Page Comparison

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Process Name	AP-1 Create / Add Site Approvals	Comments
Description	Admins are to complete that a site is approved within the reference table to make it available for use as a site for a post/placement
Actors	System Admin
Pre-Conditions	Site approval notification received off platform Site creation notification received off platform
Post-Conditions	A new & approved site is added to the Site reference table list
Process Steps	Navigate to site list Select site to edit or create site Enter relevant fields (see Approvals list across) update status to Current (if required) Link historical sites (if applicable) NOT FOR MVP Save	Site Creation site name site number site known as trust (from ref table) local office (from ref table) telephone number address post code status historically linked programmes comments Approvals from date to date programme NOT FOR MVP site type (from ref table) NOT FOR MVP contact name NOT FOR MVP contact telephone number NOT FOR MVP document uploads NOT FOR MVP
Alternative Process	AP-2 Remove site approval
Rules	site must be approved to become available for use within a post - this is known by the approvals from / to date being valid (i.e. not expired)
JIRA Links	TISDEV-3115
Audit Log

Process Name	AP-2 Edit/Remove site approval	Comments
Description	Admins are to complete that a site is no longer approved within the reference table to make it unavailable for use as a site for a post/placement
Actors	System Admin
Pre-Conditions	Site approval date is exxpired Manual request to make site unavailable received
Post-Conditions	Site is unavailable for use within Posts / Placements
Process Steps	Navigate to site list Select site to edit or create site Make necessary changes Change status to inactive to deactivate amend start date amend end date Link historical sites (if applicable) Save	Should anything else be done to remove approval? Should site approval be stored historically?
Alternative Process	AP-1 Create / Add Site Approvals
Rules	once site has been made inactive, it should not be available to add to posts warn users about already linked posts/placements	What should happen to a post/placement that is already linked to a site that becomes expired or is no longer approved? Should a user be able to see which posts/placements are linked here so they can amend them?
JIRA Links	TISDEV-3117
Audit Log

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Process Steps	AP-6 Record Edit Trainer Approval	Comments
Description	Admin should be able to record approval periods for a trainer in their person record
Actors	HEE Admin Trainer ( ? )
Pre-Conditions	Admin has navigated to Trainer record
Post-Conditions	Approval dates recorded
Process Steps	Navigate to Pathway Definition space in Trainer record Select to define new approval Define an approval type Define approval name Define start / end dates Save Display new approval	NB: there may be more than one approval record per trainer
Alternative Process	N/A
Rules	no validation for MVP
Jira Links	TISDEV-3116
Audit Log

dit Log

Process Steps	AP-7 Edit Trainer Approval	Comments
Description	Admin should be able to record approval periods for a trainer in their person record
Actors	HEE Admin Trainer ( ? )
Pre-Conditions	Admin has navigated to Trainer record
Post-Conditions	Approval dates recorded
Process Steps	Navigate to Pathway Definition space in Trainer record Select existing approval edit relevant field Define an approval type Define approval name Define start / end dates Save Display updated approval	NB: there may be more than one approval record per trainer
Alternative Process	N/A
Rules	no validation for MVP
Jira Links	TISDEV-3118
Audit Log

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