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Alistair Pringle (Unlicensed)

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Context 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 Bulk Upload or Placement Manager

3. System presents create/edit screens as requested


Alternative flowPL3 - Create Placement from Person record
Rules

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


JIRA Reference

Audit LogN/a

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Process NamePL2 - SearchComments
DescriptionUser should be able to find placement details by searching for a person or post number
ActorsHEE Admin
Pre-Conditions

Logged in

Security allows access to Posts, People or Placement Manager 


Post-Conditions

User is able to find specified data around a Placement

User is told there are no details related to their particular search


Process Steps
  1. User navigates to either Person, Posts or Placement Manager areasPosts areas
  2. User enters search criteria (First Name, Last Name, GMC Number, GDC Number, Healthcare Number, Programme Name, Programme Number
  3. User confirms search
  4. System presents results as list

Alternative FlowN/A
Rules

JIRA Reference

Audit Log

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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: TBC

  • 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 Reference

Audit Log

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Process NamePL6 - Manage Multiple PlacementsComments
DescriptionUser can link / unlink posts for multiple trainees to create multiple placements in one view
ActorsHEE Admin
Pre-conditions

Logged in

Security allows access to Placement Manager 


Post-conditions

Placement created for a group of individuals

Placement confirmed to relevant Trust


Process steps
  1. Navigate to Placement Manager
  2. View List of Posts & List of Trainees
  3. Select Programme (optional)
  4. Select Rotation(s) (optional)
  5. Add Posts to manage to shortlist
  6. Add Trainees to manage to shortlist
  7. Link Trainee to Post = Placement
  8. Go into detail view of Placement
  9. Edit placement detail (as in PL3, step 3)

Rotations can be created in Person TBC


Posts detail in view

  • post name
  • site
  • specialty

Person detail in view

  • First name
  • Last name
  • GMC/GDC/Healthcare Number
  • In Post / Not in Post
Alternative flow

Rules

Trainees and Posts avaiable should be constrained to the local view only

Filter out "trainees in post"

Is this true? it's likely that admins will want only to view the posts that they are responsible for making placements in.
JIRA Reference

Audit Log



Process NamePL7 - Unlink PlacementComments
DescriptionUser is able to remove Person from a Placement with immediate effect
ActorsHEE Admin
Pre-conditions

Logged in

Security allows access to People, Posts, Placement Manager 


Post-conditionsUser is removed from Placement
Process steps
  1. User navigates to Person record
  2. User selects to unlink placement record
  3. Placement is terminated
  4. Post becomes available again
  5. Trainee becomes available to be placed again
  6. Trust is sent a message to confirm that the Trainee has been removed from Post

What detail should be sent to Trust? E.g. start date, new end date, post number, trainee first name, trainee last name

Does a reason need to be provided?all this detail is specified in the ESR guide I believe. We do not have jurisdiction over the data transfer as I believe it was agreed with trusts. their change process is basically non-existent.

Alternative flowPL9 - Placement Ends
Rules

JIRA Reference

Audit Log

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Process NamePL8 - Manage Placements with Slot ShareComments
DescriptionUser can view and edit current/future placement data already created; specifially related to Slot Share detailsNot sure we need this as a separate scenario. Unless we go down the route of outlining every possible type of placement etc? 
ActorsHEE Admin
Pre-conditions

Logged in

Security allows access to People, Posts, Placement Manager 


Post-conditionsUser edits slot share information in placement detail (current / future)
Process steps
  1. Begin Create or Edit journey (PL4 or PL5)
  2. Mark WTE as 0.6
  3. Continue Create or Edit journey

Alternative flowN/A
Rules

Slot share must always be 0.5 + 0.1 for both trainees sharing a single slot (to account for handover time)

System prevents user from editing past placement detail


JIRA Reference

Audit Log

...