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This page is shows where we are with PPT (what we have done so far) and what still need to be done in terms of users feedback

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  • Can move ‘Approved’ placement  to ‘Draft’ and then re-approve (if there is need for that to make changes). BUT any changes made to this placement will not go to ESR except if it is placement start from and to date to change ( for change of date, it will follow the normal change of date notification agreed with ESR and send date changes notification to ESR ). Moving ‘Approved' placement to ‘draft’ won’t withdraw any notification from ESR. User will need to use ‘Delete’ button to withdraw a placement which is the BAU (it has not changed) and ESR will get a withdrawal Notification.

  • Can  use the ‘Update’ button to update placement fields in ‘approved’ state without need to move to draft. BUT any changes made to this placement will not go to ESR except if it is placement start from and to dates change ( for change of date, it will follow the normal change of date notification agreed with ESR and send date changes notification to ESR )

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  • Placements  in ‘draft’  are display in the UI with a red ring round the placements to differentiate from ‘approved’ placements. ‘Approved’ placement will not any coloured ring round it

  • Past Placement appears grey?

  • Present Placement appears Green?

  • Future Placement appears Amber?

  • Placement types:

    Image Added

What still need to be done/prioritise

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  • Placement Bulk Upload permission for Programme and Trust admin roles: 2 options to be decided by Dev team/PO; either; a) Ideally restrict them (Programme and Trust admin roles) from being able to bulk upload placements OR  b) Set to DRAFT only for these 2 types of users when bulk uploadingplacements . https://hee-tis.atlassian.net/browse/TISNEW-3657

  • Amendments/Update made to CURRENT/PAST placements, the status to remains in APPROVED for Programme Admin User Only. https://hee-tis.atlassian.net/browse/TISNEW-36573656

TISNEW-3656 Amendments/Update made to CURRENT/PAST placements, the status to remains in APPROVED

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SCENARIO: Amendment/Update of dates to Past, Current and Future placements that are in approved state

We want to know what happens to the combinations if the amended dates fall into the past, current and future for Programme Admin users:

Placement/update fields

Past

Current

Future

Past

Approved

Approved

Draft

Current

Approved

Approved

Draft

Future

Stop from happening- Just delete- Create a ticket: https://hee-tis.atlassian.net/browse/TISNEW-3852

Stop from happening- Just delete and create a new one- Create a ticket; https://hee-tis.atlassian.net/browse/TISNEW-3852

Draft

PPT Users Permissions:

Mugabee: Need to find out the difference between TPD and Admin users?

Response: You don’t need to know the concept but if interested James can talk you through

Mugabee: Our thought for this ticket is that it is Just TPD user

Response: It is only for programme Admin users

Bulk Upload Permission: Any user that can create placement and update/edit placements on UI should be able to Bulk upload.  This permission will be withdrawn for Progamme Admin and Trust Admin roles.

Type of users

Bulk upload (placement stays as approved and not draft in Bulk Upload)

Create Placement in UI

 

Placement stays as Draft/approved?

Approve Placement in UI

Update/Amend Placement in UI

 

Placement stays as Draft/approved?

Comment

HEE Trust Admin

No

Yes

No

Yes

https://hee-tis.atlassian.net/browse/TISNEW-3657

HEE Admin

Yes

Yes

Yes

Yes

 

HEE Admin Sensitive

Yes

Yes

Yes

Yes

 

HEE Admin Revalidation

Yes

Yes

Yes

Yes

 

HEE TIS Admin

Yes

Yes

Yes

Yes

 

HEE Programme Admin

No

Yes

No

Yes

https://hee-tis.atlassian.net/browse/TISNEW-

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3657

TcsAdmin

Yes

Yes

No

Yes

 

BulkUploadAdmin

Yes

Yes

Yes

Yes

 

PersonAdmin

Yes

Yes

No

Yes

 

ETL

Yes

Yes

No

Yes

 

 

Other tickets raised

Feedback from PPT demo: Need to be prioritised and

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tickets raised where necessary

Reporting:

  • A report in Tableau for draft vs approved placements exist? Nothing at the moment exists.

  • Also useful for teams to have a report to have a look at what is in the draft / approved placement data before for data quality deadlines. Field of approval or draft - What about if too much in draft? problem solved now but some teams may need to check drafts

  • Can build a link into Tableau to go back to TIS

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