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Content
Background
Rotations are groupings used to manage large groups of trainees on a single Programme; they are artificial and do not represent any form of reportable data within HEE by themselves.
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The next increment of data design and UI ideas can be found in here: TIS Rotations design sketches ERD V1.02.pptx
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An initial refactor of the design for the UI interactions is outlined here: TIS Rotations UI design ideas V1.0.pptx
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| Jira Legacy |
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| server | System JIRA |
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| columns | key,summary,type,updated,assignee,priority,status |
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| maximumIssues | 20 |
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| jqlQuery | key in (TISDEV-3103, TISDEV-3102, TISDEV-4214, TISDEV-4215, TISDEV-4216, TISDEV-4217) Order by "Epic Link" = TISDEV-4187 and Status != "Not Required" ORDER BY Rank |
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| serverId | 4c843cd5-e5a9-329d-ae88-66091fcfe3c7 |
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| Field Sequence | Field name (V10) | DR field | Reference table | Example value | Other fields available in DR | Type (free text, drop down, check box) & Interaction | Mandatory (Y/N) | Validation / Error Messaging | Filter (Y/N) | Search (Y/N) | Sort (Y/N) | Summary (S) / Detail (D) | Notes | Delete (Y / N) |
| Rotations Reference Table (L2 within Admin L1) |
| 1 | Rotation Name |
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| | Y | - Must be unique per local office
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| 2 | Programme Name |
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| | Y | |
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| 3 | Programme Number |
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| - Derived from programme name
| Y | |
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| 4 | Rotation Status |
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| | Y | | 5 | Start Date | | Y | | 6 | End Date | | Y | |
| Rotations (within People) |
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| 1 | Add Rotation | | N | 2 | Rotations (L3 within People-Programme Membership) |
| 1 | Rotation Name |
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| | N | - limited to rotations within Trainees chosen Programme
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| Rotations (Section within Posts) |
| 1 | Rotation Name |
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| | N | 3 | Programme name | - autopopulated from rotation name
| Y - if rotation name populated | 4 | Programme number | - autopopulated from rotation name
| Y - if rotation name populated | 5 | Remove Rotation | | Y - if rotation name populated | - limited to rotations within same Programme as the Post
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Scenarios
| Process Name | PG-1 Create Rotation | Comment |
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| Description | User creates the Rotation grouping so that this can be used elsewhere in TIS |
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| Actors | HEE Admin |
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| Pre-Conditions |
Programmes must be defined User must have appropriate access |
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| Post Conditions | Rotation group created and available to be assigned to People |
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| Process Steps | - Navigate to reference data space
- Select to create new
- Enter all mandatory fields
- Rotation name
- Programme name
- Programme number (autopopulated)
- Status
- Start Date
- End Date
- Save
- New rotation grouping is available across TIS
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| Alternative Flow | N/A |
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| Rules | - name is free text
- limit to 25 characters
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| JIRA Reference | | Jira Legacy |
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| server | System JIRA |
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| serverId | 4c843cd5-e5a9-329d-ae88-66091fcfe3c7 |
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| key | TISDEV-3102 |
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| Audit Log | - Create record - who / when
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| Process Name | PG-2 View / Edit Rotation | Comment |
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| Description | User should be able to view and make edits to existing Rotation groupings |
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| Actors | HEE Admin TIS Admin |
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| Pre-Conditinos | Programmes must be defined User must have appropriate access |
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| Post Conditions | Changes saved to already created Rotation |
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| Process Steps | - Navigate to reference data space
- Select field to be edited
- Make changes
- Save
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| Alternative Flow | N/A |
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| Rules | - Changes can be made to name or programme link
- Display warning message displayed to warn user of potential impact to previously/already linked Programmes, Trainees, Posts etc
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| JIRA Reference | | Jira Legacy |
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| server | System JIRA |
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| serverId | 4c843cd5-e5a9-329d-ae88-66091fcfe3c7 |
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| key | TISDEV-3103 |
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| Audit Log | |
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| Process Name | PG-4 Assign Rotation | Comments |
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| Description | User can link a rotation grouping to TIS data, such as trainee or post |
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| Actors | HEE Admin |
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| Pre-Conditions | Record does not contain a link to desired rotation |
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| Post-Conditions | Record contains a link to desired rotation |
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| Process Steps | - Navigate to record
- Select rotation from drop down
- Save record
- Display rotation grouping against record
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| Alternative Flow | N/A |
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| Rules | - Multiple rotations can be selected per record
- Historical view diplayed via audit log only
- Display warning message where rotation field is edited and is linked to another record i.e. Person is in Placement and one of the fields is changed
- Only Current rotations can be selected
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| JIRA Reference | | Jira Legacy |
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| server | System JIRA |
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| serverId | 4c843cd5-e5a9-329d-ae88-66091fcfe3c7 |
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| key | TISDEV-3336 |
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| Audit Log | - add rotation - who when
- edit rotation - who/when
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| Process Name | PG-5 Bulk Add/Update Rotation to Trainees | Comments |
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| Description | *As a* Local Office Admin
*I want* to be able to link multiple People records to a Rotation efficiently via a spreadsheet upload
*So that* I don't have to manually choose a Rotation for each Trainee individually through the Person record in the UIr can link a rotation grouping to TIS data, such as trainee or post |
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| Actors | HEE Admin |
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| Pre-Conditions | Logged in
Authorised User |
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| Post-Conditions | - New Person records created on TIS
- Where Person records already exist and the Programme matching criteria met, the records get Added/Updated with the Rotation 1 value from the spreadsheet.
- Person record contains a link to desired rotation
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| Process Steps | - Download the TIS People Import template
- Populate the spreadsheet with people records and Rotations
- Upload spreadsheet
- System validates spreadsheet and presents validation errors if any
- System creates/update new records based on spreadsheet values
- System presents confirmation when process completes
| TIS People Import Template with Add/Update specified: | View file |
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| name | TIS Recruitment Import Template - with Add and Update fields.xlsx |
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| height | 150 |
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TIS People Import Template (to be made downloadable from the FE): | View file |
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| name | TIS People Import Template.xlsx |
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| height | 150 |
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| Alternative Flow | PG-4 Assign Rotation |
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| Rules | - This is a non-mandatory field.
- It is an 'Update' type field
- Only 1 Rotation can be added/edited per ProgrammeMembership of a Person record from the FE, from the Bulk Import we expect a similar behaviour
I.e. If you are creating a new person record with a prog membership and specify a rotation then you want it added.
If you are updating a record and specify a different rotation with matching person and programme membership then you would want it to replace the value held. - Accepted values for Rotation on the template are only one of those attached to the Programme specified and are Current, else should present an error. I.e. Can only add to a Rotation linked to the programme membership you are adding.
- You should not be allowed to import a Rotation without entering 'Programme name' and 'Programme number' details on the template. This should present an error.
- If a blank value specified, no action by the import.
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| JIRA Reference | TISDEV-4216 |
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| Audit Log | - Who created the people record and when
- add rotation - who when
- edit rotation - who/when
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For Discussion
| # | Question | Comment | Owner |
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| 1 | - in TIS, is it actually necessary to assign rotations at both post and programme levels? Alternative would be to expose rotation grouping to all admins and set a rotation group max number so they remain manageable for all users?
| No, not necessary under new process - link rotation to programme, then assign rotation to person and/or post | |
| 2 | - what other components use rotations?
| none | |
| 3 | how should legacy rotations be displayed in TIS? | They should map through into the new data model | Alistair Pringle (Unlicensed) |
| 4 | Can we remove the RotationPost.Status and RotationPost.SortOrder to simplify the UI interaction? | Just need London (Stuart Morris) to confirm that they don't use it | Reuben Noot (Deactivated) |
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