Refactor Note

Ashley Ransoo - In hindsight I'd say Bulk Uploads should be treated as a TIS Component - it ended up being discrete (whilst cutting across several other components) - I'd keep a section here in the wiki for it as your common reference point for any document capture like this page.

Page Content

Background

This page outlines the current version of the template for each Bulk Upload type. These are also downloadable from TIS within Bulk Uploads section except for the Placement Bulk Delete.

Any change to the template during development and re-uploading to Azure should be flagged to the Data Leads going forward and this page updated to reflect the latest. This is so that they can update their Rotor tool or any other forms of templates extracted/generated by external systems to match the ones accepted by TIS.

This page also outlines what each bulk import does and the definition of column headers marked as either Matching criteria/Add/Update.

Data Leads

Chris Norman (Unlicensed)

James Harris

Alice Thompson

David Short (Unlicensed)

Sue Barrand (Unlicensed)

Andrew.Crozier (Unlicensed)

Liam.Lofthouse (Unlicensed)

Mike.Richardson (Unlicensed)

TIS Product team

Alistair Pringle (Unlicensed)

James Harris

Ashley Ransoo

Adewale Adekoya

Sebastian Kwok (Unlicensed)

Templates versioning

1. TIS People Import Template

#	Purpose	Template	Change history	Version	Last modified	Last Modified by
1	To bulk create or update people on TIS including adding/updating Rotations and Programme memberships.	TIS People Import Template V1.0.xls	Baselined at V1.0	1.0	23 May 2018	Ashley Ransoo
2	Include Training number as a column on the template	TIS People Import Template V1.1.xls	Work in Progress to in include new column for NTN. This is not available yet. TISNEW-454 - Getting issue details... STATUS	1.1	30 Jul 2018	Ashley Ransoo
3	Removed Record Status from the template. This is now automatically generated and set as the Training Status based on current/inactive programme membership.	TIS People Import Template V1.2.xls	Removed Record Status from the template. TISNEW-3385 - Getting issue details... STATUS	1.2	06 Jan 2020	Ashley Ransoo
4	To make 'Role' into a mandatory field.	TIS People Import Template V1.3.xls	Role is now a mandatory field. TIS21-1752 - Getting issue details... STATUS	1.3	27 Sep 2021	Sebastian Kwok (Unlicensed)

2. TIS Placement Import Template

#	Purpose	Template	Change history	Version	Last modified	Last Modified by
1	To bulk create or update placements on TIS.	TIS Placement Import Template V1.0.xls	Baselined at V1.0	1.0	08 May 2018	Ashley Ransoo
2	To bulk create or update placements on TIS.	TIS Placement Import Template V2.0.xls	'Forenames*' removed as a matching criteria and from the template.	2.0	19 Jun 2018	Ashley Ransoo
3	To bulk create or update placements on TIS.	TIS Placement Import Template V3.0.xls	'Specialty1' column made mandatory and updated on the template with an asterisk. Work in progress - TISNEW-1860 - Getting issue details... STATUS*	3.0	15 Aug 2018	Ashley Ransoo
4	To bulk create or update placements on TIS.	TIS Placement Import Template V4.0.xls	'Site' column label changed to 'Site known as' TISNEW-2714 - Getting issue details... STATUS	4.0	25 Feb 2019	Ashley Ransoo
5	To bulk create or update placements on TIS.	TIS Placement Import Template V3.1.xls	*Other Sites' added. Work being done ahead of 4.0. TISNEW-2899 - Getting issue details... STATUS	3.1	11 Apr 2019	Ashley Ransoo

3. TIS Placement Update using TIS_Placement_ID Template

#

Purpose

Template

Change history

Version

Last modified

Last Modified by

1

To bulk update placements on TIS using the TIS_Placement_ID as the only matching criteria.

TISDEV-4441 - Getting issue details... STATUS

TIS Placement Update Template V1.0.xls

Baselined at V1.0

1.0

19 Jul 2018

Ashley Ransoo

2

To bulk update placements on TIS using the TIS_Placement_ID as the only matching criteria.

TIS Placement Update Template V2.0.xls

'Site' column label changed to 'Site known as'

TISNEW-2714 - Getting issue details... STATUS

2.0

25 Feb 2019

Ashley Ransoo

3

To bulk update placements on TIS using the TIS_Placement_ID as the only matching criteria.

TIS Placement Update Template V1.1.xls

*Other Sites' added

TISNEW-2899 - Getting issue details... STATUS

3.0

11 Apr 2019

Ashley Ransoo

4. TIS Assessment Import Template

#

Purpose

Template

Change history

Version

Last modified

Last Modified by

1

Bulk Add/Update of assessments against person records

TISDEV-3302 - Getting issue details... STATUS

TIS Assessment Import Template V1.0.xls

Baselined at V1.0

1.0

17 Sep 2018

Ashley Ransoo

5. TIS Posts Update Template using TIS_Post_ID

#

Purpose

Template

Change history

Version

Last modified

Last Modified by

1

The Update template will be used to update existing TIS Posts details as the first increment.

TISNEW-2628 - Getting issue details... STATUS

TIS Posts Update Template V1.0.xls

Work in Progress at V1.0

1.0

05 Feb 2019

Ashley Ransoo

2

The second increment included adding rotations to TIS Posts.

TISNEW-2672 - Getting issue details... STATUS

TIS Posts Update Template V2.0.xls

27 Mar 2019

Ashley Ransoo

3

Remove status - change status to be auto calculated.

TIS21-6574 - Getting issue details... STATUS

TIS Posts Update Template V2.1.xls

V2.1

10 Mar 2025

Yafang Deng

6. TIS Create Posts Fundings template using TIS_Post_ID

#

Purpose

Template

Change history

Version

Last modified

Last Modified by

1

The template will be used to add Funding episodes to existing Posts on TIS.

TISNEW-2673 - Getting issue details... STATUS

TIS Create Posts Fundings Template V1.0.xls

Work in Progress at V1.0

1.0

27 Mar 2019

Ashley Ransoo

2

Rename 'If 'Other', please specify' to 'Funding Details'

TIS21-437 - Getting issue details... STATUS

TIS Create Posts Fundings Template V1.1.xls

1.1

08 Nov 2021

Yafang Deng

3

Add Funding Reason Optional Field
TIS21-4804 - Getting issue details... STATUS

TIS Create Posts Fundings Template V1.2.xls

1.2

31 Oct 2024

Cai Willis

7. TIS Posts Fundings Update template using TIS_PostFunding_ID

#	Purpose	Template	Change history	Version	Last modified	Last Modified by
1	The template will be used to update Funding episodes on existing Posts on TIS. TISNEW-3248 - Getting issue details... STATUS	TIS Posts Fundings Update Template V1.0.xls	Work in Progress at V1.0	1.0	16 Aug 2019	Ashley Ransoo
2	Rename 'If 'Other', please specify' to 'Funding Details' TIS21-437 - Getting issue details... STATUS	TIS Posts Fundings Update Template V1.1.xls		1.1	08 Nov 2021	Yafang Deng
3	Add PostTisID as Matching Criteria TIS21-3949 - Getting issue details... STATUS	TIS Posts Fundings Update Template V1.2.xls		1.2	05 Apr 2023	Yafang Deng
4	Add Funding Reason Optional Field TIS21-4804 - Getting issue details... STATUS	TIS Posts Fundings Update Template V1.3.xls		1.3	31 Oct 2024	Cai Willis

8. TIS Placement Delete Template

#	Purpose	Template	Change history	Version	Last modified	Last Modified by
1	Can only be used by Data Leads. Template available upon request.	TIS Placement Delete Template.xls		1.0

9. TIS Study Leave Import Template (Draft)

#

Purpose

Template

Change history

Version

Last modified

Last Modified by

1

To bulk import study leaves against trainees records for both Trusts and/or trainee claims.

TISNEW-2310 - Getting issue details... STATUS

TIS Study Leave Import Template_DRAFT v0.1.xls

Draft version

0.1

22 Nov 2018

Ashley Ransoo

10. Posts Create Template

#	Purpose	Template	Change history	Version	Last modified	Last Modified by
1	Template to create posts in bulk on TIS.	TIS Posts Create Template.xls		1.0	01 Apr 2020	Ashley Ransoo
2	Add Funding Reason Optional Field TIS21-4804 - Getting issue details... STATUS	TIS Posts Create Template V1.1.xls		1.1	31 Oct 2024	Cai Willis

11. People Update Template

#

Purpose

Template

Change history

Version

Last modified

Last Modified by

1

Template to update People records on TIS in Bulk using the TIS Person IDs.

TISNEW-3857 - Getting issue details... STATUS

TIS People Update Template.xls

1.0

14 May 2020

Ashley Ransoo

12. Assessments Update Template

#

Purpose

Template

Change history

Version

Last modified

Last Modified by

1

Template to update assessments in bulk on TIS using the TIS Assessment IDs as the identifier.

TISNEW-4884 - Getting issue details... STATUS

TIS Assessments Update Template.xls

1.0

28 Aug 2020

Ashley Ransoo

13. Bulk Add/Update Sites Approvals Template

#

Purpose

Template

Change history

Version

Last modified

Last Modified by

1

Template to add/update Site Approvals in bulk on TIS.

TISNEW-4885 - Getting issue details... STATUS

TIS Site Approvals Template.xls

1.0

28 Aug 2020

Ashley Ransoo

14. Bulk Delete Assessments by Assessment TIS ID's Template

#

Purpose

Template

Change history

Version

Last modified

Last Modified by

1

Template to hard delete Assessments in bulk on TIS using Assessment TIS ID's as matching criteria.

Note: Can only be used by Data Leads. Template available upon request.

TIS21-1759 - Getting issue details... STATUS

TIS Assessments Delete Template.xls

1.0

22 Jun 2021

Ashley Ransoo

15. Bulk Update Programme Memberships by TIS UUID Template

#	Purpose	Template	Change history	Version	Last modified	Last Modified by
1	Template to update programme memberships in bulk on TIS using Programme Membership TIS UUID's as matching criteria. TIS21-3785 - Getting issue details... STATUS	TIS Programme Membership Update Template.xls		1.0	11 Sep 2023	Yafang Deng

16. Bulk Create(add) Curriculum Memberships Template

#	Purpose	Template	Change history	Version	Last modified	Last Modified by
1	Template to update programme memberships in bulk on TIS using Programme Membership TIS UUID's as matching criteria. TIS21-3822 - Getting issue details... STATUS	TIS Curriculum Membership Create Template.xls		1.0	22 Jan 2025	Yafang Deng

17. Bulk Update Curriculum Memberships Template

#	Purpose	Template	Change history	Version	Last modified	Last Modified by
1	Template to update curriculum membership and programme memberships in bulk on TIS using Programme Membership TIS UUID's as matching criteria. TIS21-3819 - Getting issue details... STATUS	TIS Curriculum Membership Update Template.xls		1.0	10 Feb 2025	Jay

Explanation of the Add/Update/Matching criteria fields on the templates

Key

Column headers on the templates are either one of the following:

Matching criteria
Add
Update
Matching criteria/Add

Note:

Column headers marked with an asterisk ( * ), are mandatory. However, one of the registration numbers (GMC/GDC/PH) should also be provided and not marked as an asterisk on the People, Placements and Assessments template.
The imports will never overwrite existing TIS data with blanks from the template.

Column header type	Description
Matching criteria	Column headers marked as ‘Matching criteria’ are used to determine if a matching record exist on TIS, to either add or update with additional details
Add	Column headers marked as ‘Add’ in the template are used in the create scenario and will be added to a record if populated on template Column headers marked as ‘Add’ in the template, if left blank, and are not mandatory, will not overwrite existing data on TIS.
Update	Column headers marked as ‘Update’ in the template, if matching criteria are met, will be updated with the populated values. If the Matching criteria are not met, then a new record will be created.
Matching criteria/Add	Column headers marked as ‘Matching criteria/Add’, are used to determine at the time of import whether it’s going to follow an update or a create scenario with the row of data. If it is not met as a Matching criteria, then it follows the Add journey, conversely, if this is met as a matching criteria along with all other matching criteria for that row, an update to the existing placement is done Where the National Post Number, Date from and Date To match exactly to an existing placement on TIS against the person, the ‘Update’ fields will be updated with the values from the template Where at least 1 of the fields (National Post Number, Date from and Date To) does not match, a new placement is created against the Person