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/Admin)
- Approve leave - study leave (Approver/Admin)
- Manage leave approvers (Admin)
- Manage Pre-approved Courses list (Admin) <<Reference Component>>
- Track progress of study/non-study leaves applications (Trainee)
- Manage entitlements for expenses and leaves (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) User is presented with applications previously made. | |
| Post-Conditions | View all or search leave applications (requested/approved/declined) in a summary screen Notification sent Approvers | |
| Process Steps |
| |
| Alternative Process | N/A | |
| Rules | - Rule: Only specified fields can be entered - Error: where mandatory fields not completed - Warning to user if canceling the request with the option to proceed or abort. | |
| JIRA Links | ||
| Audit Log | Who edited/cancelled 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-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 |
| |
| Alternative Process | N/A | |
| Rules | - Rule: Only specified fields can be entered - Rule: User cannot make changes to entitlements - Rule: User can view total study leave allowance - Rule: User can view study leave remaining - Rule: When study leave request approved, study leave remaining is updated - Rule: Study leave allowance and remaining is not editable by a Trainee user role | |
| 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 Approver upon new leave request submitted by trainee. Approver is navigated to leave reuquest pending approval. | |
| Process Steps |
| |
| Alternative Process | N/A | |
| Rules | - Rule: Only specified fields can be entered - Rule: When approving/declining a request, user is presented with a warning to either proceed or abort. | |
| JIRA Links | ||
| Audit Log | Who approved/cancelled 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-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 Approver is navigated to leave reuquest pending approval. Notification sent to Approver upon new leave request submitted by trainee. Notification sent to Trainee upon leave request being approved/declined. | |
| Process Steps |
| |
| Alternative Process | N/A | |
| Rules | - Rule: Only specified fields can be entered - Rule: When approving/declining a request, user is presented with a warning to either proceed or abort. | |
| JIRA Links | ||
| Audit Log | Who approved/cancelled 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-6A Bulk add leave approvers to posts (Admin) | Comments |
|---|---|---|
| Description | User has the ability to add leave approvers to posts in bulk. | Clarification required as to at which level do approvers need to be linked to. (whether to posts or people) |
| 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 |
| Note: user should be able to add multipe approvers to the selected posts. Details entered on Intrepid are: Contact type, Leave type, Start date, End date, Sequence, Key seq approver, Retrospective, Receive confirmation email, variable approver, documents. UX consideration as to whether accessing the Post from the post menu or via separate meganav menu item for managing approvers would be appropriate. |
| Alternative Process | N/A | |
| Rules | - Rule: Only specified fields can be entered - Error: where mandatory fields not completed | |
| JIRA Links | ||
| Audit Log | Who added the approvers and when Which approvers were added 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-6B Bulk add leave approvers to trainees (Admin) | Comments |
|---|---|---|
| Description | User has the ability to add approvers to trainees in bulk. | Clarification required as to at which level do approvers need to be linked to. (whether to posts or people) |
| 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 |
| Note: user should be able to add multipe approvers to the selected posts. Details entered on Intrepid are: Contact type, Leave type, Start date, End date, Sequence, Key seq approver, Retrospective, Receive confirmation email, variable approver, documents. UX consideration as to whether accessing the Post from the post menu or via separate meganav menu item for managing approvers would be appropriate. |
| Alternative Process | N/A | |
| Rules | - Rule: Only specified fields can be entered - Error: where mandatory fields not completed | |
| JIRA Links | ||
| Audit Log | Who added the approvers and when Which approvers were added and when Log changes to any of the field values and when and who made the changes |
Process Name | AM-6C Bulk remove leave approvers (Admin) | Comments |
|---|---|---|
| Description | User has the ability to remove leave approvers from posts or people. | Clarification required as to at which level do approvers need to be linked to (whether to posts or people). |
| 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 |
| Details entered on Intrepid are: Contact type, Leave type, Start date, End date, Sequence, Key seq approver, Retrospective, Receive confirmation email, variable approver, documents. UX consideration as to whether accessing the Post from the post menu or via separate meganav menu item for managing approvers would be appropriate. |
| Alternative Process | N/A | |
| Rules | - Rule: Only specified fields can be entered - Error: where mandatory fields not completed | |
| JIRA Links | ||
Process Name | AM-6D Bulk Edit leave approvers (Admin) | Comments |
|---|---|---|
| Description | User has the ability to update leave approvers from posts or people in bulk. | Clarification required as to at which level do approvers need to be linked to (whether to posts or people). |
| 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 |
| Note: user should be able to add multipe approvers to the selected posts. Details entered on Intrepid are: Contact type, Leave type, Start date, End date, Sequence, Key seq approver, Retrospective, Receive confirmation email, variable approver, documents. UX consideration as to whether accessing the Post from the post menu or via separate meganav menu item for managing approvers would be appropriate. |
| Alternative Process | N/A | |
| Rules | - Rule: Only specified fields can be entered - Error: where mandatory fields not completed | |
| JIRA Links | ||
Process Name | AM-7 Manage Pre-approved Courses list (Admin) (View/Edit/Add) - <<LINK TO Reference Component >> | Comments |
|---|---|---|
| Description | User has the ability to manage a pre-approved list of courses as reference data. | |
| Actors | Local admin | |
| Pre-Conditions | Logged in Authorised User User navigated to Reference Data page. | |
| 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 | Who added/edited the course 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-8 Track progress of study/non-study leaves applications (Trainee) | Comments |
|---|---|---|
| Description | User has the ability to track progress of and monitor their leaves allowance by leave type. | This can be a duplicate of AM-2 (above) |
| Actors | Trainee | |
| Pre-Conditions | Logged in Authorised User User navigated to Leave requests page. | |
| Post-Conditions | View all or search leave applications (requested/approved/declined) in a summary screen | |
| Process Steps |
| |
| Alternative Process | N/A | |
| Rules | ||
| JIRA Links | ||
| Audit Log |
Process Name | AM-9 Bulk add leaves entitlements (Admin) | Comments |
|---|---|---|
| Description | User has the ability to add leaves entitlements in bulk to trainees | |
| Actors | Local Admin | |
| Pre-Conditions | Logged in Authorised User User navigated to Leaves entitlements page | |
| Post-Conditions | View all or search trainees with leaves entitlements (filered by your local office by default) | |
| Process Steps |
| Consideration for an Excel import as an alternative. |
| 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 Bulk add expenses entitlements (Admin) | Comments |
|---|---|---|
| Description | User has the ability to add expenses entitlements in bulk to trainees | |
| Actors | Local Admin | |
| Pre-Conditions | Logged in Authorised User User navigated to Expenses entitlements page | |
| Post-Conditions | View all or search trainees with expenses entitlements (filered by your local office by default) | |
| Process Steps |
| Consideration for an Excel import as an alternative. |
| 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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