Report and edit changes to a participant's situation (transfer, leavers)

[mason-emily]

This epic covers reporting relevant changes in a participant's situation via the school-facing service, including:

• Reporting ECT and mentor leavers, incl. transfers out
• Reporting ECT and mentor breaks in training
• Editing information reported on leavers or breaks
• Changes triggered as a result of reporting leavers or breaks (e.g. to participant views)

This does not cover:

• Editing training choices, appointed mentor or appropriate body without a change in situation

Outcomes

1. Schools can accurately and efficiently report changes to a participant's situation
2. The service records up to date information on a participant's situation
3. The service records an accurate history of relevant changes to a participant's situation

Tasks

• [ ] Confirm requirements for reporting leavers (e.g. do we need leaving reason?)
• [ ] Confirm requirements for reporting breaks in training
• [ ] Consider impacts of leavers or breaks (e.g. impact of a mentor or ECT leaving a school on pairings)
• [ ] Design for reporting leavers
• [ ] Design for reporting breaks
• [ ] Design implications for reporting leavers or breaks
• [ ] Consider impact of editing information reported on leavers or breaks
• [ ] Design for editing information reported on leavers or breaks

Related information

Colin let us know about issues some lead providers have with transfers currently, which then can confuse start dates and end dates.

[claire-hughez]

Spoke to Nathan and want to highlight:

• often lead provider and delivery partner changes when transfers happen, as see in @consult1815's analysis
• currently, we ask if the details are the same, but potentially asking if the details are different might help more

[claire-hughez]

From Colin:

The problem is probably best to go to Pete and Tony. It’s about induction records getting jumbled, not necessarily the transfer. UCL in August withdrew 178 participants, they were active, but they’re not training with UCL. They were with other 5 lead providers but UCL had trained them at some point but hadn’t offboarded them properly. Teachfirst saw the most recent induction record. In august, UCL made induction records go back to front. It’s contractually fine, but the service didn’t like it. A SIT might transfer an ECT into their school, and it ends up that at the previous school that the teacher joined a school before they left, the induction records get twisted. It sent 178 emails to the wrong school, to withdraw participants, generated lots of queries. Teachfirst came to us with the SIT’s concerns. Induction record pointing at the wrong record. A teacher always has to join a school before they leave. Need logic checking that Claire is leaving school A on 29th October, joining on 1st October – that's impossible.

Emily added: when providers submit a withdrawal at the moment, they aren't able to give a date for the person leaving, so the date it's submitted is just recorded

When a transfer is reported, we should consider automatically withdraw from the provider A, to provider B.