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Table of Contents


Process Name

P-1 Navigate to Post

Comments
DescriptionUser has ability to navigate to "Posts" area within the UI from their current location on siteStory not needed
ActorsLocal Admin
 

Pre-ConditionsLogged in
HEE Admin

Post-ConditionsView Posts landing page
 

Process Steps1. View navigation
2. Hover over "Posts"
3. Present options to search, add new or bulk import Posts
 

Alternative FlowN/A
 

Rules

- Error: page unavailable

  • Should only be visible to Admins with relevant permissions
 

JIRA ReferenceN/A
 

Audit LogN/A
 




Process Name

P-2 View Post List

Comments
DescriptionUser has ability to view list of multiple posts already entered
 

ActorsLocal Admin
 

Pre-ConditionLogged in
Authorised User
 

Post-ConditionView 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

9. Status

Alternative FlowP-3 Search Post
 

Rules

- Error: page unavailable

  • filter on by default: user's local office

Other validation available on field validation table

 


JIRA ReferenceTIS-394
 

Audit Log  N/A
 




Process Name

P-3 Search Post

Comments
DescriptionUser has ability to search for a particular post or posts
 

ActorsLocal Admin
 

Pre-ConditionLogged in
Authorised User
 

Post-ConditionView search result
 

Process Steps1. 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

9. Status

Alternative Flow

P-2 View Post List

 


Rules

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

  • Advanced search against all column headers

JIRA ReferenceTIS-686
 

Audit Log  N/A
 




Process Name

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

Comments
DescriptionUser has ability to view detail of a single post
 

ActorsLocal Admin
 

Pre-ConditionLogged in
Authorised User
 

Post-ConditionView all or searched posts in a list screen
 

Process Steps1. 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 FlowP-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 ReferenceTIS-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
DescriptionUser has ability to create a new single post
 

ActorsLocal Admin
 

Pre-ConditionLogged in
Authorised User

Post-ConditionView all or searched posts in a summary screen
 

Process Steps

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

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 rate (value), funding org, percentage, amount (£)]

Alternative FlowP-8 Bulk create post
P-10 Link new post to old post
 

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

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

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 ReferenceTIS-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
DescriptionUser is able to add a new or edit an existing programme linked to a post
 

ActorsLocal Admin
 

Pre-ConditionLogged in
Authorised User

Post-Conditionadd Programme to an existing or new post
 

Process Steps1. 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 FlowP-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 ReferenceTIS-12
 

Audit Log

Programmes the post was linked to

Who made the change and when


Process Name

P-7 Delete Post Funding

Comments
DescriptionUser is able to remove associated funding from a PostOUT OF SCOPE FOR SPRINT 29
ActorsLocal Admin 
Pre-ConditionLogged in
Authorised User
Permission applied by user
Post-ConditionTBC
 

Process Steps1. 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 FlowP-XX Create funding, not associated with a postNot 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 ReferenceTIS-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
DescriptionUser 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-ConditionLogged 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
  1. Log in as one of the actors
  2. Navigate to Bulk uploads area via a Bulk Upload link under Posts L1 navigation
  3. Download the relevant TIS Bulk Posts Create template.
  4. Populate the template with the relevant columns to be for posts to be created with
  5. Upload the template on the Bulk Uploads area
  6. 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 FlowP-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 ReferenceTIS-647, TIS-381, 
Jira Legacy
serverSystem JIRA
serverId4c843cd5-e5a9-329d-ae88-66091fcfe3c7
keyTISNEW-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  


DescriptionUser 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-ConditionLogged 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
  1. Log in as one of the actors
  2. Navigate to Bulk uploads area via a Bulk Upload link under Posts L1 navigation
  3. Download the relevant TIS Bulk Posts Update template.
  4. 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 
  5. Upload the template on the Bulk Uploads area
  6. 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
JIRA Reference
Jira Legacy
serverSystem JIRA
serverId4c843cd5-e5a9-329d-ae88-66091fcfe3c7
keyTISNEW-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


DescriptionUser will have the ability to update existing Post Funding details in bulk using the TIS_PostFundingIDs
ActorsHEE Admin, HEE Admin Sensitive, HEE Admin Reval, HEE TIS Admin, Any existing role with write permissions to the posts
Pre-conditionLogged in User
Post-conditionPost Fundings are updated with the specified details from the template
Process Steps
  1. Log in as one of the actors
  2. Navigate to Bulk uploads area via a Bulk Upload link under Posts L1 navigation
  3. Download the relevant TIS Bulk Post Fundings Update template.
  4. Populate the template with TIS_PostFundingIDs and the relevant fields to be updated with (e.g. start and end dates etc.) 
  5. Upload the template on the Bulk Uploads area
  6. 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 FLowVia Front end editing of single Post journey
Rules
Jira Reference
Jira Legacy
serverSystem JIRA
serverId4c843cd5-e5a9-329d-ae88-66091fcfe3c7
keyTISNEW-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
DescriptionUser has ability to view detail of a single post
 

ActorsLocal Admin
 

Pre-ConditionLogged in
Authorised User
Permission applied by user
Post-ConditionView all or searched posts in a list screen
 

Process Steps1. 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 FlowP-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 ReferenceTIS-394, TIS-325, TIS-10
 

Audit LogNo audit requirement



Process Name

P-10 Link new post to old post

Comments
DescriptionUser has ability to create a new single post 
ActorsLocal Admin 
Pre-ConditionLogged in
Authorised User

Post-ConditionView all or searched posts in a summary screen
 

Process Steps1. 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 FlowN/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 must be recorded against the 'old' 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 ReferenceTIS-671
 

Audit LogShould be logged as part of create or edit journey



Process Name

P-11 Unlink Programme

Comments
DescriptionUser is able to add a new or edit an existing programme linked to a post
 

ActorsLocal Admin
 

Pre-ConditionLogged in
Authorised User
Permission applied by user
Post-Conditionadd Programme to an existing or new post
 

Process Steps1. 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 FlowP-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 ReferenceTIS-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
DescriptionUser is able to add, amend or remove associated funding from a PostOUT OF SCOPE
ActorsLocal Admin 
Pre-ConditionLogged in
Authorised User
Permission applied by user
Post-ConditionTBC
 

Process Steps1. 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 FlowN/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 ReferenceN/A
 

Audit LogN/A
 




Process Name

P-13 Add leave Approver

Comments
DescriptionUser is able to add leave approver to a postOUT OF SCOPE FOR SPRINT 29 - REVISIT WITH ABSENCE MANAGEMENT
ActorsLocal Admin
 

Pre-ConditionLogged in
Authorised User
Permission applied by user
Post-ConditionTBC
 

Process Steps1. 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 Flow

Rules
 


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 Name

P-14 Reporting on Vacancies & Fill Rates


DescriptionUsers should be able to pull a report containing post details for all vacant posts 
ActorsAdministrator
Pre-Conditions

Logged in


Post ConditionReport created - viewable on screen and printable
Process Steps
  1. Navigate to reporting function
  2. Select vacancy matrix report
  3. Enter search criteria (Date Range, Programme, Trust)
  4. Run report
  5. System presents report

Alternative FlowsN/A
RulesN/A
JIRA refTIS-304
Audit LogN/A



Process Name

P-15 Decommission Old Post


DescriptionUser is able to remove a post that is no longer needed, from viewScope to be discussed
ActorsPost Administrator
Pre-ConditionsLogged in
Post-ConditionsPost is flagged with Inactive Status
Process Steps
  1. User navigates to desired post
  2. User opens post
  3. User changes status to "Inactive"
  4. System presents user with option to create a new linked post
  5. User selects no
  6. System updates Post status
  7. System removes Post from default list view

Alternative FlowsP-10 Link old post to new post; user indicates "yes" at step (4)
Rules

JIRA ref

Audit Log








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