National ESR Reporting Requirements

This page captures the National Reporting Requirements for reports to be built from the ESR and TIS data available in the NDW.

Working Group

@Mike.Richardson (Unlicensed) @Kavitha.Shankar @James Harris @Stan Ewenike (Unlicensed) @Lauren Squires (Unlicensed) @Liam.Lofthouse (Unlicensed) @Stuart.Morris (Unlicensed) Lewis Judge, Sarah Hill, Lee Whittaker Rosita Stasytyte, Nicola Field

Reporting Requirements

No.	Report Name/Summary	Detailed Description	Refresh Rate	Priority (L/M/H)	Target Users/ Audience/ Nations	Aggregate/ Row-level data	Columns to be included	Filters/ Sortable by	Comments from Review

No.

Report Name/Summary

Detailed Description

Refresh Rate

Priority (L/M/H)

Target Users/ Audience/ Nations

Aggregate/ Row-level data

Columns to be included

Filters/ Sortable by

Comments from Review

Post ESR Management

Trust ESR Management - Pulls all current posts per trust, EmployingBody and TrainingBody, which of those have positions and which do not.
- Of those with positions what those are
- Of those without, post details for those
Local Office ESR Post Management
- Look at overall picture of all trusts per local office (not a performance tool as not all local offices have all trusts signed up)
- Breakdown of posts with position number

Daily

HEE TIS Admins and Stakeholders,

Trust External Admins and Stakeholders

Aggregate summary page(s) with a linked row-level data page(s) which are filterable

31/01/2023

New Feature: Add disclaimer to the dashboard to say the data in the dashboard would never feature 100% reconciled posts
New Feature looking at the report I can get it to a place where I need it when focusing on primary specialty for my Programme and region 'General Practice', but I would like to understand if we could slice it further by 'Approved Grade Name' or by the specific grades field, this field is shown on front end of tis as = 'Other Grades' value example 'Specialty Training Year 3'. This would allow me to filter/slice by secondary care specialty within my specific Programme name 'General Practice Birmingham and Solihull/City VTS
New feature Could you let me know who the working group was that initiated the original business case for the report? To get an answer about making the dashboard actionable and benchmarkable against fill rate percentages they would be able to let me know what they think is acceptable buckets or ranges in the report.

Bug Ping Yu to provide any useful examples of discrepancies to make it easier to diagnose. Created ticket TIS21-4143 to resolve this.

2.

Rotation ESR Management

Of the trainees within the window to be exported(13wks from the placement start date to 2 days before the placement start date i.e. BETWEEN 13wks > Placement start date AND placement start date > 2 days) which placements have been exported and which placements haven’t been exported:
- Aggregate per local office
- Aggregate per trust
- Aggregate per specialty

For those that exist in the above window but haven’t been exported, categorise potential cause/reasons by the following:
- posts without position number
- missing mandatory data on the person record
- unidentified issue

Of those records which have been exported, list the following information:
- What filename was it exported in?
- When was it sent?
- What position number was it sent to?

TLDR: The rationale for the above reporting requirements is so that HEE TIS can evidence that a trainee’s data (application file or notification) has been exported with details of: when, to which position number and in which ESR file.

Daily

HEE TIS Admins and Stakeholders,

Trust External Admins and Stakeholders

Aggregate summary page(s) with a linked row-level data page(s) which are filterable