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). 

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

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

Given I am a TPD user or Admin User
When I specify a date/time window on the planner
Then I should be able to see trainees with their forename, surname and GMC number details

Given there are trainees records returned for the time frame specified
When I select a person record
Then I should be able to see any past, current or future placement details 
And also see their Programme/Curriculum membership details 
(As discussed with James if we could have a link to the person>placements.)

Given there are Inactive/Deleted posts against the selected Programme
When the Planner is rendered
Then the Inactive posts should not be visible on the Planner
And the specialty dropdown should not be populated with specialties that are attached to inactive posts or placements

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 

• 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.

Given there are Whole Time Equivalent (WTE) placements against the selected Programme on  TIS
When those records are rendered on the Planner
Then I should be able to see the WTE information on those records within the Planner

• 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.

Given there are posts with more with multiple placements for the default or adjusted timeline
When the plan is rendered with placements
Then I should be able to see one row for the Post number with multiple placements

Given the timeline is then adjusted with a time period where for the same Post there are either more or less placements 
When the plan is rendered
Then the Posts should automatically render the placements available for that period

Given the timeline is then adjusted with a time period where for the same Post there are no placements
When the plan is rendered
Then the post should be visible with no placements

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).
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 

• 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

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

Given I am a Training Programme Director or Administrator
When I use the Planner to create placements
Then I should be able to search for and select a trainee that has a programme membership with the Programme
And create a placement for the trainee using one of the post associated with the programme 

Given I am a Training Programme Director or Administrator
When I use the Add Placement function within the Planner
Then I should be able to access the placement creation modal
And I should be able to access all the fields associated with a placement on TIS
And the specialty field should be pre-populated with the specialty selected from the Planner

Given there is a specialty filter to select from before rendering the planner
When I create a placement 
Then I should be able to select one of the 'Other specialties' of the Post to create a placement  with

Given Posts attached to the Programme can have 'Other sites'
When I create a placement from the Planner and select one of the Other site as to become the Main site of the placement
Then the planner should be rendered with those placements.

Given the placement creation modal has all the placement fields
When I enter values in the placement fields and save
Then the minimum placement mandatory fields should be validated for 
And all the fields in the modal should have the same validation as the Person Placement creation journey

Given the Placement modal has educational and clinical supervisor fields
When those fields are filled in along with the minimum mandatory fields for placement creation
Then the placement should be created with those supervisors associations

Given placements can be added from the Planner
When a placement is created and saved
Then the placement should be rendered on the Planner

Given there are placements on the Planner
When a placement is viewed from the modal 
Then I should be able to edit and make changes to the Placements fields
And the Planner should re-render with the changed placements details

Given ESR Notifications are currently tracked with existing endpoints for placements
When the same or new end points are available on the on the Placement Planning Tool to create/edit/delete placements
Then ESR Notifications should also be tracked in the same way

Given Placement added or amended date are recorded using existing Placement endpoints
When the same or new endpoints are available on the Placement Planning Tool to add or amend placement
Then the last amended or added date are still recorded in the same way

Given Placements are rendered on the Planner
When I select a placement and delete it
Then the placement record should be hard deleted in a consistent way as in the current Person Placement journey. (note there is ticket to move placement delete to soft delete - TISNEW-1427). 

And the planner should re-render without and not show the deleted placement

Given  there are different types of Placements (In Post, Parental leave, etc.)
When the placements are rendered on the Planner
Then I should be able to see and differentiate between the various types.

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

Given a Programme and a specialty is selected 

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.

• The suggestion from James is to show this under specialty from the current design