Permissions: Where we are with PPT UI with users

This page is to show where we are with users permission as at December 2019. What the users can do and not do presently.

Users with HEE Admin permission:

• Can create a new placement that goes straight to ‘approved’ (the placement will not stay in draft except moved manually by user) and straight to ESR if within ESR constraints

• Can use ‘Approve All’ button to approve all placements in draft and all the approved placements will go straight to ESR if within ESR constraints

• Can move ‘Approved’ placement  to ‘Draft’ and then re-approve (if there is need for that to make changes). BUT any changes made to this placement will not go to ESR except if it is placement start from and date to change ( for change of date, it will follow the normal change of date notification agreed with ESR and send date changes notification to ESR )

• Can  use the ‘Update’ button to update placement fields in ‘approved’ state without need to move to draft. BUT any changes made to this placement will not go to ESR except if it is placement start from and to dates change ( for change of date, it will follow the normal change of date notification agreed with ESR and send date changes notification to ESR )

• Can use the ‘Delete’ button  to withdraw a placement and ESR will get a withdrawal Notification

Users without HEE Admin permission like TPDs:

• Can create a new placement that will stay in  ‘Draft’  and it will not go to ESR. It will need someone with approval permission to move to ‘approved’ before it goes to ESR if within ESR constraints

• Can  use the ‘Update’ button to update placement fields in both ‘Draft’ and  ‘Approved’ state without need to move to draft. If placement is in ‘Approved’ state, it will automatically goes back to ‘Draft’ sate and will need user with approval permission to move to ‘approve’ BUT any changes made to this placement will not go to ESR except if it is placement start from and to dates change ( for change of date, it will follow the normal change of date notification agreed with ESR and send date changes notification to ESR )

• Can use the ‘Delete’ button  to withdraw a placement and ESR will get a withdrawal Notification

PPT UI display:

• Placements  in ‘draft’  are display in the UI with a red ring round the placements to differentiate from ‘approved’ placements