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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

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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 Ticket
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
  • Existing placements need to be visible within the UI
 TISNEW-2294 - Getting issue details... STATUS
2

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

  • Ensure WTE is visible in the UI
 TISNEW-2295 - Getting issue details... STATUS
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
4

As a TPD 
I want to be able to search for and filter posts and people for a large programme 
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.
  • Ability to filter a list of posts who have no trainees within a given time range.
  • Ability to search for trainees by name/GMC number within the UI
 TISNEW-2297 - Getting issue details... STATUS
5

As a TPD
I want to be able to create/edit/delete placements with the searched vacant posts and trainees
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
7As a TPD
I want to be able to organise and save the plan 
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 details 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.		 TISNEW-2301 - Getting issue details... STATUS


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

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Slack: https://hee-nhs-tis.slack.com/
Jira issues: https://hee-tis.atlassian.net/issues/?filter=14213