Posts - Field Validation

Field Sequence	Field name	Reference Table	Current FE Validation & Rules	List Page?(Y/N)	List Page Rules (Sort/Filter)	Proposed FE Validation Rules	Proposed BE Validation / Rules	Error Messages	Notes	Delete (Y/N)

Field Sequence	Field name	Reference Table	Current FE Validation & Rules	List Page?(Y/N)	List Page Rules (Sort/Filter)	Proposed FE Validation Rules	Proposed BE Validation / Rules	Error Messages	Notes
National Post Number https://hee-tis.atlassian.net/browse/TISDEV-4748 / https://hee-tis.atlassian.net/browse/TISDEV-4747
1	Suffix	See: TIS UI Fields - Dropdowns	Drop down Default to NONE	N		Enabled NPN manual edit Type: Drop down Dependencies: "Enable/d NPN manually editing" = "Yes" Mandatory: Yes Editable: Yes Default value: 'NONE' Auto-generation NPN Dependencies: "Enable/d NPN manually editing" = "No" Editable: No	Enabled NPN manual edit Type: Drop down Dependencies: "Enable/d NPN manually editing" = "Yes" Mandatory: Yes Editable: Yes Default value: 'NONE' Auto-generation NPN Dependencies: "Enable/d NPN manually editing" = "No" Editable: No	Warning: Suffix cannot be amended for autogenerated NPN This field is required	Can Suffix be amended (changed, added, or removed) in an autogenerated NPN after it's been created?
2	Enable/d NPN manually editing		Drop down Default to Yes	N		Type: Drop down Mandatory: Yes Editable: Yes Default value: Yes	Type: Drop down Mandatory: Yes Editable: Yes Default value: Yes	Warning: If "No" selected, the NPN cannot be edited
3	National post number		'Enable/d NPN manually editing' No Auto-created number based on the managing local office code, grade code, speciality code and postfix Not editable Not visible until post is created 'Enable/d NPN manually editing' Yes Free text	Y	Sort ascending order	Enabled NPN manual edit Type: Manual entry Character type: Alphanumeric Special characters allowed: / Character length: Min characters 1, Max characters none Dependencies: "Enable/d NPN manually editing" = "Yes" Mandatory: Yes Editable: If NPN manual edit is enabled Default value: N/A Autogeneration Type: Auto-generated Derived from owner code, grade code, specialty code, suffix Dependencies: "Enable/d NPN manually editing" = "No" Mandatory: No Editable: No Default value: N/A Display in real time i.e. as the user enters fields	Enabled NPN manual edit Type: Manual entry Character type: Alphanumeric Special characters allowed: / (note, no spaces) Character length: Min characters 1, Max characters none Dependencies: "Enable/d NPN manually editing" = "Yes" Mandatory: Yes Editable: If NPN manual edit is enabled Default value: N/A Autogeneration Type: Auto-generated Derived from owner code, grade code, specialty code, suffix Dependencies: "Enable/d NPN manually editing" = "No" Mandatory: No Editable: No Default value: N/A Display in real time i.e. as the user enters fields	This field is required Only special characters allowed are /	The error message should only be displayed where "Enable/d NPN manually editing" = Yes
Allocation https://hee-tis.atlassian.net/browse/TISDEV-4749 /
4	Main site	See: TIS UI Fields - Dropdowns	Drop down Smart search MANDATORY	Y (Primary Site)	Filter	Type: Smart search Mandatory: Yes Editable: Yes Display SiteKnownAs+SiteNumber	Type: Smart search Mandatory: Yes Editable: Yes Display SiteKnownAs+SiteNumber	This field is required
5	Other sites (optional)	See: TIS UI Fields - Dropdowns	Drop down Smart search + or - button	N		Type: Smart search Mandatory: No Editable: Yes Display SiteKnownAs+SiteNumber Add multiple/all Remove one/all	Type: Smart search Mandatory: No Editable: Yes Display SiteKnownAs+SiteNumber Add multiple/all Remove one/all		Users should be able to add multiple fields individually, or add all fields from the drop down
6	Main specialty	See: TIS UI Fields - Dropdowns	Drop down Smart search MANDATORY	Y (Primary Specialty	Filter	Type: Smart search Mandatory: Yes Editable: Yes Add one Main specialty only	Type: Smart search Mandatory: Yes Editable: Yes Add one Main specialty only	This field is required
7	Other specialities	See: TIS UI Fields - Dropdowns	Drop down Smart search + or -	N		Type: Smart search Mandatory: No Editable: Yes Add multiple/all Remove one/all	Type: Smart search Mandatory: No Editable: Yes Add multiple/all Remove one/all		Users should be able to add multiple fields individually, or add all fields from the drop down
8	Sub specialities	See: TIS UI Fields - Dropdowns	Drop down Smart search + or -	N		Type: Smart search Mandatory: No Editable: Yes Add multiple/all Remove one/all Limit to sub-specialties of the Main specialty	Type: Smart search Mandatory: No Editable: Yes Add multiple/all Remove one/all Limit to sub-specialties of the Main specialty	Warning: only sub-specialties o the Main specialty can be selected	Investigate whether multiple sub-specialties is required (Data Leads)
9	Approved grade	See: TIS UI Fields - Dropdowns	Drop down Smart search MANDATORY	Y	Filter	Type: Smart search Mandatory: Yes Editable: Yes Limit to Post Grades	Type: Smart search Mandatory: Yes Editable: Yes Limit to Post Grades	This field is required Warning: only Post grades can be selected
10	Other grades	See: TIS UI Fields - Dropdowns	Drop down Smart search + or -	N		Type: Smart search Mandatory: No Editable: Yes Add multiple/all Remove one/all Limit to Post Grades	Type: Smart search Mandatory: No Editable: Yes Add multiple/all Remove one/all Limit to Post Grades	Warning: only Post grades can be selected
Ownership / ,
11	Owner	See: TIS UI Fields - Dropdowns	Drop down Smart search MANDATORY	Y	Filter	Type: Drop down, current only Mandatory: Yes Editable: Yes	Type: Drop down, current only Mandatory: Yes Editable: Yes	This field is required
12	Employing body	See: TIS UI Fields - Dropdowns	Drop down Smart search	N		Type: Smart search Mandatory: Yes Editable: Yes	Type: Smart search Mandatory: Yes Editable: Yes	This field is required
13	Training body	See: TIS UI Fields - Dropdowns	Drop down Smart search	N		Type: Smart search Mandatory: Yes Editable: Yes	Type: Smart search Mandatory: Yes Editable: Yes	This field is required
14	Programme name*	See: TIS UI Fields - Dropdowns	Drop down Smart search + or -	Y	Filter	Type: Drop down - current only Mandatory: Yes - Editable: Yes Add multiple/all Remove one/all Dependencies: "Rotation name" only editable after "Programme name" is selected	Type: Drop down - current only Mandatory: Yes Editable: Yes Add multiple/all Remove one/all Dependencies: "Rotation name" only editable after "Programme name" is selected	This field is required
15	Training description		Free text	N		Type: Manual entry Characters: Text Special characters allowed: forward slash ( / ), apostrophes ( ' ), hypens ( - ), full stops ( . ) and spaces ( ) Character length: Min characters 0, Max characters none Mandatory: No Editable: Yes	Type: Manual entry Characters: Text Special characters allowed: forward slash ( / ), apostrophes ( ' ), hypens ( - ), full stops ( . ) and spaces ( ) Character length: Min characters 0, Max characters none Mandatory: No Editable: Yes	Only special characters allowed: forward slash ( / ), apostrophes ( ' ), hypens ( - ), full stops ( . ) and spaces ( )
18	Status	See: TIS UI Fields - Dropdowns	Drop down Default to CURRENT	Y	Filter	Type: Drop down Mandatory: Yes Editable: Yes Default value: CURRENT	Type: Drop down Mandatory: Yes Editable: Yes Default value:CURRENT	This field is required
19	Old post		Drop down Smart search	N		Type: Smart search Mandatory: No Editable: Yes	Type: Smart search Mandatory: No Editable: Yes
20	New post		Drop down Smart search	N		Type: Smart search Mandatory: No Editable: Yes Limit to already created Posts	Type: Smart search Mandatory: No Editable: Yes Limit to already created Posts
21	Post family		Free text	N		Type: Drop down Mandatory: No Editable: Yes Limit to ref table	Type: Drop down Mandatory: No Editable: Yes Limit to ref table		JW to discuss with SMEs
22	Local post number		Free text	N		Type: Manual entry Characters: Text Special characters allowed: / Character length: Min characters 0, Max characters none Mandatory: No Editable: Yes	Type: Manual entry Characters: Text Special characters allowed: / Character length: Min characters 0, Max characters none Mandatory: No Editable: Yes
Funding (Needs to be discussed with SMEs - particularly EM & LASE) /
23	Funding type	See: TIS UI Fields - Dropdowns	Drop down Default to 'No value provided'	Y	Filter	Type: Drop down Mandatory: Yes Dependencies:"If 'Other', please specify," "Start date," "End date" Editable: Yes Default value: "No value provided"	Type: Drop down Mandatory: Yes Dependencies:"If 'Other', please specify," "Start date," "End date" Editable: Yes Default value: "No value provided"	This field is required
24	If 'Other', please specify		Free text, if 'Funding type' 'OTHER is selected	N		If Funding type is "Other" Type: Manual entry Characters: Text Special characters allowed: forward slash ( / ), apostrophes ( ' ), hypens ( - ), full stops ( . ) and spaces ( ) Character length: Min characters 0, Max characters none Mandatory: No Dependencies:Only active when "Funding type" is "Other" otherwise greyed out Editable: Yes If Funding type is not "Other" Editable: No	If Funding type is "Other" Type: Manual entry Characters: Text Special characters allowed: forward slash ( / ), apostrophes ( ' ), hypens ( - ), full stops ( . ) and spaces ( ) Character length: Min characters 0, Max characters none Mandatory: No Dependencies:Only active when "Funding type" is "Other" otherwise greyed out Editable: Yes If Funding type is not "Other" Editable: No	Only special characters allowed: forward slash ( / ), apostrophes ( ' ), hypens ( - ), full stops ( . ) and spaces ( )
25	Funding body / organisation	See: TIS UI Fields - Dropdowns	Drop down Smart search	N		Type: Smart search Mandatory: Yes Editable: Yes Add multiple	Type: Smart search Mandatory: Yes Editable: Yes Add multiple	This field is required	Should be pulling from "Funding Organisation table"
26	Start date		Free text or calendar pick Date format DD/MM/YYYY	N		If Funding type is "No value provided" Editable: No If Funding type is not "No value provided" Type: Free text or calendar pick Date format DD/MM/YYYY Character type: Numerical Special characters allowed: / Mandatory: Yes Dependencies: Only active when "Funding type" is not "No value provided" otherwise greyed out Editable: Yes Type otherwise greyed out Editable: Yes	If Funding type is "No value provided" Editable: No If Funding type is not "No value provided" Type: Free text or calendar pick Date format DD/MM/YYYY Character type: Numerical Special characters allowed: / Mandatory: Yes Dependencies: Only active when "Funding type" is not "No value provided" otherwise greyed out Editable: Yes Type otherwise greyed out Editable: Yes	This field is required Only special characters allowed /
27	End date		Free text or calendar pick Date format DD/MM/YYYY	N		If Funding type is "No value provided" Editable: no If Funding type is not "No value provided" Type: Free text or calendar pick Date format DD/MM/YYYY Character type: Numerical Special characters allowed: / Mandatory: Yes Dependencies:Only active when "Funding type" is not "No value provided" otherwise greyed out Editable: Yes Type otherwise greyed out Editable: Yes	If Funding type is "No value provided" Editable: No If Funding type is not "No value provided" Type: Free text or calendar pick Date format DD/MM/YYYY Character type: Numerical Special characters allowed: / Mandatory: Yes Dependencies:Only active when "Funding type" is not "No value provided" otherwise greyed out Editable: Yes Type otherwise greyed out Editable: Yes	This field is required Only special characters allowed /
Rotation /
29	Rotation name		Drop down Smart search	N		Type: Smart search Mandatory: No Editable: Yes Add multiple/all Remove one/all Dependencies: Only active when Programme selected, otherwise greyed out. History only populates if Rotation is selected. Limit to Rotations already created Current values only Limited to Rotations in same Programme	Type: Smart search Mandatory: No Editable: Yes Add multiple/all Remove one/all Dependencies: Only active when Programme selected, otherwise greyed out. History only populates if Rotation is selected. Limit to Rotations already created Current values only Limited to Rotations in same Programme	Warning: Only rotations from within the same programme as the post can be selected
History (Table) /
30	Trainee full name		Read only	Y (Current Trainee)	Sort Max 1 current trainee displayed in list page	Type: Derived from Placements Dependencies: Populates if Rotation is selected Editable: No	Type: Derived from Placements Dependencies: Populates if Rotation is selected Editable: No
31	Start date		Read only	N		Type: Derived from Placements Dependencies: Populates if Rotation is selected Editable: No	Type: Derived from Placements Dependencies: Populates if Rotation is selected Editable: No
32	End date		Read only	N		Type: Derived from Placements Dependencies: Populates if Rotation is selected Editable: No	Type: Derived from Placements Dependencies: Populates if Rotation is selected Editable: No
33	Main site		Read only	N		Type: Derived from Placements Dependencies: Populates if Rotation is selected Editable: No	Type: Derived from Placements Dependencies: Populates if Rotation is selected Editable: No
34	Main specialty		Read only	N		Type: Derived from Placements Dependencies: Populates if Rotation is selected Editable: No	Type: Derived from Placements Dependencies: Populates if Rotation is selected Editable: No
35	Placement grade		Read only	N		Type: Derived from Placements Dependencies: Populates if Rotation is selected Editable: No	Type: Derived from Placements Dependencies: Populates if Rotation is selected Editable: No
36	Placement type		Read only	N		Type: Derived from Placements Dependencies: Populates if Rotation is selected Editable: No	Type: Derived from Placements Dependencies: Populates if Rotation is selected Editable: No
37	Status		Read only	N		Type: Derived from Placements Dependencies: Populates if Rotation is selected Editable: No	Type: Derived from Placements Dependencies: Populates if Rotation is selected Editable: No

Posts - Bulk create column headers - validations

This was reviewed with data leads and there's no no dissenters on the columns and validations to include.

Row no.	Column heading	Add/Update/Matching Criteria	Mandatory	Rules	Questions for discussions	MVP (Y/N)

Row no.	Column heading	Add/Update/Matching Criteria	Mandatory	Rules	Questions for discussions	MVP (Y/N)
1	National Post Number*	Add	Y	Should be a Post that does not already exist on TIS. Should not appear more than once on the same template being uploaded.	Do we need this to be auto generated as in the UI? If so, there are some fields that are mandatory and it will also need the addition of the Suffix as a column. 26/11/2019: JamesH - No to auto generation and yes to the below. If not, then: the column should be mandatory on the template It would be an Add type The import will only be successful for the row if the NPN does not already exist, if already exist then throw an error in the downloadable template 'Cannot add post with this NPN as there are other posts with the same NPN' The 'Manually edit NPN / Auto-generate NPN' will be automatically set to 'Manually edit'
2	Approved grade*	Add	Y	Accepted values should match to one of the Grade reference table and are CURRENT	Validation in here to match that on the FE
3	Other grades	Add	N	Semicolon ( ; ) separated to add multiple Accepted values should match to one of the Grade reference table and are CURRENT	Make clear that it is the grade name not abbreviation
4	Specialty*	Add	Y	Accepted values should match to one of the Specialty reference table and are CURRENT
5	Other specialties	Add	N	Semicolon ( ; ) to add multiple Accepted values should match to one of the Specialty reference table and are CURRENT
6	Sub specialties	Add	N	Semicolon ( ; ) to add multiple Accepted values should match to one of the Specialty reference table and are CURRENT	Should this be constrained to specialty type SUB_SPECIALTY? Yes, but only when the PAG has reviewed and validated the current sub_spec list.
7	Training description	Add		Freetext
8	Main site (Known as)*	Add	Y	Accepted values should match to one of the SiteKnownAs from Site reference table and are CURRENT	Check that all 'SiteKnownAs' names have the site code afterwards - JW run report to check
9	Other sites (Known as)	Add	N	Semicolon ( ; ) to add multiple Accepted values should match to one of the SiteKnownAs from Site reference table and are CURRENT
10	Training body*	Add	Y	Accepted values should match to one of the TrustKnownAs from Trust reference table and are CURRENT		Not currently mandatory on TIS, but need to be made mandatory across the board (BE, FE, Bulk Upload) - Ticket?
11	Employing body*	Add	Y	Accepted values should match to one of the TrustKnownAs from Trust reference table and are CURRENT		Not currently mandatory on TIS, but need to be made mandatory across the board (BE, FE, Bulk Upload) - Ticket?
12	Programme name* (Use TIS_Programme_ID* in favour of this)	Add	N	If populated on template, Programme Name and Number should both match to one of the existing programmes on TIS and are CURRENT.	This is not currently mandatory on the UI as not all posts will be training posts so therefore not attached to a training programme. However, when using the template, users should be conscious that this does need to be populated for the Placement Planning Tool to return the Post from the Programme view.	Can be made mandatory - what about existing posts? Alice and James (Intrepid/TIS views for data audit will show posts with no programme attached) Not currently mandatory, but need to be made mandatory across the board (BE, FE, Bulk Upload) - Ticket?
13	Programme number* (Use TIS_Programme_ID* in favour of this)	Add	N	If populated on template, Programme Name and Number should both match to one of the existing programmes on TIS and are CURRENT.	This is not currently mandatory on the UI as not all posts will be training posts so therefore not attached to a training progamme. However, when using the template, users should be conscious that this does need to be populated for the Placement Planning Tool to return the Post from the Programme view.	Can be made mandatory - what about existing posts? Alice and James (Intrepid/TIS views for data audit will show posts with no programme attached) Not currently mandatory, but need to be made mandatory across the board (BE, FE, Bulk Upload) - Ticket?
14	TIS_Programme_ID*	Add	Y	Semicolon ( ; ) separated to add multiple Accepted values should match to CURRENT TIS Programme IDs.	Instead of `Progamme Name` and `Programme Number` as separate columns on the template, we could do `TIS_Programme_ID`. We have used `TIS_Programme_ID` on bulk post update, so to keep consistent with and hopefully easier to match on. Story to make this field mandatory from all journeys:
15	Owner*	Add	Y	Accepted values should match to one of Local Office reference table and are CURRENT.
16	Funding type*	Add	Y	Accepted values should match to one of Funding Type reference table and are CURRENT. Cannot be left blank on the template, if one of 20-22 is populated on template. Can only add one Funding episode from one row of data from the template, for multiple episodes multiple rows for the same TIS_PostID is required.
17	Funding subtype	Add	N	Accepted values should match to one of Funding Subtype reference values under the verified funding type and are CURRENT.
18	Funding type - If 'Other' please specify	Add	N	Free text Only use when Funding Type = Other
19	Funding Body	Add	N	Accepted values should match to one of the TrustKnownAs from Trust reference table and are CURRENT
20	Funding Start Date*	Add	Y	Date format DD/MM/YYYY
21	Funding End Date	Add	N	Date format DD/MM/YYYY
22	Old post	Add	N	Accepted values should match to one of existing NPN's held on TIS.	Is this required in a bulk create scenario? Yes

Questions and Assumptions

#	Question	Comments

#	Question	Comments
1	Should you be able to add Post fundings as part of the Post upload or should this be separate?	Yes!
2	Will the post funding information be available at the time of creating the posts?	Yes
3	What are the MVP fields for a Post Import template?	Update template is MVP.
4	Should the MVP be to use the template to only create new Posts and consider update as a post-MVP future increment or the other way round?	Amend.

Posts - Bulk Update column headers - validations

Note: Through the use of the bulk update function the NPN will not change.

AR: The Update template will be used to update existing TIS Posts details and also to add Rotations and Funding episodes to them.

Row no.	Column heading	Add/Update/Matching Criteria	Mandatory	Rules	Questions/Notes for discussions

Row no.	Column heading	Add/Update/Matching Criteria	Mandatory	Rules	Questions/Notes for discussions
1	TIS_PostID*	Matching Criteria	Y	Should match to one of TIS_PostID's
2	Approved grade	Update	N	Accepted values should match to one of the Grade reference table and are CURRENT Validation throughout matches the validation on the TIS Post front end
3	Other grades	Update (replace all existing values)	N	Semicolon separated to add multiple Accepted values should match to one of the Grade names in the reference table and are CURRENT (NOTE: abbreviations will not be accepted to match the FE validation)
4	Specialty	Update	N	Accepted values should match to one of the Specialty reference table and are CURRENT
5	Other specialties	Update (replace all existing values)	N	Semicolon separated to add multiple Accepted values should match to one of the Specialty reference table and are CURRENT
6	Sub specialties	Update (replace all existing values)	N	Semicolon separated to add multiple Accepted values should match to one of the Specialty reference table and are CURRENT	Should this be constrained to specialty type SUB_SPECIALTY? Eventually, but only when the PAG has reviewed and validated the current sub_spec list. For MVP accepted values will match to one of the Specialty reference table and are CURRENT
7	Training description	Update	N	Freetext
8	Main site	Update	N	Accepted values should match to one of the SiteKnownAs from Site reference table and are CURRENT	Check that all 'SiteKnownAs' names have the site code afterwards (follow a standard convention) - JW run report to check
9	Other sites	Update (replace all existing values)	N	Semicolon separated to add multiple Accepted values should match to one of the SiteKnownAs from Site reference table and are CURRENT
10	Training body	Update	N	Accepted values should match to one of the TrustKnownAs from Trust reference table and are CURRENT
11	Employing body	Update	N	Accepted values should match to one of the TrustKnownAs from Trust reference table and are CURRENT
12	Programme name	Update AR 22/03: This is being dscussed in DQ channel.	N	If populated on template, Programme Name and Number should both match to one of the existing programmes on TIS and are CURRENT.	When using the template, users should be conscious that this does need to be populated for the Placement Planning Tool to return the Post from the Programme view. Intrepid/TIS views for data audit will show posts with no programme attached
13	Programme number	Update AR 22/03: This is being dscussed in DQ channel.	N	If populated on template, Programme Name and Number should both match to one of the existing programmes on TIS and are CURRENT.	When using the template, users should be conscious that this does need to be populated for the Placement Planning Tool to return the Post from the Programme view. Intrepid/TIS views for data audit will show posts with no programme attached
12	TIS_Programme_ID	Update (replace all existing values)	N	Comma separated to add multiple Accepted values should match to CURRENT TIS Programme IDs.
14	Owner	Update	N	Accepted values should match to one of Local Office reference table and are CURRENT.
15	Rotation	Update (replace all existing values)	N	Comma separated to add multiple Accepted values should match to one of the CURRENT Rotations from the Rotation list. The rotations list is populated with only those that match Programme name and Number in the UI - Accepted values should therefore be one of those that match the Programme Name and Number linked to the TIS_PostID.
16	Status	Update	N	Accepted values should match to one of the allowed Status' and are CURRENT.	QUESTION: Is it a requirement to bulk update the status of a post e.g. from Current to Inactive? JW - Yes, this is a requirement
17	Old Post	Update	N	Accepted values should match to one of existing NPN's held on TIS.

Post Fundings - Bulk Update Columns Headers - Validations

@Ashley Ransoo and @Alistair Pringle (Unlicensed) to run through with Data leads / stakeholders.- Done on 19/08 - Data leads happy with the below.

Row no.	Column heading	Add/Update/Matching Criteria	Mandatory	Rules	Questions/Notes for discussions

Row no.	Column heading	Add/Update/Matching Criteria	Mandatory	Rules
1	TIS_PostFunding_ID*	Matching Criteria	Y	Should match to one of TIS_PostFundingID's
2	TIS_Post_ID*	Matching Criteria	Y	Should validate if the post funding is under this post ID
3	Funding type	Update	N	Accepted values should match to one of Funding Type reference table and are CURRENT. Can only update one Funding episode from one row of data from the template, for multiple episodes of the same post, multiple rows for each TIS_PostFunding_ID is required.
4	Funding type - If 'Other' please specify	Update	N	Free text Only use when Funding Type = Other
5	Funding Body	Update	N	Accepted values should match to one of the TrustKnownAs from Trust reference table and are CURRENT
6	Date From	Update	N	Date format DD/MM/YYYY
7	Date to	Update	N	Date format DD/MM/YYYY

Post Funding FE Fields Validation New

Field name	Reference Table	Initial value in dropdown	Proposed value in dropdown	Current value in dropdown	Initial FE Validation & Rules	Proposed FE Validation Rules	Current FE Validation & Rules	Error Messages	List Page?(Y/N)	List Page Rules (Sort/Filter)	Comment

Field name	Reference Table	Initial value in dropdown	Proposed value in dropdown	Current value in dropdown	Initial FE Validation & Rules	Proposed FE Validation Rules	Current FE Validation & Rules	Error Messages	List Page?(Y/N)	List Page Rules (Sort/Filter)	Comment
Funding type	See: TIS UI Fields - Dropdowns	No value provided Academic- HEE Academic - NIHR Academic - Trust HEE Funded - Non-Tariff HEE Funded - Tariff Long Term Plan Military Other Supernumerary Trust Funded	No value provided Academic- HEE Academic - NIHR Academic - Trust HEE Funded - Non-Tariff HEE Funded - Tariff Long Term Plan Military Other Supernumerary Trust Funded Academic - University 100% Tariff Funded	No value provided Academic- HEE Academic - NIHR Academic - Trust HEE Funded - Non-Tariff HEE Funded - Tariff Long Term Plan Military Other Supernumerary Trust Funded Academic - University 100% Tariff Funded	Drop down Default to 'No value provided' If you select ‘Academic - NIHR’ from the ‘Funding type’ dropdown list, then the ‘Funding body’ field is populated with ‘National Institute for Health Research’ Type: Drop down Mandatory: Yes Dependencies:"If 'Other', please specify," "Start date," "End date" Editable: Yes Default value: "No value provided"	In addition to the Initial FE Validation Rules; Mandatory: Yes ( using TIS UI or Post bulk upload) Admin cannot create a new post without completing this field (a new post MUST have at least a post funding) Admin cannot update a post without completing this field (a post MUST have at least a post funding)	Drop down Default to 'No value provided' If you select ‘Academic - NIHR’ from the ‘Funding type’ dropdown list, then the ‘Funding body’ field is populated with ‘National Institute for Health Research’ Type: Drop down Mandatory: Yes ( using TIS UI or Post bulk upload Dependencies:"If 'Other', please specify," "Start date," "End date" Editable: Yes Default value: "No value provided" Admin cannot create a new post without completing this field (a new post MUST have at least a post funding) Admin cannot update a post without completing this field (a post MUST have at least a post funding)	This field is required Error report of listing the missing mandatory field as the reason when creating the post	Y	Filter	Admin should not be able to create/update/save post on TIS if the mandatory field is not completed in UI or post bulk template https://hee-tis.atlassian.net/browse/TIS21-4801 Question: Should other fields in post funding be greyed out or allow free text when the new funding types are added? James Response I think 'Academic - University' it should be editable and for '100% Tariff Funded' it should be greyed out https://hee-tis.atlassian.net/browse/TIS21-4875 Add ‘Academic - University’ and ‘100% Tariff Funded’ to list of funding type https://hee-tis.atlassian.net/browse/TIS21-4802
Funding Details		N/A	N/A	N/A	If you select the following from the ‘Funding type’ dropdown; ‘No value provided’ ‘Trust Funded’ ‘Military’ 'Long Term Plan' 'HEE Funded - Tariff' ‘HEE Funded - Non- Tariff’ Then the ‘Funding Details’ field is greyed out; don’t accept text. If Funding type is "Other" If you select the following from the ‘Funding type’ dropdown; ‘Academic - HEE’ 'Academic - NIHR' 'Academic Trust' 'Other' 'Supernumerary' Then the ‘Funding Details’ field is NOT greyed out; accept text. Type: Manual entry Characters: Text Special characters allowed: forward slash ( / ), apostrophes ( ' ), hypens ( - ), full stops ( . ) and spaces ( ) Character length: Min characters 0, Max characters none Mandatory: No Dependencies:Only active when "Funding type" is "Other" otherwise greyed out Editable: Yes If Funding type is not "Other" Editable: No	Mandatory: No In addition to the Initial FE Validation Rules; If you select the following from the ‘Funding type’ dropdown; 100% Tariff Funded - Done Then the ‘Funding Details’ field is greyed out; don’t accept text. If you select the following from the ‘Funding type’ dropdown; Academic - University- Done Then the ‘Funding Details’ field is NOT greyed out; accept text.	If you select the following from the ‘Funding type’ dropdown; ‘No value provided’ ‘Trust Funded’ ‘Military’ 'Long Term Plan' 'HEE Funded - Tariff' ‘HEE Funded - Non- Tariff’ 100% Tariff Funded - Done Then the ‘Funding Details’ field is greyed out; don’t accept text. If Funding type is "Other" If you select the following from the ‘Funding type’ dropdown; ‘Academic - HEE’ 'Academic - NIHR' 'Academic Trust' 'Other' 'Supernumerary' Academic - University- Done Then the ‘Funding Details’ field is NOT greyed out; accept text. Type: Manual entry Characters: Text Special characters allowed: forward slash ( / ), apostrophes ( ' ), hypens ( - ), full stops ( . ) and spaces ( ) Character length: Min characters 0, Max characters none Mandatory: No Dependencies:Only active when "Funding type" is "Other" otherwise greyed out Editable: Yes If Funding type is not "Other" Editable: No	Only special characters allowed: forward slash ( / ), apostrophes ( ' ), hypens ( - ), full stops ( . ) and spaces ( )	N		Funding Details: This is field is not fillable unless certain funding types are selected, e.g. ‘Other’ https://hee-tis.atlassian.net/browse/TIS21-4801
Funding body	See: TIS UI Fields - Dropdowns	No value display, it is smart search			Drop down Smart search Type: Smart search Mandatory: No Editable: Yes Add multiple If you select the following from the ‘Funding type’ dropdown; No value provided Trust Funded’ ‘Military’ 'Long Term Plan' 'HEE Funded - Tariff' ‘HEE Funded - Non- Tariff’ ‘Academic - HEE’ 'Academic - NIHR' 'Academic Trust' 'Other' 'Supernumerary' Then the ‘Funding body’ field is NOT greyed out; accept text	Mandatory: No In addition to the Initial FE Validation Rules; If you select the following from the ‘Funding type’ dropdown; 100% Tariff Funded Academic - University Then the ‘Funding body’ field is NOT greyed out; accept text	Drop down Smart search Type: Smart search Mandatory: No Editable: Yes Add multiple If you select the following from the ‘Funding type’ dropdown; No value provided Trust Funded’ ‘Military’ 'Long Term Plan' 'HEE Funded - Tariff' ‘HEE Funded ‘Academic - HEE’ 'Academic - NIHR' 'Academic Trust' 'Other' 'Supernumerary' 100% Tariff Funded Academic - University Then the ‘Funding body’ field is NOT greyed out; accept text	This field is required	N		Should be pulling from "Funding Organisation table" Funding Body: There is outstanding work to be done on the Trust table which populates this dropdown. This field is not used by all Local Offices especially with Tariff posts as the Post Owner would be the same as the Funding Body https://hee-tis.atlassian.net/browse/TIS21-4801
Start date					If you select the following from the ‘Funding type’ dropdown; ‘No value provided’ Then the ‘Start date’ field is greyed out; don’t accept text. If you select the following from the ‘Funding type’ dropdown; Trust Funded’ ‘Military’ 'Long Term Plan' 'HEE Funded - Tariff' ‘HEE Funded - Non- Tariff’ ‘Academic - HEE’ 'Academic - NIHR' 'Academic Trust' 'Other' 'Supernumerary' Then the ‘Start date’ field is NOT greyed out; accept text. Free text or calendar pick Date format DD/MM/YYYY If Funding type is "No value provided", the Start date is greyed out; don’t accept text. If Funding type is NOT "No value provided", the Start date is NOT greyed out; accept text. If Funding type is not "No value provided" Type: Free text or calendar pick Date format DD/MM/YYYY Character type: Numerical Special characters allowed: / Mandatory: Yes Dependencies: Only active when "Funding type" is not "No value provided" otherwise greyed out Editable: Yes Type otherwise greyed out Editable: Yes	Mandatory: Yes ( using TIS UI or Post bulk upload) Admin cannot create a new post without completing this field (a new post MUST have at least a post funding) Admin cannot update a post without completing this field (a post MUST have at least a post funding) In addition to the Initial FE Validation Rules: If you select the following from the ‘Funding type’ dropdown; 100% Tariff Funded Academic - University Then the ‘Start date’ field is NOT greyed out; accept text.	Mandatory: Yes ( using TIS UI or Post bulk upload) Admin cannot create a new post without completing this field (a new post MUST have at least a post funding) Admin cannot update a post without completing this field (a post MUST have at least a post funding) If you select the following from the ‘Funding type’ dropdown; ‘No value provided’ Then the ‘Start date’ field is greyed out; don’t accept text. If you select the following from the ‘Funding type’ dropdown; Trust Funded’ ‘Military’ 'Long Term Plan' 'HEE Funded - Tariff' ‘HEE Funded - Non- Tariff’ ‘Academic - HEE’ 'Academic - NIHR' 'Academic Trust' 'Other' 'Supernumerary' 100% Tariff Funded Academic - University Then the ‘Start date’ field is NOT greyed out; accept text. Free text or calendar pick Date format DD/MM/YYYY If Funding type is "No value provided", the Start date is greyed out; don’t accept text. If Funding type is NOT "No value provided", the Start date is NOT greyed out; accept text. If Funding type is not "No value provided" Type: Free text or calendar pick Date format DD/MM/YYYY Character type: Numerical Special characters allowed: / Mandatory: Yes Dependencies: Only active when "Funding type" is not "No value provided" otherwise greyed out Editable: Yes Type otherwise greyed out Editable: Yes	This field is required Only special characters allowed / Error report of listing the missing mandatory field as the reason when creating the post	N		Admin should not be able to create/update/ save post on TIS if the mandatory field is not completed in UI or post bulk template https://hee-tis.atlassian.net/browse/TIS21-4801
End date					If you select the following from the ‘Funding type’ dropdown; ‘No value provided’ Then the ‘End date ’ field is greyed out; don’t accept text. If you select the following from the ‘Funding type’ dropdown; Trust Funded’ ‘Military’ 'Long Term Plan' 'HEE Funded - Tariff' ‘HEE Funded - Non- Tariff’ ‘Academic - HEE’ 'Academic - NIHR' 'Academic Trust' 'Other' 'Supernumerary' Then the ‘End date ’ field is NOT greyed out; accept text. Free text or calendar pick Date format DD/MM/YYYY If Funding type is "No value provided", the End date is greyed out; don’t accept text. If Funding type is NOT "No value provided", the End date is NOT greyed out; accept text. If Funding type is not "No value provided" Type: Free text or calendar pick Date format DD/MM/YYYY Character type: Numerical Special characters allowed: / Mandatory: Yes Dependencies:Only active when "Funding type" is not "No value provided" otherwise greyed out Editable: Yes Type otherwise greyed out Editable: Yes	Apart form the list in the Initial FE Validation & Rules, the following should be added Mandatory: No Inputting Placement: Validation message for a posts with status ‘Inactive’/funding end date expires OR inadequate funding end date when inputting placement against an ‘inactive’ post ( using UI/PPT or Placement bulk upload) In addition to the Initial FE Validation Rules; If you select the following from the ‘Funding type’ dropdown; 100% Tariff Funded Academic - University Then the ‘End date ’ field is NOT greyed out; accept text.	Mandatory: No Inputting Placement: Validation message for a posts with status ‘Inactive’/funding end date expires OR inadequate funding end date when inputting placement against an ‘inactive’ post ( using UI/PPT or Placement bulk upload) If you select the following from the ‘Funding type’ dropdown; ‘No value provided’ Then the ‘End date’ field is greyed out; don’t accept text. If you select the following from the ‘Funding type’ dropdown; Trust Funded’ ‘Military’ 'Long Term Plan' 'HEE Funded - Tariff' ‘HEE Funded - Non- Tariff’ ‘Academic - HEE’ 'Academic - NIHR' 'Academic Trust' 'Other' 'Supernumerary' 100% Tariff Funded Academic - University Then the ‘End date’ field is NOT greyed out; accept text. Free text or calendar pick Date format DD/MM/YYYY If Funding type is "No value provided", the End date is greyed out; don’t accept text. If Funding type is NOT "No value provided", the End date is NOT greyed out; accept text. If Funding type is not "No value provided" Type: Free text or calendar pick Date format DD/MM/YYYY Character type: Numerical Special characters allowed: / Mandatory: Yes Dependencies: Only active when "Funding type" is not "No value provided" otherwise greyed out Editable: Yes Type otherwise greyed out Editable: Yes	This field is required Only special characters allowed / Example of possible messages: ”This placement would be in an inactive post. You cannot continue” ”This placement would be in a post where the funding dates do not cover the placement’s entire duration. You cannot continue”	N		Funding End Date: This is expected to be left NULL for all posts who have long-term, established funding, i.e. there is no known or expected ending to the funding of this post. If a post needs to be discontinued in terms of funding, this field is then filled in with the relevant date https://hee-tis.atlassian.net/browse/TIS21-4801 A post’s funding dates should cover the entire duration of a placement. A warning message to prompt users to double check this should improve data quality. Where there is no funding end date the post should be considered to be actively funded indefinitely. https://hee-tis.atlassian.net/browse/TIS21-2687
This is new field to be created; Sub-category	To be created	None because it is a new filed to be created.	HEE Funded - Non-Tariff: Salary recharges Dental – 50% Dental - 100% FY2GP Public Health Hospice or Charity Occupational Medicine Community setting Foundation academic Other post funding Supernumerary: Exceptional training SRTT Salary recharges		None because it is a new filed to be created.	Sub category appears ONLY If you select ‘HEE Funded- Non-Tariff’ OR ‘Supernumerary’ from the ‘Funding type’ dropdown list. Type: Drop down Mandatory: ? ( using TIS UI or Post bulk upload) Please check with stakeholder if this new field should be mandatory Default to: NULL Editable: NO	To be updated after implementation				Funding Type Sub-category https://hee-tis.atlassian.net/browse/TIS21-4803
This is new field to be created; Funding Reason	To be created	None because it is a new filed to be created.	Long Term Plan Redistribution Expansion Posts Cancer and Diagnostics		None because it is a new filed to be created.	Funding Reason appears ONLY If you select any item from the ‘Funding type’ dropdown list Type: Drop down Mandatory: No ( using TIS UI or Post bulk upload) Default to: NULL Editable: No	To be updated after implementation				Funding Type- Funding reason; https://hee-tis.atlassian.net/browse/TIS21-4804

Post Funding Bulk Upload (Post Funding Creation) Fields Validation:

Column Heading	Add/Update/Matching Criteria	Mandatory	Rules	Questions/Notes for discussions

Column Heading	Add/Update/Matching Criteria	Mandatory	Rules
TIS_Post_ID*	Matching Criteria	Y	Should validate if the post funding is under this post ID
Funding type	Add	Y	Accepted values should match to one of Funding Type reference table and are CURRENT.
Funding Details	Add	N	Free text If ‘Allow Details’ is ‘True' for the Funding type in the funding type reference table then allow text, if 'False’ reject https://stage-apps.tis.nhs.uk/admin/reference/funding-type
Funding Body	Add	N	Accepted values should match to one of the 'TrustKnownAs' from ‘Trust’ reference table and are CURRENT
Funding subtype	Add	N	Accepted values should match to one of Funding subtype reference table and are CURRENT. Only allow funding subtype which is allowed by the funding type. Error message should read ‘Funding subtype "xxxx" does not match funding type "yyyyyy".’
Date From	Add	Y	Date format DD/MM/YYYY Date to should not be the same or before the Date from If date to is not NULL
Date to	Add	N	Date format DD/MM/YYYY

Post Funding Bulk Upload (Post Funding Update) Fields Validation

Note: If non-mandatory fields are blank, retain existing value

Column Heading	Add/Update/Matching Criteria	Mandatory	Rules	Questions/Notes for discussions

Column Heading	Add/Update/Matching Criteria	Mandatory	Rules
TIS_Post_ID*	Matching Criteria	Y	Should validate if the post funding is under this post ID
TIS_PostFunding_ID*	Matching Criteria	Y	Should validate if the post funding is under this post ID
Funding type	Update	N	Accepted values should match to one of Funding Type reference table and are CURRENT.
Funding Details	Update	N	Free text If ‘Allow Details’ is ‘True' for the Funding type in the funding type reference table then allow text, if 'False’ reject https://stage-apps.tis.nhs.uk/admin/reference/funding-type
Funding Body	Update	N	Accepted values should match to one of the 'TrustKnownAs' from ‘Trust’ reference table and are CURRENT
Funding subtype	Update	N	Accepted values should match to one of Funding subtype reference table and are CURRENT. Only allow funding subtype which is allowed by the funding type. Error message should read ‘Funding subtype "xxxx" does not match funding type "yyyyyy".’
Date From	Update	N	Date format DD/MM/YYYY Date to should not be the same or before the Date from If date to is not NULL
Date to	Update	N	Date format DD/MM/YYYY

TIS21 Confluence Space

Posts - Field Validation - NEW