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Row no.User storyJira ticketAcceptance criteria
1As a TPD for For London Programmes
I want to be able to include rotations in the Placements plan
So that I can manage Rotations for London


2As a TPD - Descoped
I want to be able to see/preview a draft version of the placement plan/arrangements for a programme
So that I can make changes before publishing


3As a TPD - Descoped
I want to be able to publish the placement plan/arrangements for a programme
So that they can flow to ESR




PPT

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User Feedback -  

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nameUser stories draft.odt
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View file
nameTIS Placement Planning Tool (PPT) National Feedback 50819 (002) London.xlsx
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nameSurvey analysis and oter requirements not considered.odt
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Row no.User StoryJira TicketCommentsAcceptance Criteria
1

As a TPD

I want to see a warning pop up when allocating more than one trainee to a post number within the same time period

So that I manage placement

 - Warning Pop up when allocating more than one trainee to a post number within the same time period

Survey feedback: Warning pop up when allocating more than 1 Trainee to a post number within the same time period (ideal would be to allocate each post an upper threshold for capacity based on the funding but appreciate this is probably not possible).

Given........
When .....
Then.....
2

As a TPD

I want to be able to create/see/review the placement plan in draft

So that I can make changes before publishing

Jira Legacy
serverSystem JIRA
serverId4c843cd5-e5a9-329d-ae88-66091fcfe3c7
keyTISNEW-3327
 - Create/see/review the placement plan in draft before publishing

Survey feedback: Currently I can envisage that this is still going to be needed to be "planned" in an excel sheet, and then transposed, as there is no facility to drag and drop changes in this. the ability to drag and drop posts (i am working on the premise that only the npn could be changed, not the dates)

Given........
When .....
Then.....
3

As a TPD

I want to see that unplaced trainees due to anesthetics sitting on 3 rotations flagged

So that I can manage rotation

 - Risks of unplaced trainees sitting over 3 rotations

Survey feedback: Risks for unplaced trainees due to anaesthetics sitting over 3 rotations. would this flag up?

Given........
When .....
Then.....
4

As a Training Programme Director TPD

I want to be able to see all the posts and trainees in my programme as an overview

So that I can see trainee details, trainees already assigned to post and assign trainees to vacant posts in a plan

 - Overview of all the posts and trainees in programmesSurvey

Survey feedback: Would like to be able to see all the posts and trainees(and their current placements ) as an overview with limited scrolling down and across When you scroll down and across, you lose the post site name, post number and dates. The screen is too large, and you are unable to see the whole programme at a glance without scrolling. You can't use the side scroll to scroll down

Survey feedback: Include other specialties alongside each post so you can tell which post you are picking Would like to see the specific post specialty showing as well as the post number

Given........
When .....
Then.....
5

As a TPD

I want to see sites, trainee name in alphabetical order

So that I can easily find trainee or post

 -Trainees and sites in Alphabetical orderSurvey feedback:

Survey feedback: The sites don’t show in alphabetical order. Trainee name, is this in alphabetical order via forename, should be surname and GMC. Specialty drop down to be in alphabetical order

Survey feedback: Specialty drop down is not in alphabetical order, making it difficult to use

Given........
When .....
Then.....
6

As a TPD

I want to clearly see which trainees or posts have no placement or vacant

So that I can make sure I do not miss any trainee or posts

Survey feedback: Need a list of trainees not placed, posts free etc as discussed. Would be easier for the plan to select a Trust rather than showing all placements and Trusts.

Given........
When .....
Then.....
7

As a TPD

I want the detail of the post and the site to persist when I scroll across the screen

So that I do not loose the detail of the post I’m working on.

 - Persistence/Freeze of the Site name and Post When scrolling across PPT

Survey feedback: You have to use your mouse, unless you scroll right across to the other end of the page and then you loose all of the info (site name, post).

Survey feedback: It would be helpful to freeze the top date line and the post number on the left hand side. It would be useful to have an improved layout so more trainees/ programmes can be seen on screen at one time. Visually it isn't easy to absorb the information. A freeze pane on the left column would be good when scrolling sideways. Fixing the row and column heading to always visible [AA1]

Given........
When .....
Then.....
8

As a TPD

I want each post to only take up one line unless they are in a slot share

So that I can maximise my views.

 - Maximising Views Space of posts in PPT

Survey feedback: A new line for every trainee on the placement takes up a lot of room, would look easier if they were only on separate lines if an overlap. NPN taking 2 lines, would like to have the option of making it one line, meaning up to twice as many lines per screen can be displayed. I have noticed there is scrolling on the list, then sub scrolling in the sites on the list, I fear this will cause confusion or lines being missed. Further, upon reexamination, it is the location of the mouse at the start of the scroll that impacts on this. EXAMPLE: in my current view, Coventry Teaching PCT is showing 3 lines, (all empty) with my mouse over that, rolling the wheel to go down the page, it jumps over BIRMINGHAM COMMUNITY CHILDREN'S CENTRE after only showing 2 NPN's. then goes straight to Shropshire Community Health NHS Trust HQ. If I start with the mouse hovering over BIRMINGHAM COMMUNITY CHILDREN'S CENTRE and roll the mouse wheel to scroll down, it does not move the page, by scrolls the specific sub section for BIRMINGHAM COMMUNITY CHILDREN'S CENTRE within the list.

Survey feedback: The ability to see more lines of NPNs at one time

Given........
When .....
Then.....
9

As a TPD (Training Programme Director)

I want to be able to see and distinguish between the different types of placements (Parental leave, In Post, etc.)

So that I can efficiently manage the plan

 - Placement Planning Tool - Differentiate between different types of placements

A ticket already exists in the MVP


Survey feedback: I want to be able to differentiate trainees ‘in post’, ‘not in post’, ‘maternity leave’, SPL, acting up and paternity using different colours etc. Needs to identify if the trainee is on maternity leave. So that I can see trainee details, assigned trainees and assign trainees to vacant

Given  there are different types of Placements (In Post, Parental leave, etc.)
When the placements are rendered on the Planner
Then I should be able to see and differentiate between the various types.

10

As a TDP

I want to be able to see occupancy of posts and trainees in a programme within a given time window

So that I can efficiently assign posts to multiple less-than-full-time trainees

 - Placement Planning Tool - View WTE info against trainees and assign them to posts.

A ticket already exist in the MVP


Survey feedback: Show the Trainee's WTE next to their name if LTFT. Needs to highlight if they are LTFT and the percentage, this would be useful to be able identify available slot shares[AA1]

Given there are Whole Time Equivalent (WTE) placements against the selected Programme on  TIS
When those records are rendered on the Planner
Then I should be able to see the WTE information on those records within the Planner

11

As a TPD

I want to see GMC number next to the trainee names in the drop-downs when locating placement for the trainee or/and adding placement

So that I can quickly locate the exact trainee.

 - View of the GMC number next to the trainee name in the drop downs

Survey Feedback: Would like to see the trainees GMC number

Survey Feedback: When creating a new placement, could GMC number also be shown (for cases where a common name may occur)

Given........
When .....
Then.....


Proposed Solution Design / UX

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