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Ashley Ransoo

Ashley Ransoo

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Process Name

PL3 - Create Placement from Person Record

Comments
DescriptionUser can create placement related to an individual person
ActorsHEE Admins
Pre-Conditions

Logged in

Security allows access to Posts, People or Placement Manager 

Person search completed
Post-Conditions

Placement created for a single individual

Placement confirmed to relevant Trust


Process Steps
  1. Navigate to People
  2. Search or select a trainee person
  3. Navigate to placements
  4. Select create
  5. System presents form 
  6. User completes additional fields
    1. post number - should prompt pre-population of fields (see Placements - Field Validation)
    2. Select site, grade, specialty, other specialties
    3. Enter start date / end date
    4. select placement type
    5. Enter WTE
    6. Select Clinical Supervisor(s)
    7. Select Educational Supervisor(s)
  7. User saves record
  8. Confirmation of placement is recorded against Trainee record
  9. Confirmation of placement is sent to relevant Trust (i.e. where the placement will be completed)

Post Details to be pre-populated

  • site
  • managing deanery/local office (non-editable)
  • grade
  • specialty
  • local post number (non-editable)
  • training description PP: It is a free text that is part of placements


Alternative Flow

PL4 - Create Bulk Placements

PL6 - Manage Multiple Placements


Rules

WTE default is 1

WTE - warn user that if the role is a slot share, they should add 10%

MIP default 0 on create


JIRA ReferenceTISDEV-2726
Audit Log


Process Name

PL4 - Create/

Updaate

Update Bulk Placements

Comments
DescriptionUser can create or Update placement related to a group of people. In simple terms, it is the building or updatng of the relationships between Posts and People.
ActorsHEE Admin
Pre-conditions

Logged in

Security allows access to Placement Manager

Trainees to exist on TIS already

Posts to exist on TIS already 


Post-conditions

Placement created for a group of individuals

Placement confirmed to relevant Trust


Process steps
  1. Access bulk upload screen
  2. Download spreadsheet
  3. User completes spreadsheet
  4. Upload completed spreadsheet
  5. System validates spreadsheet and presents validation errors if any
  6. System creates new placements against trainees recods based on spreadsheet values
    1. Where system finds matching trainee record on TIS, it will add a new placement with the details being uploaded where the valid NPN does not already exist against the Person Record. Where the valid NPN already exists against the person record, the import will validate all matching criteria including the the dates of the placement in order to update the remaining fields.
    2. Where system cannot find a matching trainee record on TIS, it will be flagged in the list of errors.
    3. Where system cannot find a matching post with the NPN specified on the template, it will be flagged in the error report. 
  7. System will send/present confirmation when process completes
    1. Confirmation message is displayed on screen
    2. Confirmation of placement is recorded against Trainee record
    3. Confirmation of placement is sent to relevant Trust (i.e. where the placement will be completed)

Please see Placement Import Template with specification of

  • column headers, 
  • matching criteria,
  • fields relating to Add or Update,
  • Validation rules in the 'Rules and Validations' sheet for each column. 

View file
nameTIS Placement Import Template - Spec for Update v.s. Add fields.xls
height150

Blank Upload Template to be made available for download on TIS:

View file
nameTIS Placement Import Template.xls
height150

Alternative flowPL10 - Upload Errors
Rules

Valid template with exact column headers downloaded from TIS to be used.

Structural errors to be validated for.

All fields must be completed with a valid response.

Rules and Validations for each column are specified in the 'Rules and Validations' sheet here: TIS Placement Import Template - Spec for Update v.s. Add fields.xls


JIRA Reference
Jira Legacy
serverSystem JIRA
serverId4c843cd5-e5a9-329d-ae88-66091fcfe3c7
keyTISDEV-3119

Audit Log

Who uploaded the template and when.

Who added/updated a placement and when.


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