Page Comparison

DRAFT

Page Contents:

• Description
• Scope
• As-Is Intrepid User journeys
• Background
• User Journey
• Absence Management - Scenarios
• Field ValidationAbsence management - Field validation
• User Journey
• Related JIRA ticket links
• For Discussion & AssumptionsAgreed Next Steps
• Absence Management - Intrepid Leave Manager, Course Management & Teaching sessions Review
• Absence Management - West Midlands To Be Process (Interim) Minutes
• Absence Management - OOP
• Absence Management - Study leave Process Changes
• Absence Management - Feedback

Description

The management and recording of any absence undertaken by a learner or trainer. This component can be split into two areas.  The manual recording of Education/Leave, Teaching Sessions and Courses on the Intrepid system and the usage of the Leave Manager/Leave Manager Plus module of Intrepid.

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TIS-632
As a Product Owner 
I Want to be able to clearly record and monitor all out of program activities and absence of trainers and trainees (including study leave)
So That relevant stakeholders are aware of the learners status.

Scope

MVP ScopePreviously drafted by Former user (Deleted):

• record entitlements to time, budget and teaching sessions by trainee and "absence type"
• record actuals to time, budget and teaching sessions by trainee and "absence type"

These can support Form R completion and assessments activity, so would be important to TIS at MVP.

Post-MVP Scope

• Request Leave (Trainee)
• Approve Leave
• Approve Leave (Study Leave)
• Manage Leave Approvers
• Track Study Leave Allocation & Funding (by Trainee)
• Track Study Leave Allocation Funding (by Trust)Trust
• View Consolidated Leave Information (by Team)
• OOP

As-Is Intrepid User journeys

Addtions by Ashley Ransoo:

Admins (Leave manager and Educational events):

• Add leaves to trainees 
• Add leave expenses to trainees
• Batch create leave entitlements
• Batch create budget entitlements
• View/Edit entitlements
• View/Edit leaves
• Bulk import entitlements for trainees
• Create Education/Leave for trainees
• View/Edit Education/Leave 
• Set up the Leave approval chain
  • Batch create Post approvers
  • Batch create People/Staff approvers
• Batch Updating approvers
  • Replace approver in batch against post/people
  • Replace approver on all existing applications
• Batch remove/delete approvers
• View/Edit Leave applications
  • Approving leaves on behalf of an approver
  • View Leave approver responses
  • Add new leave approvers

Trainees (Leave Manager):

• Create a leave application
• Add leave expenses claim as part of an application
• View/Edit leaves applications
  • Track progress 
  • Send message to approver/s
  • Edit & resubmit In progress application
  • Add and submit claim expenses
  • Cancel leave application
• View leave entitlement

Approvers (Leave Manager):

• View leave requests for approval
• View details of a leave request
• Approve/Decline leave requests
• View/Search leave applications
•  Run reports on trainee applications
• Add leaves to trainee on their behalf
• Add leave expenses to trainees
• Set Out of Office period (self) and nominate an approver to cover

Admin (Educational Events):

Background - Manual Recording of Education/Leave, Teaching Sessions and Courses

Changes Planned

Current Usage

The following table shows the usage of the above functions on the V10 Intrepid system:

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https://hee-tis.atlassian.net/secure/RapidBoard.jspa?rapidView=13&projectKey=TIS&view=planning&selectedIssue=TIS-360&quickFilter=41&selectedVersion=11700

For Discussion & Assumptions

Agreed Next Steps

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