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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)
    8. Record Comments
  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

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Process Name

PL5 - View/Edit Placement

Comments
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
  • Comments


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

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