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	Admin is a permission applied by user
Post-Conditions	View Posts landing page
Process Steps	1. View navigation 2. Select "Posts" 3. Present landing page
Alternative Flow	N/A
Rules	- Error: page unavailable
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	Column Headers - Post Number, Main Site, Specialty, Programme, Funding Type, Current Holder, Status >> AGREED and CONFIRMED headers
Alternative Flow	P-3 Search Post
Rules	- Error: page unavailable
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 - Post Number, Main Site, Specialty, Programme, Funding Type, Current Holder, Status >> AGREED and CONFIRMED headers
Alternative Flow	P-2 View Post List
Rules	- User must enter location code for results to display (minimum)	Smart search
JIRA Reference	NEW STORY TBD
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 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 (£) << All fields are editable if the user permissions allow
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	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	STILL TO BE ITERATED
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 <<< CONFIRM STEPS UP UNTIL FUNDING IS ALLOCATED TO A POST 3. Save	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 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-8 Bulk create post - see use case xxx P-10 Link new post to old post - see use case xxx
Rules	- Rule: Only specified fields should be entered - Rule: Autosave as they progress through fields - Error: mandatory fields not completed - Rule: No autosave, must complete all fields in one go	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.
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. Visually presented to all

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	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-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	Visually presented to all

Process Name	P-7 Delete Post Funding	Comments
Description	User is able to remove associated funding from a Post	STILL TO BE ITERATED
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	(JW waiting for confirmation that this function is used)
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 (?) IO - is any of this autopopulated?
Alternative Flow	N/A
Rules	- Editable - Allow user to delete / hide from view - Error: duplicate post created - Error: mandatory field not completed	IO- Is any additional validation necessary?
JIRA Reference	TIS-647, TIS-381
Audit Log	TBD	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 fste (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	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 (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 fste (value), funding org, percentage, amount (£)
Alternative Flow
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 should be recorded on the 'old' post.
JIRA Reference	NEW STORY TBD
Audit Log	TBD	What should be logged? Visually presented v report export? Who has access?


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-XX 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	New requirement for Programmes show historical record of all Posts that have been listed
JIRA Reference	TIS-12
Audit Log	Who made the change and when	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	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	N/A
Audit Log	N/A

Process Name	P-13 Add leave approver	Comments
Description	User is able to a leave approver to a post	NEED TO KNOW THIS IS MVP AS ONLY A SMALL NUMBER OF USERS MANAGE LEAVE IN THIS WAY - IF SO WE NEED A LEAVE APPROVER FIELD IN POST
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		Not needed for MVP
Rules
JIRA Reference	TIS-627
Audit Log	Change made When Who	Log changes to any of the field values and when and who made the changes. Visually presented to all

Process Name	P-14 Pull Report on Posts Suitable for ARCP Outcome 3
Description	Users should be able to pull a report contain post details for all vacant posts that are suitable for trainees with ARCP Outcome 3
Actors	Administrator
Pre-Conditions
Post Condition
Process Steps
Alternative Flows
Rules
JIRA ref
Audit Log

Process Name	P-15 Monitor Posts Against Contract
Description
Actors
Pre-Conditions
Post-Conditions
Process Steps
Alternative Flows
Rules
JIRA ref
Audit Log