Page Comparison

Page content:

Table of Contents

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.

Select

Hover over "Posts"
3. Present

landing page

options to search, add new or bulk import Posts
Alternative Flow	N/A


Rules	- Error: page unavailable

Should only be visible to Admins with relevant permissions
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
2. Click into single line to view detail on a particular post

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

8

9. Status
Alternative Flow	P-3 Search Post


Rules	- Error: page unavailable

Other validation available on field validation table

filter on by default: user's local office

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 [

post number

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

8

9. Status
Alternative Flow	P-2 View Post List


Rules	- User must enter location code for results to display (no minimum characters)

Other rules on validation table

Advanced search against all column headers
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
- Rule: allow user to delete / hide from view for the whole post
- Rule: limit view of posts to those relevant to users' location

- Error: only one user allowed to edit a single post at any one time
- Error: must save before closing
(- Rule: If user closes without saving, changes will be autosaved OUT OF SCOPE SPRINT 29)

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 2. Enter relevant field data

(see order of field completion on validation table)
3. Save

3. System autosaves details as they progress
4. User saves

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

fste

rate (value), funding org, percentage, amount (£)]
Alternative Flow	P-8 Bulk create post

- see use case xxx

P-10 Link new post to old post

- see use case xxx Rules- Rule


Rules	- Rule: Only specified fields should be entered (- Rule: Autosave as they progress through fields OUT OF SCOPE SPRINT 29) - Error: mandatory fields not completed

- Rule: No autosave, must complete all fields in one goTIS-13, 'TIS-

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

JIRA Reference

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

Rule: National Post ID is only visible once the relevant fields have been completed - display guidance information to that effect

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	~~P-XX Create funding, not associated with a post~~	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

Posts (BULK)

	Comments
Description	User has the ability to create

a

new

single post

posts in bulk
Actors

Local Admin

HEE Admin, HEE Admin Sensitive, HEE Admin Reval, HEE TIS Admin
Pre-Condition	Logged in

Authorised User

Permission applied by user


Post-Condition

View all or searched posts in a summary screenAlternative FlowP-5 Create New Post Rules

- Editable
- Error: duplicate post created
- Error: mandatory field not completed

Rule: allow user to sufix with M, or SUP (as in P-5)
Checks on data quality - present error per line + description (allow the rest to flow through)

IO- Is any additional validation necessary?JIRA ReferenceTIS-647, TIS-381 Audit LogWho created post

Posts are created with the specified details from the template
Process Steps

1. Select to add new post
2. Enter relevant field data
3. SaveLabels - 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

Log in as one of the actors
Navigate to Bulk uploads area via a Bulk Upload link under Posts L1 navigation
Download the relevant TIS Bulk Posts Create template.
Populate the template with the relevant columns to be for posts to be created with
Upload the template on the Bulk Uploads area
Observe the progress of the upload; Pending > In Progress > Completed
1. Any errors with the structure of the template and missing mandatory fields validated upfront and presented to the user
2. Any errors in the data, observed in a downloadable error report per row
3. Number of failed or successful rows visible on the UI
4. User able to re-upload the failed rows after correcting the errors on the template

Alternative Flow

P-5 Create New Post

Rules

Error: mandatory field not completed
Error: Structure of the template expected by the import does not match, i.e. file format/column names/order expected do not match
Error: Duplicate rows identified in the spreadsheet (e.g. Same NPNs at more than one row on the spreadsheet)
Error: There is already a post with the same NPN on TIS.
Rules documented for each column not limited to the above here for Bulk Create: Posts - Field Validation - NEW#FieldValidation-NEW-Posts-Bulkcreatecolumnheaders-validations-(DRAFT)

Error message appears to let the user know what the reasons for non import are.

JIRA Reference

TIS-647, TIS-381,

Jira Legacy

server	System JIRA
serverId	4c843cd5-e5a9-329d-ae88-66091fcfe3c7
key	TISNEW-3650

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-8A Bulk Update Posts and add rotations and funding episodes

Description

User will have the ability to Update Posts details in bulk using the TIS_Post_IDs and also to add Rotations and Funding episodes to them.

Actors

HEE Admin, HEE Admin Sensitive, HEE Admin Reval, HEE TIS Admin,

Pre-Condition

Logged in user

Post-Condition

Posts are updated with the specified details from the template

Rotations added to Posts where specified on the template

Funding episodes added where specified on the template

Process Steps

Log in as one of the actors
Navigate to Bulk uploads area via a Bulk Upload link under Posts L1 navigation
Download the relevant TIS Bulk Posts Update template.
Populate the template with TIS_Post_IDs and the relevant fields to be updated with, rotations to be added and funding episodes to be added
1. where the user wish to add multiple funding episodes, separate rows for the same TIS_Post_ID is required
Upload the template on the Bulk Uploads area
Observe the progress of the upload; Pending > In Progress > Completed
1. Any errors with the structure of the template and missing mandatory fields validated upfront and presented to the user
2. Any errors in the data, observed in a downloadable error report
3. Number of failed or successful rows visible on the UI
4. User able to re-upload the railed rows after correcting the errors on the template

Alternative Flow

P-5 Create New Post (SINGLE)

Rules

Error for mandatory field not completed
Rules documented for each column here for Bulk update: Posts - Field Validation - NEW#FieldValidation-NEW-Posts-BulkUpdatecolumnheaders-validations-(DRAFT)

JIRA Reference

Jira Legacy

server	System JIRA
serverId	4c843cd5-e5a9-329d-ae88-66091fcfe3c7
key	TISNEW-2628

Audit Log

Who created post and when

Log changes to any of the field values and when and who made the changes.

Process Name

P-8B Bulk Update Posts funding episodes

Description

User will have the ability to update existing Post Funding details in bulk using the TIS_PostFundingIDs

Actors

HEE Admin, HEE Admin Sensitive, HEE Admin Reval, HEE TIS Admin,

Any existing role with write permissions to the posts

Pre-condition

Logged in User

Post-condition

Post Fundings are updated with the specified details from the template

Process Steps

Log in as one of the actors
Navigate to Bulk uploads area via a Bulk Upload link under Posts L1 navigation
Download the relevant TIS Bulk Post Fundings Update template.
Populate the template with TIS_PostFundingIDs and the relevant fields to be updated with (e.g. start and end dates etc.)
Upload the template on the Bulk Uploads area
Observe the progress of the upload; Pending > In Progress > Completed
1. Any errors with the structure of the template and missing mandatory fields validated upfront and presented to the user
2. Any errors in the data, observed in a downloadable error report (e.g. an invalid TIS_PostFundingID etc.)
3. Number of failed or successful rows visible on the UI when completed
4. User able to re-upload the railed rows after correcting the errors on the template

Alternative FLow

Via Front end editing of single Post journey

Rules

Error for mandatory field not completed
Rules documented for each column here - Posts - Field Validation - NEW#FieldValidation-NEW-PostFundings-BulkUpdateColumnsHeaders-Validations(Draft)

Jira Reference

Jira Legacy

server	System JIRA
serverId	4c843cd5-e5a9-329d-ae88-66091fcfe3c7
key	TISNEW-3248

Audit Log

Who updated post fundings 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
- Rule: Autosave as they progress through fields
- Error: mandatory fields not completed

Where 'old' post is recorded then the 'new' post number

should

must be recorded against the 'old'

post.

post Where new post created as a result of decommissioning an old post, by default link posts Manual linkage should be via smart search / drop down (do not present options until at least first 4 characters have been entered)
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 FlowRules JIRA ReferenceTIS-627 Audit Log

Log changes to any of the field values and when and who made the changes.

Visually presented to all

Process NameP-14 Reporting on Vacancies & Fill RatesDescriptionUsers should be able to pull a report containing post details for all vacant posts Actors

) 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	Navigate to reporting function Select vacancy matrix report Enter search criteria (Date Range, Programme, Trust) Run report System presents report
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

ConditionReport created - viewable on screen and printableProcess Steps

Navigate to reporting function
Select vacancy matrix report
Enter search criteria (Date Range, Programme, Trust)
Run report
System presents report

Alternative FlowsN/ARulesN/AJIRA refTIS-304Audit LogN/AProcess NameDescriptionActorsPre-ConditionsPost-ConditionsProcess StepsAlternative FlowsRulesJIRA refAudit Log

-Conditions	Post is flagged with Inactive Status
Process Steps	User navigates to desired post User opens post User changes status to "Inactive" System presents user with option to create a new linked post User selects no System updates Post status System removes Post from default list view
Alternative Flows	P-10 Link old post to new post; user indicates "yes" at step (4)
Rules
JIRA ref
Audit Log

View file

name	query_result_2020-01-30T12_31_49.397Z - Addenbroke's Emergency medicine.xlsx
height	250

Versions Compared

Old Version 20

New Version Current

Key

P-1 Navigate to Post

P-2 View Post List

P-3 Search Post

P-2 View Post List

P-4 View / Edit Post Detail (including funding elements)

P-5 Create New Post (SINGLE)

P-6 Link Programme

P-7 Delete Post Funding

P-8 Create New

Posts (BULK)

P-8A Bulk Update Posts and add rotations and funding episodes

P-8B Bulk Update Posts funding episodes

P-9 View Post Detail

P-10 Link new post to old post

P-11 Unlink Programme

P-12 Create funding, not associated with a post

P-13 Add leave Approver

P-14 Reporting on Vacancies & Fill Rates

P-15 Decommission Old Post