...
DRAFT:
Process Name | AM-1 Request leave (trainee) | Comments |
|---|---|---|
| Description | User has the ability to submit leave application/s for approval. | |
| Actors | Trainee | |
| Pre-Conditions | Logged in Authorised User User is currently in training and not a FY1. User navigated to Study Leave page. (Can be for other leave as well tbc) | Note: The term absence management can cause confusion to a trainee, given that OOP and other types of leaves can have similar semantics. Can we agree on the terminology for a) Study Leave management, b) Other leaves management and c) OOP for navigation purposes. |
| Post-Conditions | View all or search leave applications (requested/approved/declined) in a summary screen Assessment event flagged against trainee record Notification sent Assessment Panel and Traineeto Approvers | |
| Process Steps |
| Clarification required on retrospective and prospective requests and the types of leaves that can be submitted for approval. |
| Alternative Process | N/A | |
| Rules | - Rule: Only specified fields can be entered - Error: where mandatory fields not completed | |
| JIRA Links | ||
| Audit Log | Who submitted the Leave request and when Log changes to any of the field values and when and who made the changes Present audit log to all with view permissions |
Process Name | AM-2 View/Edit/Cancel leave application | Comments |
|---|---|---|
| Description | User has the ability to cancel or make changes to existing prospective leave applications. | |
| Actors | Trainee | |
| Pre-Conditions | Logged in Authorised User User is currently in training and not a FY1. User navigated to Study Leave page. (Can be for other leave as well tbc) | |
| Post-Conditions | View all or search leave applications (requested/approved/declined) in a summary screen Assessment event flagged against trainee record Notification sent Assessment Panel and TraineeApprovers | |
| Process Steps | 1. 2. 3. | |
| Alternative Process | N/A | |
| Rules | - Rule: Only specified fields can be entered - Error: where mandatory fields not completed | |
| JIRA Links | ||
| Audit Log Who submitted the Leave request and when Log changes to any of the field values and when and who made the changes |
Process Name | AM-3 Track entitlements for expenses and leaves (Trainee) | Comments | |
|---|---|---|---|
| Description | User has the ability to cancel or make changes to existing prospective leave applicationsmonitor allowance for expenses and leaves in order see the remaining amount and claimed amounts for both. | ||
| Actors | Trainee | ||
| Pre-Conditions | Logged in Authorised User User is currently in training and not a FY1. User navigated to Study Leave page. (Can be for other leave as well tbc) | ||
| Post-Conditions | View all or search leave applications (requested/approved/declined) in a summary screen Assessment event flagged against trainee record Notification sent Assessment Panel and Trainee | ||
| Process StepsProcess Steps | 1. 2. 3. | ||
| Alternative Process | N/A | ||
| Rules | - Rule: Only specified fields can be entered - Error: where mandatory fields not completed | ||
| JIRA Links | |||
| Audit Log Who submitted the Leave request and when Log changes to any of the field values and when and who made the changes |
Process Name | AM-4 Approve leave - non-study leave (Approver) | Comments |
|---|---|---|
| Description | User has the ability to cancel or make changes to existing prospective leave applicationsapprove or decline prospective/retrospective exceptional or other leave applications that are not part of pre-approved list of courses/exams. | |
| Actors | TraineeApprover | |
| Pre-Conditions | Logged in Authorised User User is currently in training and not a FY1. User navigated to Study Leave page. (Can be for other leave as well tbc) | |
| Post-Conditions | View all or search leave applications (requested/approved/declined) in a summary screenAssessment event flagged against trainee record Notification sent Assessment Panel and to Trainee | |
| Process Steps | 1. 2. 3. | |
| Alternative Process | N/A | |
| Rules | - Rule: Only specified fields can be entered - Error: where mandatory fields not completed | |
| JIRA Links | ||
| Audit Log Who submitted the Leave request and when Log changes to any of the field values and when and who made the changes |
Process Name | AM-5 Approve leave - study leave (Approver) | Comments | |
|---|---|---|---|
| Description | User has the ability to cancel or make changes to existing prospective leave applicationsto approve or decline prospective/retrospective curriculum study leave applications that are part of pre-approved list of courses/exams. | ||
| Actors | TraineeApprover | ||
| Pre-Conditions | Logged in Authorised User User is currently in training and not a FY1.User navigated to Study Leave page. (Can be for other leave as well tbc) | ||
| Post-Conditions | View all or search leave applications (requested/approved/declined) in a summary screen Assessment event flagged against trainee record Notification sent Assessment Panel and to Trainee | ||
| Process Steps | |||
| Alternative Process | N/A | ||
| Rules | - Rule: Only specified fields can be entered - Error: where mandatory fields not completed | ||
| JIRA Links | |||
| Audit Log | Who submitted the Leave request and when Log changes to any of the field values and when and who made the changes |
Process Name | AM-6 Manage leave approvers (Admin) (add/remove/edit) | Comments |
|---|---|---|
| Description | User has the ability to cancel or make changes to existing prospective leave applicationsto add/remove/edit leave approvers to post and/or people. | Clarification required as to at which level do approvers need to be linked to. |
| ActorsTrainee | Local Admin | |
| Pre-Conditions | Logged in Authorised User User is currently in training and not a FY1.User navigated to Study Leave page. (Can be for other leave as well tbc) | |
| Post-Conditions View all or search leave applications (requested/approved/declined) in a summary screen Assessment event flagged against trainee record Notification sent Assessment Panel and Trainee | ||
| Process Steps | ||
| Alternative Process | N/A | |
| Rules | - Rule: Only specified fields can be entered - Error: where mandatory fields not completed | |
| JIRA Links | ||
| Audit Log Who submitted the Leave request and when Log changes to any of the field values and when and who made the changes |
Process Name | AM-7 Manage Pre-approved Courses list (Admin) | Comments | |
|---|---|---|---|
| Description | User has the ability to cancel add/edit/or make changes to existing prospective leave applications. | ||
| ActorsTrainee | Local admin | ||
| Pre-Conditions | Logged in Authorised User User is currently in training and not a FY1.User navigated to Study Leave page. (Can be for other leave as well tbc) | ||
| Post-Conditions | View all or search leave applications (requested/approved/declined) in a summary screen Assessment event flagged against trainee record Notification sent Assessment Panel and Trainee | ||
| Process Steps | |||
| Alternative Process | N/A | ||
| Rules | - Rule: Only specified fields can be entered - Error: where mandatory fields not completed | ||
| JIRA Links | |||
| Audit Log | Who submitted the Leave request and when Log changes to any of the field values and when and who made the changes |
Process Name | AM-8 Track progress of study/non-study leaves applications (Trainee) | Comments | |
|---|---|---|---|
| Description | User has the ability to cancel or make changes to existing prospective leave applications. | ||
| Actors | Trainee | ||
| Pre-Conditions | Logged in Authorised UserUser is currently in training and not a FY1. User navigated to Study Leave page. (Can be for other leave as well tbc) | ||
| Post-Conditions | View all or search leave applications (requested/approved/declined) in a summary screenAssessment event flagged against trainee record Notification sent Assessment Panel and Trainee | ||
| Process Steps | |||
| Alternative Process | N/A | ||
| Rules | - Rule: Only specified fields can be entered - Error: where mandatory fields not completed | ||
| JIRA Links | |||
| Audit Log | Who submitted the Leave request and when Log changes to any of the field values and when and who made the changes |
Process Name | AM-9 Manage entitlements for expenses and leaves (Admin) | Comments | |
|---|---|---|---|
| Description | User has the ability to cancel or make changes to existing prospective leave applications. | ||
| Actors | Trainee | ||
| Pre-Conditions | Logged in Authorised User User is currently in training and not a FY1.User navigated to Study Leave page. (Can be for other leave as well tbc) | ||
| Post-Conditions | View all or search leave applications (requested/approved/declined) in a summary screen Assessment event flagged against trainee record Notification sent Assessment Panel and Trainee | ||
| Process Steps | |||
| Alternative Process | N/A | ||
| Rules | - Rule: Only specified fields can be entered - Error: where mandatory fields not completed | ||
| JIRA Links | |||
| Audit Log | Who submitted the Leave request and when Log changes to any of the field values and when and who made the changes |
Process Name | AM-10 Manage leave applications (Admin) | Comments | |
|---|---|---|---|
| Description | User has the ability to cancel or make changes to existing prospective leave applications. | ||
| Actors | Trainee | ||
| Pre-Conditions | Logged in Authorised User User is currently in training and not a FY1. User navigated to Study Leave page. (Can be for other leave as well tbc) | ||
| Post-Conditions | View all or search leave applications (requested/approved/declined) in a summary screen Assessment event flagged against trainee record Notification sent Assessment Panel and to Trainee | ||
| Process Steps | |||
| Alternative Process | N/A | ||
| Rules | - Rule: Only specified fields can be entered - Error: where mandatory fields not completed | ||
| JIRA Links | |||
| Audit Log Who submitted the Leave request and when Log changes to any of the field values and when and who made the changes |