Revalidation - Stakeholder feedback

Stakeholder feedback on stage environment per designated body

Recommendations: Admin user (depending on their role and local office permission) will be able to
- Draft and Review a new Recommendation
- Submit a Recommendation
- Review previously drafted and submitted Recommendations
Concerns: Admin user (depending on their role and local office permission) will be able to
- Review and update previously entered Concerns per Trainee
- Add a new Concern to a Trainee’s record
Connections: admin user (depending on their role and local office permission) will be able to
- Add a new connection via the Add Connection filter
- Remove an existing connection via the Remove Connection filter
- Review connections discrepancies via the Exceptions filter
- Ignore/hide connections discrepancies that do not require any action via the Hidden filter

As you go through our stage environment, you might notice the following:

Recommendations:

The number of doctors(ALL DOCTORS, UNDER NOTICE, the number of doctors in our DB) might be different from your real number (the number you have in GMC connect) prod/current Reval TIS prod. This is because GMC staging are not refreshed frequently. This should not be an issue in the new Reval TIS prod
You might find some doctors not in your current training programme but was previously connected to you in your list of doctors (that mean you can still see them in your list of doctors). The reason might be because GMC staging are not refreshed frequently and the doctors are still connected to you in the GMC connect stage. (Check the Designated Body column to see the DB code if still connected to you. That column is fed by GMC connect stage). This should not be an issue in the new Reval TIS prod
You will notice that navigating a doctor’s information on TIS via ‘Programme history’ opens a new browser tab in TIS – This is an expected behaviour
In creating a recommendation, you will notice that the date format is American MM/DD/YYYY - We’ve raised a ticket


				ate	To Do
Recommendations: Filter/sorting	Can we filter on all fields under all doctors/under notice	Nichola Attwood	North West	Already a Ticket

Page/Section	Feedback description	Name of user	Designated Body	MVP/Post MVP?	Comments	Additional Notes	Status(Done, In Progress, To Do and NR)

Page/Section	Feedback description	Name of user	Designated Body	MVP/Post MVP?	Comments	Additional Notes	Status(Done, In Progress, To Do and NR)
Recommendations: ‘All Doctors’ and ‘Under Notice’	The numbers not relating to individual DB These are displaying all reval doctors in steady of displaying per DB	Phil Skeldon	Thames Valley	Post MVP	https://hee-tis.atlassian.net/browse/TIS21-1753		To Do
Recommendations: “ALL DOCTORS – 45366 UNDER NOTICE – 5525	The numbers don’t match the number of trainees we have the system says “ALL DOCTORS – 45366 UNDER NOTICE – 5525” which is too many – is this again as not able to use API data?	Katy Jones	North West		Yes, Phil identified the same issue and we’ve created a ticket for it		NR
Recommendations: Doctors not in training programme in a LO but still connected to the DB will appear under the DB.	Some Doctors who are no longer in our training programme are still connected to our DB though they were previously in our programmes. e,g Sidra Shaheed - 7060673, (Krishnamoorthy Kalaichelvan and Sehr Bhatti both appears under All doctors) , (Fariah Khan and Nyaradzai Sithole both appears Under Notice)	Phil Skeldon	Thames Valley		This is because the doctor is still connected in stage (GMC connect stage) with Thames Valley which might be a different case in Prod. Because KSS would have connected the doctor to them in prod. No ticket is required		NR
Recommendations: Doctors not in training programme in a LO but still connected to the DB will appear under the DB.	7489026 – not currently connected to us but on the list of doctors – TIS record is unclear but looks like IDT to NW from Aug 2021 (also 7489026 shows as LDN but on our list).	Katy Jones	North West		This is because the doctor is still connected in stage (GMC connect stage) with Thames Valley which might be a different case in Prod. Because KSS would have connected the doctor to them in prod. No ticket is required		NR
Recommendations: Under Notice	I could not be sure the reported ‘under notice’ set was accurate as, on following a doctor through to the staging revalidation area a chosen doctor (Aimee Tarryn Manicom) was NOT under notice.	Phil Skeldon	Thames Valley		Reasons: GMC Connect staging not refreshed frequently This particular doctor was used in a functionality testing. No ticket is required		NR
Recommendations: Navigating via ‘Programme History’ opens a new browser tab in TIS	Returning to a trainee in the staging area then navigating via ‘Programme history’ opens a new browser tab in TIS – is this the expected behaviour? TIS doesn’t do that at the moment, as far as I know.	Phil Skeldon	Thames Valley		Yes - that behaviour is expected No ticket is required		NR
Recommendations: New windows when moving from Reval TIS to TIS Admin	Why does a new window open when selecting history, placements and Form R for a trainee?	Nichola Attwood	North West	Post MVP	https://hee-tis.atlassian.net/browse/TIS21-2013 Phil raised similar issue Yes - that behaviour is expected Ade (12/07/2021) We can look at this at a point. I’ll raise a ticket to cover it. Katy (07/07/2021) - we can work with this however it is frustrating in terms of day to day work management		To Do
Recommendations: Submission data (In the current Reval TIS stage) and Submission due date (in the new Reval TIS stage)	Loop between New Reval and and TIS Admin. I could not work out where the submission dates were coming from. For example, Ben Tichler has a submission date of 24/02/2021 on the ‘under notice’ tab, but this doesn’t agree with the (staging area…..	Phil Skeldon	Thames Valley	MVP	For the new Reval TIS stage, it’s coming from GMC connect stage. The New Reval TIS stage is something we should be looking at. I want to assume there should be a loop between TIS Admin and the new Reval. I think this should be done for both stage and prod for the new reval an TIS Admin https://hee-tis.atlassian.net/browse/TIS21-1910		Done
Recommendations: Incorrect GMC number search	Entering an obviously incorrect GMC code (e.g. ‘aaaaaaa’ or ‘1111111’) produced an error… Is this going to be improved, or remain generic?	Phil Skeldon	Thames Valley	MVP	28/07/2021: Invalid number.		Done
Recommendations: Creating a Recommendation	chose Ben Tichler and started by clicking ‘Create recommendation’. I chose to revalidate him in training and save a draft of it… Should this message be improved – seems a bit clunky?	Phil Skeldon	Thames Valley	MVP	'Y' is missing		Done
Recommendations: Creating a Recommendation	I tried typing in a valid date ‘17/07/2021’, however the buttons to proceed remained greyed out. It seems only calendar input is accepted.	Phil Skeldon	Thames Valley	MVP	Yes- We need to change the format to the UK not American MM/DD/YYYY format		Done
Recommendations: Comments and Note	In the recommendation area now, there is only scope to make one or more comments. The current system has both Comments and Notes. Will this affect anything – where will the comments/notes from the old system appear in the new?	Phil Skeldon	Thames Valley	MVP	28/07/2021 Why do you need both? 'Notes' are against trainee and 'comment' against recommendation:	22/09: Migration of historical data - Note - MVP	Done
Recommendations: See others comments and Notes	Can we see each other’s comments and notes?	Nichola Attwood	North West	MVP	I want to assume Yes for users in the same DB. We need to check users thought on this as we’ve raised a ticket for this. 28/07/2021: At the moment ‘No’ . Notes can’t be seen at the moment but comments can be seen		Done
Recommendations: Non- Engagement	Tried a ‘non-engagement’ submission, came up with this rubric – action on me: is it correct?	Phil Skeldon	Thames Valley		28/07/2021Phil to check content and feedback to us		NR
Recommendations: Deferral	When deferring can an option be approaching CCT (if CCT is within one year after revalidation date)?	Nicola Field	London		28/07/2021: Deferral not exist for ‘other reasons’ GMC service user guide only recommended 2 options for deferral reasons and 8 sub-reasons for Insufficient evidence reason only.		NR
Recommendations: Submission	I switched the confirmation switch and clicked Submit to GMC…oops Is this just an effect of the test system?	Phil Skeldon	Thames Valley	MVP	We need to check why some submissions are going through and others are not in stage with the Missing /invalid Response Officer GMC reference number		Done
Recommendations: Filter/sorting	Are the filter options we asked for not to be available?	Katy Jones	North West	MVP/Post MVP?	Yes, we have a ticket created for it but not MVP. We can always improve/enhance recommendation as we move on with the filter Currently you can use filter for the following column: first name last name GMC submission due date Sortable columns are first name last name GMC submission due date CCT date Last updated date Filterable columns are: GMC No Status Designated body Programme name - Priority as an mvp Programme membership type Admin Ade (12/07/2021) MVP - Minimum Viable Product - this is the minimum elements we need to get out for users to be able to use the product rather than a high fidelity version of all the elements. We have captured this as part of what need to be done and it now depends on users to determine its priority. Katy (07/07/2021) - what does MVP stand for? If this is to be developed after go live not having filterable/sortable fields would be problematic when managing trainees at CCT and could mean we need to use a separate database (spreadsheet)	To be a priority after MVP 22/09: Filterable columns: GMC No - comes from Mongodb Status - comes from Mongodb Designated body - comes from Mongodb Programme name - comes from TCS Programme membership type - comes from TCS Admin - comes from Mongodb This will require moving the whole recommendation into elastic search ES just like what we did for connections because of the different sources of data. Column that should be sortable without refactoring are as follows: GMC NO First name Last name GMC submission due date TIS status Admin Last updated Designated body CCT date	NR
Recommendations: Filter/sorting	Can we filter on all fields under all doctors/under notice	Nichola Attwood	North West		Already a Ticket		NR
Recommendations: Filter/sorting	Filtering by programme name – we could not see this function, and this would be helpful, especially for London, when allocating to administrators.	Nicola Filed	London		Currently, you can bulk add administrators in recommendation. There is a ticket for filtering already		NR
Recommendations: Filter	Can we filter on all fields in the under notice section?	Nichola Attwood	North West		Covered Above No at the moment. Only the following was agreed with Ify. Filterable columns are: GMC No Status Designated body Programme name Programme membership type Admin Ade (12/07/2021) Yes and it has been captured and a ticket created Katy (07/07/2021) - the lack of filter/sortable fields was raised on a number of occasions		NR
Recommendations: Old Dates	Some of the submission dates are old e.g. 2015 is this just because not able to use API data at the moment?	Katy Jones	North West		Yes because it’s a stage environment and frequent refresh is not happening from GMC connect end No ticket is required		NR
Recommendations: Bulk recommendation	Is there a way of seeing which recommendations have been and whether approved – can we do bulk recommendations as we could in the old module by moving to a review area?	Katy Jones	North West	Post MVP	We cannot do bulk recommendation at the moment(We can only do bulk add admin in recommendation at the moment) but we can do bulk connection	To be a priority after MVP	To Do
Recommendations: Listed ‘ADMIN’	Is the listed “ADMIN” the person who submits recommendations or last person to amend the record and how do we assign a reval officer.	Nichola Attwood	North West		I want to assume the Admin are the RV Officer/RO or delegated officer from the ROs ? To clarify further Yes you can use the tool to allocate admin and bulk allocate admin. Ade (12/07/2021) Agreed and noted Katy (07/07/2021) - in NW the admin would be the Reval Officer assigned to a trainee but we would need to remain the same even if another Reval Officer made a recommendation for a trainee		NR
Recommendations: Add Administrators	Allocating administrators – we couldn’t see how to allocate administrators.	Nicola Field	London		Ability to add Admin exist in the new the Reval. A demo is required		NR
Recommendations: Trainee in Draft	If we put a trainee in draft where does it go and how is that shown	Nichola Attwood	North West	MVP	Yes: Recommendation can be saves as draft and should show in the summary page TIS status as Draft. Not implemented at the moment. There is a ticket to implement this It will be saved as draft in the particular trainee details for edit Ade (12/07/2021) recommendation in Draft will appear in the TIS status in the summary page. You should be able to filter if the filter ticket is implemented. Katy (07/07/2021) - to clarify there won’t be a separate area where we could see all draft recommendations? If not could we filter by this field?		Done
Recommendations: Submissions and deferrals date	Can we do bulk amendment of submission dates/revalidation submissions and deferrals?	Nichola Attwood	North West	Post MVP	Need further clarification If you’re talking about ‘GMC Submission due date’ You will not be able to do that in the new service. This will be a post MVP work that needs to be discussed further. This update will continue to be on GMC connect …. On deferral date, you can choose a data but you cannot bulk amend at the moment. It will be something to look at in Post MVP Ade (12/07/2021). Yes on GMC connect. We still need further discussion on ‘GMC Submission due date’ update. On Bulk recommendation, we’ve already implemented for connections and we can create the same logic for Recommendation. Katy (07/07/2021) - to clarify we would need to amend submissions and do any bulk recommendations in GMC connect?		To Do
Recommendations: Submission Process for London	The process for London and KSS is the specialty officers to do the first look, save in draft, then assign the Operations Manager(OM) to do the 2^nd look and then the OM submits recommendation - we couldn’t see if this was possible to do with this TIS module.	Nicola Field	London		A recommendation can be saved in draft for users to review before it can be submitted by the user with the permission which is London’s case the Operations Manager (OM)		NR
Recommendations: TIS STATUS/GMC STATUS	What does the “TIS status” column refer to? With the “GMC status” column will this always be blank?	Katy Jones	North West	MVP	What does the “TIS status” column refer to? see above table With the “GMC status” column will this always be blank? No, it will be populated . See table above	The Outcome is the GMC Status.	Done
Recommendations: TIS Status	What is TIS status, does this mean submission status?	Nichola Attwood	North West	MVP	See below what will be displayed as ‘TIS Status’ Ade (12/07/2021). Thanks. To be discussed in the user session before the ticket is implemented Katy (07/07/2021) - can we discuss the terminology used at a TIS catch up as it is not clear/will likely cause some confusion	Leave for Katy to come back from AL	Done
Recommendations: GMC/TIS ststus	Can you clarify what the difference is between GMC status and TIS status?	Nichola Attwood	North West		Katy raised similar issue		NR
Recommendations: Historical Data	What’s happening with the history trail and previous comments?	Nichola Attwood	North West	MVP	We’re currently in this iteration investigating how to migrate historical data		Done
Recommendations: Front Front page format	As I have mentioned numerous times the format of the front page is not clear or user friendly – too much data on the page and sizing is very small in order to have all data on the page at the same time:	Katy Jones	North West	Post MVP	Looking at adding borders in row and column so that each one stand out a bit more	Priority	To Do
Recommendations: Front Front page format	The screen is too small when zoomed to 75% so can see all fields – is this being amended in terms of accessibility?	Nichola Attwood	North West		Katy raised similar issue	Speak to Katy for clarity on this If column we might need to cut down the column list	NR
Recommendations: Time out	What is the timeout length for using the system as it would close down quickly previously and would like it extended?	Nichola Attwood	North West		It will be between 1 hr to 30 days as the token expires after 1 hour and token can be refreshed automatically for up to 30 days. We’re currently working on migrating login into another service so, we’ll be able to give a definite time when the migration is done	Ade to discuss the possibility of extension. Also need to check HEE policy on this.	NR
Recommendations: Summary page- border between train	View of front page is hard to read, can there be borders between each trainee or a way to differentiate.	Nichola Attwood	North West	Post MVP			To Do
Recommendations: GMC outcome	What would the outcome show once GMC have authorised a revalidation?	Nichola Attwood	North West		See GMC outcome below		NR
Recommendations: GMC outcome	Can we export all doctors or under notice lists?	Nichola Attwood	North West	Post MVP	Ade (12/07/2021) Thanks for the clarity. Katy (07/07/2021) - export the data into excel for example so we can view the data outside of TIS if required	Summary page export into excel. A priority as Post MVP	To Do
Recommendations: Under investigation, sanction doctors	How do we know what the GMC position is and if they are under investigation, sanction etc. (currently tick in a list on GMC)	Nichola Attwood	North West	MVP/Post MVP?		To Investigate: This is in GMC connect. Documented under concerns in the current Reval. Which is done manually from GMC connect. 22/09: Doctors on hold Discussion on priority of this requirement	To Do
Recommendations: Data Migration from 14th May	Gap in recommendation because of switch of APIs by GMC			Post MVP?		Not Required.	NR

Concerns: Open Concern	Clicked on Concerns and could see what appears to be ALL concerns in HEE – is this the way it’s supposed to be?	Phil Skeldon	Thames Valley		No. You should only see your DB concerns. The list of doctors seems to be all doctors in Thames Valley not all doctors in HEE
Concerns: Open Concern	Clicked on first doctor on the ‘Open’ list (Jill Elizabeth Edwards) – can’t seem to find a concern relating to them. Or indeed any of the handful of doctors I chose. Am I doing something wrong?	Phil Skeldon	Thames Valley	MVP	My thought is, The ‘Open’ is showing the list of all doctors in Thames valley both with concerns and not with concerns. We need to have a discussion on how we want the following to be displayed Doctors without any concern Doctors with one or more concerns opened concerns only Doctors with both open and closed concerns … An investigating ticket is required on how to present this
Concerns: Closed concern	The Closed list seems to be the same as the open list (1 – 20 of 1991).	Phil Skeldon	Thames Valley	MVP	That should not be A ticket required
Concerns: Creating a concern	Accepted typed-in ‘date of incident’ of 01/01/2021, but a typed-in ‘date reported’ of 07/01/2021 was automatically ‘corrected’ to 01/07/2021 – is that required behaviour? This date was not accepted when I tried to move on to the next section (Trainee details) and I had to return and fix it by using the calendar	Phil Skeldon	Thames Valley	MVP	If you select the data from the calendar it’ll work fine but if you typed in the date that’s when the problem happens: A ticket is required T for date to reflect dd/mm/yyyy and not mm/dd/yyyy either you type in or use the calendar or….. A ticket required
Concerns: Grade, site and employer	Where do the drop-down values come from? It seems to me that picking one (e.g. Specialty Training Year 6) could/should limit the following options (e.g. Site, Employer) or is this not straightforward/possible?	Phil Skeldon	Thames Valley	MVP	Need to investigate grades, sites, employer. A ticket is needed. A ticket required check if there is existing ticket
Concerns: Grade	Grade – would these be applicable to trainee grades (at the moment this and all the other drop downs in trainee details are incorrect)	Nichola Attwood	North West	MVP	Ade (12/07/2021) Yes but they are currently not correct. A ticket required
Concerns: Edit	However, on returning to edit the Concern, the follow up date was flagged in red as today (10/06/2021) and needed changing. I re-set it to 11/06/2021 as in the original save.	Phil Skeldon	Thames Valley		Need more clarification from Phil
Concerns: Comment	Checking the files, the PDF was present, but the Comment had vanished.	Phil Skeldon	Thames Valley	MVP	A ticket required
Concerns: Save concern	On trying to save the Concern again, the ‘Concern saved’ message appeared, but the screen stayed on the final sheet… On returning to the Concern tab for this doctor – there are now three concerns! Is that the way you expect it to work?	Phil Skeldon	Thames Valley		There is an existing ticket to resolve that issue . The number of times you click save the number of concerns create
Concerns: Saved concerns	Opening each of the three Concerns showed a follow-up date of 10/06/2021 which, of course, threw an error. And all had lost any comments that had been added. I tried setting one of the open Concerns to ‘Closed’ – not only did it require a follow-up date in the future, and the comments had disappeared, but it was still open after I saved it – see final entry below…	Phil Skeldon	Thames Valley		If you close a concern, it’s an edit and you need to follow through the journey and save before the update is saved but the issue currently is that at the moment you click save another concern is created which is a bug to be fixed. Which is to be fixed.
Concerns	Who would use this – are you aware if other regions use this section?	Nichola Attwood	North West		Ade (12/07/2021) I’ll ask other region the question. Do you use this section in the NW?
Concerns	Can you export the data if used?	Nichola Attwood	North West	Post MVP	Ade (12/07/2021) We can add this element
Concerns	Will all placement sites be added to list for example being prepopulated by the TIS placement? Can it be manually overridden if in another site? Can you free type sites?	Nichola Attwood	North West	Post MVP	Ade (12/07/2021) These are element we can always consider.
Concerns	If adding concerns, can we put retrospective dates as we can only add for one month at the moment (can’t select an earlier date than 9 June)	Nichola Attwood	North West		Ade (12/07/2021) I think the logic in the new reval allows retrospective dates for ‘date of incident’ and ‘Date Reported’ but you can’t add passed date for ‘follow up date’
Concerns	Follow up – who does this go to and where would it be flagged? This is a mandatory field and not all would need to be followed up?	Nichola Attwood	North West		Ade (12/07/2021)There is no Follow up but follow up date. This goes to no one as it remains with the Admin that created the concern.
Concerns	Can there be a concerns flag in the recommendation front screen so not missed as having to check all 3 tabs when making a recommendation	Nichola Attwood	North West	Post MVP	Ade (12/07/2021) We can add this element
Concerns	Can the TODO notification be reworded as it isn’t a clear/consistent message	Nichola Attwood	North West		Ade (12/07/2021) Where is the TODO element in concern?
Connections: Disconnection	When disconnecting a trainee, does this feed through to GMC Connect?	Nicola Field	London		Yes, it feeds through to GMC connect
General Feedback: GMC Connect Refresh	To get a bit of recent data in TIS- Reval stage, GMC will need to refresh their stage				Further discussion required on this.

	Page / section	Feedback description	User	Comments

	Page / section	Feedback description	User	Comments
1	Recommendation - Deferrals No new story required	I may have missed a discussion around this however should the reasons for deferral not match the GMC list	Katy Jones	The reasons have been taken from the new GMC API document, they will be implemented in line with this.
2	Recommendation - Deferrals No new story required	Would a deferral recommendation show the reason and comments when under notice again? Is there an example GMC number of a dummy record where a deferral was made previously can only see ones where they were revalidated previously and there are no comments with them.	Katy Jones	This scenario can be created in the staging environment, as a new recommendation against any of the dummy trainee records
3	Recommendation - Deferrals No new story required (TBC)	Is the approved below [GMC outcome column on revalidation history table in detailed view] to show approved by GMC or approved by TIS & submitted to GMC	Katy Jones	To be discussed further, unclear which fields this refers to
4	Recommendations - Revalidation logic Story created Epic: Recommendations	display the following data (columns) in the recommendations detail screen Under investigation - Y / N Provisional enquiry - Y / N << cannot have this plus under investigation Breach - Y / N Sanctions - Y / N** When trainee is under notice then they show up as “on hold” << this is a 3rd option for under notice flag yes / no / on hold Read only field data to be pulled in from GMC API	Lisa Edwards	@ify.onyenokweorhiunu (Unlicensed) reminder to update screen interaction.
5	Recommendations - Revalidation logic Story created Epic: Recommendations	send new date to GMC for recommendation due date (known as “Brought forward date”) i.e. amend date and update Validate that date is in the future (min +1 day, max +365 days) Editable users I am not sure this is worded correctly - if we are changing a due date it has to be a minimum of 120 days ahead (Same logic as deferring). Will amending/bringing forward a submission date now be a function available on TIS as previously we weren't certain GMC API would allow this.	General	@ify.onyenokweorhiunu (Unlicensed) reminder to update screen interaction.
6	All summary pages Story created Epic: Create a version within Recommendations, Concerns & Connections	There should be an indicator to show which section of TIS you’ve landed in (i.e. underline “Revalidation” in the navigation bar Read only users	Ify
7	All summary pages Story created Epic: Create a version within Recommendations, Concerns & Connections	Breadcrumb should be displayed on all pages to illustrate pathway Read only users	Ify	@ify.onyenokweorhiunu (Unlicensed) reminder to update screen interaction.
8	All summary pages Story created Epic: Create a version within Recommendations, Concerns & Connections	Add page titles Read only users	Ify
9	All summary pages Story created Epic: Upgrade of Revalidation - dependency on TISNEW-5196	Move the lower “drawer” next to the page title when implemented Read only users	Ify
10	All summary pages BUG created	Red highlight flag too harsh on the eyes/too much, can we just have the red highlight on the left hand side instead of highlighting the whole row?	General
11	All detail sections Story created Epic: Create a version within Recommendations, Concerns & Connections	include “add multiple notes” function across all sections	Ify	To be discussed w/Stakeholders
12	All summary pages BUG created	error/confirmation pop-up messages to be displayed for 10 seconds across all Reval pages, and have a "close" function (relates to pop-up on all screens)	Ify
13	All summary and detail pages BUG created	display admin name as "name" not email address in all summary pages / detail screens	Ify
14	Concerns detail (doc upload) BUG created	Doc upload - Update guidance text on document upload to include image document types ".png" and ".jpeg"	Ify
15	Concerns detail Story created Epic: Concerns	Story - update detail page to include blank holding screen when a trainee has no concerns, should show column headers and error message “No data” Read only users	Ify
16	Recommendation subreason list for insufficient evidence reason New Story created Epic: recommendations (see comments column)	For the subreason “insufficient evidence reason” - we have 'The doctor is subject to an ongoing process' as one of the eight subreasons on stage (which is not part of the GMC's listed subreasons) but 'Significant events' (which is part of the GMC's listed subreasons) is missing on the list on stage	Ade
17	Recommendation buttons working intermittently BUG created Epic: Recommendations (see comments column)	Save Draft, recommend submit to GMC buttons don’t seems to work well or work intermittently	Ade
18	Recommendation: Reason list Bug Created Epic: Recommendations	GMC list 1. Insufficient evidence for a positive recommendation 2. The doctor is subject to an ongoing process Stage list Insufficient evidence The doctor is subject to an ongoing process Issue: ' for a positive recommendation' is missing for Insufficient evidence on stage @Ify.Onyenokwe-Orhiunu (Unlicensed) What is your thought? Let me know if we need a ticket. Bug should state to update copy to read “Insufficient evidence for a positive recommendation “	Ade	Agreed @Adewale Adekoya , a bug will be created.
19	Under Notice Story created	Both Red highlight and un-highlighted colours are appearing for trainees under notice. Trainees under notice should all be highlighted red. Story: As a Reval Admin, I want to be able to view a flag against trainees who are under notice, so that I know at a glance who is under notice versus not” AC Given the trainee status = under notice When the admin views the trainee record in the summary view Then it should have a red flag Given the trainee status is not = under notice When the admin views the trainee record in the summary view Then it should not have a red flag	Ade	To be looked at when we have the API sorted - with real data.
20	Recommendations detail Epic: Recommendations Bug created	On revalidation submission, the button is called Recommend - it should be labelled “Make recommendation”	Lisa Edwards
21	Concerns list Epic: Concerns New story created	Concerns section - is the list meant to be a list of all doctors or a list of all doctors with a concern logged (this would make more sense). If so there needs to be a ‘add new concern’ option on this page rather than having to go into each doctors record first. Story: Display header filter for “All Doctors” & “Doctors with concerns”	Lisa Edwards
22	Concerns list Epic: concerns New bug created	Also re concerns - clicking on individual doctor brings up a different doctors record. Is this just because the data is all jumbled or is it a mapping issue - needs to be right otherwise all sorts of issues! Bug to confirm whether there is an issue with data mapping when real data has been integrated	Lisa Edwards	This may be a duplicate - confirm before creating new ticket
23	Concerns detail Epic: Concerns New stories created (x3)	Concerns - under trainee details part - where is the Grade/Site/Employer data pulled from - is this all of their previous/current post data - with the idea being we pick the post/employer it relates to? If so this is good Story: restrict drop down to current / past grades for trainee Story: restrict drop down to current / past sites for trainee Story: restrict drop down to current / past employers for trainee	Lisa Edwards	Yes, that will be the case
24	Concerns & Recommendations detail screens Epic: Concerns, Recommendations New bug created	Add comment box (on submission section and concerns) - is not very obvious/user friendly. Could this be improved pls? Could it be placed underneath the initial comment rather than at the top of the page Bug: move the add new comment button lower down on the screen	Lisa Edwards
25	Recommendations detail / summary No new story required	on an individual recommendation - should Outcome and Submission status match?	Lisa Edwards	Status mapping can be viewed here -
26	Recommendations No new story required	Navigation - once in a particular doctors record, can't easily go back to the main list without having to go up to main Revalidation Tab. Has this already been captured above - the breadcrumb request??	Lisa Edwards	Yes, the breadcrumb will help with this
27	Recomendations TBC if new story required	When I click on assessments/Form R Part B/ placements to see how they display it takes me back to full list is that correct?	Katy Jones	Links out to other areas of the site are still to be developed
28	Connections TBC if new story required	I can’t access the connections tab – is this for another sprint?	Katy Jones	Connections tab from within recommendations has yet to be implemented
29	General TBC if new story required	I have to have the screen at 67% to view all columns this is OK for me but some may struggle with this – concern re equality & diversity and ease of access.	Katy Jones	TBC versus HEE standards
30	Recommendations No new story required	The deferral sub reasons don’t replicate those in GMC connect	Katy Jones	To be discussed with GMC as they have advised a set of new reasons / sub-reasons, but not reflected in GMC Connect
31	Recommendations Existing stories to be re-prioritised	When I click “revalidation” then “recommendations” it is the under notice list – could the titles be clearer – where do ones we have queued for submission go – is there a 2 step process or we press revalidation in “under notice” and it goes straight to GMC?	Katy Jones	We’ve discussed including some level of workflow, and are planning to implement a new column which will allow you to filter/view specific states
32	Recommendations New bug required	List screen: When enable admin is “on”, user is able to navigate using browser navigation and it remains on; all other functions should be disabled and browser navigation should disable admin allocation	Ify
33	Recommendations New bug required	Detail screen: No grade being displayed	Ify
34	Recommendations New bug required	Detail screen: Cannot link out to other areas of TIS via left-hand navigation; these currently take user to summary list view	Ify
35	Recommendations New bug required	Detail screen: Add new concern should = “Create new concern”	Ify
36	Recommendations New bug required	Detail screen: Need a “Back” button to be displayed and should take user back to whichever previous screen they were on	Ify
37	Recommendations New bug required	Detail screen: Name in record does not map to name on list screen	Ify
38	Recommendations New bug required	Detail screen: User with GMC submission date in the past should have record of past recommendation	Ify
39	Connections New bug required	Add connection filter button = disconnected + number	Ify
40	Connections New bug required	Remove connection filter button = connected + number	Ify
41	Concerns New bug required	Open/closed filter should be linked to status	Ify
42	Concerns New bug required	Status labels wrong; should be open & closed	Ify
43	Recommendations New story required	Display “Managing team” as a new column on summary list view	Lisa Edwards	To be validated with London teams
44	Recommendations New bug required	Defer 'Choose a date' starts from Nov 2020	Ade
45	Recommendations New bug required	Defer 'Save draft' and 'Make recommendation' not working	Ade
46	Recommendations New bug required	Submitted Recommendation can be edited and saved as draft and re-submitted	Ade
47	Recommendations New bug required	Can't differentiate between submitted recommendation and saved draft	Ade
48	Recommendations No action	Revalidation submission - the button is called Recommend - should be called Submit or Make Recommendation? - This has been actioned	Katy Jones	N/A
49	Concerns Confirm ticket number	Concerns section - is the list meant to be a list of all doctors or a list of all doctors with a concern logged (this would make more sense). If so it could be helpful to have an ‘add new concern’ option on this page rather than having to go into each doctors record first – note we wouldn’t use this section in the NW	Katy Jones	The list is due to be enhanced to just those with an existing concern - this will be something we update asap ahed of go live.
50	Concerns No action required	Also re concerns - clicking on individual doctor brings up a different doctors record This has been actioned	Katy Jones	N/A
51	Concerns	Concerns - under trainee details part - where is the Grade/Site/Employer data pulled from - is this all of their previous/current post data - with the idea being we pick the post/employer it relates to? If so this is good	Katy Jones	Yes
52	Concerns Confirm ticket number	Add comment box (on submission section and concerns) - is not very obvious/user friendly. Could this be improved pls? Perhaps it cculd it be placed underneath the initial comment rather than at the top of the page on an individual recommendation - should Outcome and Submission status match?	Katy Jones	Agreed, there is an existing ticket to address this
53	General Confirm ticket numbers	Navigation - once in a particular doctors record cant easily go back to the main list without having to go up to main Revalidation Tab. Has this already been captured above - the breadcrumb request??	Katy Jones	There will be 2 enhancements to address this: Breadcrumb “Back” button
54	Recommendations	I located a trainee – Krishna via name search – I clicked edit recommendation – I selected defer due to insufficient evidence then colleague feedback – I then clicked the date box and a red comment appeared with a eligible date field so I selected the 1^st date given (14 Jan 2021) – then selected make recommendation and received an error message but I selected a date generated by the system	Katy Jones	[IO] This is due to a known issue around RO’s not being present for all trainee test data in the system, it’s being investigated as to how we may be able to fix it in stage. this was the trainee identified by you to use for HENW would it still be that the record can not be tested fully? Also when can we test all the aspects of the system before “go live” [IO] I will check back with the team to confirm if the issue has been resolved, and also share a new set of trainees to use for testing. We’ll let you know once the site is fully ready for testing.
55	Recommendations	When I select a trainee I can’t then click to view their information e.g. pogramme history it takes me back ot the main list	Katy Jones	[IO] This functionality has not yet been built With regards to the response to 55 - will this be ready for “go live”? [IO] Yes
56	Recommendations	It looks like a deferral of 60 days is “allowed” to be made in the new TIS revalidation module however the GMC have advised it is a minimum deferral 120 days – please could you confirm that this has been addressed and amended	Katy Jones	We have now changed the logic to fit the 120 - 364 day rule.
57	Connections	With regards to managing connections will we retain the same “page” as now not the one in the new TIS module which doesn’t replicate the current one? Also when will we be able to “ignore” connections e.g. for our non-trainee doctors I now know this has not yet been developed	Katy Jones	Not yet developed; update will be provided once complete.
58	Connections	How do we view information for trainee who have disconnected from our DB?	Katy Jones	Each of the trainees who have been previously connected to you will be available via all 3 lists (Recommendations, Connections & Concerns) in a read-only format.
59	General	How do we assign a record to a revalidation team member? We split our workload in the NW by specialty due to the numbers – there is an admin column but unsure how we assign	Katy Jones	We can demo on the next review call.
60	General	Will we be able to sort and/or filter other than by submission date e.g. using CCT date, programme etc?	Katy Jones	Yes, but it is a low priority to amend these sort/filter options ahead of go live
61	General	What does the “last updated” column refer to?	Katy Jones	The last time a record has been updated.
62	Connections	What is the “exceptions queue” un the connections section	Katy Jones	[IO] Exceptions queue will display all records with a discrepancy.
63	Connections	will the add and remove connections pages just show ones that are identified in the logic as discrepancies i.e. not connected to HENW but in a programme or connected to HENW but not in a programme	Katy Jones	[IO] Add Connections filter will display records with no connection; Remove Connections filter will display records with existing connections; exceptions queue will display all records with a discrepancy.
64	Connections	Will we be able to see none HEE connections - in the test it only shows HEE connections at the moment	Katy Jones	[IO] Can you please clarify what’s meant by “none HEE connections”? [KJ a designated body other than HEE]
65	Connections	Some connections are on twice (6053585) but appear identical - the last 2 connections - is this a discrepancy or for a specific reason?	Katy Jones	[IO] We’ll investigate and confirm
66	Recommendations	Will all recommendations show in this field from HEE and elsewhere?	Katy Jones	[IO] Can you please provide more info on this? [KJ so ones not from a HEE DB]
67	Connections	Hide LDN from DBC list in “update connections”	Nicola Field	[IO] The staging DBCs are not configured yet; this work will be completed when the module is completed in Prod.
68	Connections	Add History		[IO] In current sprint (07/Dec)
69	Managing connections	I have just watched the demo on how to do bulk connections - how will the list be displayed as there seemed a lot of clicking to get to the page - who will appear on this page and can we see a clear page for our areas to test robustly before we approve - this can’t be done with 4000.	Katy Jones	[IO] demo will be presented in Review 08/Dec; it’s best to watch than describe here. [KJ is that the review 16/12 I watched the one from last tie and couldn’t follow hence my queries]
70	Managing connections	What is the “exceptions queue” as this has the same trainees as the other two tabs.	Katy Jones	[IO] All logic can be reviewed here as requested last week - there are multiple triggers for a trainee record being moved to review queue and these have yet to be built. Anything you can see there is not a true reflection of the logic to be applied. [KJ - is the exceptions queue is for those who need to be reviewed as declined by the GMC? Will we just see add/remove for ones identified by the system logic not all connected trainees?
71	Managing connections	I increased the screen size to 90% and then half the data is no longer fitting on the page – is this being addressed? I couldn’t see the start and end date when at this size but when smaller is equally hard to see as so small	Katy Jones	This is something that has to be resolved in future. [KJ]- will it be resolved for “go live”?
72	Assigning Admin	Thank you for the demo. To assign we would need to filter by specialty - this doesn’t appear possible in the demo site will this be available after “go live” and if so when can we test this or else we will struggle to assign trainees to the relevant admin person	Katy Jones	To be built as an enhancement in future and may not be possible before go live.

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