Form R - Part A https://hee-tis.atlassian.net/browse/TISNEW-3946

Section 1: DOCTOR'S DETAILS

1

Forename

ContactDetails > Forename

trainee > TraineeProfile > forenames

Match on traineeTisId

N

Jayanta

• Pre-populate with Forename

• can be overwritten on the Form; no propagation to other parties on submission for MVP

Y

• Cannot be left empty

2

GMC-Registered Surname

ContactDetails > Surname

trainee > TraineeProfile > Surname

Match on traineeTisId

N

Saha

@James Harris @Alistair Pringle (Unlicensed):

• Pre-populate with Surname

• can be overwritten on the Form; no propagation to other parties on submission for MVP

Y

• Cannot be left empty

Should be GMC registered surname as per guidance at top of the form

3

GMC Number

GMCDetails > GMC Number

trainee > TraineeProfile > gmcNumber

Match on traineeTisId

N

1234567

UNKNOWN

• Pre-populate

• can be overwritten on the Form; no propagation to other parties on submission for MVP

Y

• No validation with GMC for MVP.

There will be trainees with UNKNOWN / N/A pre-populated, but may have a GMC to enter at time of Form R.

Should we wish to update TIS with the date in the future, the TIS Person ID can be linked back to.

4

Deanery / HEE Local Office

PersonOwner > Owner

Open

• trainee > TraineeProfile > personOwner

• reference > LocalOffice

Match on traineeTisId

• If changed/added/removed on TIS against trainee, needs to be re-synced to Trainee UI trainee record

• If a value in the Local Office Reference table in TIS is changed/Inactivated/added, then needs to be re synced to trainee UI Reference

• If existing value has changed its name or status from CURRENT to INACTIVE on TIS Reference,  then re-sync to Trainee UI > Reference, remove Inactives from dropdown for new form submission

• If new value with Status = CURRENT is added in TIS Local Office Reference, then sync to trainee UI> Reference

Y - Local Office

Health Education England Wessex

• Pre-populate with Person Owner

• If no Active/Current Programme membership then leave blank

• Can be overwritten on the Form; no propagation to other parties on submission for MVP

• Overwritten with Local Office Reference table CURRENT values only

  • Note: Exclude 'London LETBs' in the list

Y

@Alistair Pringle (Unlicensed) and @Ashley Ransoo Shall we populate this field form PersonOwner table? - Yes but can be overwritten.

5

Date of birth

personaldetails > Date of Birth

trainee > TraineeProfile > dateOfBirth

Match on traineeTisId

N

20/03/2020

• Pre-populate

• Can be overwritten on the Form; no propagation to other parties on submission for MVP

Y

Calendar date picker

6

Gender

personaldetails > Gender

• trainee > TraineeProfile > gender

• reference > Gender

Match on traineeTisId

• If changed/added/removed on TIS against trainee, needs to be re-synced to Trainee UI trainee record

• If a value in the Gender Reference table in TIS is changed/inactivated/added, then needs to be re synced to trainee UI Reference

• If existing value has changed its name or status from CURRENT to INACTIVE on TIS Reference,  then re-sync to Trainee UI > Reference, remove Inactives from dropdown for new form

• If new value with Status = CURRENT is added in TIS Local Office Reference, then sync to trainee UI > Reference

Y - Gender

Male

• Pre-populate

• Can be overwritten on the Form; no propagation to other parties on submission for MVP

• Overwritten with Gender Reference table CURRENT values only

Y

Overwritten with Gender Reference table CURRENT values only

@Alistair Pringle (Unlicensed), @James Harris

option of 'I prefer not to specify' is available, so made mandatory on form.

7

Immigration Status

N/A

reference > ImmigrationStatus

N/A

P.S: Observed that trainee UI has got an outdated list. The correct list should be the current values from TIS Rerefence > permitToWork list with the option of Other.

• If a value in the PermitToWork Reference table in TIS is changed/inactivated/added, then needs to be re synced to trainee UI Reference

• If existing value has changed its name or status from CURRENT to INACTIVE on TIS Reference,  then re-sync to Trainee UI > Reference, remove Inactives from dropdown for new form

• If new value with Status = CURRENT is added in TIS Local Office Reference, then sync to trainee UI > Reference
  
  

Y

• Do not auto-populate

• Take the list from the HEEEOE attached form: Trainee UI - Field Validation | Form R (Part A)

• Allow to overwrite with freetext ('other' option)

Y

Immigration Status (Other)

N/A

N/A

N/A

N

8

Primary Qualification

Qualification > Qualification

trainee > TraineeProfile>qualification

Match on traineeTisId

• If a new Qualification with a most recent date is added, then sycn

• If any of these 3 fields (qualification, dateAttained, medicalSchool) within existing Qualification has been updated on TIS on this personID, refresh all 3 qualification fields in TraineeUI based on same rules in column H.

Y - Qualification Reference

Quality of Qualification reference data is poor, so freetext.

• Pre-populate with the most recent Person Qualification based on 'Date attained' where there are multiples.

• Can be overwritten on the Form; no propagation to other parties on submission for MVP

• Overwritten with Freetext

Y

• Overwritten with Qualification Reference table CURRENT values only

If there are multiple qualifications, which one to display? How to extract the Primary Qualification?

24/03:

Populate with the most recent one based on Date attained where there are multiples.

9

Date Awarded

Qualification tab > Qualification> Date Attained

trainee > TraineeProfile > dateAttained

Match on traineeTisId

• If a new Qualification with a most recent date is added, then sycn

• If any of these 3 fields (qualification, dateAttained, medicalSchool) within existing Qualification has been updated on TIS on this personID, refresh all 3 qualification fields in TraineeUI based on same rules in column H

• Pre-populate with the most recent one based on 'Date attained' where there are multiples.

• Can be overwritten on the Form; no propagation to other parties on submission for MVP

Y

• Valid date only

• In preferred best UX format for Trainee UI

• Calendar/date picker

10

Medical School Awarding Primary Qualification (name and country)

Qualification tab > Qualification> Medical School

trainee > TraineeProfile > medicalSchool

Match on traineeTisId

• If a new Qualification with a most recent date is added, then sycn

• If any of these 3 fields (qualification, dateAttained, medicalSchool) within existing Qualification has been updated on TIS on this personID, refresh all 3 qualification fields in TraineeUI based on same rules in column H

N

• Pre-populate with the most recent one based on 'Date attained' where there are multiples.

• Can be overwritten on the Form; no propagation to other parties on submission for MVP

• Overwritten with Freetext

Y

• Overwritten Freetext

11

Home address

ContactDetails >

address1

address2

address3

address4

postCode

trainee > TraineeProfile > address1, address2, address3, address4, postCode

Match on traineeTisId

• If any of the address fields updated, syc full address (line 1-4) including postcode

• Pre-populate

• Can be overwritten on the Form; no propagation to other parties on submission for MVP

• Exclude Line 4 in the new Address to overwrite with

• Where new address is provided to overwrite with, clear the object (all 4 lines and postcode) and allow only for 3 lines and post code, no value to be saved for Line 4 upon editing

• If possible, validate for UK Postcodes only

• Note: Some trainees may not have UK postcodes

Y

• Where new address is provided to overwrite with, clear the object (all 4 lines and postcode) and allow only for 3 lines and post code,  no value to be saved for Line 4 upon editing

Line 4 is a left over from Intrepid, if made editable, then the user should be allowed to update the whole address as an object and without a Line 4. 

12

Contact Telephone

ContactDetails > telephoneNumber

trainee > TraineeProfile > telephoneNumber

Match on traineeTisId

• Any change or addition to be sync'ed
  
  

• Pre-populate

• Can be overwritten on the Form; no propagation to other parties on submission for MVP

• Similar validations to TIS Admin to be applied for the form form validations for telephone 

Y

• Similar validations to TIS Admin to be applied for the form form validations for telephone 

13

Contact Mobile

Mobile Number

trainee > TraineeProfile > mobileNumber

Match on traineeTisId

• Any change or addition to be sync'ed

• Pre-populate

• Can be overwritten on the Form; no propagation to other parties on submission for MVP

• Similar validations to TIS Admin to be applied for the form form validations for telephone

Y

• Similar validations to TIS Admin to be applied for the form form validations for telephone 

14

Email Address

N/A

N/A

N/A

• Leave blank, do not pre-populate

• Populate with valid email address. 

• Can be overwritten on the Form; no propagation to other parties on submission for MVP

• Valid email address format

Y

Section 2: DECLARATIONS

15A

I confirm I have been appointed to a programme leading to award of CCT

N/A

N/A

N/A

N/A

Selection

Choose one between 15A - 15F

N

• Only one of 15A to 15F should be selected

• Single item select

15C

I confirm that I will be seeking specialist registration by application for a CESR CP

N/A

N/A

N/A

N/A

Selection

Choose one between 15A - 15F

N

• Only one of 15A to 15F should be selected

• Single item select

15D

I confirm that I will be seeking specialist registration by application for a CEGPR

N/A

N/A

N/A

N/A

Selection

Choose one between 15A - 15F

N

• Only one of 15A to 15F should be selected

• Single item select

15E

I confirm that I will be seeking specialist registration by application for a CEGPR CP

N/A

N/A

N/A

N/A

Selection

Choose one between 15A - 15F

N

• Only one of 15A to 15F should be selected

• Single item select

15F

I confirm that I am a core trainee, not yet eligible for CCT

N/A

N/A

N/A

N/A

Selection

Choose one between 15A - 15F

N

• Only one of 15A to 15F should be selected

• Single item select

16

Programme Specialty

Curriculum specialty from Programme membership

trainee > TraineeProfile > programmeMemberships > curricula > curriculumName

changes:

• Programme membership

• Curriculum membership

If a new programme membership is added to trainee, sync it to Trainee UI.

If a new Curriculum membership is added to trainee, sync it to Trainee UI.

If a field within an existing programme membership or curriculum membership for the trainee is updated, then re-sync all Prog/Curr mems. 

• If existing curriculum has changed its name or status from Current to Inactive on TIS, of curriculumSubType = MEDICAL_CURRICULUM and Status = CURRENT, then re-sync to Trainee UI

• If new curriculum of curriculumSubType = MEDICAL_CURRICULUM and Status = CURRENT is added in TIS, then sycn to trainee UI curriculum reference

@James Harris/ @Alistair Pringle (Unlicensed):

• Pre-populate with the most recent Curriculum specialty of curriculumSubType = MEDICAL_CURRICULUM and Status = CURRENT and attached to the Most recent Programme membership based on furthermost 'Programme start date' 

Note: Curriculumid in ProgrammeMembership linked to Curriculum table to extract the curriculum sub type info

• Where there are multiple, pick the topmost in alphabetical order

• Can be overwritten on the Form; no propagation to other parties on submission for MVP

• Overwritten with only CURRENT value from

  • Curriculum.name of curriculumSubType = MEDICAL_CURRICULUM and Status = CURRENT from Curriculum table  

Y

17

Specialty 1 for Award of CCT

same as #16

same as #16

same as #16

• Pre-populate if 15A is selected only

  • Else, field is uneditable and not pre-populated

• Pre-populate with same rules as row #16

• Can be overwritten on the Form; no propagation to other parties on submission for MVP

• Overwritten with same rules as row #16

Conditionally mandatory

18

Specialty 2 for Award of CCT

same as #16

same as #16

same as #16

• Not Prepopulated

• Uneditable unless you have selected 15A

• Overwritten with same rules as row #16

N

19

Royal College / Faculty Assessing Training for the Award of CCT

N/A

reference > College

• If a value in the College Reference table in TIS is changed/inactivated/added, then needs to be re synced to trainee UI Reference

• If existing value has changed its name or status from CURRENT to INACTIVE on TIS Reference,  then re-sync to Trainee UI > Reference, remove Inactives from dropdown for new form

• If new value with Status = CURRENT is added in TIS Local Office Reference, then sync to trainee UI > Reference

Y - College Reference table

Joint Royal College of Physicians Training Board

• Do not pre-populate

• Editable dropdown populated with CURRENT values from College Reference table

Y

20

Anticipated Completion Date of Current Programme (if known)

TIS_Interim > VwProgrammemembership >Programmecurriculumcompletiondate

trainee > TraineeProfile > programmeMemberships > programmeCompletionDate

• Match on traineeTisId

• Given a change to this calculated field that is sent to NDW, re-sync all programme memberships in trainee UI if unable to update the specific programme membership programmeCompletionDate
  
  

TIS_Interim:

TIS_NDW_ETL:

@James Harris/ @Alistair Pringle (Unlicensed)

• Pre-popuate with what is going into Programmecurriculumcompletiondate in TIS-Interim ETL.

• Can be overwritten on the Form; no propagation to other parties on submission for MVP

Y

• Date format with the best UX format.

• Valid dates only

SECTION 3: PROGRAMME

21

Training grade

N/A

reference > Grade

Training grade reference in Trainee UI to be synch'ed from TIS when:

• a new value is added with a status of CURRENT to the list here https://build.tis.nhs.uk/metabase/question/310

• If a value in the Training Grade Reference table in TIS is changed/inactivated/added, then needs to be re synced to trainee UI Reference

• If existing value has changed its name or status from CURRENT to INACTIVE on TIS Reference,  then re-sync to Trainee UI > Reference, remove Inactives from dropdown for new form

• If new value with Status = CURRENT is added (is a Training grade AND Postgrade AND PlacementGrade) in TIS Local Office Reference, then sync to trainee UI > Reference

Y

• Do not pre-populate

• Allow to populate with Grade Reference filtered by Grades which are of type TrainingGrade AND PlacementGrade AND Post Grade.

• https://build.tis.nhs.uk/metabase/question/310

Y

22

Start date

Programme Start date

see #16

see #16

N

• Pre-populate with Programme start date linked to Programme membership identified by rules on row #16

• Can be overwritten

Y

• Valid dates only

23

Post type or appointment

Programme membership type

see #16

see #16 for prepoluation

Post type reference in Trainee UI to be synch'ed from TIS when:

• a new value is added with a status of CURRENT

• a Post type status changes from CURRENT to INACTIVE, remove from UI/Inactivate from trainee UI Reference

• A Post type name with a status of CURRENT is updated on TIS
  
  

Y

• Pre-populate with Programme membership type of the programme membership identified by rules on row #16

• Can be overwritten with CURRENT values from Programme Membership type Reference table

Y

24

Full Time or % of Full Time Training

WTE

N/A

N/A

N

• Do not pre-populate

• Populate with WTE with Guidance to denote that 1 is for Full time and percentage of Full Time as a decimal value up to 2 decimal places. e.g. 0.1 for 10%; 0.25 for 25% etc. 

• Cannot be more than 1

Y

Section 4: SIGNATURE

25

Trainee Signature

N/A

N/A

N/A

N/A

• Populate with Forename<space>Surname entered earlier on the form

• Read-only: If needs amending then correct on the form above.

• on submission

26

Date

N/A

N/A

N/A

N/A

Pre-populate

• Read-only

• Today's Date

• On submission

• On re-submission, overwritten new date

@Alistair Pringle (Unlicensed) and @Ashley Ransoo Which date to be recorded? Do we need to override the submission date or go for new field called modified date?

23/03: Yes

Section 5: HEE ONLY - 24/03: Not to Display on the Form on Trainee UI but available to Admins. 

27

National Training Number / Deanery Reference Number

N/A

N/A

Hidden from trainee until post submission

NTN viewable once created

No view/editing for Trainee unless submitted (in Historical view)

Free Text for Admin

28

GMC Programme Approval Number

N/A

N/A

No editing for Trainee

No view/editing for Trainee unless submitted

Free text for Admin