Placement Planning Tool

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).
• Existing placements need to be visible within the UI - Done

• Matt: GMC will be added as a pill by Panos. Matt will supply an example

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

• 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.

• 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.

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 

• Ashley: Ability to filter trainees with no placement: this is so that a TPD can put them into placements. We can check with James.
• Ability to filter posts with no trainees: So that placements can be created for those posts. We can check with James.

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

• Timeline to be at Programme/Plan level and not per per post as it is currently.