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Background

The purposes of the Placement Planning Tool (also known as Placement manager in its current form on Intrepid) are:

  • To allow the person responsible for adding placements in a programme, access to the full range of data that is required to properly plan the rota within a single UI.
  • Useful when Training Programmes are too big and made up of Rotations.
  • To manage changes in placements , e.g. deferrals of start dates
  • To organise programmes with posts and people

As_Is

To_Be - MVP

As a Training Programme Director/Admin
I want To access the people and posts and placements in the Programme i'm responsible for within a user interface
So that I can efficiently manage placements within my programme of responsibility for a given time frame.

#User StoryJira TicketComments
1

As a TPD
I want to be able to see occupancy of posts and trainees in a programme within a given time window
So that I can assign easily assign trainees to vacant posts in a Plan

  • Person detail should be forename, surname, GMC number
  • Once a person is selected we should be able to see any past current or future placement details as well as Programme/curriculum membership detail (What is this. Is this the placement for person. We did not have this in the initial scope. We are looking at placements in a programme. So we are able to see on the timeline past/current and future. But not at the same level that we have for People/placements. Matt will discuss with Ashley). 

AP: At the time of searching the person, if we could have a link to the person>placements.

  • Existing placements need to be visible within the UI - Done
TISNEW-2294 - Getting issue details... STATUS
  • Matt: GMC will be added as a pill by Panos. Matt will supply an example
2

As a TDP
I want to be able to see occupancy of posts and trainees in a programme within a given time window - Done
So that I can efficiently assign posts to multiple less than full time trainees - Done

  • Ensure WTE is visible in the UI
TISNEW-2295 - Getting issue details... STATUS
  • Matt: WTE will be in the ’Tooltip rollover’ and also in the modal once you select the trainee

Ashley:

  • Considerations for the design/display when there are 1 programme with 50 posts for e.g. at same specialty.
  • Considerations for the design/display 'Dr Vacant' placements.
3As a TPD 
I want to be able to see any overlap between placements 
So that I can efficiently assign posts to trainees for a programme
TISNEW-2296 - Getting issue details... STATUS
  • Matt: That is per speciality/post. Otherwise you will need to expand everything. Keep a note on that to discuss further in the meeting. I believe the way it is currently implemented works for that but better double check  with Ashley


  • Ashley: We are able to see at Post level all the placements on the plan, I believe this is sufficient. We can check with James.
4

As a TPD 
I want to be able to search for and filter posts and people for a large programme -(We do not require a filter as far as we can determine as we have the ability to search across multiple areas of data. Filtering would require a table of results).- Done 
So that I can arrange the placements in a Plan format

  • Ability to filter a list of trainees who have no placement within a specified time range. (Matt to talk to Ashley, where is the value in this? We have search but do not think we need filters, lets discuss, I think value if the results are large, but need to establish this with Ashley)
  • Ability to filter a list of posts who have no trainees within a given time range. (Matt to discuss with Ashley as to value of filtering. We have the ability to search, would the user need to filter those searches. We would expect the user to understand what data they were looking for. Ie. A Trainee or a Post).
  • Ability to search for trainees by name/GMC number within the UI - Done 
TISNEW-2297 - Getting issue details... STATUS
  • Matt to talk to Ashley, where is the value in this? We have search but do not think we need filters, lets discuss, I think value if the results are large, but need to establish this with Ashley)
  • JH/AP: Post MVP
5

As a TPD
I want to be able to create/edit/delete placements with the searched vacant posts and trainees - Done 
So that I can include them in the plan

  • When creating the placement we need to be able to access all the fields associated with a placement on TIS.
  • To be able to assign Educational and Clinical supervisors against placements
  • Warning when attempting to create a placement against an occupied post
  • On creation the UI should save the placement and then take the user to the placement within the plan view
TISNEW-2298 - Getting issue details... STATUS

6As a TPD
I want to be able to see and differentiate between the different types of placements (Parental leave, In Post, etc.)
So that I can efficiently manage the plan
TISNEW-2299 - Getting issue details... STATUS
Matt: This will be visible in the Modal and Tooltip
7As a TPD
I want to be able to organise and save the plan Done
So that I or someone else with relevant permissions can come back later and make changes to it
TISNEW-2300 - Getting issue details... STATUS

8As a TPD
I want to see the plan with a start date/time of Today's date by default and spanning to 12 months in the future, but should should also be able to adjust the time window 
So that I can also view past and future Placements. Done
TISNEW-2301 - Getting issue details... STATUS
  • Timeline to be at Programme/Plan level and not per per post as it is currently.
9

As a TPD

I want to be able to see the Post detail (National Post Number, Site, Specialty and Grade) on the planner

  • Post detail should include Post No, Site, Specialty, Grade.

So that I have the site information of the post and easily assign trainees to vacant posts in a Plan.

TISNEW-2488 - Getting issue details... STATUS
  • The suggestion from James is to show this under specialty from the current design


To_Be - Post MVP

As a TPD for For London Programmes
I want to be able to include rotations in the Placements plan
So that I can manage Rotations for London

As a TPD - Descoped
I want to be able to see/preview a draft version of the placement plan/arrangements for a programme
So that I can make changes before publishing

As a TPD - Descoped
I want to be able to publish the placement plan/arrangements for a programme
So that they can flow to ESR

Proposed Solution Design / UX

This UI/UX needs to be reviewed with regards to the MVP and consideration for missing elements.

https://hee-tis.atlassian.net/wiki/spaces/TISDEV/pages/532348957/TIS+Admin+UI+-+UX+Enhancement+-+Programme+placements+Details+Placements+Planner

Jira tickets

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