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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 (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-12 Record teaching sessions (Add/View/Edit) (Admin) | Comments |
|---|---|---|
| Description | User has the ability to record teaching sessions that can be used to record trainees attendance against. | |
| Actors | Local Admin | |
| Pre-Conditions | Logged in Authorised User User navigated to Teaching sessions page | |
| Post-Conditions | View all or search teaching sessions (filered by your local office by default) | |
| Process Steps |
| |
| 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-13 Record Entitlements | Comments |
|---|---|---|
| Description | Admins should be able to record entitlements to time, budget and teaching sessions by trainee | |
| Actors | HEE Admin | |
| Pre-Conditions | Admin has navigated to the Person Record | |
| Post-Conditions | Entitlements are recorded against a trainee's record | |
| Process Steps |
| Time - number of days Expenses - GBP Teaching Sessions - number of sessions |
| Alternative Process Steps | N/A | |
| Rules | As defined in field validation | |
| Jira Links | ||
| Audit Log |
| Proces Name | AM-14 Record Actuals | Comments |
|---|---|---|
| Description | Admins should be able to record actual values related to time, budget and teaching sessions by trainee | |
| Actors | HEE Admin | |
| Pre-Conditions | Admin has navigated to the Person Record | |
| Post-Conditions | Actuals are recorded against a trainee's record | |
| Process Steps |
| Time - number of days Expenses - GBP Teaching Sessions - number of sessions |
| Alternative Process Steps | N/A | |
| Rules | As defined in field validation | |
| Jira Links | ||
| Audit Log |
Next steps:
- Alistair Pringle (Unlicensed) - More sessions to be arranged WC 02/10
- Alistair Pringle (Unlicensed) Answer questions
- Decide which scenarios are MVP
- Joanne to demo the streamlined process used by NE to manage study leave.
- Refine scenarios validations by SML's.
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