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Page content:

  • Scope
  • User Journeys (To-Be) - Draft
  • Scenarios
  • Next steps


Scope (TBD):

  • 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

...

User Journeys:

View file
nameAbsence - Meganav.pptx
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Scenarios:

Process Name
AM-1 Request leave (trainee)
Comments
DescriptionUser has the ability to submit leave application/s for approval.
ActorsTrainee
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 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.Course/teaching sessions attendance
Post-Conditions

View all or search leave applications (requested/approved/declined) in a summary screen

Notification sent to Approvers


Process Steps
  1. Select Study Leave/Absence from UI menu
  2. Select Create a new Leave request
  3. Select the type of Leave, whether Curriculum Study Leave or Other leaves
  4. Enter relevant field data for new leave request
  5. System auto-saves details as they progress
  6. User saves and submit leave request
  7. New leave request added to summary list page
Alistair Pringle (Unlicensed) 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-3A Track leaves entitlements (Trainee)
Comments
DescriptionUser has the ability to monitor allowance for annual/study and other leaves in order see the remaining amount and claimed amounts.
ActorsTrainee
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
  1. Select Absence from UI menu
  2. Search for Leave entitlements
  3. View entitlement details
  4. Exit record
  5. Go back to Leave entitlements summary list page



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 (Trainee)
Comments
DescriptionUser has the ability to monitor allowance for expenses and leaves in order see the remaining amount and claimed amounts for both.
ActorsTrainee
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
  1. Select Entitlements/Allowance from UI menu
  2. Search for Leave entitlements or Expenses entitlements
  3. View entitlement details
  4. Exit record
  5. Go back to Entitlements summary list page



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
DescriptionUser 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.
ActorsApprover
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
  1. Select Study Leave/Absence from UI menu
  2. Search for non-study leave requests pending approval
  3. Select and View a leave request details
  4. Review and Approve/Decline leave request application
  5. System notification sent to trainee
  6. Updated leave request appears on summary list page

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-6A Bulk add leave approvers to posts (Admin)
Comments
DescriptionUser has the ability to add leave approvers to posts in bulk.Alistair Pringle (Unlicensed) Clarification required as to at which level do approvers need to be linked to. (whether to posts or people)
ActorsLocal Admin
Pre-Conditions

Logged in Authorised User

User navigated to Study Leave page. (Can be for other leave as well tbc)


Post-Conditions



Process Steps
  1. Select Study Leave/Absence from UI menu
  2. Select Bulk Add Approver/s to posts
  3. Search for posts
  4. Select the posts 
  5. Add approver/s to selected posts
  6. Enter details 
  7. User saves
  8. Updated posts appears on summary list page

Note: user should be able to add multipe approvers to the selected posts.

Details entered on Intrepid are: Contact type, Leave type, Start date, End date, Sequence, Key seq approver, Retrospective, Receive confirmation email, variable approver, documents.

UX consideration as to whether accessing the Post from the post menu or via separate meganav menu item for managing approvers would be appropriate. 

Alternative Process

N/A


Rules

-        Rule: Only specified fields can be entered

-        Error: where mandatory fields not completed


JIRA Links

Audit Log

Who added the approvers and when

Which approvers were added 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-6B Bulk add leave approvers to trainees (Admin)
Comments
DescriptionUser has the ability to add approvers to trainees in bulk.Alistair Pringle (Unlicensed) Clarification required as to at which level do approvers need to be linked to. (whether to posts or people)
ActorsLocal Admin
Pre-Conditions

Logged in Authorised User

User navigated to Study Leave page. (Can be for other leave as well tbc)


Post-Conditions



Process Steps
  1. Select Study Leave/Absence from UI menu
  2. Select Bulk Add Approver/s to trainees
  3. Search for trainees
  4. Select the trainees
  5. Add approver/s to selected trainees
  6. Enter details 
  7. User saves
  8. Updated trainees with approvers appears on summary list page

Note: user should be able to add multipe approvers to the selected posts.

Details entered on Intrepid are: Contact type, Leave type, Start date, End date, Sequence, Key seq approver, Retrospective, Receive confirmation email, variable approver, documents.

UX consideration as to whether accessing the Post from the post menu or via separate meganav menu item for managing approvers would be appropriate. 

Alternative Process

N/A


Rules

-        Rule: Only specified fields can be entered

-        Error: where mandatory fields not completed


JIRA Links

Audit Log

Who added the approvers and when

Which approvers were added and when

Log changes to any of the field values and when and who made the changes



...

Process Name
AM-6C Bulk remove leave approvers (Admin)
Comments
DescriptionUser has the ability to remove leave approvers from posts or people.Alistair Pringle (Unlicensed) Clarification required as to at which level do approvers need to be linked to (whether to posts or people).
ActorsLocal Admin
Pre-Conditions

Logged in Authorised User

User navigated to Study Leave page. (Can be for other leave as well tbc)


Post-Conditions



Process Steps
  1. Select Study Leave/Absence from UI menu
  2. Select Bulk Add Approver/s to trainees
  3. Search for trainees
  4. Select the trainees
  5. Remove approver/s to selected trainees
  6. User saves
  7. Updated trainees appears on summary list page. Trainees with no approvers disappear from the list.


Details entered on Intrepid are: Contact type, Leave type, Start date, End date, Sequence, Key seq approver, Retrospective, Receive confirmation email, variable approver, documents.

UX consideration as to whether accessing the Post from the post menu or via separate meganav menu item for managing approvers would be appropriate. 

Alternative Process

N/A


Rules

-        Rule: Only specified fields can be entered

-        Error: where mandatory fields not completed


JIRA Links




...

Process Name
AM-6D Bulk Edit leave approvers (Admin)
Comments
DescriptionUser has the ability to update leave approvers from posts or people in bulk.Alistair Pringle (Unlicensed) Clarification required as to at which level do approvers need to be linked to (whether to posts or people).
ActorsLocal Admin
Pre-Conditions

Logged in Authorised User

User navigated to Study Leave page. (Can be for other leave as well tbc)


Post-Conditions



Process Steps
  1. Select Study Leave/Absence from UI menu
  2. Select Bulk Add Approver/s to trainees
  3. Search for trainees
  4. Select the trainees
  5. Select replacing Approver
  6. Replace approver/s to selected trainees
  7. Enter details 
  8. User saves
  9. Trainees with updated approvers appears on summary list page

Note: user should be able to add multipe approvers to the selected posts.

Details entered on Intrepid are: Contact type, Leave type, Start date, End date, Sequence, Key seq approver, Retrospective, Receive confirmation email, variable approver, documents.

UX consideration as to whether accessing the Post from the post menu or via separate meganav menu item for managing approvers would be appropriate. 

Alternative Process

N/A


Rules

-        Rule: Only specified fields can be entered

-        Error: where mandatory fields not completed


JIRA Links




...

Process Name
AM-11 Record course attendance (Add/View/Edit) (Admin)
Comments
DescriptionUser has the ability to records trainees attendance onto teaching sessions or courses retrospectively or prospectivelyShould the be the ability to record attendance both prospectively and retrospecively?
ActorsLocal Admin
Pre-Conditions

Logged in Authorised User

User navigated to Course attendance page


Post-ConditionsView all or search trainees with course attendance (filered by your local office by default)
Process Steps
  1. Select Absence from UI menu
  2. Select Course attendance
  3. Search for trainees (use filters to find trainees)
  4. Select trainees
  5. Select course/teaching session to add to
  6. Enter details 
  7. User saves
  8. Updated trainees appears on summary list page along with relevant columns for course (See Field Validation for relevant fields)
Alistair Pringle (Unlicensed) 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
DescriptionUser has the ability to record teaching sessions that can be used to record trainees attendance against.
ActorsLocal Admin
Pre-Conditions

Logged in Authorised User

User navigated to Teaching sessions page


Post-ConditionsView all or search teaching sessions (filered by your local office by default)
Process Steps
  1. Select Absence from UI menu
  2. Select Teaching sessions
  3. Search for Teaching session (use filters to find training session)
    1. View Details/ Edit and Save
    2. Or, Add new Teaching session
  4. Enter details 
  5. User saves
  6. Updated list of teachin sessions appears on summary list page

Alternative Process

N/A


Rules

-        Rule: Only specified fields can be entered

-        Error: where mandatory fields not completed


JIRA Links

Audit Log


Next steps: