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
- Educational & Clinical Supervisors (Trainers) can view partial Trainee information
- HEE Administrators can view and edit all personal details for all user types
- 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)
- Permissions will govern whether particular individuals can view / edit other role types
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.
DRAFT - requires descriptions
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:
DRAFT - requires re-ordering for both section headers and sub-section headers Joanne Watson (Unlicensed)
| # | 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) | VIEW (own) | VIEW (own) | EDIT (own) | EDIT (all) | VIEW (trainee) EDIT (supervisors, who belong to them) | |
| 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 |
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