Approvals - Field Validation

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Field Validation

OrderField NameExample ValueType (Free text etc)Mandatory (Y/N)ValidationComments

Site Approval (displayed within Reference Data)

1Start Date
  • date picker
N

2End Date
  • date picker
N
  • if end date is before "today", site status should be inactive NOT FOR MVP

Trainer Approval (displayed within Person Record)

1Trainer Type
  • Read only
N
  • This will be populated based on the roles the Person has.
  • Cannot be null as this having one of the trainer type determine whether the Person is a Trainer. 

Options should be

  • Clinical Supervisor

  • Educational Supervisor

  • Clinical & Educational Supervisor

  • Leave Approver

This will be populated based on the roles the Person has. 

2 (tbc)Approval Type (tbc)
  • drop down
N
  • one must be selected if record recorded

Options should be

  • course
  • evidence
  • other

02/10: Discussed with NW and LDN. This was not deemed MVP to record and unsure how this field would be used.

3Name
  • These are the Person fields that have already been developed on TIS
N
  • These are the Person fields that have already been developed on TIS
4Start DateDD/MM/YYYY
  • date picker
N
  • Start date cannot be after End date

5End DateDD/MMYYYY
  • date picker
N
  • End date cannot be before start date
  • If end date is before "today", trainer should not be available for assignation to programmes/trainees (NOT FOR MVP)

6Approval Status

CURRENT

INACTIVE

  • Default value is CURRENT

  • CURRENT set as default
  • Ability to change this to INACTIVE from the UI

For MVP, default will be CURRENT and no automatic setting based on start and end dates. This is because it requires lot of work for the admins to set the from and to dates on all CS/ES when we have developed the Trainer Approval functionality.

Note: When creating placements, the Approval Status should be used to populate with the lists of CURRENT Educational or Clinical Supervisors.


Bulk Upload Site Approvals Column Headers

(Reviewed by data leads)

This tool is intended to allow admins that have access to manage sites to be able to amend the start/end dates of Site approvals in bulk. These set of fields have been talked through with Data Leads and agreed upon. If more columns are required to this upload, then these could be added post-mvp.

TISNEW-4885 - Getting issue details... STATUS


Row no.Column HeadingAdd/Update/Matching CriteriaMandatory Y/N?RulesQuestions/Comments
1.TIS_Site_ID*Matching CriteriaY
  • SiteID has to match an existing site on TIS regardless of their status

2.Date fromUpdateN
  • dd/mm/yyyy format
  • Date from must be before Date to
  • valid dates only

3..Date toUpdateN
  • dd/mm/yyyy format
  • Date from must be before Date to
  • valid dates only

4.StatusUpdateN

MVP - 

  • Accepted values are CURRENT and INACTIVE only

Post MVP- 

  • Calculate based on dates entered once data leads have tidied up all existing sites dates from/to






More fields could be added later if required post MVP.