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Comment: Bulk Upload scenarios added

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E-porfolio is currently used to record work-based assessments related to their programme curricula and potentially attendance to teaching sessions that form part of their programme. 


Scenarios:

Scenarios List Summary

Description

MVP/Post-MVP

ABS-1 Record EntitlementsUser has the ability to record entitlements for time allowed for study leave and expenses.MVP

ABS-2 Bulk record teaching session attendance against trainees

User has the ability to record in bulk teaching session attendance to trainees

Post-MVP

ABS-3 Add teaching session attendance to trainee record individually

User has the ability to record teaching session attendance to a trainee

Post-MVP

ABS-4 View/Edit teaching session attendance to trainee records individuallyUser has the ability to view/edit teaching session attendance to a traineePost-MVP

ABS-5 Bulk record curriculum teaching sessions expected attendance requirement to trainees

User has the ability to record expected attendance requirement to trainees in bulk

Post-MVP

ABS-6 View/Edit curriculum teaching sessions expected attendance requirement to traineesUser has the ability to view/edit curriculum teaching session expected attendance to traineesPost-MVP 
ABS-7 Add study leave to trainee record (time recording)User has the ability to add actual time taken for study leave to a traineeMVP
ABS-8 View/Edit study leave on trainee recordUser has the ability to view/edit actual time taken for study leave on a trainee recordMVP 
ABS-9 Add expenses to trainee recordUser has the ability to record expenses claimed against a trainee recordMVP
ABS-10 View/Edit expenses on a trainee recordUser has the ability to view/edit expenses claimed against a trainee recordMVP
ABS-11 View/Edit EntitlementsUser has the ability to view/edit entitlements for time allowed for study leave and expenses.MVP
 ABS-12 Bulk Add/Update EntitlementsUser has the ability to add and update entitlements for budget and study leaves to trainee records in bulk ???
 ABS-13 Bulk Add/Update ActualsUser has the add and update actuals for expenses and study leaves in bulk ???

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Process NameABS-1 - Record EntitlementsComments
DescriptionAdmins should be able to record entitlements for study leaves, expenses and teaching sessions minimum attendance requirement to a traineeTeaching sessions attendance is Post-MVP. 
ActorsHEE Admin, Trusts admins, Local Admins
Pre-ConditionsAdmin has navigated to the Person Record
Post-ConditionsEntitlements are recorded against a trainee's record
Process Steps
  1. Navigate to Absence within a Trainee's Absence "tab"
  2. Enter values against entitlements fields
  3. Save
  4. Entitlements value are updated

Study leaves - number of days

Expenses - GBP

Min. Teaching Sessions - number of sessions (Post-MVP)

Alternative Process StepsABS-12 - Bulk Add/Update Entitlements
RulesAs defined in field validation
Jira Links

Audit Log

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Process NameABS-11 - View/Edit EntitlementsComments
DescriptionAdmins should be able to view/edit entitlements for study leaves, expenses and teaching sessions minimum attendance requirement to a traineeTeaching sessions attendance is Post-MVP. 
ActorsHEE Admin, Trusts admins, Local Admins
Pre-ConditionsAdmin has navigated to the Person Record
Post-ConditionsEntitlements are recorded against a trainee's record
Process Steps
  1. Navigate to Absence within a Trainee's Absence "tab"
  2. View/Edit values against entitlements fields
  3. Save
  4. Entitlements values are updated

Study leaves - number of days

Expenses - GBP

Min. Teaching Sessions - number of sessions (Post-MVP)

Alternative Process StepsABS-12 - Bulk Add/Update Entitlements
RulesAs defined in field validation
Jira Links

Audit Log

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Proces NameABS-3, ABS-7 - ABS-9 - Record ActualsComments
DescriptionAdmins should be able to record actual values related to time taken for study leaves, expenses claimed and number teaching sessions attended by traineeTeaching sessions attendance is Post-MVP. 
ActorsHEE Admin, Trusts admins, Local Admins
Pre-ConditionsAdmin has navigated to the Person Record
Post-ConditionsActuals are recorded against a trainee's record
Process Steps
  1. Navigate to Absence within a Trainee's Absence "tab"
  2. Enter values against actuals fields
  3. Save
  4. Actuals values are updated

Time - number of days

Expenses - GBP

Teaching Sessions - number of sessions(Post-MVP)

Alternative Process StepsABS-13- Bulk Add/Update Actuals
RulesAs defined in field validation
Jira Links

Audit Log

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Process NameABS-11 - View/Edit EntitlementsComments
DescriptionAdmins should be able to view/edit entitlements for study leaves, expenses and teaching sessions minimum attendance requirement to a traineeTeaching sessions attendance is Post-MVP. 
ActorsHEE Admin, Trusts admins, Local Admins
Pre-ConditionsAdmin has navigated to the Person Record
Post-ConditionsEntitlements are recorded against a trainee's record
Process Steps
  1. Navigate to Absence within a Trainee's Absence "tab"
  2. View/Edit values against entitlements fields
  3. Save
  4. Entitlements value are updated

Note: Absence and Entitlements could be made 2 separate navigable links within Person Record. UX recommendation required.

Study leaves - number of days

Expenses - GBP

Min. Teaching Sessions - number of sessions (Post-MVP)

Alternative Process StepsABS-12
RulesAs defined in field validation
Jira Links

Audit Log

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Process NameABS-12 - Bulk Add/Update EntitlementsComments
DescriptionAdmins should be able to add/Update entitlements for study leaves, expenses and teaching sessions minimum attendance requirement to a trainee in bulkTeaching sessions attendance is Post-MVP. 
ActorsHEE Admin, Trusts admins, Local Admins
Pre-Conditions

Admin has navigated to the People Bulk Upload Functions


Post-ConditionsEntitlements are recorded against trainees record
Process Steps
  1. Navigate to Absence Bulk Upload Function
  2. Download the Excel template for Entitlements
  3. Populate the spreadsheet with entitlements for each trainee
  4. Browse and Upload the spreadsheet using the Bulk Upload function
  5. System validates spreadsheet and presents validation errors if any
  6. System creates new records based on spreadsheet values
    1. Where system finds matching records on TIS, it will update the record with details being uploaded
    2. Where system cannot find a matching record on TIS, new records will be created
  7. System will send confirmation when process completes
  8. System presents a list of newly created records for review/update
  9. Entitlements values are added or updated against trainees  records

Study leaves - number of days

Expenses - GBP

Min. Teaching Sessions - number of sessions (Post-MVP)

Refer to Field Validation (Entitlements v Actuals MVP table only) for fields to be included in the Entitlements Upload Template. 

Alternative Process StepsN/A
RulesAs defined in field validation
Jira Links

Audit Log

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Proces NameABS-13- Bulk Add/Update ActualsComments
DescriptionAdmins should be able to record in bulk actual values related to time taken for study leaves, expenses claimed and number teaching sessions attended by traineeTeaching sessions attendance is Post-MVP. 
ActorsHEE Admin, Trusts admins, Local Admins
Pre-ConditionsAdmin has navigated to the People Bulk Upload Functions
Post-ConditionsActuals are recorded against trainees record
Process Steps
  1. Navigate to Absence Bulk Upload Function
  2. Download the Excel Template for Actuals
  3. Populate the spreadsheet with Actuals for each trainee
  4. Browse and upload the Actuals spreadsheet using the Bulk upload function
  5. System validates spreadsheet and presents validation errors if any
  6. System creates new records based on spreadsheet values
    1. Where system finds matching records on TIS, it will update the record with details being uploaded
    2. Where system cannot find a matching record on TIS, new records will be created
  7. System will send confirmation when process completes
  8. System presents a list of newly created records for review/update
  9. Actuals values are added or updated against trainee records.

Time - number of days

Expenses - GBP

Teaching Sessions - number of sessions(Post-MVP)

Refer to Field Validation (Entitlements v Actuals MVP table only) for fields to be included in the Actuals Upload Template.

Alternative Process StepsN/A
RulesAs defined in field validation
Jira Links

Audit Log

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