly Aggregate data
Row-level data may be required for Local HEE admin teams for different purposes

3

Pending Approvals

For each region / Trust
Number of study leave application that are pending and at which stage ( in the approval chain) are the applications pending
  

Dynamic

M

Internal - Local HEE offices admin team
External - Trusts / Sites which have approvers

Row-level data

4

Length of Approval

Average days for approval of a request per programme / Trust / Region

Dynamic

M

Internal - HEE local office, Finance teams
External Trusts

Aggregate Data

5

Rejected Applications

Number of rejected applications by programme / Region / Specialty etc.
A separate report with numbers are needed to see that all trainees are having equal opportunities for study leave / attending courses
 
  

Dynamic

L

Internal - Local HEE Admin team, Senior management

Aggregate Data. Row level data may be needed to further investigation where required

6

Reasons for rejection of applications

Reasons why study leave applications were rejected. By programme / region / Specialty

Dynamic

L

Internal - Local HEE Admin team, Senior management

Aggregate Data. Row level data may be needed to further investigation where required

7

Approver's list

List of Approvers in the Approval chain - Names / role/ trust. These could be changing as people move from one role/trust to another. This list required maintaining
Each programme / region has a different approval chain and these have to be maintained

Dynamic

L

Internal & External

Row-level data

8

Entitlement of Study leave

Number of days a doctor-in-training(DiT) can take study leave. Maintained as some DiT are not full time.
Need to explore if Entitlement has to be fixed in terms of spend too?
Not all regions have a fixed entitlement - needs further investigation

Static

L

Internal - Local HEE offices 

Row-level data

9

List of approved courses

List of approved courses for every programme / specialty.
This is required so that courses on these lists can be automatically approved, work load on TPM will be reduced

Dynamic

L

Internal - Local HEE Offices
External - Trusts

Row-level data

Challenge - Trusts do not want trainees to feel restricted to approved list so don’t want to maintain this. A work around could be calling these popular courses

Report that would be affected

Database in NDW

Table 

Field 

Comments