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| Process Name | P-1 Navigate to Post | Comments |
| Description | User has ability to navigate to "Posts" area within the UI from their current location on site | Story not needed |
| Actors | Local Admin | |
| Pre-Conditions | Logged in HEE Admin | |
| Post-Conditions | View Posts landing page | |
| Process Steps | 1. View navigation 2. Hover over "Posts" 3. Present options to search, add new or bulk import Posts | |
| Alternative Flow | N/A | |
| Rules | - Error: page unavailable
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| JIRA Reference | N/A | |
| Audit Log | N/A | |
| Process Name | P-2 View Post List | Comments |
| Description | User has ability to view list of multiple posts already entered | |
| Actors | Local Admin | |
| Pre-Condition | Logged in Authorised User | |
| Post-Condition | View all or searched posts in a list screen | |
| Process Steps | 1. View table with column headers defined 3. System presents detailed post view | Column Headers 1. National Post Number 2. Site 3. Approved Grade 4. Specialty 5. Programme 6. Current Trainee (taken from placement history) 7. Local Office 8. Funding Type 9. Status |
| Alternative Flow | P-3 Search Post | |
| Rules | - Error: page unavailable
Other validation available on field validation table | |
| JIRA Reference | TIS-394 | |
| Audit Log | N/A | |
| Process Name | P-3 Search Post | Comments |
| Description | User has ability to search for a particular post or posts | |
| Actors | Local Admin | |
| Pre-Condition | Logged in Authorised User | |
| Post-Condition | View search result | |
| Process Steps | 1. Enter search term [all column headers] 2. Click search 3. Present search results | Column Headers 1. National Post Number 2. Site 3. Approved Grade 4. Specialty 5. Programme 6. Current Trainee (taken from placement history) 7. Local Office 8. Funding Type 9. Status |
| Alternative Flow | P-2 View Post List | |
| Rules | - User must enter location code for results to display (no minimum characters)
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| JIRA Reference | TIS-686 | |
| Audit Log | N/A | |
| Process Name | P-4 View / Edit Post Detail (including funding elements) | Comments |
| Description | User has ability to view detail of a single post | |
| Actors | Local Admin | |
| Pre-Condition | Logged in Authorised User | |
| Post-Condition | View all or searched posts in a list screen | |
| Process Steps | 1. Click through from list view 2. View detail 3. Edit detail in field or select to decommission post 4. Save 5. Close | Labels - Status, National Post No, Managing Local Office,Post Family, Old Post, New Post, Main Site, Other Sites, Employing Body, Training Body, Approved Grade, Other Grades, Specialty, Other Specialties, Sub-Specialty, Training Description, Local Post No [Out of Scope for Sprint 29 - Start & End Date, Funding Type (multiple), Issue, Comments, Level of Post, Tariff Rate, Effective From/To Dates, Placement Rate funded by, placement rate prov to, placement rate calculation (formulae), Placement Rate (value), funding org, percentage, amount (£)] << All fields are editable if the user permissions allow (see user matrix, due 02 August) |
| Alternative Flow | P-9 View Post Detail (only) | |
| Rules | - Rule: only specified fields are editable - Error: only one user allowed to edit a single post at any one time | Change to any of the post fields (Managing Local office, Main site, Specialty and grade) will result in a change to the post number |
| JIRA Reference | TIS-394, TIS-667, TIS-671, TIS-410, TIS-672, TIS-15, TIS-13, TIS-329, TIS-651, TIS-381, TIS-10, TIS-627 | |
| Audit Log | Change made - was/is When Who | Log changes to any of the field values and when and who made the changes. Visually presented to all |
| Process Name | P-5 Create New Post (SINGLE) | Comments |
| Description | User has ability to create a new single post | |
| Actors | Local Admin | |
| Pre-Condition | Logged in Authorised User | |
| Post-Condition | View all or searched posts in a summary screen | |
| Process Steps | 1. Select to add new post 3. System autosaves details as they progress | Labels - Status, National Post No, Suffix, Managing Local Office,Post Family, Old Post, New Post, Main Site, Other Sites, Employing Body, Training Body, Approved Grade, Other Grades, Specialty, Other Specialties, Sub-Specialties, Training Description, Local Post No, Training Post Flag, Post Funding Type, Post Funding Start Date, Post Funding End Date [Out of Scope for Sprint 29 - Start & End Date, Funding Type (multiple), Issue, Comments, Level of Post, Tariff Rate, Effective From/To Dates, Placement Rate funded by, placement rate prov to, placement rate calculation (formulae), Placement rate (value), funding org, percentage, amount (£)] |
| Alternative Flow | P-8 Bulk create post P-10 Link new post to old post | |
| Rules | - Rule: Only specified fields should be entered National post number is created when the Managing Local office, Main site, Specialty and grade are entered (in that order) and the unique counter on the end of the post number is automated in relation to the previous post of the same characteristics - 002 follows 001 etc Rule: National Post Number must be suffixed with "S" for Supernumerary posts and "M" for Military posts Rule: National Post Number is automatically suffixed with "A" for academic posts
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| JIRA Reference | TIS-13, 'TIS-15, TIS-667, TIS-671, TIS-410, TIS-672, TIS-651, TIS-628, TIS-627 | |
| Audit Log | Who created post 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 (min) | |
| Process Name | P-6 Link Programme | Comments |
| Description | User is able to add a new or edit an existing programme linked to a post | |
| Actors | Local Admin | |
| Pre-Condition | Logged in Authorised User | |
| Post-Condition | add Programme to an existing or new post | |
| Process Steps | 1. Create or open post 2. Select to add programme 3. Search/select programme from drop-down 4. Select to add post | Labels - Status, National Post No, Managing Local Office,Post Family, Old Post, New Post, Main Site, Other Sites, Employing Body, Training Body, Approved Grade, Other Grades, Specialty, Other Specialties, Sub-Specialties, Training Description, Local Post No Out of Scope for Sprint 29 - Start & End Date, Funding Type (multiple), Issue, Comments, Level of Post, Tariff Rate, Effective From/To Dates, Placement Rate funded by, placement rate prov to, placement rate calculation (formulae), Placement fste (value), funding org, percentage, amount (£) |
| Alternative Flow | P-11 UNLINK PROGRAMME | |
| Rules | - editable - no need to add / delete Programme from this journey - only one programme per post - multiple posts per programme - visible historical record of all Programmes that have been linked to a Post | New requirement for Programmes show historical record of all Posts that have been listed |
| JIRA Reference | TIS-12 | |
| Audit Log | Programmes the post was linked to Who made the change and when | |
| Process Name | P-7 Delete Post Funding | Comments |
| Description | User is able to remove associated funding from a Post | OUT OF SCOPE FOR SPRINT 29 |
| Actors | Local Admin | |
| Pre-Condition | Logged in Authorised User | Permission applied by user |
| Post-Condition | TBC | |
| Process Steps | 1. Create or open post 2. Select to delete funding 3. Save | Start & End Date, Funding Type (multiple), Issue, Comments, Level of Post, Tariff Rate, Effective From/To Dates, Placement Rate funded by, placement rate prov to, placement rate calculation (formulae), Placement fste (value), funding org, percentage, amount (£) Local offices need to record the flat fee in each funding component for Tariff (the percentage which exists in V10 is not needed) |
| Alternative Flow | Not needed for MVP | |
| Rules | - Display audit trail of funding - name, timestamp, indication of add/edit/delete funding was done - one fund per post - tariff rate is related to level of post | |
| JIRA Reference | TIS-14 | |
| Audit Log | Who deleted the funding and when | Log changes to any of the field values and when and who made the changes. Visually presented to all |
| Process Name | P-8 Create New Post (BULK) | Comments |
| Description | User has ability to create a new single post | |
| Actors | Local Admin | |
| Pre-Condition | Logged in Authorised User | Permission applied by user |
| Post-Condition | View all or searched posts in a summary screen | |
| Process Steps | 1. Select to add new post 2. Enter relevant field data 3. Save | Labels - Status, National Post No, Managing Local Office,Post Family (?), Old Post, New Post, Main Site, Other Sites, Employing Body, Training Body, Approved Grade, Other Grades, Specialty, Other Specialties, Sub-Specialties, Training Description, Local Post No (?), Is Training Post |
| Alternative Flow | P-5 Create New Post | |
| Rules | - Editable
| IO- Is any additional validation necessary? Error message appears to let the operator know what the reasons for non import are. |
| JIRA Reference | TIS-647, TIS-381 | |
| Audit Log | Who created post 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 (min) | What should be logged? Visually presented v report export? Who has access? |
| Process Name | P-9 View Post Detail | Comments |
| Description | User has ability to view detail of a single post | |
| Actors | Local Admin | |
| Pre-Condition | Logged in Authorised User | Permission applied by user |
| Post-Condition | View all or searched posts in a list screen | |
| Process Steps | 1. Click through from list view 2. View detail 3. Save 4. Close | Labels - Status, National Post No, Managing Local Office,Post Family, Old Post, New Post, Main Site, Other Sites, Employing Body, Training Body, Approved Grade, Other Grades, Specialty, Other Specialties, Sub-Specialties, Training Description, Local Post No Start & End Date, Funding Type (multiple), Issue, Comments, Level of Post, Tariff Rate, Effective From/To Dates, Placement Rate funded by, placement rate prov to, placement rate calculation (formulae), Placement Rate (value), funding org, percentage, amount (£) |
| Alternative Flow | P-4 View /Edit Post Detail | |
| Rules | - Rule: only specified fields are editable - Rule: delete / hide from view for the whole post - Rule: limit view of posts to those relevant to users' location - Error: must save before closing - Rule: If user closes without saving, changes will not be lost | |
| JIRA Reference | TIS-394, TIS-325, TIS-10 | |
| Audit Log | No audit requirement | |
| Process Name | P-10 Link new post to old post | Comments |
| Description | User has ability to create a new single post | |
| Actors | Local Admin | |
| Pre-Condition | Logged in Authorised User | |
| Post-Condition | View all or searched posts in a summary screen | |
| Process Steps | 1. Select to add new post 2. Enter relevant field data (inc. the number of the 'old' post where applicable) 3. Save | Labels - Status, National Post No, Managing Local Office,Post Family, Old Post, New Post, Main Site, Other Sites, Employing Body, Training Body, Approved Grade, Other Grades, Specialty, Other Specialties, Sub-Specialties, Training Description, Local Post No Start & End Date, Funding Type (multiple), Issue, Comments, Level of Post, Tariff Rate, Effective From/To Dates, Placement Rate funded by, placement rate prov to, placement rate calculation (formulae), Placement Rate (value), funding org, percentage, amount (£) |
| Alternative Flow | N/A | |
| Rules | - Rule: Only specified fields should be entered
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| JIRA Reference | TIS-671 | |
| Audit Log | Should be logged as part of create or edit journey | |
| Process Name | P-11 Unlink Programme | Comments |
| Description | User is able to add a new or edit an existing programme linked to a post | |
| Actors | Local Admin | |
| Pre-Condition | Logged in Authorised User | Permission applied by user |
| Post-Condition | add Programme to an existing or new post | |
| Process Steps | 1. Create or open post 2. Select to add programme 3. Search/select programme from drop-down 4. Select to add post | Labels - Status, National Post No, Managing Local Office,Post Family, Old Post, New Post, Main Site, Other Sites, Employing Body, Training Body, Approved Grade, Other Grades, Specialty, Other Specialties, Sub-Specialties, Training Description, Local Post No Start & End Date, Funding Type (multiple), Issue, Comments, Level of Post, Tariff Rate, Effective From/To Dates, Placement Rate funded by, placement rate prov to, placement rate calculation (formulae), Placement fste (value), funding org, percentage, amount (£) |
| Alternative Flow | P-6 Link Programme | |
| Rules | - editable - no need to add /delete Programme from this journey - only one programme per post - multiple posts per programme - visible historical record of all Programmes that have been linked to a Post | |
| JIRA Reference | TIS-12 | |
| Audit Log | Programmes the post was linked to Visually presented to all | |
| Process Name | P-12 Create funding, not associated with a post | Comments |
| Description | User is able to add, amend or remove associated funding from a Post | OUT OF SCOPE |
| Actors | Local Admin | |
| Pre-Condition | Logged in Authorised User | Permission applied by user |
| Post-Condition | TBC | |
| Process Steps | 1. Create or open post 2. Select to add post funding 3. Present editable relevant fields (see comments) 4. User completes data entry 5. Calculations are completed 6. User manually checks calculations and amends as necessary 7. Save 8. Add post funding to linked post 9. Display funding detail against Post detail | Start & End Date, Funding Type (multiple), Issue, Comments, Level of Post, Tariff Rate, Effective From/To Dates, Placement Rate funded by, placement rate prov to, placement rate calculation (formulae), Placement fste (value), funding org, percentage, amount (£) Show flat fee only - percentage is no longer required |
| Alternative Flow | N/A | |
| Rules | - Display audit trail of funding - name, timestamp, indication of add/edit/delete funding was done - one fund per post - tariff rate is related to level of post | |
| JIRA Reference | N/A | |
| Audit Log | N/A | |
| Process Name | P-13 Add leave Approver | Comments |
| Description | User is able to add leave approver to a post | OUT OF SCOPE FOR SPRINT 29 - REVISIT WITH ABSENCE MANAGEMENT |
| Actors | Local Admin | |
| Pre-Condition | Logged in Authorised User | Permission applied by user |
| Post-Condition | TBC | |
| Process Steps | 1. Create or open post 2. Select to add leave approver to post 3. Present editable relevant fields (see comments) 4. User completes data entry 7. Save | Labels - Status, National Post No, Managing Local Office,Post Family, Old Post, New Post, Main Site, Other Sites, Employing Body, Training Body, Approved Grade, Other Grades, Specialty, Other Specialties, Sub-Specialties, Training Description, Local Post No Start & End Date, Funding Type (multiple), Issue, Comments, Level of Post, Tariff Rate, Effective From/To Dates, Placement Rate funded by, placement rate prov to, placement rate calculation (formulae), Placement fste (value), funding org, percentage, amount (£) |
| Alternative Flow | ||
| Rules | ||
| JIRA Reference | TIS-627 | |
| Audit Log | Log changes to any of the field values and when and who made the changes. Visually presented to all | |
| Process Name | P-14 Reporting on Vacancies & Fill Rates | |
| Description | Users should be able to pull a report containing post details for all vacant posts | |
| Actors | Administrator | |
| Pre-Conditions | Logged in | |
| Post Condition | Report created - viewable on screen and printable | |
| Process Steps |
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| Alternative Flows | N/A | |
| Rules | N/A | |
| JIRA ref | TIS-304 | |
| Audit Log | N/A | |
| Process Name | P-15 Decommission Old Post | |
| Description | User is able to remove a post that is no longer needed, from view | Scope to be discussed |
| Actors | Post Administrator | |
| Pre-Conditions | Logged in | |
| Post-Conditions | Post is flagged with Inactive Status | |
| Process Steps |
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| Alternative Flows | P-10 Link old post to new post; user indicates "yes" at step (4) | |
| Rules | ||
| JIRA ref | ||
| Audit Log | ||
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