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Scope (TBD):

...


Table of Contents

Scope (TBD)

  • Request leave (Trainee) (MVP can be done using the manual form currently used for GP leave requests)
  • Cancel or make changes to existing prospective leave applications (Trainee)
  • Track entitlements for expenses and leaves (Trainee)
  • Approve leave - non-study leave (Approver/Admin)
  • Approve leave - study leave (Approver/Admin)
  • Manage leave approvers (Admin)
  • Manage Pre-approved Courses list (Admin) <<Reference Component>>
  • Track progress of study/non-study leaves applications (Trainee)
  • Manage entitlements for expenses and leaves (Admin)
  • Manage leave applications  (Admin)

...

  • Recording of course attendance
  • Recording of teaching sessions


Scenarios


Process Name

AM-1 Request leave (trainee)

Comments
DescriptionUser has the ability to submit leave application/s for approval.
ActorsTrainee
Pre-Conditions

Logged in Authorised User

User is currently in training and not a FY1.

User navigated to Study Leave page. (Can be for other leave as well tbc)

Note: The term absence Absence management can cause confusion to a trainee, given that OOP and other types of leaves can have similar semantics. Can we agree on the terminology for a) Study Leave management, b) Other leaves management and c) OOP for navigation purposes.Course/teaching sessions attendance
Post-Conditions

View all or search leave applications (requested/approved/declined) in a summary screen

Notification sent to Approvers


Process Steps
  1. Select Study Leave/Absence from UI menu
  2. Select Create a new Leave request
  3. Select the type of Leave, whether Curriculum Study Leave or Other leaves
  4. Enter relevant field data for new leave request
  5. System auto-saves details as they progress
  6. User saves and submit leave request
  7. New leave request added to summary list page
Alistair Pringle (Unlicensed) Clarification required on retrospective and prospective requests and the types of leaves that can be submitted for approval.
Alternative Process

N/A


Rules

-        Rule: Only specified fields can be entered

-        Error: where mandatory fields not completed


JIRA Links

Audit Log

Who submitted the Leave request 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



Process Name

AM-2 View/Edit/Cancel leave application

Comments
DescriptionUser has the ability to cancel withdraw or make changes to existing prospective leave applications.
ActorsTrainee
Pre-Conditions

Logged in Authorised User

User is currently in training and not a FY1.

User navigated to Study Leave page. (Can be for other leave as well tbc)

User is presented with applications previously made. 


Post-Conditions

View all or search leave applications (requested/approved/declined) in a summary screen

Notification sent Approvers


Process Steps

1.

2.

3.
  1. Select Study Leave/Absence from UI menu
  2. Search for leave request
  3. View/Edit leave request details or Cancel the the request
  4. Enter relevant field data if Editing
  5. System auto-saves details as they progress
  6. User saves and submit leave request
  7. Updated leave request appears on summary list page

Alternative Process

N/A


Rules

-        Rule: Only specified fields can be entered

-        Error: where mandatory fields not completed

-        Warning to user if canceling the request with the option to proceed or abort.


JIRA Links

Audit Log

Who edited/cancelled the Leave request 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




Process Name

AM-

3

3A Track leaves entitlements

for expenses and leaves

(Trainee)

Comments
DescriptionUser has the ability to monitor allowance for annual/study and other leaves in order see the remaining amount and claimed amounts.
ActorsTrainee
Pre-Conditions

Logged in Authorised User

User is currently in training and not a FY1.

User navigated to Leaves entitlement page. (Can be for other leave as well tbc)


Post-Conditions



Process Steps
  1. Select Absence from UI menu
  2. Search for Leave entitlements
  3. View entitlement details
  4. Exit record
  5. Go back to Leave entitlements summary list page



Alternative Process

N/A


Rules

-        Rule: User cannot make changes to leave entitlements

-        Rule: User can view total study/annual/other leaves allowance

-        Rule: User can view leaves remaining 

-        Rule: When leave request is approved, leave remaining is updated 

-        Rule: leaves allowance and remaining is not editable by a Trainee user role 


JIRA Links

Audit Log



Process Name

AM-3B Track expenses entitlements (Trainee)

Comments
DescriptionUser has the ability to monitor allowance for expenses and leaves in order see the remaining amount and claimed amounts for both.
ActorsTrainee
Pre-Conditions

Logged in Authorised User

User is currently in training and not a FY1.

User navigated to Study Leave page. (Can be for other leave as well tbc)


Post-Conditions



Process Steps

1.

2.

3.
  1. Select Entitlements/Allowance from UI menu
  2. Search for Leave entitlements or Expenses entitlements
  3. View entitlement details
  4. Exit record
  5. Go back to Entitlements summary list page



Alternative Process

N/A


Rules

-         Rule: Only specified fields can be entered-        Error: where mandatory fields not completed       Rule: User cannot make changes to expenses entitlements

-        Rule: User can view total expenses allowance

-        Rule: User can view remaining expenses from their entitlement

-        Rule: When leave request approved along with the expenses claimes, expenses entielement remaining is updated 

-        Rule: Expenses allowance and remaining is not editable by a Trainee user role 


JIRA Links

Audit Log



Process Name

AM-4 Approve leave - non-study leave (Approver/Admin)

Comments
DescriptionUser has the ability to approve or decline prospective/retrospective exceptional or other leave applications that are not part of pre-approved list of courses/exams.
ActorsApprover (Rota Coordinator and Educational Supervisor)

Only External courses needs to be approved, i.e. where the course is not managed by the Trust.

External courses that are pre-approved only needs to be approved by Rota Coordinator.

Exceptional requests need to be approved by Rota Coordinator and Educational Supervisor.

Pre-Conditions

Logged in Authorised User



Post-Conditions

View all or search leave applications (requested/approved/declined) in a summary screen

Notification sent to TraineeApprover upon new leave request submitted by trainee.

Approver is navigated to leave reuquest pending approval.


Process Steps

1.

2.

3.
  1. Select Study Leave/Absence from UI menu
  2. Search for non-study leave requests pending approval
  3. Select and View a leave request details
  4. Review and Approve/Decline leave request application
  5. System notification sent to trainee
  6. Updated leave request appears on summary list page

Alternative Process

N/A


Rules

-        Rule: Only specified fields can be entered

-        Error: where mandatory fields not completedRule: When approving/declining a request, user is presented with a warning to either proceed or abort.


JIRA Links

Audit Log

Who approved/cancelled the Leave request 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




Process Name

AM-5 Approve leave - study leave (Approver/Admin)

Comments
DescriptionUser has the ability to approve or decline prospective/retrospective curriculum study leave applications that are part of pre-approved list of courses/exams.
ActorsApprover (Rota Coordinator and Educational Supervisor)

Only External courses needs to be approved, i.e. where the course is not managed by the Trust.

External courses that are pre-approved only needs to be approved by Rota Coordinator.

Exceptional requests need to be approved by Rota Coordinator and Educational Supervisor.

Pre-Conditions

Logged in Authorised User

User navigated to Study Leave page. (Can be for other leave as well tbc)


Post-Conditions


View all or search leave applications (requested/approved/declined) in a summary screen

Approver is navigated to leave reuquest pending approval.

Notification sent to Approver upon new leave request submitted by trainee.

Notification sent to Trainee upon leave request being approved/declined.


Process Steps
  1. Select Study Leave/Absence from UI menu
  2. Search for study leave requests pending approval
  3. Select and View a leave request details
  4. Review and Approve/Decline leave request application
  5. System notification sent to trainee
  6. Updated leave request appears on summary list page

Alternative Process

N/A


Rules

-        Rule: Only specified fields can be entered

-        Rule: When approving/declining a request, user is presented with a warning to either proceed or abort.


JIRA Links

Audit Log

Who approved/cancelled the Leave request 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




Process Name

AM-6A Bulk add leave approvers to posts (Admin)

Comments
DescriptionUser has the ability to add leave approvers to posts in bulk.Alistair Pringle (Unlicensed) Clarification required as to at which level do approvers need to be linked to. (whether to posts or people)
ActorsLocal Admin
Pre-Conditions

Logged in Authorised User

User navigated to Study Leave page. (Can be for other leave as well tbc)


Post-Conditions



Process Steps
  1. Select Study Leave/Absence from UI menu
  2. Select Bulk Add Approver/s to posts
  3. Search for posts
  4. Select the posts 
  5. Add approver/s to selected posts
  6. Enter details 
  7. User saves
  8. Updated posts appears on summary list page

Note: user should be able to add multipe approvers to the selected posts.

Details entered on Intrepid are: Contact type, Leave type, Start date, End date, Sequence, Key seq approver, Retrospective, Receive confirmation email, variable approver, documents.

UX consideration as to whether accessing the Post from the post menu or via separate meganav menu item for managing approvers would be appropriate. 

Alternative Process

N/A


Rules

-        Rule: Only specified fields can be entered

-        Error: where mandatory fields not completed


JIRA Links

Audit Log

Who added the approvers and when

Which approvers were added 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





remove/edit
Process Name

AM-

6 Manage

6B Bulk add leave approvers to trainees (Admin)

Comments
DescriptionUser has the ability to add approvers to trainees in bulk.Alistair Pringle (Unlicensed) Clarification required as to at which level do approvers need to be linked to. (whether to posts or people)
ActorsLocal Admin
Pre-Conditions

Logged in Authorised User

User navigated to Study Leave page. (Can be for other leave as well tbc)


Post-Conditions



Process Steps
  1. Select Study Leave/Absence from UI menu
  2. Select Bulk Add Approver/s to trainees
  3. Search for trainees
  4. Select the trainees
  5. Add approver/s to selected trainees
  6. Enter details 
  7. User saves
  8. Updated trainees with approvers appears on summary list page

Note: user should be able to add multipe approvers to the selected posts.

Details entered on Intrepid are: Contact type, Leave type, Start date, End date, Sequence, Key seq approver, Retrospective, Receive confirmation email, variable approver, documents.

UX consideration as to whether accessing the Post from the post menu or via separate meganav menu item for managing approvers would be appropriate. 

Alternative Process

N/

A


Rules

-        Rule: Only specified fields can be entered

-        Error: where mandatory fields not completed


JIRA Links

Audit Log

Who added the approvers and when

Which approvers were added and when

Log changes to any of the field values and when and who made the changes




Audit Log
Process Name

AM-6C Bulk remove leave approvers (Admin)

Comments
DescriptionUser has the ability to add/ remove /edit leave approvers to post and/from posts or people.Alistair Pringle (Unlicensed) Clarification required as to at which level do approvers need to be linked to (whether to posts or people).
ActorsLocal Admin
Pre-Conditions

Logged in Authorised User

User navigated to Study Leave page. (Can be for other leave as well tbc)


Post-Conditions



Process Steps
  1. Select Study Leave/Absence from UI menu
  2. Select Bulk Add Approver/s to trainees
  3. Search for trainees
  4. Select the trainees
  5. Remove approver/s to selected trainees
  6. User saves
  7. Updated trainees appears on summary list page. Trainees with no approvers disappear from the list.


Details entered on Intrepid are: Contact type, Leave type, Start date, End date, Sequence, Key seq approver, Retrospective, Receive confirmation email, variable approver, documents.

UX consideration as to whether accessing the Post from the post menu or via separate meganav menu item for managing approvers would be appropriate. 

Alternative Process

N/A


Rules

-        Rule: Only specified fields can be entered

-        Error: where mandatory fields not completed


JIRA Links





Process Name

AM-

7 Manage Pre-approved Courses list

6D Bulk Edit leave approvers (Admin)

Comments
DescriptionUser has the ability to add/edit/or make changes to existing prospective leave applicationsupdate leave approvers from posts or people in bulk.Alistair Pringle (Unlicensed) Clarification required as to at which level do approvers need to be linked to (whether to posts or people).
ActorsLocal adminAdmin
Pre-Conditions

Logged in Authorised User

User navigated to Study Leave page. (Can be for other leave as well tbc)


Post-Conditions



Process Steps
  1. Select Study Leave/Absence from UI menu
  2. Select Bulk Add Approver/s to trainees
  3. Search for trainees
  4. Select the trainees
  5. Select replacing Approver
  6. Replace approver/s to selected trainees
  7. Enter details 
  8. User saves
  9. Trainees with updated approvers appears on summary list page

Note: user should be able to add multipe approvers to the selected posts.

Details entered on Intrepid are: Contact type, Leave type, Start date, End date, Sequence, Key seq approver, Retrospective, Receive confirmation email, variable approver, documents.

UX consideration as to whether accessing the Post from the post menu or via separate meganav menu item for managing approvers would be appropriate. 

Alternative Process

N/A


Rules

-        Rule: Only specified fields can be entered

-        Error: where mandatory fields not completed


JIRA Links





Process Name

AM-7 Manage Pre-approved Courses list (Admin) (View/Edit/Add) - <<Linked to Reference Component >>

Comments
DescriptionUser has the ability to manage a pre-approved list of courses as reference data. 
ActorsLocal admin
Pre-Conditions

Logged in Authorised User

User navigated to Reference Data page.


Post-Conditions

Process Steps
  1. Select Reference from UI menu
  2. Select courses
    1. View/Edit course details, Or
    2. Add new course,enter details and save
  3. User saves
  4. Updated posts appears on summary list page

Alternative Process

N/A


Rules

-        Rule: Only specified fields can be entered

-        Error: where mandatory fields not completed


JIRA Links

Audit Log

Who added/edited the course 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




-       
Process Name

AM-8 Track progress of study/non-study leaves applications (Trainee)

Comments
DescriptionUser has the ability to cancel or make changes to existing prospective leave applications.track progress of  and monitor their leaves allowance by leave type.This can be a duplicate of AM-2 (above)
ActorsTrainee
Pre-Conditions

Logged in Authorised User

User navigated to Study Leave requests page. (Can be for other leave as well tbc)


Post-Conditions

View all or search leave applications (requested/approved/declined) in a summary screen


Process Steps
  1. Select Study Leave/Absence from UI menu
  2. See leaves history by post/programme in a summary list (filtered column for Authorised)
  3. Search for leave requests
  4. View leave details and see progress
  5. Exit record

Alternative Process

N/A


Rules

JIRA Links

Audit Log



Process Name

AM-9 Bulk add leaves entitlements (Admin)

Comments
DescriptionUser has the ability to add leaves entitlements in bulk to trainees
ActorsLocal Admin
Pre-Conditions

Logged in Authorised User

User navigated to Leaves entitlements page


Post-ConditionsView all or search trainees with leaves entitlements (filered by your local office by default)
Process Steps
  1. Select Study Leave/Absence from UI menu
  2. Select Leave entitlements
  3. Click Bulk Add leaves entitlements
  4. Download  Excel template
  5. Enter details 
  6. Upload Excel template
  7. User saves
  8. Updated trainees appears on summary list page
Consideration for an Excel import as the current bulk entitlement upload in Intrepid is not fit for purpose.
Alternative Process

N/A


Rules
  • Rule: Only specified fields can be entered
-        Error: where mandatory fields not completed
  • Rule: On upload, all invalid fields are validated for
  • Rule: On upload, all incomplete mandatory fields are validated for
  • Rule: On upload, all dupliate rows are validated for (duplicate in spreadsheet, duplicate already exist on the system)

-     Error: where any of the above is not met on upload an error message to warn the user


JIRA Links

Audit Log



Process Name

AM-

9 Manage entitlements for expenses and leaves

10 Bulk add expenses entitlements (Admin)

Comments
DescriptionUser has the ability to cancel or make changes to existing prospective leave applications.add expenses entitlements in bulk to trainees
ActorsTraineeLocal Admin
Pre-Conditions

Logged in Authorised User

User navigated to Expenses entitlements page


Post-ConditionsView all or search trainees with expenses entitlements (filered by your local office by default)
Process Steps
  1. Select Study Leave/Absence from UI menu
  2. Select Expenses entitlements
  3. Click Bulk Add expenses entitlements
  4. Enter details
  5. Upload Excel template
  6. User saves
  7. Updated trainees appears on summary list page
. (Can be for other leave as well tbc)		Post-ConditionsProcess Steps
Consideration for an Excel import as the current bulk entitlement upload in Intrepid is not fit for purpose.
Alternative Process

N/A


Rules
  • Rule: Only specified fields can be entered
  • Rule: On upload, all invalid fields are validated for
  • Rule: On upload, all incomplete mandatory fields are validated for
  • Rule: On upload, all dupliate rows are validated for (duplicate in spreadsheet, duplicate already exist on the system)

-     Error: where any of the above is not met on upload an error message to warn the user


JIRA Links

Audit Log



Process Name

AM-11 Record course attendance (Add/View/Edit) (Admin)

Comments
DescriptionUser has the ability to records trainees attendance onto teaching sessions or courses retrospectively or prospectivelyShould the be the ability to record attendance both prospectively and retrospectively?
ActorsLocal Admin
Pre-Conditions

Logged in Authorised User

User navigated to Course attendance page


Post-ConditionsView all or search trainees with course attendance (filtered by your local office by default)
Process Steps
  1. Select Absence from UI menu
  2. Select Course attendance
  3. Search for trainees (use filters to find trainees)
  4. Select trainees
  5. Select course/teaching session to add to
  6. Enter details 
  7. User saves
  8. Updated trainees appears on summary list page along with relevant columns for course (See Field Validation for relevant fields)
Alistair Pringle (Unlicensed) Consideration for an Excel import as an alternative.
Alternative Process

N/A


Rules

-        Rule: Only specified fields can be entered

-        Error: where mandatory fields not completed


JIRA Links

Audit Log



Process Name

AM-

10 Manage leave applications

12 Record teaching sessions (Add/View/Edit) (Admin)

Comments
DescriptionUser has the ability to cancel or make changes to existing prospective leave applicationsrecord teaching sessions that can be used to record trainees attendance against.
ActorsLocal Admin
Pre-Conditions

Logged in Authorised User

User navigated to Study Leave page. (Can be for other leave as well tbc)Teaching sessions page


Post-ConditionsView all or search leave applications (requested/approved/declined) in a summary screen

Notification sent  to Trainee

Process Stepsteaching sessions (filered by your local office by default)
Process Steps
  1. Select Absence from UI menu
  2. Select Teaching sessions
  3. Search for Teaching session (use filters to find training session)
    1. View Details/ Edit and Save
    2. Or, Add new Teaching session
  4. Enter details 
  5. User saves
  6. Updated list of teachin sessions appears on summary list page

Alternative Process

N/A


Rules

-        Rule: Only specified fields can be entered

-        Error: where mandatory fields not completed


JIRA Links

Audit Log





Process Name

AM-13 Record Entitlements

Comments
DescriptionAdmins should be able to record entitlements to time, budget and teaching sessions by trainee
ActorsHEE Admin
Pre-ConditionsAdmin has navigated to the Person Record
Post-ConditionsEntitlements are recorded against a trainee's record
Process Steps
  1. Navigate to Absence within a Trainee's Absence "tab"
  2. Enter values against entitlements fields
  3. Save
  4. Entitlement value is updated

Time - number of days

Expenses - GBP

Teaching Sessions - number of sessions

Alternative Process StepsN/A
RulesAs defined in field validation
Jira Links

Audit Log


Proces Name

AM-14 Record Actuals

Comments
DescriptionAdmins should be able to record actual values related to time, budget and teaching sessions by trainee
ActorsHEE Admin
Pre-ConditionsAdmin has navigated to the Person Record
Post-ConditionsActuals are recorded against a trainee's record
Process Steps
  1. Navigate to Absence within a Trainee's Absence "tab"
  2. Enter values against actuals fields
  3. Save
  4. Entitlement value is updated

Time - number of days

Expenses - GBP

Teaching Sessions - number of sessions

Alternative Process StepsN/A
RulesAs defined in field validation
Jira Links

Audit Log



Next steps