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Placements - Field Validation

Groupings should be as follows:

  • Trainee Name (1) & National Post Number (2) as title
  • Location: (3) - (6)
  • Programme: (7) - (10)
  • Status: (11) - (15)
Field SequenceField name (V10)DR fieldReference tableExample valueOther fields available in DRType (free text, drop down, check box) & InteractionMandatory (Y/N)Validation / Error MessagingFilter (Y/N)Search (Y/N)Sort (Y/N)List (S) / Detail (D)Notes
1Trainee Name



  • pre-populated (part of person record)
Y




ONLY APPLICABLE IN PLACEMENT MANAGER
2National Post Number

EOE/RGT00/030/STR/001
  • smart search drop down
YMust be a post that already exists.NN


 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
 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
 Grade ST1
  • derived from post
  • drop down
Y  derived but can be overwritten




 8 Specialty
 Specialty Cardiology
  • derived from post
  • drop down
Y 
  • derived from post, can be overwritten
  • add multiple
  • at least one specialty must be added
  • editable





 9Other specialties  Specialty General Medicine 
  • derived from post
  • drop down
N 
  • derived from Post
     other sites to work in the same way as other speciality.
 REMOVESub 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




 11Placement Type
 Placement Type Sick Leave
  • drop down (from reference table)
Y  restricted to options from placement type ref table




REMOVEHonorary   Tick box        No SMLs use this tick box. check with Russel.
5Whole Time Equivalent

 0.6
  • free text
  • number values only
Y must be a number between 0 and 1, Default value = 1




 10Clinical Supervisor

 Randy Jacobs
  • drop down
  • derived from Post
  • add multiple
Nmust be a clinical supervisor 



Need historical info
10AEducational Supervisor   Brian Boomsuckle 
  • derived from Post
  • drop down
  • add multiple
 Nmust 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 pickerN       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 pickerN       no one uses. get Russel to check.
16Added Date
N/ADD/MM/YYYY-
  • autopopulated
Y
  • derived from "today's date" where a post is newly linked to a trainee
  • non-editable





17Amended Date
N/ADD/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





18CommentsvwPlacement: CommentsN/A

  • Freetext
  • Allow special characters.
  • No Character limit as first increment
  • Alistair Pringle (Unlicensed) - No limit as the first increment, suggestion is to look at the maximum size comment recorded on Intrepid and work our way back as a future increment.
N
----

Placements - Bulk Import Validations

Column HeadingAdd/Update/Matching CriteriaMandatoryRules
Forenames*Matching CriteriaYesMust match exactly the Forename of a Current or Inactive Person record on TIS
Surname*Matching CriteriaYesMust match exactly the Surname a Current or Inactive Person record on TIS
GMC NumberMatching CriteriaYes (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 NumberMatching CriteriaEither a GMC number, GDC number or Public Health number must be enteredMust 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 NumberMatching CriteriaEither a GMC number, GDC number or Public Health number must be enteredMust 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*Matching CriteriaYes

Must match exactly the National Post Number of a Current or Inactive Post on TIS. Ingore Post with a status of DELETE

In an placement update scenario, Date From and Date to should match to the dates on the person record against the existing matching NPN.

You can't update dates using the placement import. Dates can only be updated manually in the system. If you take dates out of the matching criteria then there is no way of knowing which placement you want to update as people can have many placements in the same site.

In an Add scenario, i.e. where a placement is being added to a person, the values on the template will be inserted to person records.

Date From*Matching Criteria/AddYesFormat must be dd/mm/yyyy. Date from must be before date to
Date To*Matching Criteria/AddYesFormat must be dd/mm/yyyy. Date from must be before date to
Placement Type*UpdateYesAccepted values should match to one of the Placement type reference table
Placement Status*UpdateRemove as this get automatically populated based on the dates entered
Site*UpdateYesAccepted values should match to one of the Site reference table
WTE*UpdateYesAccepted values should match to those that are deemed valid from the FE i.e. any number between 0 and 1 inclusve. 
Grade*UpdateYesAccepted values should match to one of the Grade reference table
Specialty1*UpdateYes -  TISNEW-1860 - Getting issue details... STATUS Accepted values should match to one of the Specialty reference table
Specialty2Update
Accepted values should match to one of the Specialty reference table
Specialty3Update
Accepted values should match to one of the Specialty reference table
Clinical SupervisorUpdateNo

TISDEV-4458


Educational SupervisorUpdateNoTISDEV-4458
CommentsUpdateNoTISDEV-4692

Placements - Bulk Update using TIS_Placement_IDs validations

TISNEW-196 - Getting issue details... STATUS

Column HeadingAdd/Update/Matching CriteriaMandatoryRulesApplicable for Update (Y/N)
TIS_Placement_ID*Matching CriteriaYesMust match exactly to an Existing PlacementID on TIS.Y
Intrepid_Placement_IDUpdateNo

Must match an existing Intrepid_Placement_ID in Intrepid. (Extraction process handled outside of TIS)

If there is an Intrepid_Placement_ID value already held on TIS, but a value has been specified on the template, then the import should ignore and throw an error.  

Y
Forenames*Matching CriteriaYesMust match exactly the Forename of a Current or Inactive Person record on TISN
Surname*Matching CriteriaYesMust match exactly the Surname a Current or Inactive Person record on TISN
GMC NumberMatching CriteriaYes (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 recordN
GDC NumberMatching CriteriaEither a GMC number, GDC number or Public Health number must be enteredMust 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 recordN
Public Health NumberMatching CriteriaEither a GMC number, GDC number or Public Health number must be enteredMust 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 recordN
National Post NumberUpdateNo

Must match exactly the National Post Number of a Current or Inactive Post on TIS.


Y
Date FromUpdateNoFormat must be dd/mm/yyyy. Date from must be before date toY
Date ToUpdateNoFormat must be dd/mm/yyyy. Date from must be before date toY
Placement TypeUpdateNoAccepted values should match to one of the Placement type reference tableY
Placement StatusUpdateNo?N
SiteUpdateNoAccepted values should match to one of the Site reference tableY
WTEUpdateNoAccepted values should match to those that are deemed valid from the FE i.e. any number between 0 and 1 inclusve. Y
GradeUpdateNoAccepted values should match to one of the Grade reference tableY
Specialty1UpdateNoAccepted values should match to one of the Specialty reference tableY
Specialty2UpdateNoAccepted values should match to one of the Specialty reference tableY
Specialty3UpdateNoAccepted values should match to one of the Specialty reference tableY
Clinical SupervisorUpdateNo

TISDEV-4458

Y
Educational SupervisorUpdateNoTISDEV-4458Y
CommentsUpdateNoTISDEV-4692Y
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