National ESR Reporting Requirements

This page captures the National Reporting Requirements for reports to be built from the ESR and TIS data available in the NDW.

Working Group

Mike.Richardson (Unlicensed) Kavitha.Shankar James Harris Stan Ewenike (Unlicensed) Lauren Squires (Unlicensed) Liam.Lofthouse (Unlicensed) Stuart.Morris (Unlicensed) Lewis Judge, Sarah Hill, Lee Whittaker Rosita Stasytyte, Nicola Field

Reporting Requirements

No.

Report Name/Summary

Detailed Description

Refresh Rate

Priority (L/M/H)

Target Users/ Audience/ Nations

Aggregate/ Row-level data

Columns to be included

Filters/ Sortable by

Comments

Post ESR Management

Trust ESR Management - Pulls all current posts per trust, EmployingBody and TrainingBody, which of those have positions and which do not.
- Of those with positions what those are
- Of those without, post details for those
Local Office ESR Post Management
- Look at overall picture of all trusts per local office (not a performance tool as not all local offices have all trusts signed up)
- Breakdown of posts with position number

Daily

HEE TIS Admins and Stakeholders,

Trust External Admins and Stakeholders

Aggregate summary page(s) with a linked row-level data page(s) which are filterable

Feedback from Review on 31/01/2023

Add disclaimer to the dashboard to say the data in the dashboard would never feature 100% reconciled posts

Ping Yu to provide any useful examples of discrepancies to make it easier to diagnose.

2.

Rotation ESR Management

Of the trainees within the window to be exported(13wks from the placement start date to 2 days before the placement start date i.e. BETWEEN 13wks > Placement start date AND placement start date > 2 days) which placements have been exported and which placements haven’t been exported:
- Aggregate per local office
- Aggregate per trust
- Aggregate per specialty

For those that exist in the above window but haven’t been exported, categorise potential cause/reasons by the following:
- posts without position number
- missing mandatory data on the person record
- unidentified issue

Of those records which have been exported, list the following information:
- What filename was it exported in?
- When was it sent?
- What position number was it sent to?

TLDR: The rationale for the above reporting requirements is so that HEE TIS can evidence that a trainee’s data (application file or notification) has been exported with details of: when, to which position number and in which ESR file.