Posts - Scenarios

Process Name	P-1 Navigate to Post	Comments
Description	User has ability to navigate to "Posts" area within the UI from their current location on site	Story not needed
Actors	Local Admin
Pre-Conditions	Logged in HEE Admin
Post-Conditions	View Posts landing page
Process Steps	1. View navigation 2. Hover over "Posts" 3. Present options to search, add new or bulk import Posts
Alternative Flow	N/A
Rules	- Error: page unavailable Should only be visible to Admins with relevant permissions
JIRA Reference	N/A
Audit Log	N/A

Process Name	P-2 View Post List	Comments
Description	User has ability to view list of multiple posts already entered
Actors	Local Admin
Pre-Condition	Logged in Authorised User
Post-Condition	View all or searched posts in a list screen
Process Steps	1. View table with column headers defined 2. Click into single line to view detail on a particular post 3. System presents detailed post view	Column Headers 1. National Post Number 2. Site 3. Approved Grade 4. Specialty 5. Programme 6. Current Trainee (taken from placement history) 7. Local Office 8. Funding Type 9. Status
Alternative Flow	P-3 Search Post
Rules	- Error: page unavailable filter on by default: user's local office Other validation available on field validation table
JIRA Reference	TIS-394
Audit Log	N/A

Process Name	P-3 Search Post	Comments
Description	User has ability to search for a particular post or posts
Actors	Local Admin
Pre-Condition	Logged in Authorised User
Post-Condition	View search result
Process Steps	1. Enter search term [post number] 2. Click search 3. Present search results	Column Headers 1. National Post Number 2. Site 3. Approved Grade 4. Specialty 5. Programme 6. Current Trainee (taken from placement history) 7. Local Office 8. Funding Type 9. Status
Alternative Flow	P-2 View Post List
Rules	- User must enter location code for results to display (no minimum characters) Advanced search against all column headers
JIRA Reference	TIS-686
Audit Log	N/A

Process Name	P-4 View / Edit Post Detail (including funding elements)	Comments
Description	User has ability to view detail of a single post
Actors	Local Admin
Pre-Condition	Logged in Authorised User
Post-Condition	View all or searched posts in a list screen
Process Steps	1. Click through from list view 2. View detail 3. Edit detail in field or select to decommission post 4. Save 5. Close	Labels - Status, National Post No, Managing Local Office,Post Family, Old Post, New Post, Main Site, Other Sites, Employing Body, Training Body, Approved Grade, Other Grades, Specialty, Other Specialties, Sub-Specialty, Training Description, Local Post No [Out of Scope for Sprint 29 - Start & End Date, Funding Type (multiple), Issue, Comments, Level of Post, Tariff Rate, Effective From/To Dates, Placement Rate funded by, placement rate prov to, placement rate calculation (formulae), Placement Rate (value), funding org, percentage, amount (£)] << All fields are editable if the user permissions allow (see user matrix, due 02 August)
Alternative Flow	P-9 View Post Detail (only)
Rules	- Rule: only specified fields are editable - Rule: allow user to delete / hide from view for the whole post - Rule: limit view of posts to those relevant to users' location - Error: only one user allowed to edit a single post at any one time - Error: must save before closing (- Rule: If user closes without saving, changes will be autosaved OUT OF SCOPE SPRINT 29)	Change to any of the post fields (Managing Local office, Main site, Specialty and grade) will result in a change to the post number
JIRA Reference	TIS-394, TIS-667, TIS-671, TIS-410, TIS-672, TIS-15, TIS-13, TIS-329, TIS-651, TIS-381, TIS-10, TIS-627
Audit Log	Change made - was/is When Who	Log changes to any of the field values and when and who made the changes. Visually presented to all

Process Name	P-5 Create New Post (SINGLE)	Comments
Description	User has ability to create a new single post
Actors	Local Admin
Pre-Condition	Logged in Authorised User
Post-Condition	View all or searched posts in a summary screen
Process Steps	1. Select to add new post 2. Enter relevant field data 3. System autosaves details as they progress 4. User saves	Labels - Status, National Post No, Suffix, Managing Local Office,Post Family, Old Post, New Post, Main Site, Other Sites, Employing Body, Training Body, Approved Grade, Other Grades, Specialty, Other Specialties, Sub-Specialties, Training Description, Local Post No, Training Post Flag, Post Funding Type, Post Funding Start Date, Post Funding End Date [Out of Scope for Sprint 29 - Start & End Date, Funding Type (multiple), Issue, Comments, Level of Post, Tariff Rate, Effective From/To Dates, Placement Rate funded by, placement rate prov to, placement rate calculation (formulae), Placement rate (value), funding org, percentage, amount (£)]
Alternative Flow	P-8 Bulk create post P-10 Link new post to old post
Rules	- Rule: Only specified fields should be entered (- Rule: Autosave as they progress through fields OUT OF SCOPE SPRINT 29) - Error: mandatory fields not completed National post number is created when the Managing Local office, Main site, Specialty and grade are entered (in that order) and the unique counter on the end of the post number is automated in relation to the previous post of the same characteristics - 002 follows 001 etc Rule: National Post Number must be suffixed with "S" for Supernumerary posts and "M" for Military posts Rule: National Post Number is automatically suffixed with "A" for academic posts Rule: National Post ID is only visible once the relevant fields have been completed - display guidance information to that effect
JIRA Reference	TIS-13, 'TIS-15, TIS-667, TIS-671, TIS-410, TIS-672, TIS-651, TIS-628, TIS-627
Audit Log	Who created post 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 (min)

Process Name	P-6 Link Programme	Comments
Description	User is able to add a new or edit an existing programme linked to a post
Actors	Local Admin
Pre-Condition	Logged in Authorised User
Post-Condition	add Programme to an existing or new post
Process Steps	1. Create or open post 2. Select to add programme 3. Search/select programme from drop-down 4. Select to add post	Labels - Status, National Post No, Managing Local Office,Post Family, Old Post, New Post, Main Site, Other Sites, Employing Body, Training Body, Approved Grade, Other Grades, Specialty, Other Specialties, Sub-Specialties, Training Description, Local Post No Out of Scope for Sprint 29 - Start & End Date, Funding Type (multiple), Issue, Comments, Level of Post, Tariff Rate, Effective From/To Dates, Placement Rate funded by, placement rate prov to, placement rate calculation (formulae), Placement fste (value), funding org, percentage, amount (£)
Alternative Flow	P-11 UNLINK PROGRAMME
Rules	- editable - no need to add / delete Programme from this journey - only one programme per post - multiple posts per programme - visible historical record of all Programmes that have been linked to a Post	New requirement for Programmes show historical record of all Posts that have been listed
JIRA Reference	TIS-12
Audit Log	Programmes the post was linked to Who made the change and when
Process Name	P-7 Delete Post Funding	Comments
Description	User is able to remove associated funding from a Post	OUT OF SCOPE FOR SPRINT 29
Actors	Local Admin
Pre-Condition	Logged in Authorised User	Permission applied by user
Post-Condition	TBC
Process Steps	1. Create or open post 2. Select to delete funding 3. Save	Start & End Date, Funding Type (multiple), Issue, Comments, Level of Post, Tariff Rate, Effective From/To Dates, Placement Rate funded by, placement rate prov to, placement rate calculation (formulae), Placement fste (value), funding org, percentage, amount (£) Local offices need to record the flat fee in each funding component for Tariff (the percentage which exists in V10 is not needed)
Alternative Flow	~~P-XX Create funding, not associated with a post~~	Not needed for MVP
Rules	- Display audit trail of funding - name, timestamp, indication of add/edit/delete funding was done - one fund per post - tariff rate is related to level of post
JIRA Reference	TIS-14
Audit Log	Who deleted the funding and when	Log changes to any of the field values and when and who made the changes. Visually presented to all

Process Name	P-8 Create New Post (BULK)	Comments
Description	User has ability to create a new single post
Actors	Local Admin
Pre-Condition	Logged in Authorised User	Permission applied by user
Post-Condition	View all or searched posts in a summary screen
Process Steps	1. Select to add new post 2. Enter relevant field data 3. Save	Labels - Status, National Post No, Managing Local Office,Post Family (?), Old Post, New Post, Main Site, Other Sites, Employing Body, Training Body, Approved Grade, Other Grades, Specialty, Other Specialties, Sub-Specialties, Training Description, Local Post No (?), Is Training Post
Alternative Flow	P-5 Create New Post
Rules	- Editable - Error: duplicate post created - Error: mandatory field not completed Rule: allow user to sufix with M, or SUP (as in P-5) Checks on data quality - present error per line + description (allow the rest to flow through)	IO- Is any additional validation necessary?
JIRA Reference	TIS-647, TIS-381
Audit Log	Who created post 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 (min)	What should be logged? Visually presented v report export? Who has access?

Process Name	P-9 View Post Detail	Comments
Description	User has ability to view detail of a single post
Actors	Local Admin
Pre-Condition	Logged in Authorised User	Permission applied by user
Post-Condition	View all or searched posts in a list screen
Process Steps	1. Click through from list view 2. View detail 3. Save 4. Close	Labels - Status, National Post No, Managing Local Office,Post Family, Old Post, New Post, Main Site, Other Sites, Employing Body, Training Body, Approved Grade, Other Grades, Specialty, Other Specialties, Sub-Specialties, Training Description, Local Post No Start & End Date, Funding Type (multiple), Issue, Comments, Level of Post, Tariff Rate, Effective From/To Dates, Placement Rate funded by, placement rate prov to, placement rate calculation (formulae), Placement Rate (value), funding org, percentage, amount (£)
Alternative Flow	P-4 View /Edit Post Detail
Rules	- Rule: only specified fields are editable - Rule: delete / hide from view for the whole post - Rule: limit view of posts to those relevant to users' location - Error: must save before closing - Rule: If user closes without saving, changes will not be lost
JIRA Reference	TIS-394, TIS-325, TIS-10
Audit Log	No audit requirement

Process Name	P-10 Link new post to old post	Comments
Description	User has ability to create a new single post
Actors	Local Admin
Pre-Condition	Logged in Authorised User
Post-Condition	View all or searched posts in a summary screen
Process Steps	1. Select to add new post 2. Enter relevant field data (inc. the number of the 'old' post where applicable) 3. Save	Labels - Status, National Post No, Managing Local Office,Post Family, Old Post, New Post, Main Site, Other Sites, Employing Body, Training Body, Approved Grade, Other Grades, Specialty, Other Specialties, Sub-Specialties, Training Description, Local Post No Start & End Date, Funding Type (multiple), Issue, Comments, Level of Post, Tariff Rate, Effective From/To Dates, Placement Rate funded by, placement rate prov to, placement rate calculation (formulae), Placement Rate (value), funding org, percentage, amount (£)
Alternative Flow	N/A
Rules	- Rule: Only specified fields should be entered - Rule: Autosave as they progress through fields - Error: mandatory fields not completed Where 'old' post is recorded then the 'new' post number must be recorded against the 'old' post Where new post created as a result of decommissioning an old post, by default link posts Manual linkage should be via smart search / drop down (do not present options until at least first 4 characters have been entered)
JIRA Reference	TIS-671
Audit Log	Should be logged as part of create or edit journey

Process Name	P-11 Unlink Programme	Comments
Description	User is able to add a new or edit an existing programme linked to a post
Actors	Local Admin
Pre-Condition	Logged in Authorised User	Permission applied by user
Post-Condition	add Programme to an existing or new post
Process Steps	1. Create or open post 2. Select to add programme 3. Search/select programme from drop-down 4. Select to add post	Labels - Status, National Post No, Managing Local Office,Post Family, Old Post, New Post, Main Site, Other Sites, Employing Body, Training Body, Approved Grade, Other Grades, Specialty, Other Specialties, Sub-Specialties, Training Description, Local Post No Start & End Date, Funding Type (multiple), Issue, Comments, Level of Post, Tariff Rate, Effective From/To Dates, Placement Rate funded by, placement rate prov to, placement rate calculation (formulae), Placement fste (value), funding org, percentage, amount (£)
Alternative Flow	P-6 Link Programme
Rules	- editable - no need to add /delete Programme from this journey - only one programme per post - multiple posts per programme - visible historical record of all Programmes that have been linked to a Post
JIRA Reference	TIS-12
Audit Log	Programmes the post was linked to Visually presented to all


Process Name	P-12 Create funding, not associated with a post	Comments
Description	User is able to add, amend or remove associated funding from a Post	OUT OF SCOPE
Actors	Local Admin
Pre-Condition	Logged in Authorised User	Permission applied by user
Post-Condition	TBC
Process Steps	1. Create or open post 2. Select to add post funding 3. Present editable relevant fields (see comments) 4. User completes data entry 5. Calculations are completed 6. User manually checks calculations and amends as necessary 7. Save 8. Add post funding to linked post 9. Display funding detail against Post detail	Start & End Date, Funding Type (multiple), Issue, Comments, Level of Post, Tariff Rate, Effective From/To Dates, Placement Rate funded by, placement rate prov to, placement rate calculation (formulae), Placement fste (value), funding org, percentage, amount (£) Show flat fee only - percentage is no longer required
Alternative Flow	N/A
Rules	- Display audit trail of funding - name, timestamp, indication of add/edit/delete funding was done - one fund per post - tariff rate is related to level of post
JIRA Reference	N/A
Audit Log	N/A

Process Name	P-13 Add leave Approver	Comments
Description	User is able to add leave approver to a post	OUT OF SCOPE FOR SPRINT 29 - REVISIT WITH ABSENCE MANAGEMENT
Actors	Local Admin
Pre-Condition	Logged in Authorised User	Permission applied by user
Post-Condition	TBC
Process Steps	1. Create or open post 2. Select to add leave approver to post 3. Present editable relevant fields (see comments) 4. User completes data entry 7. Save	Labels - Status, National Post No, Managing Local Office,Post Family, Old Post, New Post, Main Site, Other Sites, Employing Body, Training Body, Approved Grade, Other Grades, Specialty, Other Specialties, Sub-Specialties, Training Description, Local Post No Start & End Date, Funding Type (multiple), Issue, Comments, Level of Post, Tariff Rate, Effective From/To Dates, Placement Rate funded by, placement rate prov to, placement rate calculation (formulae), Placement fste (value), funding org, percentage, amount (£)
Alternative Flow
Rules
JIRA Reference	TIS-627
Audit Log	Log changes to any of the field values and when and who made the changes. Visually presented to all

Process Name	P-14 Reporting on Vacancies & Fill Rates
Description	Users should be able to pull a report containing post details for all vacant posts
Actors	Administrator
Pre-Conditions	Logged in
Post Condition	Report created - viewable on screen and printable
Process Steps	Navigate to reporting function Select vacancy matrix report Enter search criteria (Date Range, Programme, Trust) Run report System presents report
Alternative Flows	N/A
Rules	N/A
JIRA ref	TIS-304
Audit Log	N/A

Process Name	P-15 Decommission Old Post
Description	User is able to remove a post that is no longer needed, from view	Scope to be discussed
Actors	Post Administrator
Pre-Conditions	Logged in
Post-Conditions	Post is flagged with Inactive Status
Process Steps	User navigates to desired post User opens post User changes status to "Inactive" System presents user with option to create a new linked post User selects no System updates Post status System removes Post from default list view
Alternative Flows	P-10 Link old post to new post; user indicates "yes" at step (4)
Rules
JIRA ref
Audit Log