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
There are no images attached to this page. |
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.
Row no. | User Story | Jira Ticket | Comments | Acceptance Criteria |
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1 | As a TPD
AP: At the time of searching the person, if we could have a link to the person>placements.
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| Given I am a TPD user or Admin User Given there are trainees records returned for the time frame specified Given there are Inactive/Deleted posts against the selected Programme | |
2 | As a TDP
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Ashley:
| Given there are Whole Time Equivalent (WTE) placements against the selected Programme on TIS | |
3 | As a TPD I want to be able to see posts with overlapping placements So that the posts numbers are not duplicated on the planner. |
| Given there are posts with more with multiple placements for the default or adjusted timeline Given the timeline is then adjusted with a time period where for the same Post there are either more or less placements Given the timeline is then adjusted with a time period where for the same Post there are no placements | |
4 | As a TPD
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5 | As a TPD
| Given I am a Training Programme Director or Administrator Given I am a Training Programme Director or Administrator Given there is a specialty filter to select from before rendering the planner Given Posts attached to the Programme can have 'Other sites' Given the placement creation modal has all the placement fields Given the Placement modal has educational and clinical supervisor fields Given placements can be added from the Planner Given there are placements on the Planner Given ESR Notifications are currently tracked with existing endpoints for placements Given Placement added or amended date are recorded using existing Placement endpoints Given Placements are rendered on the Planner And the planner should re-render without and not show the deleted placement | ||
6 | As 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 | Matt: This will be visible in the Modal and Tooltip | Given there are different types of Placements (In Post, Parental leave, etc.) | |
7 | As 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 | Given I am a Training Programme Director, Local Office Administrator with access to Programmes Given I am not one of the above roles, e.g. Trust admins roles (tbd as to which roles should have access to the Planning Tool) | ||
8 | As a TPD I want to see the plan with a 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. |
| Given a Programme and a specialty is selected When one of the collapsible Sites menus is expanded Given a Programme and a specialty is selected | |
9 | As a TPD I want to be able to see the Post detail (National Post Number, Site, Specialty and Grade) on the planner
So that I have the site information of the post and easily assign trainees to vacant posts in a Plan. | - TISNEW-2488Getting issue details... STATUS |
| Given Posts are recorded with a number of details on TIS When the Posts are rendered on the Planner Then I should be able see as a minimum the National Post Number, Site, Main Specialty and Grade of the posts. |
To_Be - Post MVP
Row no. | User story | Jira ticket | Acceptance criteria |
---|---|---|---|
1 | 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 | ||
2 | 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 | ||
3 | 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 |
PPT Survey Feedback -
Row no. | User Story | Jira Ticket | Comments | Acceptance Criteria |
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1 | As a TPD I want to see a warning pop up when allocating more than one trainee to a post number within the same time period So that I manage placement | TISNEW-3328 - Warning Pop up when allocating more than one trainee to a post number within the same time period | Survey feedback: Warning pop up when allocating more than 1 Trainee to a post number within the same time period (ideal would be to allocate each post an upper threshold for capacity based on the funding but appreciate this is probably not possible). | Given........ When ..... Then..... |
2 | As a TPD I want to be able to create/see/review the placement plan in draft So that I can make changes before publishing | TISNEW-3327 - Create/see/review the placement plan in draft before publishing | Survey feedback: Currently I can envisage that this is still going to be needed to be "planned" in an excel sheet, and then transposed, as there is no facility to drag and drop changes in this. the ability to drag and drop posts (i am working on the premise that only the npn could be changed, not the dates) | Given........ When ..... Then..... |
3 | As a TPD I want to see that unplaced trainees due to anesthetics sitting on 3 rotations flagged So that I can manage rotation | TISNEW-3326 - Risks of unplaced trainees sitting over 3 rotations | Survey feedback: Risks for unplaced trainees due to anaesthetics sitting over 3 rotations. would this flag up? | Given........ When ..... Then..... |
4 | As a Training Programme Director TPD I want to be able to see all the posts and trainees in my programme as an overview So that I can see trainee details, trainees already assigned to post and assign trainees to vacant posts in a plan | TISNEW-3323 - Overview of all the posts and trainees in programmes | Survey feedback: Would like to be able to see all the posts and trainees(and their current placements ) as an overview with limited scrolling down and across When you scroll down and across, you lose the post site name, post number and dates. The screen is too large, and you are unable to see the whole programme at a glance without scrolling. You can't use the side scroll to scroll down Survey feedback: Include other specialties alongside each post so you can tell which post you are picking Would like to see the specific post specialty showing as well as the post number | Given........ When ..... Then..... |
5 | As a TPD I want to see sites, trainee name in alphabetical order So that I can easily find trainee or post | TISNEW-3320 -Trainees and sites in Alphabetical order | Survey feedback: The sites don’t show in alphabetical order. Trainee name, is this in alphabetical order via forename, should be surname and GMC. Specialty drop down to be in alphabetical order Survey feedback: Specialty drop down is not in alphabetical order, making it difficult to use | Given........ When ..... Then..... |
6 | As a TPD I want to clearly see which trainees or posts have no placement or vacant So that I can make sure I do not miss any trainee or posts | TISNEW-3319 - View of list of trainees not in placement and Vacant posts | Survey feedback: Need a list of trainees not placed, posts free etc as discussed. Would be easier for the plan to select a Trust rather than showing all placements and Trusts. | Given........ When ..... Then..... |
7 | As a TPD I want the detail of the post and the site to persist when I scroll across the screen So that I do not loose the detail of the post I’m working on. | TISNEW-3317 - Persistence/Freeze of the Site name and Post When scrolling across PPT | Survey feedback: You have to use your mouse, unless you scroll right across to the other end of the page and then you loose all of the info (site name, post). Survey feedback: It would be helpful to freeze the top date line and the post number on the left hand side. It would be useful to have an improved layout so more trainees/ programmes can be seen on screen at one time. Visually it isn't easy to absorb the information. A freeze pane on the left column would be good when scrolling sideways. Fixing the row and column heading to always visible [AA1] | Given........ When ..... Then..... |
8 | As a TPD I want each post to only take up one line unless they are in a slot share So that I can maximise my views. | TISNEW-3316 - Maximising Views Space of posts in PPT | Survey feedback: A new line for every trainee on the placement takes up a lot of room, would look easier if they were only on separate lines if an overlap. NPN taking 2 lines, would like to have the option of making it one line, meaning up to twice as many lines per screen can be displayed. I have noticed there is scrolling on the list, then sub scrolling in the sites on the list, I fear this will cause confusion or lines being missed. Further, upon reexamination, it is the location of the mouse at the start of the scroll that impacts on this. EXAMPLE: in my current view, Coventry Teaching PCT is showing 3 lines, (all empty) with my mouse over that, rolling the wheel to go down the page, it jumps over BIRMINGHAM COMMUNITY CHILDREN'S CENTRE after only showing 2 NPN's. then goes straight to Shropshire Community Health NHS Trust HQ. If I start with the mouse hovering over BIRMINGHAM COMMUNITY CHILDREN'S CENTRE and roll the mouse wheel to scroll down, it does not move the page, by scrolls the specific sub section for BIRMINGHAM COMMUNITY CHILDREN'S CENTRE within the list. Survey feedback: The ability to see more lines of NPNs at one time | Given........ When ..... Then..... |
9 | As a TPD (Training Programme Director) I want to be able to see and distinguish between the different types of placements (Parental leave, In Post, etc.) So that I can efficiently manage the plan | TISNEW-2299 - Placement Planning Tool - Differentiate between different types of placements | A ticket already exists in the MVP Survey feedback: I want to be able to differentiate trainees ‘in post’, ‘not in post’, ‘maternity leave’, SPL, acting up and paternity using different colours etc. Needs to identify if the trainee is on maternity leave. So that I can see trainee details, assigned trainees and assign trainees to vacant | Given there are different types of Placements (In Post, Parental leave, etc.) |
10 | 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 | TISNEW-2295 - Placement Planning Tool - View WTE info against trainees and assign them to posts. | A ticket already exist in the MVP Survey feedback: Show the Trainee's WTE next to their name if LTFT. Needs to highlight if they are LTFT and the percentage, this would be useful to be able identify available slot shares[AA1] | Given there are Whole Time Equivalent (WTE) placements against the selected Programme on TIS |
11 | As a TPD I want to see GMC number next to the trainee names in the drop downs when locating placement for the trainee or/and adding placement So that I can quickly locate the exact trainee. | TISNEW-3318 - View of the GMC number next to the trainee name in the drop downs | Survey Feedback: Would like to see the trainees GMC number Survey Feedback: When creating a new placement, could GMC number also be shown (for cases where a common name may occur) | Given........ When ..... Then..... |
Proposed Solution Design / UX
This UI/UX needs to be reviewed with regards to the MVP and consideration for missing elements.
UX wireframes
UX enhancements v2
InVision wireframe: https://projects.invisionapp.com/freehand/document/nNUkR1mVe
Modal UX work:
Screenshot here Matt Leech (Unlicensed) have you missed a screenshot here?
Jira tickets
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