Next steps:
...
- Request leave (Trainee)
- Cancel or make changes to existing prospective leave applications (Trainee)
- Track entitlements for expenses and leaves (Trainee)
- Approve leave - non-study leave (Approver/Admin)
- Approve leave - study leave (Approver/Admin)
- Manage leave approvers (Admin)
- Manage Pre-approved Courses list (Admin) <<Reference Component>>
- Track progress of study/non-study leaves applications (Trainee)
- Manage entitlements for expenses and leaves (Admin)
- Recording of course attendance
- Recording of teaching sessions
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 Notification sent to 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 withdraw 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) User is presented with applications previously made. | |
| Post-Conditions | View all or search leave applications (requested/approved/declined) in a summary screen Notification sent Approvers | |
| Process Steps |
| |
| Alternative Process | N/A | |
| Rules | - Rule: Only specified fields can be entered - Error: where mandatory fields not completed - Warning to user if canceling the request with the option to proceed or abort. | |
| JIRA Links | ||
| Audit Log | Who edited/cancelled 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-3A Track leaves entitlements for leaves (Trainee) | Comments |
|---|---|---|
| Description | User has the ability to monitor allowance for annual/study and other leaves in order see the remaining amount and claimed amounts. | |
| Actors | Trainee | |
| Pre-Conditions | Logged in Authorised User User is currently in training and not a FY1. User navigated to Leaves entitlement page. (Can be for other leave as well tbc) | |
| Post-Conditions | ||
| Process Steps |
| |
| Alternative Process | N/A | |
| Rules | - Rule: User cannot make changes to leave entitlements - Rule: User can view total study/annual/other leaves allowance - Rule: User can view leaves remaining - Rule: When leave request is approved, leave remaining is updated - Rule: leaves allowance and remaining is not editable by a Trainee user role | |
| JIRA Links | ||
| Audit Log |
Process Name | AM-3B Track expenses entitlements for expenses (Trainee) | Comments |
|---|---|---|
| Description | User has the ability to monitor 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 | ||
| Process Steps |
| |
| Alternative Process | N/A | |
| Rules | - Rule: User cannot make changes to expenses entitlements - Rule: User can view total expenses allowance - Rule: User can view remaining expenses from their entitlement - Rule: When leave request approved along with the expenses claimes, expenses entielement remaining is updated - Rule: Expenses allowance and remaining is not editable by a Trainee user role | |
| JIRA Links | ||
| Audit Log |
Process Name | AM-4 Approve leave - non-study leave (Approver/Admin) | Comments |
|---|---|---|
| Description | User has the ability to approve or decline prospective/retrospective exceptional or other leave applications that are not part of pre-approved list of courses/exams. | |
| Actors | Approver | |
| Pre-Conditions | Logged in Authorised User | |
| Post-Conditions | View all or search leave applications (requested/approved/declined) in a summary screen Notification sent to Approver upon new leave request submitted by trainee. Approver is navigated to leave reuquest pending approval. | |
| Process Steps |
| |
| Alternative Process | N/A | |
| Rules | - Rule: Only specified fields can be entered - Rule: When approving/declining a request, user is presented with a warning to either proceed or abort. | |
| JIRA Links | ||
| Audit Log | Who approved/cancelled 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-10 Bulk add expenses entitlements (Admin) | Comments |
|---|---|---|
| Description | User has the ability to add expenses entitlements in bulk to trainees | |
| Actors | Local Admin | |
| Pre-Conditions | Logged in Authorised User User navigated to Expenses entitlements page | |
| Post-Conditions | View all or search trainees with expenses entitlements (filered by your local office by default) | |
| Process Steps |
| Consideration for an Excel import as an alternative. |
| Alternative Process | N/A | |
| Rules | - Rule: Only specified fields can be entered - Error: where mandatory fields not completed | |
| JIRA Links | ||
| Audit Log |
Process Name | AM-11 Record course attendance (Add/View/Edit) (Admin) | Comments |
|---|---|---|
| Description | User has the ability to records trainees attendance onto teaching sessions or courses retrospectively or prospectively | Should the be the ability to record attendance both prospectively and retrospecively? |
| Actors | Local Admin | |
| Pre-Conditions | Logged in Authorised User User navigated to Course attendance page | |
| Post-Conditions | View all or search trainees with course attendance (filered by your local office by default) | |
| Process Steps |
| Consideration for an Excel import as an alternative. |
| Alternative Process | N/A | |
| Rules | - Rule: Only specified fields can be entered - Error: where mandatory fields not completed | |
| JIRA Links | ||
| Audit Log |
Process Name | AM-12 Record teaching sessions (Add/View/Edit) (Admin) | Comments |
|---|---|---|
| Description | User has the ability to record teaching sessions that can be used to record trainees attendance against. | |
| Actors | Local Admin | |
| Pre-Conditions | Logged in Authorised User User navigated to Teaching sessions page | |
| Post-Conditions | View all or search teaching sessions (filered by your local office by default) | |
| Process Steps |
| |
| Alternative Process | N/A | |
| Rules | - Rule: Only specified fields can be entered - Error: where mandatory fields not completed | |
| JIRA Links | ||
| Audit Log |
...