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Process NamePP-1 NavigateComments
DescriptionUser can navigate to the People Section of TIS 
ActorsAdmins (Local office and Trusts) 
Pre-Conditions

Logged in

Security allows access to people records 


Post-ConditionsView people landing page 
Process Steps
  1. Search 'Person' is the default landing page for TIS
  2. Hover over 'People'
  3. Presents options to add new or import people 
 
Alternative FlowN/A 
RulesPage only available to those who have access to 'People' in their role 
JIRA Reference
 
Audit LogN/A 


Process NamePP2 - Search PersonComments
DescriptionUser can find a person or group of people as required
ActorsAdmins (Local office and Trusts)
Pre-conditions

Logged in

Security allows access to people records 


Post-conditionsView all or filtered people in a screen list (filtered list produced via defined filterable fields)
Process steps1. Enter search term [person surname, forename, maiden name, GMC/GDC/Public Health number]
2. Click search
3. Present search results		From People - Field Validation 
Alternative flowPP3 - View People List
Rules

Page only available to those who have access to 'People' in their role

Certain 'People' only available to those who have access in their role


JIRA Reference

Audit LogN/A


Process NamePP3 - View People ListComments
DescriptionUser can view a summary list of all people and be able to constrain/sort that view by certain filters; they should also be able to enter into a person record
ActorsAdmins (Local office and Trusts)
Pre-conditions

Logged in

Security allows access to people records 


Post-conditionsView all or searched people in a list
Process steps1. View table with column headers defined
2. Click into single line to view detail on a particular person
3. System presents detailed post view
  • Forename
  • Surname
  • GMCnumber/GDC number/Public Health Number
  • Programme
  • NTN
  • Current placement details (placement grade, placement specialty)
  • Current placement site 
  • Placement type
  • Role
  • Status
Alternative flowPP2 - Search Person
RulesError: page unavailable
  • filter on by default: user's local office

Other validation available on field validation table
JIRA ReferenceTIS-636
Audit LogN/A



Process NamePP4 - View / Edit PersonComments
DescriptionUser should be able to view a person record and edit as their permission allows
ActorsLocal office admins
Pre-conditions

Logged in 

Authorised user


Post-conditionsView all or filtered/searched people in a list
Process steps1. Click through from list view
2. View detail
3. Edit detail in field (including changing status to 'inactive')
4. Save
5. Close

From People - Field Validation 


Alternative flowPP3 - View people list
Rules
  1. allow some users access to only certain parts of the person record e.g. all apart from the sensitive data
  2. Error message: only one user to edit a single person record at any one time
  3. Must save before closing

JIRA ReferenceTIS-636, TIS-207, TIS 130
Audit LogChange made - was/is
When
Who		Log changes to any of the field values and when and who made
the changes.
Visually presented to all

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Process NamePP8 - Remove Person from ProgrammeComments
DescriptionUsers are able to update a person record to remove them from a programmeQuestion for SMLs is 'how can we show that a trainee has left their training programme without completing/achieving their CCT?. 
ActorsLocal office and trust admins (depending on the local office arrangements for managing FP trainees)
Pre-conditionsLogged in
Authorised User
Post-conditionsNavigated to trainee record
Process steps
  1. Update curriculum completion date and programme completion date
  2. The 'end date' of the placement the trainee is in at the end of their programme should be set to the same date as the Programme End date.
  3. Any subsequent placements that are linked to that programme and whose start and end dates are beyond the Programme End date to be deleted
  4. Save
  5. Exit

Alternative flowN/A
Rules

JIRA ReferenceTIS-636, TIS-216, TIS-204
Audit LogLog changes to any of the field values and when and who made
the changes.
Visually presented to all


Process NamePP9 - Leaver process - Need to agree process for making records inactive - with SMLs(Manual?)Comments
DescriptionUsers are able to reflect in a trainee's record that they have left their training programme (non-completion of programme and completion of programme)Question for SMLs is 'how can we show that a trainee has left their training programme without completing/achieving their CCT?. 
ActorsLocal office and trust admins (depending on the local office arrangements for managing FP trainees)
Pre-conditions

Logged in
Authorised User

Navigated to trainee record


Post-conditionsNavigated to trainee recordTrainee flagged as Inactive
Process steps
  1. Follow process for 'remove person from programme'
  2. Automate function to allow a record to be set to 'inactive' wef the Programme End date.
Need to agree this with SMLs
  1. Change status to Inactive
  2. Automate removal of access to TIS 
Should this be automated only?
Alternative flowN/A
Rules

JIRA ReferenceTIS-211, TIS-216
Audit LogLog changes to any of the field values and when and who made
the changes.
Visually presented to all


Process NamePP10 - Reporting  Need to agree reporting functions OUT OF SCOPEComments
DescriptionUsers should be able to configure and pull a report directly from TIS relating to specific requirements
  • Aggregated Trainee Data - TIS-363
  • Trainee Attrition - TIS-298  (a subset of TIS-363)
  • Trainees per Discipline - TIS-362 (a subset of TIS-363)


Dependency on Workshop to be held with Joanne, Ray & Rob - reporting likely to be centrallised outside of TIS

ActorsAdmins
Pre-conditionsLogged in
Authorised User
Post-conditions

Process steps

Alternative flow

Rules

JIRA Reference

Audit Log

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