No.

Report Name/Summary

Detailed Description

Report Type - Dynamic
or Static

Priority (L/M/H)

Target Users/ Audience/ Nations

Aggregate/ Row-level data

Columns to be included

Filters/ Sortable by

Comments

1

Expenses associated with Study leave application -  Requested and/or Paid

Total cost of any study leave application with breakdown of

1. type of cost -Course fee, Travel, Subsistence, Accommodation) need to look at any other type of expenses

2. Month/Quarter/Year in which monies were requested /paid

3. Trusts/ sites involved with the study 

Dynamic

H

Internal - Local HEE offices, Regions, Finance, Senior management
External - Trusts, Funding bodies

Mostly Aggregate data
Row-level data may be required for Local HEE admin teams for different purposes

2

Spend on protected characteristics

Total cost of study leave applications made wrt protected characteristics

Dynamic

L

Internal - Local HEE offices, Regions, Finance, Senior management
External - Trusts, Funding bodies

Mostly Aggregate data
Row-level data may be required for Local HEE admin teams for different purposes

3

Pending Approvals

For each region / Trust
Number of study leave application that are pending and at which stage ( in the approval chain) are the applications pending
  

Dynamic

M

Internal - Local HEE offices admin team
External - Trusts / Sites which have approvers

Row-level data

4

Length of Approval

Average days for approval of a request per programme / Trust / Region

Dynamic

M

Internal - HEE local office, Finance teams
External Trusts

Aggregate Data

5

Rejected Applications

Number of rejected applications by programme / Region / Specialty etc.
A separate report with numbers are needed to see that all trainees are having equal opportunities for study leave / attending courses
 
  

Dynamic

L

Internal - Local HEE Admin team, Senior management

Aggregate Data. Row level data may be needed to further investigation where required

6

Reasons for rejection of applications

Reasons why study leave applications were rejected. By programme / region / Specialty

Dynamic

L

Internal - Local HEE Admin team, Senior management

Aggregate Data. Row level data may be needed to further investigation where required

7

Approver's list

List of Approvers in the Approval chain - Names / role/ trust. These could be changing as people move from one role/trust to another. This list required maintaining
Each programme / region has a different approval chain and these have to be maintained

Dynamic

L

Internal & External

Row-level data

8

Entitlement of Study leave

Number of days a doctor-in-training(DiT) can take study leave. Maintained as some DiT are not full time.
Need to explore if Entitlement has to be fixed in terms of spend too?
Not all regions have a fixed entitlement - needs further investigation

Static

L

Internal - Local HEE offices 

Row-level data

9

List of approved courses

List of approved courses for every programme / specialty.
This is required so that courses on these lists can be automatically approved, work load on TPM will be reduced

Dynamic

L

Internal - Local HEE Offices
External - Trusts

Row-level data

Challenge - Trusts do not want trainees to feel restricted to approved list so don’t want to maintain this. A work around could be calling these popular courses

Report that would be affected

Database in NDW

Table 

Field 

Comments

Expenses for Study leave

[Accent.DataRepository]

[Accent.DataRepository].[dbo].[LeaveApplicationExpense_Flat]

[ClaimedDate] 

East Midlands use this field for applications submitted post 25-Sep-2021 to determine the amount paid to the trust towards a particular leave application. All data from Intrepid (old system) was transferred over to NDW on this date .  East midlands drive the behaviour of trusts to complete the data record with claimed amount and date using this field
South region do not use this field, so expense calculation are approximate

Expenses for Study leave

[Accent.DataRepository]

[Accent.DataRepository].[dbo].[LeaveApplicationExpense_Flat]

[DatePaid]

This field was used in the intrepid system and uptill 25-Sep-2021, IT is not currently in use. 

Expenses for Study leave

[Accent.DataRepository]

[Accent.DataRepository].[dbo].[LeaveApplicationExpense_Flat]

[EstimatedCost]

This is the field where the cost estimated by the trainee is added. This may be the same as the claimed cost or may be different. 

Expenses for Study leave

[Accent.DataRepository]

[Accent.DataRepository].[dbo].[LeaveApplicationExpense_Flat]

[ClaimCost]

This is the cost that has been approved and paid to the trainee for the particular leave application. This may be different from [Estimated Cost].

Expenses for Study leave

[Accent.DataRepository]

[Accent.DataRepository].[dbo].[LeaveApplicationExpense_Flat]

[ExpenseType]

This is mainly 4 types - Accommodation, Fees, Subsistence, Travel

Expenses for Study leave

[Accent.DataRepository]

[Accent.DataRepository].[dbo].[LeaveApplicationExpense_Flat]

[Expense Authorisation Status]

This status is for authorised amount that is to be added to Claimed field. Only Est midlands use this field to drive process of claims paid to Trust