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Ashley Ransoo

Ashley Ransoo

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start date
end date
site
grade
specialty
placement type
statusContext xyz

Process NamePL1 - Navigate to PlacementsComments
DescriptionUser can access placement management tools
ActorsHEE Admins
Pre-conditions

Logged in

Security allows access to placement manager 


Post-conditionsView options to create / edit placements
Process steps

1. Hover over Placements in nav bar

2. Select either Create Placement, Bulk Upload or Placement Manager

3. System presents appropriate screens as requested


Alternative flowN/A
Rules

Page only available to those who have access to 'Placements' in their role


JIRA Reference

Audit LogN/A

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Process NamePL3 - Create Placement from Person RecordComments
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 NamePL4 - Create/Updaate Bulk PlacementsComments
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 Manager

Trainees to exists 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 NPN  does not already exist against the Person Record. Where the 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)

Column headers on spreadsheet

Please see Placement Import Template

along with validations

with specification of

  • column headers, 
  • matching criteria,
  • fields relating to Add or Update,
  • Validation rules in the '
RUles
  • 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

Only template spreadsheet can 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

Audit Log

Who uploaded the template and when.

Who added/updated a placement and when.



Process NamePL5 - View/Edit PlacementComments
DescriptionUser can view and edit current/future placement data already created
ActorsHEE Admin
Pre-conditions

Logged in

Security allows access to People, Posts, Placement Manager 


Post-conditions

User views placement detail (past / current / future)

User edits placement detail (current / future)


Process steps
  1. User navigates to People, Posts, Placement Manager
  2. Search for Person
  3. Navigate to Placement information
  4. View information
  5. Edit fields as necessary
  6. Save
  7. Close record

Editable fields include:

  • start date
  • end date
  • site
  • grade
  • specialty
  • placement type
  • status


Alternative flowPL8 - Manage Placements with Slot Share
RulesSystem prevents user from editing past placement detail
JIRA ReferenceTISDEV-2727
Audit Log

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