FYI - For management of Personal Details, 5 rules should apply overall:

All user types should be able to view and edit their own details, some will be restricted e.g. ID numbers - MVP for medical and dental trainees only
Educational & Clinical Supervisors (Trainers) can view partial Trainee information - not currently MVP
HEE Administrators can view and edit all personal details for all user types - MVP
Trust Admins can view and edit a restricted set of details for Trainees, and if they are the record owner for Educational and Clinical Supervisors (i.e. the trust employs that particuar supervisor) - MVP
Permissions will govern whether particular individuals can view / edit other role types - MVP

Intrepid currently holds 32 sub-categories for personal details. This needs to be constrained to (a) ensure the UI is more easily navigable for users and (b) to act as a guide in the analysis and design work.

As-Is

Suggested To Be Categories

By introducing categories, we can reduce the sections to 8. However, this may introduce new terminology, so must be ratified by the Service Managers and Business Managers to ensure the terminology and segmentation is appropriate across the board.

Personal & Contact

personal details (incl Immigration)
pre-employment checks
qualifications
accreditation pathway
form R Part A
~~professional associations~~
CPPS

Finance

~~bank details~~

Programme

programme
NTN/DRN
placement
Assessment
- Assessments = Annual Review (ARCP, ARP)
- ~~reviews~~
- form R part B
- ~~appraisals~~
exams
~~CCT~~
supervisor
~~foundation~~

Revalidation

revalidation

Absence Management

education leave
entitlements
leave approvers
OOP applications
OOP approvers
teaching sessions
courses

Expenses

expense management << not on as is

Approvals

appointments / visits

General Admin

~~activity summary~~
documents
~~questionnaires~~
actions - reminder to complete tasks

Communications

messages
complaints << not on As-Is list, not MVP
support << not on As-Is list not MVP

The following table defines who should have READ ONLY v EDITABLE access to the relevant fields:

People Sub-Component	Trainee	Educational Supervisor	Clinical Supervisor	Training Programme Director	Local Office Admin	Trust Admin
Personal & Contact
Personal Details	EDIT (own)	EDIT (own) VIEW (trainee)	EDIT (own)	EDIT (own)	EDIT (all)	VIEW (trainee) EDIT (supervisors, who belong to them)
Immigration	VIEW (own)	NA	NA	NA	EDIT (all)	VIEW (trainee) NA for supervisor immigration - this info will be held on other trust systems
NTN / DRN	VIEW (own)	VIEW (trainee)	N/A	VIEW (trainee)	EDIT (all)	VIEW (trainee)
Pre-Employment Checks	VIEW (own)	N/A	N/A	N/A	EDIT (all)	VIEW (trainee)
Qualifications	EDIT (own)	EDIT (own) VIEW (trainee)	EDIT (own)	EDIT (own) VIEW (trainee)	EDIT (all)	VIEW (trainee) EDIT (supervisors, who belong to them)
Accreditation Pathway	N/A	EDIT (own)	EDIT (own)	EDIT (own)	EDIT (all)	EDIT (supervisors, who belong to them)
Form R, Part A	EDIT (own)	N/A	N/A	VIEW (trainee)	EDIT (all)	VIEW (trainee)
CPPS	VIEW (own)	VIEW (own) VIEW (Trainee)	VIEW (own)	VIEW (own)	EDIT (all)	VIEW (trainee) only very limited access to trust admins
Programme
Programme	EDIT (own)	VIEW (trainee)	N/A	VIEW (trainee)	EDIT (all)	VIEW (trainee)
Placement	VIEW (own)	VIEW (trainee)	N/A	EDIT (trainee)	EDIT (all)	VIEW (trainee)
Foundation	VIEW (own)	VIEW (trainee)	N/A	VIEW (trainee)	EDIT (all)	VIEW (trainee)
Exams	EDIT (own)	VIEW (trainee)	N/A	VIEW (trainee)	EDIT (all)	VIEW (trainee)
Supervisor	VIEW (own)	EDIT (trainee)	N/A	VIEW (trainee)	EDIT (all)	EDIT (trainee)
Assessment
Annual Review (ARCP / ARP)	EDIT (own)	EDIT (trainee)	N/A	EDIT (trainee)	EDIT (all)	N/A
Form R, Part B	EDIT (own)	VIEW (trainee)	N/A	VIEW (trainee)	EDIT (all)	N/A
Revalidation
Revalidation	VIEW (own)	N/A	N/A	N/A	EDIT (all)	N/A
Absence Management
Education Leave	VIEW (own)	VIEW (own) VIEW (trainee)	VIEW (own)	VIEW (own) VIEW (trainee)	EDIT (all)	EDIT (supervisor) EDIT (trainee)
Entitlements	VIEW (own)	VIEW (own) VIEW (trainee)	VIEW (own)	VIEW (own) VIEW (trainee)	EDIT (all)	EDIT (supervisor) EDIT (trainee)
Leave Approvers	VIEW (own)	VIEW (own) VIEW (trainee)	VIEW (own) VIEW (trainee)	VIEW (own) VIEW (trainee)	EDIT (all)	EDIT (supervisor) EDIT (trainee)
OOP Applications	EDIT (own)	N/A	N/A	EDIT (trainee)	EDIT (all)	N/A
OOP Approvers	VIEW (own)	N/A	N/A	EDIT (trainee)	EDIT (all)	N/A
Teaching Sessions	VIEW (own)	VIEW (own) VIEW (trainee)	VIEW (own)	VIEW (own) VIEW (trainee)	EDIT (all)	EDIT (supervisor) EDIT (trainee)
Courses	VIEW (own)	VIEW (own) VIEW (trainee)	VIEW (own)	VIEW (own) VIEW (trainee)	EDIT (all)	EDIT (supervisor) EDIT (trainee)
Expenses
Expense Management	VIEW (own)	VIEW (own)	VIEW (own)	VIEW (own)	EDIT (all)	EDIT (supervisor) EDIT (trainee)
Approvals
Appointments / Visits	N/A	N/A	N/A	N/A	EDIT (all)	N/A
General Admin
Documents	EDIT (own)	EDIT (own) VIEW (trainees)	EDIT (own)	EDIT (own)	EDIT (all)	VIEW (trainees) EDIT (supervisors)
Actions (Reminders)	EDIT (own)	EDIT (own)	EDIT (own)	EDIT (own)	EDIT (all)	EDIT (own)
Communications
Messages	EDIT (own)	EDIT (own)	EDIT (own)	EDIT (own)	EDIT (all)	EDIT (own)

Process Name	PP-1 Navigate	Comments
Description
Actors
Pre-Conditions
Post-Conditions
Process Steps
Alternative Flow
Rules
JIRA Reference
Audit Log

Browser not supported