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Process Name | AM-3A Track leaves entitlements (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 (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 | 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. | (Rota Coordinator and Educational Supervisor) | Only External courses needs to be approved, i.e. where the course is not managed by the Trust. External courses that are pre-approved only needs to be approved by Rota Coordinator. Exceptional requests need to be approved by Rota Coordinator and Educational Supervisor. |
| 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 |
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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-(Rota Coordinator and Educational Supervisor) | Only External courses needs to be approved, i.e. where the course is not managed by the Trust. External courses that are pre-approved only needs to be approved by Rota Coordinator. Exceptional requests need to be approved by Rota Coordinator and Educational Supervisor. |
| 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 |
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Process Name | AM-9 Bulk add leaves entitlements (Admin) | Comments |
|---|---|---|
| Description | User has the ability to add leaves entitlements in bulk to trainees | |
| Actors | Local Admin | |
| Pre-Conditions | Logged in Authorised User User navigated to Leaves entitlements page | |
| Post-Conditions | View all or search trainees with leaves entitlements (filered by your local office by default) | |
| Process Steps |
| Consideration for an Excel import as an alternativethe current bulk entitlement upload in Intrepid is not fit for purpose. |
| Alternative Process | N/A | |
| Rules | -
- Error: where any of the above is not met on upload an error message to warn the user | |
| JIRA Links | ||
| Audit Log |
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 alternativethe current bulk entitlement upload in Intrepid is not fit for purpose. | ||
| Alternative Process | N/A | Rules | - Rule: Only specified fields can be entered - Error: where mandatory fields not completed | |
| Rules |
- Error: where any of the above is not met on upload an error message to warn the user | |||
| 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 |
| 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 |
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