Background

Trainers can be assigned to Programmes, Sites and Trusts

to support trainee record managment
to support reporting

This should form a new sub-section within a person record "Associations"

Programmes

Trainers can be assigned to multiple programmes
These Trainers will then be available to be assigned to a trainee (if they have a status of "current") as either a clinical or educational supervisor
Trainer records should show all Trainees assigned to a particular trainer

Placements

Trainers will be assigned to Trainees as Supervisors as either a clinical or educational supervisor
Trainer records should display all placements & trainees currently assigned

Sites

Trainers can have multiple sites against their record
Site linkage means that trainers not currently supervising a trainee can be identified against their site. This is important for reporting to the GMC while also allows filters to be applied so users don't have to wade through all trainers when assigning a supervisor.

Trusts

Trainers can be assigned to multiple Trusts
Trust linkage means that similar to associating against a site but some trainers are able to operate on any site within a trust so makes sense to record at trust level.

Specialties

Trainers can be assigned to one or more specialties
Specialty linkage means that we can report the necessary information to the GMC.

Education Group

Trainers can be assigned to one or more Education Groups
These groups act as a way to divide trainers within programmes, particularly large ones to facilitate managing placements etc

MVP Scope

Assign Programme to Trainer Person Record
Assign Site to Trainer Person Record
Assign Trust to Trainer Person Record
Assign Placement to Trainer Person Record
Assign Specialty to Trainer Person record
View/Edit Trainers by Site
View Placements against a Trainer record
View Trainees against Trainer Record
Assign Supervisor to a Trainee
Assign Education Group to a Trainer record
View Edit Education Group

Field Validation

NB: These are new fields to be added to existing records

Order	Field name (V10)	Type (free text, drop down, check box) & Interaction	Mandatory (Y/N)	Notes
Associations
1	Programme Name	smart search drop down editable	N
2	Programme Number	smart search drop down editable	N
3	Trainee Name	autopopulated derived from educational supervisor assignment or clinical supervisor assignment click through to Trainee record	Y - if populated
4	Site Name	smart search drop down editable	N
5	Site Number	smart search drop down editable	N
6	Trust Name	smart search drop down editable	N
7	Trust Number	smart search drop down editable	N
8	Education Group	smart search drop down editable	N	Is defined on Education Groups page (EG-4 Programmes - Educational Groups (Trainers) Field Validation & Scenarios)
9	Placement - Post Number	autopopulated derived from placements	Y - if populated
10	Placement - Trainee Name	autopopulated derived from placements	Y - if populated
11	Placement - Site	autopopulated derived from placements	Y - if populated
12	Placement - Start Date	autopopulated derived from placements	Y - if populated
13	Placement - End Date	autopopulated derived from placements	Y - if populated

Associated Trainers & Schools (as part of the Site Reference Table - this is an additional field)
N/A	Trainer Name	autopopulated from "Associations" (as detailed above) list ability to click through to trainer record on click ability to remove trainer from list	N

Scenarios

Process	TR-1 Assign/remove Programmes to Trainer Person Record	Comments
Description	Admin can assign a programme or multiple progammes to a Trainer person record
Actors	HEE Admin
Pre-Conditions	Trainer record must be either in creation or already created
Post-Conditions	Programmes assigned to Trainer record Trainer can be made available to select to trainees within that programme
Process Steps	Navigate to person record or create person Enter relevant details to create person (Optional if in create journey) Select to add Programme Enter Programme name or number Autopopulates Repeat steps 3, 4 & 5 (optional) Save Programme is associated with Trainer
Alternative Process	PP4 - View/Edit Peron (People - Scenarios)
Rules	at least 3 characters of name or number must be entered each one can only be entered once only current programmes selectable
JIRA Links	TISDEV-3244 - Getting issue details... STATUS
Audit Log	changes made when who by

Process	TR-2 Assign Site to Trainer Record	Comments
Description	Admin can assign a site or multiple sites to a Trainer person record
Actors	HEE Admin
Pre-Conditions	Trainer record must be either in creation or already created
Post-Conditions	Sites assigned to Trainer record
Process Steps	Navigate to person record or create person Enter relevant details to create person (Optional if in create journey) Select to add Sites Enter Programme name or number Repeat steps 3 & 4 (optional) Save Site is associated with Trainer
Alternative Process	TR-4 View/Edit Trainers against Site Record PP4 - View/Edit Peron (People - Scenarios)
Rules	at least 3 characters of name must be entered each one can only be entered once only current sites selectable
Jira Links	TISDEV-3240 - Getting issue details... STATUS
Audit Log	changes made when who by

Process	TR-3 Assign Trust to Trainer Record	Comments
Description	Admin can assign a trust or multiple trusts to a Trainer person record
Actors	HEE Admin
Pre-Conditions	Trainer record must be either in creation or already created
Post-Conditions	Sites assigned to Trainer record
Process Steps	Navigate to person record or create person Enter relevant details to create person (Optional if in create journey) Select to add Trusts Enter Programme name or number Repeat steps 3 & 4 (optional) Save Programme is associated with Trainer
Alternative Process	PP4 - View/Edit Peron (People - Scenarios)
Rules	at least 3 characters of name must be entered each one can only be entered once only current Trusts selectable
Jira Links	TISDEV-3378 - Getting issue details... STATUS
Audit Log	changes made when who by

Process	Tr-4 View/Edit Trainers against Site Record	Comments
Description	Admin can view all trainers assigned to a site within the site reference table
Actors	HEE Admin
Pre-Conditions	Trainer record must be already created
Post-Conditions	Admin views/edits trainers against a site in one go
Process Steps	navigate to site reference table select site view and edit as appropriate save close
Alternative Process	PP4 - View/Edit Peron (People - Scenarios)
Rules	user should be able to click through to Person record from list
Jira Links	TISDEV-3241 - Getting issue details... STATUS
Audit Log	What changes mde When Who by

Process	TR-5 View Placements against Trainer Record	Comments
Description	User should be able to view any placements against a trainer record where they have been assigned as a CLinical Supervisor
Actors	HEE Admin
Pre-Conditions	Trainees must be assigned to Trainer within a Placement
Post-Conditions	Admin can view list of trainees assigned and to what post
Process Steps	Navigate to trainer record Navigate to Associations view derived placement detail click through to either trainee or post record go back to trainer record close record
Alternative Process	PL-5 View/Edit Placement (Placements - Scenarios)
Rules	non-editable as derived information
Jira Links	TISDEV-3400 - Getting issue details... STATUS
Audit Log	N/A

Process	TR-6 View Trainees against Trainer Record (as Educational Supervisor)	Comments
Description	User should be able to see trainees who have been assigned to a Trainer for a particular Programme as Educational Supervisor
actors	HEE Admin
Pre-Conditions	Trainees must be assigned to Trainer within Programme membership
Post-Conditions	Admin can view assigned trainees in trainer record admin can click through to full trainee record and edit
Proces Steps	navigate to trainer record navigate to associations drop down view list click through to selected trainee's programme membership screen (user can edit, save as necessary) go back to trainer record close record
Alternative Process	TR-7 Assign Educational Supervisor to Trainee Programme Membership (edit educational supervisors)
Rules	derived from Trainee record non-editable within Trainer record
Jira Links	TISDEV-3401 - Getting issue details... STATUS
Audit Log	N/A

Process	TR-7 Assign Supervisor to Trainee	Comments
Description	User should be able to assign, de-assign and remove Supervisors based on a Trainee's placements	Needs to be re-written as education supervisor is to be assigned via placement only
Actors	HEE Admin
Pre-Conditions	Trainee record created and within a current programme Trainers available against the programme and approved
Post-Conditions	Trainee and Trainer belong to the same programme membership
Process Steps	navigate to trainee record navigate to placement space enter/select trainer name into required field (new placement fields 10 & 10A) save trainee record is updated trainee is notified via trainee UI trainer is notified by email	(IO) is this a field in trainee UI? if not, how should trainees be notified? Similar to the placements in Admin UI the Trainee UI will have a placements section which will allow us to show supervisors for each placement where assigned. (IO) can we do email notifications based on activity? Trainer does not need to be notified as they are assigned trainees by the TPD in a separate process.
Alternative Process	TR-6 View Trainees against Trainer Record (as Educational Supervisor)
Rules	multiple trainers to one trainee multiple trainees to one trainer editable trainer must be current (ie "approved")
Jira Links	TISDEV-2375 - Getting issue details... STATUS
Audit Log	who created when created when edited

Process	TR-8 Assign Specialty to Trainer Person record	Comments
Description	Admin can assign a specialty or multiple specilaities to a Trainer person record
Actors	HEE Admin
Pre-Conditions	Trainer record must be either in creation or already created
Post-Conitions	Specialty or specialties assigned to Trainer record
Process Steps	Navigate to person record or create person Enter relevant details to create person (Optional if in create journey) Select to add Specialty Enter Specialty name or number Repeat steps 3 & 4 (optional if multiple) Save Specialty is associated with Trainer
Alternaitve Process	N/A
Rules	at least 3 characters of name or number must be entered each one can only be entered once only current Specialties selectable
Jira Links	TISDEV-3709 - Getting issue details... STATUS
Audit Log	who/when created who/when edited

Process	TR-9 Assign Education Group to a Trainer record	Comments
Description	Admin can assign a education group or multiple education groups to a Trainer person record
Actors	HEE admin
Pre-Confitions	Trainer record must be either in creation or already created Education groups created
Post-Conditions	Education groups assigned to Trainer record
Process Steps	Navigate to person record or create person Enter relevant details to create person (Optional if in create journey) Select to add Education Group Select Education Group from drop down Repeat steps 3 & 4 (optional if multiple) Save Education group is associated with Trainer
Alternative Process	N/A
Rules	at least 3 characters of name or number must be entered each one can only be entered once only current Education Groups selectable
Jira Links	TISDEV-3246 - Getting issue details... STATUS
Audit Log	who/when created who/when edited

Process	TR-10 Create / View / Edit Education Group	Comments
Description	Admin can crete, view and edit an education group within reference tables
Actors	HEE Admin
Pre-Conditions	Access to reference table
Post-Conditions	Created new education group Edited education group
Process Steps	Navigate to reference data space Select to create new or select edit existing Enter all mandatory fields Education group name Programme name Programme number (autopopulated) Status Start Date End Date Save New education group is available across TIS
Alternative Process	N/A
Rules	name is free text limit to 25 characters
Jira Links	TISDEV-3379 - Getting issue details... STATUS
Audit Log	who/when created who/when edited

For Discussion

#

Question

Comment

Owner

1

How is Trainer record owner defined?

There can be multiple Trusts and Sites associated with a Trainer, what unique attribute can be shown to define "ownership" of a trainer person record?

Although multiple trusts and sites may be associated with a trainer the trusts and sites will almost always be 'owned' by the same local office. I'm not sure if we can make a link in this way though as I don't believe there will be an owner field against trust or site.

Alistair Pringle (Unlicensed)

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