Groupings should be as follows:

Trainee Name (1) & National Post Number (2) as title
Location: (3) - (6)
Programme: (7) - (10)
Status: (11) - (15)

Field Sequence

Field name (V10)

DR field

Reference table

Example value

Other fields available in DR

Type (free text, drop down, check box) & Interaction

Mandatory (Y/N)

Validation / Error Messaging

Filter (Y/N)

Search (Y/N)

Sort (Y/N)

List (S) / Detail (D)

Notes

1

Trainee Name

pre-populated (part of person record)

Y

ONLY APPLICABLE IN PLACEMENT MANAGER

2

National Post Number

EOE/RGT00/030/STR/001

smart search drop down

Y

Must be a post that already exists.

N

12

Status

Past/Current/Future

derived from dates
Past: start date = before "today" + end date = before "today"
Current: start date = before "today" + end date = after "today"
Future: start date + end date = after today

Y

derived

6

Site

Addenbrookes Hospital

derived from the post

can be overwritten
add multiple

Y

derived

~~REMOVE~~

~~ITP Post~~

~~tick box~~

N

~~Get Russel to check data. Do we need to record ITP posts?~~

13

Managing Local Team

Change to "Owner"

HEEOE

derived from post

Y

derived

~~REMOVE~~

~~Region~~

~~agreeing to remove.~~

7

Grade

ST1

derived from post
drop down

Y

derived but can be overwritten

8

Specialty

Cardiology

derived from post
drop down

Y

derived from post, can be overwritten
add multiple
at least one specialty must be added
editable

9

~~Other specialties~~

~~Specialty~~

~~General Medicine~~

~~derived from post~~
~~drop down~~

N

~~derived from Post~~

~~other sites to work in the same way as other speciality.~~

~~REMOVE~~

~~Sub Specialties~~

~~Paediatric neuroscience~~

~~drop down~~

N

~~restricted to options from specialty ref table~~

3

Date From

(START DATE)

calendar picker

Y

date from must be before the date to.

4

Date To

(END DATE)

calendar picker

Y

date to must be after date from

11

Placement Type

Sick Leave

drop down (from reference table)

Y

restricted to options from placement type ref table

~~REMOVE~~

~~Honorary~~

~~Tick box~~

~~No SMLs use this tick box. check with Russel.~~

5

Whole Time Equivalent

0.6

free text
number values only

Y

must be a number between 0 and 1, Default value = 1

10

Clinical Supervisor

Randy Jacobs

drop down
derived from Post
add multiple

N

must be a clinical supervisor

Need historical info

10A

Educational Supervisor

Brian Boomsuckle

derived from Post
drop down
add multiple

N

must be an educational supevsior

Need historical info

Should be placed alongside Clinical Supervisor

15

Training Description

free text
max 100 characters

N

N/A

14

Local Post Number

derived from post

derived from post

N

N/A

~~REMOVE~~

~~LTFT Confirmation Start Date~~

~~calendar picker~~

N

~~need to change wording. This means that the funding has been agreed.~~

~~REMOVE~~

~~Slot Share~~

~~tick box~~

N

~~can we derive this from 2 trainees being in a concurrent placement.~~

~~REMOVE~~

~~MIP (Months In Post)~~

6

~~Can we remove?~~

~~Explore to make more useful.~~

~~REMOVE~~

~~SLA Received Date~~

~~calendar picker~~

N

~~no one uses. get Russel to check.~~

16

Added Date

N/A

DD/MM/YYYY

-

autopopulated

Y

derived from "today's date" where a post is newly linked to a trainee
non-editable

17

Amended Date

N/A

DD/MM/YYYY

-

autopopulated

Y

derived from "today's date" where details have been altered within a placement
stops where either a trainee is removed from a Post or the placement ends
non-editable

Placements - Bulk Import Validations

Column Heading	Mandatory	Rules
Forenames*	Yes	Must match exactly the Forename of a Current or Inactive Person record on TIS
Surname*	Yes	Must match exactly the Surname a Current or Inactive Person record on TIS
GMC Number	Yes (unless GDC number or Public Health number has been entered)	Accepted value is 7 digits. Must match exactly the GMC Number of a Current or Inactive Person record on TIS. The Surname, Forenames and GMC number for each row must match exactly a single TIS person record
GDC Number	Either a GMC number, GDC number or Public Health number must be entered	Must match exactly the GDC Number of a Current or Inactive Person record on TIS. The Surname, Forenames and GDC number for each row must match exactly a single TIS person record
Public Health Number	Either a GMC number, GDC number or Public Health number must be entered	Must match exactly the Public Health Number of a Current or Inactive Person record on TIS. The Surname, Forenames and Public Health number for each row must match exactly a single TIS person record
National Post Number*	Yes	Must match exactly the National Post Number of a Current or Inactive Post on TIS. Ingore Post with a status of DELETE
Date From*	Yes	Format must be dd/mm/yyyy. Date from must be before date to
Date To*	Yes	Format must be dd/mm/yyyy. Date from must be before date to
Placement Type*	Yes	Accepted values should match to one of the Placement type reference table
Placement Status*	Remove as this get automatically populated based on the dates entered
Site*	Yes	Accepted values should match to one of the Site reference table
WTE*	Yes	Accepted values should match to those that are deemed valid from the FE i.e. any number between 0 and 1 inclusve.
Grade*	Yes	Accepted values should match to one of the Grade reference table
Specialty1		Accepted values should match to one of the Specialty reference table
Specialty2		Accepted values should match to one of the Specialty reference table
Specialty3		Accepted values should match to one of the Specialty reference table
Clinical Supervisor		Field not present on TIS at the moment. Ignore for now.
Educational Supervisor		Field not present on TIS at the moment. Ignore for now.
Comments		Field not present on TIS at the moment. Ignore for now.

Placements - Field Validation

Placements - Bulk Import Validations

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