Next steps:
...
Process Name | AM-3A Track 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 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-5 Approve leave - study leave (Approver/Admin) | Comments |
|---|---|---|
| Description | User has the ability to approve or decline prospective/retrospective curriculum study leave applications that are part of pre-approved list of courses/exams. | |
| Actors | Approver | |
| Pre-Conditions | Logged in Authorised User 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 Approver is navigated to leave reuquest pending approval. Notification sent to Approver upon new leave request submitted by trainee. Notification sent to Trainee upon leave request being approved/declined. | |
| 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-7 Manage Pre-approved Courses list (Admin) (View/Edit/Add) - <<LINK TO <<Linked to Reference Component >> | Comments |
|---|---|---|
| Description | User has the ability to manage a pre-approved list of courses as reference data. | |
| Actors | Local admin | |
| Pre-Conditions | Logged in Authorised User User navigated to Reference Data page. | |
| Post-Conditions | ||
| 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 added/edited the course 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 |
...