Page Content:

Placements - Field Validation

Groupings should be as follows:

Trainee Name (1) & National Post Number (2) as title
Location: (3) - (6)
Programme: (7) - (10)
Status: (11) - (15)

Field Sequence

Field name (V10)

DR field

Reference table

Example value

Other fields available in DR

Type (free text, drop down, check box) & Interaction

Mandatory (Y/N)

Validation / Error Messaging

Filter (Y/N)

Search (Y/N)

Sort (Y/N)

List (S) / Detail (D)

Notes

1

Trainee Name

pre-populated (part of person record)

Y

ONLY APPLICABLE IN PLACEMENT MANAGER

2

National Post Number

EOE/RGT00/030/STR/001

smart search drop down

Y

Must be a post that already exists.

N

12

Status

Past/Current/Future

derived from dates
Past: start date = before "today" + end date = before "today"
Current: start date = before "today" + end date = after "today"
Future: start date + end date = after today

Y

derived

6

Site

See: TIS UI Fields - Dropdowns

Site

Addenbrookes Hospital

derived from the post

can be overwritten
add multiple

Y

derived

Other sites (optional)

Site

Drop down
Smart search
+ or - button

N

~~REMOVE~~

~~ITP Post~~

~~tick box~~

N

~~Get Russel to check data. Do we need to record ITP posts?~~

13

Managing Local Team

Change to "Owner"

HEEOE

derived from post

Y

derived

~~REMOVE~~

~~Region~~

~~agreeing to remove.~~

7

Grade

ST1

derived from post
drop down

Y

derived but can be overwritten

8

Specialty

Cardiology

derived from post
drop down

Y

derived from post, can be overwritten
add multiple
at least one specialty must be added
editable

9

~~Other specialties~~

~~Specialty~~

~~General Medicine~~

~~derived from post~~
~~drop down~~

N

~~derived from Post~~

~~other sites to work in the same way as other speciality.~~

~~REMOVE~~

~~Sub Specialties~~

~~Paediatric neuroscience~~

~~drop down~~

N

~~restricted to options from specialty ref table~~

3

Date From

(START DATE)

calendar picker

Y

date from must be before the date to.

4

Date To

(END DATE)

calendar picker

Y

date to must be after date from

11

Placement Type

Sick Leave

drop down (from reference table)

Y

restricted to options from placement type ref table

~~REMOVE~~

~~Honorary~~

~~Tick box~~

~~No SMLs use this tick box. check with Russel.~~

5

Whole Time Equivalent

0.6

free text
number values only

Y

must be a number between 0 and 1, Default value = 1

10

Clinical Supervisor

Randy Jacobs

drop down
derived from Post
add multiple

N

must be a clinical supervisor

Need historical info

10A

Educational Supervisor

Brian Boomsuckle

derived from Post
drop down
add multiple

N

must be an educational supevsior

Need historical info

Should be placed alongside Clinical Supervisor

15

Training Description

free text
max 100 characters

N

N/A

14

Local Post Number

derived from post

derived from post

N

N/A

~~REMOVE~~

~~LTFT Confirmation Start Date~~

~~calendar picker~~

N

~~need to change wording. This means that the funding has been agreed.~~

~~REMOVE~~

~~Slot Share~~

~~tick box~~

N

~~can we derive this from 2 trainees being in a concurrent placement.~~

~~REMOVE~~

~~MIP (Months In Post)~~

6

~~Can we remove?~~

~~Explore to make more useful.~~

~~REMOVE~~

~~SLA Received Date~~

~~calendar picker~~

N

~~no one uses. get Russel to check.~~

16

Added Date

N/A

DD/MM/YYYY

-

autopopulated

Y

derived from "today's date" where a post is newly linked to a trainee
non-editable

17

Amended Date

N/A

DD/MM/YYYY

-

autopopulated

Y

derived from "today's date" where details have been altered within a placement
stops where either a trainee is removed from a Post or the placement ends
non-editable

18

Comments

vwPlacement: Comments

N/A

Freetext
Allow special characters.
No Character limit as first increment
Alistair Pringle (Unlicensed) - No limit as the first increment, suggestion is to look at the maximum size comment recorded on Intrepid and work our way back as a future increment.

N

-

Placements - Bulk Import Validations

Column Heading	Add/Update/Matching Criteria	Mandatory	Rules
Surname*	Matching Criteria	Yes	Must match exactly the Surname a Current or Inactive Person record on TIS
GMC Number	Matching Criteria	Yes (unless GDC number or Public Health number has been entered)	Accepted value is 7 digits. Must match exactly the GMC Number of a Current or Inactive Person record on TIS. The Surname, Forenames and GMC number for each row must match exactly a single TIS person record
GDC Number	Matching Criteria	Either a GMC number, GDC number or Public Health number must be entered	Must match exactly the GDC Number of a Current or Inactive Person record on TIS. The Surname, Forenames and GDC number for each row must match exactly a single TIS person record
Public Health Number	Matching Criteria	Either a GMC number, GDC number or Public Health number must be entered	Must match exactly the Public Health Number of a Current or Inactive Person record on TIS. The Surname, Forenames and Public Health number for each row must match exactly a single TIS person record
National Post Number*	Matching Criteria	Yes	Must match exactly the National Post Number of a Current or Inactive Post on TIS. Ingore Post with a status of DELETE In an placement update scenario, Date From and Date to should match to the dates on the person record against the existing matching NPN. You can't update dates using the placement import. Dates can only be updated manually in the system. If you take dates out of the matching criteria then there is no way of knowing which placement you want to update as people can have many placements in the same site. In an Add scenario, i.e. where a placement is being added to a person, the values on the template will be inserted to person records. Due to the limitation of the placement import to do an update, a Bulk Placements Update using TIS_IDs has also been developed for this purpose.
Date From*	Matching Criteria/Add	Yes	Format must be dd/mm/yyyy. Date from must be before date to
Date To*	Matching Criteria/Add	Yes	Format must be dd/mm/yyyy. Date from must be before date to
Placement Type*	Update	Yes	Accepted values should match to one of the Placement type reference table
Placement Status*	Update	Remove as this get automatically populated based on the dates entered
Site*	Update	Yes	Accepted values should match to one of the CURRENT SiteKnownAs values Site reference table
Other Sites	Update (replace all existing values)	No	Semicolon separated to add multiple Accepted values should match to one of the SiteKnownAs from Site reference table and are CURRENT Valid sites accepted by the upload would be only those attached to the Parent post. TISNEW-2899 - Getting issue details... STATUS
WTE*	Update	Yes	Accepted values should match to those that are deemed valid from the FE i.e. any number between 0 and 1 inclusve.
Grade*	Update	Yes	Accepted values should match to one of the Grade reference table
Specialty1*	Update	Yes - TISNEW-1860 - Getting issue details... STATUS	Accepted values should match to one of the Specialty reference table When specialty column is populated on the template, we clean the 'Specialty', 'Other specialties' and 'Sub specialty' held on TIS against the matching placement (GMC Number, National Post number, Date from and To matches against placement record on TIS), start fresh and populate with the values from the template. The Main specialty and/or Other specialty and/or Sub-specialty cannot have the same value.
Specialty2	Update	No	Accepted values should match to one of the Specialty reference table When specialty column is populated on the template, we clean the 'Specialty', 'Other specialties' and 'Sub specialty' held on TIS against the matching placement (GMC Number, National Post number, Date from and To matches against placement record on TIS), start fresh and populate with the values from the template. The Main specialty and/or Other specialty and/or Sub-specialty cannot have the same value.
Specialty3	Update	No	Accepted values should match to one of the Specialty reference table When specialty column is populated on the template, we clean the 'Specialty', 'Other specialties' and 'Sub specialty' held on TIS against the matching placement (GMC Number, National Post number, Date from and To matches against placement record on TIS), start fresh and populate with the values from the template. The Main specialty and/or Other specialty and/or Sub-specialty cannot have the same value.
Sub specialty	Update	No	Accepted values should match to one of the Specialty reference table When specialty column is populated on the template, we clean the 'Specialty', 'Other specialties' and 'Sub specialty' held on TIS against the matching placement (GMC Number, National Post number, Date from and To matches against placement record on TIS), start fresh and populate with the values from the template. The Main specialty and/or Other specialty and/or Sub-specialty cannot have the same value.
Clinical Supervisor	Update	No	TISDEV-4458
Educational Supervisor	Update	No	TISDEV-4458
Comments	Update	No	TISDEV-4692

Placements - Bulk Update using TIS_Placement_IDs validations

TISNEW-196 - Getting issue details... STATUS

Column Heading	Add/Update/Matching Criteria	Mandatory	Rules	Applicable for Update (Y/N)
TIS_Placement_ID*	Matching Criteria	Yes	Must match exactly to an Existing PlacementID on TIS.	Y
Intrepid_Placement_ID	Update	No	Must match an existing Intrepid_Placement_ID in Intrepid. (Extraction process handled outside of TIS) If there is an Intrepid_Placement_ID value already held on TIS, but a value has been specified on the template, then the import should ignore and throw an error.	Y
National Post Number	Update	No	Must match exactly the National Post Number of a Current or Inactive Post on TIS. Cannot be edited if the Placement Esr Status is `EXPORTED`	Y (only if Placement Esr Status is not `EXPORTED`)
Date From	Update	No	Format must be dd/mm/yyyy. Date from must be before date to	Y
Date To	Update	No	Format must be dd/mm/yyyy. Date from must be before date to	Y
Placement Type	Update	No	Accepted values should match to one of the Placement type reference table	Y
~~Placement Status~~	~~Update~~	No	?	N
Site	Update	No	Accepted values should match to one of the CURRENT SiteKnownAs values from Site reference table	Y
Other Sites	Update (replace all existing values)	No	Semicolon separated to add multiple Accepted values should match to one of the SiteKnownAs from Site reference table and are CURRENT Valid sites accepted by the upload would be only those attached to the Parent post. TISNEW-2899 - Getting issue details... STATUS
WTE	Update	No	Accepted values should match to those that are deemed valid from the FE i.e. any number between 0 and 1 inclusve.	Y
Grade	Update	No	Accepted values should match to one of the Grade reference table	Y
Specialty1	Update	No	Accepted values should match to one of the Specialty reference table When specialty column is populated on the template, we clean the 'Specialty', 'Other specialties' and 'Sub specialty' held on TIS against the matching placement, start fresh and populate with the values from the template. The Main specialty and/or Other specialty and/or Sub-specialty cannot have the same value.	Y
Specialty2	Update	No	Accepted values should match to one of the Specialty reference table When Specialty column is not populated but Specialty 2 and 3 are populated, then these are added to the 'Other specialties' of the matching TIS placement record. The Main specialty and/or Other specialty and/or Sub-specialty cannot have the same value.	Y
Specialty3	Update	No	Accepted values should match to one of the Specialty reference table When Specialty column is not populated but Specialty 2 and 3 are populated, then these are added to the 'Other specialties' of the matching TIS placement record. The Main specialty and/or Other specialty and/or Sub-specialty cannot have the same value.	Y
Sub specialty	Update	No	Accepted values should match to one of the Specialty reference table There's only 1 sub specialty in the placement, so when Sub specialty is populated, it replaces the existing one. The Main specialty and/or Other specialty and/or Sub-specialty cannot have the same value.	Y
Clinical Supervisor	Update	No	TISDEV-4458 Accepted value is the registration numbers of the Clinical Supervisors.	Y
Educational Supervisor	Update	No	TISDEV-4458 Accepted value is the registration numbers of the Educational Supervisors.	Y
Comments	Update	No	TISDEV-4692 Freetext accepted.	Y