Page Comparison

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Process Name	PL1 - Navigate to Placements	Comments
Description	User can access placement management tools
Actors	HEE Admins
Pre-conditions	Logged in Security allows access to placement manager
Post-conditions	View options to create / edit placements
Process steps	1. Hover over Placements in nav bar 2. Select either Create Placement, Bulk Upload or Placement Manager 3. System presents create/edit appropriate screens as requested
Alternative flowPL3	- Create Placement from Person recordN/A
Rules	Page only available to those who have access to 'Placements' in their role
JIRA Reference
Audit Log	N/aA

Process Name	PL2 - Search	Comments
Description	User should be able to find placement details by searching for a person or post number
Actors	HEE Admin
Pre-Conditions	Logged in Security allows access to Posts, People or Placement Manager
Post-Conditions	User is able to find specified data around a Placement User is told there are no details related to their particular search
Process Steps	User navigates to either Person, or Posts areas User enters search criteria (First Name, Last Name, GMC Number, GDC Number, Healthcare Number, Programme Name, Programme Number) User confirms search System presents results as list
Alternative Flow	N/A
Rules	Usual smart search rules apply
JIRA Reference
Audit Log

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Process Name	PL3 - Create Placement from Person Record	Comments
Description	User can create placement related to an individual person
Actors	HEE Admins
Pre-Conditions	Logged in Security allows access to Posts, People or Placement Manager Person search completed
Post-Conditions	Placement created for a single individual Placement confirmed to relevant Trust
Process Steps	select person system presents form with the following details: first name, last name, address, past/current/future placements (if applicable), programme name, curricula names, curricula start date, curricula end date user completes relevant fields post number post details placement start date placement end date placement typehonorary << TBC by Alistair Pringle (Unlicensed) WTE clinical supervisor name educational supervisor name MIP User saves record Confirmation of placement is recorded against Trainee record Confirmation of placement is sent to relevant Trust (i.e. where the placement will be completed)	Placement record to include: start date end date site grade specialty placement type status Post Details to be pre-populated: site, managing deanery, grade, specialty, local post number, training description
Alternative Flow	PL4 - Create Bulk Placements PL6 - Manage Multiple Placements
Rules	WTE default is 1 WTE - warn user that if the role is a slot share, they should add 10% MIP default 0 on create
JIRA Reference	TISDEV-2726
Audit Log

Process Name	PL4 - Create Bulk Placements	Comments
Description	User can create placement related to a group of people
Actors	HEE Admin
Pre-conditions	Logged in Security allows access to Placement Manager
Post-conditions	Placement created for a group of individuals Placement confirmed to relevant Trust
Process steps	Access bulk upload screen Download spreadsheet User completes spreadsheet Upload completed spreadsheet User saves record Confirmation message is displayed on screen Confirmation of placement is recorded against Trainee record Confirmation of placement is sent to relevant Trust (i.e. where the placement will be completed)	Column headers on spreadsheet post number post details placement start date placement end date placement typehonorary << TBC by Alistair Pringle (Unlicensed) WTE clinical supervisor name educational supervisor name MIP
Alternative flow	PL10 - Upload Errors
Rules	Only template spreadsheet can be used All fields must be completed with a valid response
JIRA Reference
Audit Log

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Process Name	PL5 - View/Edit Placement	Comments
Description	User can view and edit current/future placement data already created
Actors	HEE Admin
Pre-conditions	Logged in Security allows access to People, Posts, Placement Manager
Post-conditions	User views placement detail (past / current / future) User edits placement detail (current / future)
Process steps	User navigates to People, Posts, Placement Manager Search for Person Navigate to Placement information View information Edit fields as necessary Save Close record	Editable fields include: start date end date site grade specialty placement type status
Alternative flow	PL8 - Manage Placements with Slot Share
Rules	System prevents user from editing past placement detail
JIRA Reference	TISDEV-2727
Audit Log

Process Name	PL6 - Manage Multiple Placements	Comments
Description	User can link / unlink posts for multiple trainees to create multiple placements in one view	Not MVP
Actors	HEE Admin
Pre-conditions	Logged in Security allows access to Placement Manager
Post-conditions	Placement created for a group of individuals Placement confirmed to relevant Trust
Process steps	Navigate to Placement Manager View List of Posts & List of Trainees Select Programme (optional) Select Rotation(s) (optional) Add Posts to manage to shortlist Add Trainees to manage to shortlist Link Trainee to Post = Placement Go into detail view of Placement Edit placement detail (as in PL3, step 3)	Rotations can be created in Programme TBC?? Posts detail in view post name site specialty Person detail in view First name Last name GMC/GDC/Healthcare Number In Post / Not in Post
Alternative flow
Rules	Trainees and Posts avaiable should be constrained to the local view only Filter out "trainees in post"
JIRA Reference
Audit Log

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Process Name	PL8 - Manage Placements with Slot Share	Comments
Description	User can view and edit current/future placement data already created; specifially related to Slot Share details
Actors	HEE Admin
Pre-conditions	Logged in Security allows access to People, Posts, Placement Manager
Post-conditions	User edits slot share information in placement detail (current / future)
Process steps	Begin Create or Edit journey (PL4 or PL5) Mark WTE as 0.6 Continue Create or Edit journey
Alternative flow	N/A
Rules	Slot share must always be 0.5 + 0.1 for both trainees sharing a single slot (to account for handover time) System prevents user from editing past placement detail
JIRA Reference	TISDEV-2727
Audit Log

Process Name	PL9 - Placement End	Comments
Description	Automatic unlinking of Post from Person where the Placement end date has passed
Actors	TIS
Pre-conditions	Placement is active
Post-conditions	Placement is inactive
Process steps	Placement end date is = today's date System switches inactive status on Person is unlinked from Post in system Record of placement is retained against Person record as "Past" Message is sent to Trust
Alternative flow	PL-7
Rules	TBC
JIRA Reference	TISDEV-2727
Audit Log

Process Name	PL10 - Upload Error	Comments
Description	User can view errors by line as part of the bulk upload journey
Actors	HEE Admin
Pre-Conditions	Logged in Security allows access to Placement Manager Initial spreadsheet upload has been completed
Post-Conditions	Upload errors displayed by Spreadsheet Line
Process Steps	Upload completed spreadsheet User saves record System displays message informing user of errors to upload line number error detail System uploads remaining lines User removes successful lines from template User edits lines with errors in template User re-uploads the template
Alternative Flow	PL4 - Create Bulk Placements
Rules	tbc
JIRA Reference
Audit Log

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