Next steps:
- Alistair Pringle (Unlicensed) - More sessions to be arranged next week (WC 02/10)
- Decide which scenarios are MVP
- Refine scenarios
Scope (TBD):
- Request leave (Trainee)
- Cancel or make changes to existing prospective leave applications (Trainee)
- Track entitlements for expenses and leaves (Trainee)
- Approve leave - non-study leave (Approver)
- Approve leave - study leave (Approver)
- Manage leave approvers (Admin)
- Manage Pre-approved Courses list (Admin)
- Track progress of study/non-study leaves applications (Trainee)
- Manage entitlements for expenses and leaves (Admin)
- Manage leave applications (Admin)
DRAFT:
Process Name | AM-1 Request leave (trainee) | Comments |
|---|---|---|
| Description | User has the ability to submit leave application/s for approval. | |
| Actors | Trainee | |
| Pre-Conditions | Logged in Authorised User User is currently in training and not a FY1. User navigated to Study Leave page. (Can be for other leave as well tbc) | Note: The term absence management can cause confusion to a trainee, given that OOP and other types of leaves can have similar semantics. Can we agree on the terminology for a) Study Leave management, b) Other leaves management and c) OOP for navigation purposes. |
| Post-Conditions | View all or search leave applications (requested/approved/declined) in a summary screen Notification sent to Approvers | |
| Process Steps |
| Clarification required on retrospective and prospective requests and the types of leaves that can be submitted for approval. |
| Alternative Process | N/A | |
| Rules | - Rule: Only specified fields can be entered - Error: where mandatory fields not completed | |
| JIRA Links | ||
| Audit Log | Who submitted the Leave request 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 |
Process Name | AM-2 View/Edit/Cancel leave application | Comments |
|---|---|---|
| Description | User has the ability to cancel or make changes to existing prospective leave applications. | |
| Actors | Trainee | |
| Pre-Conditions | Logged in Authorised User User is currently in training and not a FY1. User navigated to Study Leave page. (Can be for other leave as well tbc) | |
| Post-Conditions | View all or search leave applications (requested/approved/declined) in a summary screen Notification sent Approvers | |
| Process Steps | 1. 2. 3. | |
| Alternative Process | N/A | |
| Rules | - Rule: Only specified fields can be entered - Error: where mandatory fields not completed | |
| JIRA Links | ||
| Audit Log |
Process Name | AM-3 Track entitlements for expenses and leaves (Trainee) | Comments |
|---|---|---|
| Description | User has the ability to monitor allowance for expenses and leaves in order see the remaining amount and claimed amounts for both. | |
| Actors | Trainee | |
| Pre-Conditions | Logged in Authorised User User is currently in training and not a FY1. User navigated to Study Leave page. (Can be for other leave as well tbc) | |
| Post-Conditions | ||
| Process Steps | 1. 2. 3. | |
| Alternative Process | N/A | |
| Rules | - Rule: Only specified fields can be entered - Error: where mandatory fields not completed | |
| JIRA Links | ||
| Audit Log |
Process Name | AM-4 Approve leave - non-study leave (Approver) | Comments |
|---|---|---|
| Description | User has the ability to approve or decline prospective/retrospective exceptional or other leave applications that are not part of pre-approved list of courses/exams. | |
| Actors | Approver | |
| Pre-Conditions | Logged in Authorised User | |
| Post-Conditions | View all or search leave applications (requested/approved/declined) in a summary screen Notification sent to Trainee | |
| Process Steps | 1. 2. 3. | |
| Alternative Process | N/A | |
| Rules | - Rule: Only specified fields can be entered - Error: where mandatory fields not completed | |
| JIRA Links | ||
| Audit Log |
Process Name | AM-5 Approve leave - study leave (Approver) | Comments |
|---|---|---|
| Description | User has the ability to approve or decline prospective/retrospective curriculum study leave applications that are part of pre-approved list of courses/exams. | |
| Actors | Approver | |
| Pre-Conditions | Logged in Authorised User User navigated to Study Leave page. (Can be for other leave as well tbc) | |
| Post-Conditions | View all or search leave applications (requested/approved/declined) in a summary screen Notification sent to Trainee | |
| Process Steps | ||
| Alternative Process | N/A | |
| Rules | - Rule: Only specified fields can be entered - Error: where mandatory fields not completed | |
| JIRA Links | ||
| Audit Log |
Process Name | AM-6 Manage leave approvers (Admin) (add/remove/edit) | Comments |
|---|---|---|
| Description | User has the ability to add/remove/edit leave approvers to post and/or people. | Clarification required as to at which level do approvers need to be linked to. |
| Actors | Local Admin | |
| Pre-Conditions | Logged in Authorised User User navigated to Study Leave page. (Can be for other leave as well tbc) | |
| Post-Conditions | ||
| Process Steps | ||
| Alternative Process | N/A | |
| Rules | - Rule: Only specified fields can be entered - Error: where mandatory fields not completed | |
| JIRA Links | ||
| Audit Log |
Process Name | AM-7 Manage Pre-approved Courses list (Admin) | Comments |
|---|---|---|
| Description | User has the ability to add/edit/or make changes to existing prospective leave applications. | |
| Actors | Local admin | |
| Pre-Conditions | Logged in Authorised User User navigated to Study Leave page. (Can be for other leave as well tbc) | |
| Post-Conditions | ||
| Process Steps | ||
| Alternative Process | N/A | |
| Rules | - Rule: Only specified fields can be entered - Error: where mandatory fields not completed | |
| JIRA Links | ||
| Audit Log |
Process Name | AM-8 Track progress of study/non-study leaves applications (Trainee) | Comments |
|---|---|---|
| Description | User has the ability to cancel or make changes to existing prospective leave applications. | |
| Actors | Trainee | |
| Pre-Conditions | Logged in Authorised User User navigated to Study Leave page. (Can be for other leave as well tbc) | |
| Post-Conditions | View all or search leave applications (requested/approved/declined) in a summary screen | |
| Process Steps | ||
| Alternative Process | N/A | |
| Rules | - Rule: Only specified fields can be entered - Error: where mandatory fields not completed | |
| JIRA Links | ||
| Audit Log |
Process Name | AM-9 Manage entitlements for expenses and leaves (Admin) | Comments |
|---|---|---|
| Description | User has the ability to cancel or make changes to existing prospective leave applications. | |
| Actors | Trainee | |
| Pre-Conditions | Logged in Authorised User User navigated to Study Leave page. (Can be for other leave as well tbc) | |
| Post-Conditions | ||
| Process Steps | ||
| Alternative Process | N/A | |
| Rules | - Rule: Only specified fields can be entered - Error: where mandatory fields not completed | |
| JIRA Links | ||
| Audit Log |
Process Name | AM-10 Manage leave applications (Admin) | Comments |
|---|---|---|
| Description | User has the ability to cancel or make changes to existing prospective leave applications. | |
| Actors | ||
| Pre-Conditions | Logged in Authorised User User navigated to Study Leave page. (Can be for other leave as well tbc) | |
| Post-Conditions | View all or search leave applications (requested/approved/declined) in a summary screen Notification sent to Trainee | |
| Process Steps | ||
| Alternative Process | N/A | |
| Rules | - Rule: Only specified fields can be entered - Error: where mandatory fields not completed | |
| JIRA Links | ||
| Audit Log |
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