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Context

Background

Trainers can be assigned to "Educational Groups" within a Programme, in order to

  • make a large group more manageable

...

  • support reporting purposes

...

  • for 


Once groupings are created, Trainers (only) can be assigned as a non-mandatory field against their person record only << To be confirmed

Each group can have multiple Trainers and a Trainer record onlyScenariossingle Head of School associated with it. << To be confirmed

A Trainer can only be assigned to a single Educational Group << To be confirmed

Only current groups are relevant, no historical data is to be displayed in TIS << To be confirmed


MVP Scope

  • Create Educational Group
  • ViewEdit Educational Group
  • Remove Educational Group
  • Assign Trainers to Educational Group


Field Validation

OrderField name (V10)DR fieldReference tableExample valueOther fields available in DRType (free text, drop down, check box) & InteractionMandatory (Y/N)Validation / Error MessagingFilter (Y/N)Search (Y/N)Sort (Y/N)List (S) / Detail (D)NotesDelete (Y / N)
 1Education Group Name    
  • free text
  • 25 characters max
 N      
Programme Name    
  • smart search / drop down
Y - if field 1 entered
  • must be populated
      
Programme Number    
  
  • autopopulated (derived from Programme name)
Y - if field 1 entered
  • must be populated
      
 
 
Status    
 
  • drop down
     
      • current
       
      • inactive
    Y - if field 1 entered
    • must be populated
          
     
     
    Start    
       
    • calendar picker
     Y - if field 1 entered
    • must be populated
          
     
    6
     
    End
             

    ...





    • calendar picker
    Y - if field 1 entered
    • must be populated






    7Head of School



    • free text 
    • 50 characters max
    Y - if field 1 entered
    • must be populated








    Scenarios

    Process

    EG-1 Create Educational Group

    Comment
    DescriptionUser creates the Educational Group so that it can be used elsewhere in TIS
    ActorsHEE Admin
    Pre-Conditions

    Programmes must be defined

    User must have appropriate access


    Post ConditionsEducation Group created and available to be assigned to People
    Process Steps
    1. Navigate to reference data space
    2. Select to create new Education Group
    3. Enter all mandatory fields
      1. Education Group name
      2. Programme name
      3. Programme number (autopopulated)
      4. Status (current / inactive)
      5. Start Date
      6. End Date
      7. Head of School
    4. Save
    5. New Education Group is available across TIS

    Alternative FlowN/A
    Rules
    • name is free text
    • limit to 25 characters

    JIRA Reference

    Jira Legacy
    serverSystem JIRA
    serverId4c843cd5-e5a9-329d-ae88-66091fcfe3c7
    keyTISDEV-3245


    Audit Log
    • Create record - who / when



    ProcessEG-2  ViewEdit Educational GroupComment
    DescriptionUser should be able to view and make edits to existing Education Groups 
    Actors

    HEE Admin

    TIS Admin


    Pre-Conditinos

    Education Group must be defined

    User must have appropriate access


    Post ConditionsChanges saved to already created Rotation
    Process Steps
    1. Navigate to reference data space
    2. Select Education Group to edit
    3. Select field to be edited
    4. Make changes
    5. Save

    Alternative FlowEG-3 Remove Educational Group
    Rules
    • Changes can be made to name or programme link
    • Display warning message displayed to warn user of potential impact to previously/already linked Programmes, Trainers

    JIRA Reference
    Jira Legacy
    serverSystem JIRA
    serverId4c843cd5-e5a9-329d-ae88-66091fcfe3c7
    keyTISDEV-3379

    Audit Log
    • Edit record - who/when



    Process

    EG-3 Remove Educational Group

    Comment
    DescriptionUser should be able to remove a Education Group
    Actors

    HEE Admin

    TIS Admin


    Pre-Conditions

    Education Group must be defined

    User must have appropriate access


    Post-Conditions

    Education Group removed from Reference Table

    Education Group field shows as blank in Trainer records


    Process Steps
    1. Navigate to Education Group reference data space
    2. Select Education Group to be edited
    3. Select field to be edited
    4. Change status to inactive
    5. Save

    Alternative FlowEG-2  ViewEdit Educational Group
    Rules
    • Remove display of Education Group label within records where applicable
    • Dispay warning message where  Education Group is linked

    JIRA Reference
    Jira Legacy
    serverSystem JIRA
    serverId4c843cd5-e5a9-329d-ae88-66091fcfe3c7
    keyTISDEV-3380

    Audit Log
    • Delete record - who/when



    Description

    EG-4 Assign Trainers to Educational Group

    Comments
    DescriptionUser can link a Education Group to a Trainer
    ActorsHEE Admin
    Pre-ConditionsTrainer record does not contain a link to desired Education Group 
    Post-ConditionsRecord contains a link to desired Education Group
    Process Steps
    1. Navigate to trainer record
    2. Select Education Group from drop down
    3. Save record
    4. Display Education Group against record

    Alternative FlowN/A
    Rules
    • Only one education group can be selected per record
    • Historical view diplayed via audit log only
    • Only current education groups can be selected

    JIRA Reference
    Jira Legacy
    serverSystem JIRA
    serverId4c843cd5-e5a9-329d-ae88-66091fcfe3c7
    keyTISDEV-3246

    Audit Log
    • add rotation - who when
    • edit rotation - who/when



    ProcessEG-5 Edit an Education Group from a Trainer
    DescriptionUser can unlink an Education Group from a Trainer
    ActorsHEE Admin
    Pre-ConditionsTrainer record contains a link to desired Education Group
    Post-ConditionsRecord no longer contains a link to desired Education Group
    Process Steps
    1. Navigate to record
    2. Select new rotation or blank from drop down
    3. Save record
    4. Display new rotation or blank grouping against record

    Alternative FlowN/A
    Rules
    • Only one education group can be selected per record
    • Historical view diplayed via audit log only
    • Only current education groups can be selected

    JIRA Reference
    Jira Legacy
    serverSystem JIRA
    serverId4c843cd5-e5a9-329d-ae88-66091fcfe3c7
    keyTISDEV-3246

    Audit Log
    • remove rotation - who when



    For discussion

    #QuestionCommentOwner
    1How many times can a single trainer be ssigned to multiple groups?

    2How many heads of school are there to be assigned?

    3Do educational groups ever cross schools?

    4

    Do we need to display any kind historical fields?



    5Should this function in much the same way as rotations?