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Process Name

PL3 - Create Placement from Person Record

Comments
DescriptionUser can create placement related to an individual person
ActorsHEE Admins
Pre-Conditions

Logged in

Security allows access to Posts, People or Placement Manager 

Person search completed
Post-Conditions

Placement created for a single individual

Placement confirmed to relevant Trust


Process Steps
  1. Navigate to People
  2. Search or select a trainee person
  3. Navigate to placements
  4. Select create
  5. System presents form 
  6. User completes additional fields
    1. post number - should prompt pre-population of fields (see Placements - Field Validation)
    2. Select site, grade, specialty, other specialties
    3. Enter start date / end date
    4. select placement type
    5. Enter WTE
    6. Select Clinical Supervisor(s)
    7. Select Educational Supervisor(s)
    8. Record Comments
  7. User saves record
  8. Confirmation of placement is recorded against Trainee record
  9. Confirmation of placement is sent to relevant Trust (i.e. where the placement will be completed)

Post Details to be pre-populated

  • site
  • managing deanery/local office (non-editable)
  • grade
  • specialty
  • local post number (non-editable)
  • training description PP: It is a free text that is part of placements


Alternative Flow

PL4 - Create Bulk Placements

PL6 - Manage Multiple Placements


Rules

WTE default is 1

WTE - warn user that if the role is a slot share, they should add 10%

MIP default 0 on create


JIRA ReferenceTISDEV-2726
Audit Log


With Comments:

TIS Placement Import Template - Add- Spec for Update v.s. Add fields.xls

-Matching Criteria.xls

Blank Upload Template to be made available for download on TIS:

Without Comments

TIS Placement Import Template.xls


Process Name

PL4 - Create/

Updaate

Update Bulk Placements

Comments
DescriptionUser can create or Update placement related to a group of people. In simple terms, it is the building or updatng of the relationships between Posts and People.
ActorsHEE Admin
Pre-conditions

Logged in

Security allows access to Placement Manager

Trainees to exist on TIS already

Posts to exist on TIS already 


Post-conditions

Placement created for a group of individuals

Placement confirmed to relevant Trust


Process steps
  1. Access bulk upload screen
  2. Download spreadsheet
  3. User completes spreadsheet
  4. Upload completed spreadsheet
  5. System validates spreadsheet and presents validation errors if any
  6. System creates new placements against trainees recods records based on spreadsheet values
    1. Where system finds matching trainee record on TIS, it will add create a new placement with the details being uploaded where the valid NPN does not already exist against the Person Record. Where the valid NPN already exists against the person placement record, the import will validate all matching criteria including the the dates of the placement in order to update the remaining fields on the existing placement.
    2. Where system cannot find a matching trainee record on TIS, it will be flagged in the list of errors.
    3. Where system cannot find a matching post with the NPN specified on the template, it will be flagged in the error report. 
  7. System will send/present confirmation when process completes
    1. Confirmation message is displayed on screen
    2. Confirmation of placement is recorded against Trainee record
    3. Confirmation of placement is sent to relevant Trust (i.e. where the placement will be completed)

Please see Placement Import Template with specification of

  • column headers, 
  • matching criteria,
  • fields relating to Add or Update,
  • Validation rules in the 'Rules and Validations' sheet for each column. 

View file
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height150
View file
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height150
Alternative flowPL10 - Upload Errors
Rules

Valid template with exact column headers downloaded from TIS to be used.

Structural errors to be validated for.

All fields must be completed with a valid response.

Rules and Validations for each column are specified in the 'Rules and Validations' sheet here: TIS Placement Import Template - Spec for Update v.s. Add fields.xls


JIRA Reference
Jira Legacy
serverSystem JIRA
serverId4c843cd5-e5a9-329d-ae88-66091fcfe3c7
keyTISDEV-3119

Audit Log

Who uploaded the template and when.

Who added/updated a placement and when.




Process Name

PL4B - Bulk Update Placements using TIS_Placement_ID

Comments
DescriptionAs a Local Office Admin
I want to Bulk update Placements using TIS_Placement_IDs as the only matching criteria
So that I can update any/all other fields on the Template.
ActorsHEE Admin
Pre-conditions

Logged in

Security allows access to Placement Manager

Trainees to exist on TIS already

Posts to exist on TIS already 

Placements to exists with the Specified TIS_Placement_ID/s


Post-conditions

Placement updated for a group of trainees


Process steps
  1. Access bulk upload screen
  2. Download template
  3. User completes template
  4. Upload completed spreadsheet
  5. System validates spreadsheet and presents validation errors if any
  6. System updates existing placements against trainees records based on spreadsheet values
    1. Where system finds matching Placement record on TIS based on the TIS_Placement_ID, the import will update the remaining fields where values have been specified on the template.
    2. Where system cannot find a matching Placement record on TIS, it will be flagged in the list of errors.
    3. where column headers have been left blank on the template, the import will ignore those and no action by the import to the specific columns.
    4. where an Intrepid_Id already exists against a matching placement and there are also values in the Intrepid_Id column of the template, an error will be produced in the Error report. 
  7. System will send/present confirmation when process completes
    1. Confirmation message is displayed on screen
    2. Confirmation of placement is recorded against Trainee record.
    3. where the update impacts on fields sent to ESR, appropriate changes will need to be staged to be sent in ESR Notifications. Please see ESR Notifications.

Please see column specification for  'TIS Placement Update Template' with: 

  • column headers, 
  • mandatory columns
  • fields relating to Matching Criteria or Update,
  • Validation rules for each

Placements - Field Validation#FieldValidation-Placements-BulkUpdateusingTIS_Placement_IDs

Blank Upload Template to be made available for download on TIS:

https://hee-tis.atlassian.net/wiki/download/attachments/532709384/TIS%20Placement%20Update%20Template.xls?version=1&modificationDate=1532006958610&cacheVersion=1&api=v2



Alternative flowPL4, PL10
Rules

Valid template with exact column headers downloaded from TIS to be used.

Structural errors to be validated for.

All fields must be completed with a valid response.

Rules and Validations for each column are specified here:

Placements - Field Validation#FieldValidation-Placements-BulkUpdateusingTIS_Placement_IDs


JIRA Reference
Jira Legacy
serverSystem JIRA
serverId4c843cd5-e5a9-329d-ae88-66091fcfe3c7
keyTISDEV-4441

Audit Log

Who uploaded the template and when.

Who added/updated a placement and when.


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Process Name

PL5 - View/Edit Placement

Comments
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:

  • start date
  • end date
  • site
  • grade
  • specialty
  • placement type
  • status
  • Comments


Alternative flowPL8 - Manage Placements with Slot Share
RulesSystem prevents user from editing past placement detail
JIRA ReferenceTISDEV-2727
Audit Log

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