Placements - Scenarios

Context xyz

Process Name	PL1 - Navigate to Placements	Comments
Description	User can access placement management tools
Actors	HEE Admins
Pre-conditions	Logged in Security allows access to placement manager
Post-conditions	View options to create / edit placements
Process steps	1. Hover over Placements in nav bar 2. Select either Bulk Upload or Placement Manager 3. System presents create/edit screens as requested
Alternative flow	PL3 - Create Placement from Person record
Rules	Page only available to those who have access to 'Placements' in their role
JIRA Reference
Audit Log	N/a

Process Name	PL2 - Search	Comments
Description	User should be able to find placement details by searching for a person or post number
Actors	HEE Admin
Pre-Conditions	Logged in Security allows access to Posts, People or Placement Manager
Post-Conditions	User is able to find specified data around a Placement User is told there are no details related to their particular search
Process Steps	User navigates to either Person, Posts or Placement Manager areas User enters search criteria (First Name, Last Name, GMC Number, GDC Number, Healthcare Number, Programme Name, Programme Number User confirms search System presents results as list
Alternative Flow	N/A
Rules
JIRA Reference
Audit Log

Process Name	PL3 - Create Placement from Person Record	Comments
Description	User can create placement related to an individual person
Actors	HEE Admins
Pre-Conditions	Logged in Security allows access to Posts, People or Placement Manager Person search completed
Post-Conditions	Placement created for a single individual Placement confirmed to relevant Trust
Process Steps	select person system presents form with the following details: first name, last name, address, past/current/future placements (if applicable), programme name, curricula names, curricula start date, curricula end date user completes relevant fields post number post details placement start date placement end date placement type honorary WTE clinical supervisor name educational supervisor name MIP User saves record Confirmation of placement is recorded against Trainee record Confirmation of placement is sent to relevant Trust (i.e. where the placement will be completed)	Placement record to include: start date end date site grade specialty placement type status Post Details to be pre-populated: site, managing deanery, grade, specialty, local post number, training description
Alternative Flow	PL4 - Create Bulk Placements PL6 - Manage Multiple Placements
Rules	WTE default is 1 WTE - warn user that if the role is a slot share, they should add 10% MIP default 0 on create
JIRA Reference
Audit Log

Process Name	PL4 - Create Bulk Placements	Comments
Description	User can create placement related to a group of people
Actors	HEE Admin
Pre-conditions	Logged in Security allows access to Placement Manager
Post-conditions	Placement created for a group of individuals Upload errors displayed by Spreadsheet Line Placement confirmed to relevant Trust
Process steps	Access bulk upload screen Download spreadsheet User completes spreadsheet Upload completed spreadsheet User saves record Confirmation of placement is recorded against Trainee record Confirmation of placement is sent to relevant Trust (i.e. where the placement will be completed)	Column headers on spreadsheet = PL3, step 3
Alternative flow	PL10 - Upload Errors
Rules
JIRA Reference
Audit Log

Process Name	PL6 - Manage Multiple Placements	Comments
Description
Actors
Pre-conditions
Post-conditions
Process steps
Alternative flow
Rules
JIRA Reference
Audit Log

Process Name	PL8 - Manage Placements with Slot Share	Comments
Description
Actors
Pre-conditions
Post-conditions
Process steps
Alternative flow
Rules
JIRA Reference
Audit Log

rocess Name	PL1 - Navigate to Placements	Comments
Description	User can access placement management tools
Actors	HEE Admins
Pre-conditions	Logged in Security allows access to placement manager
Post-conditions	View options to create / edit placements
Process steps	1. Hover over Placements in nav bar 2. Select either Bulk Upload or Placement Manager 3. System presents create/edit screens as requested
Alternative flow	PL3 - Create Placement from Person record
Rules	Page only available to those who have access to 'Placements' in their role
JIRA Reference
Audit Log	N/a

Process Name	PL1 - Navigate to Placements	Comments
Description	User can access placement management tools
Actors	HEE Admins
Pre-conditions	Logged in Security allows access to placement manager
Post-conditions	View options to create / edit placements
Process steps	1. Hover over Placements in nav bar 2. Select either Bulk Upload or Placement Manager 3. System presents create/edit screens as requested
Alternative flow	PL2 - Create Placement from Person record
Rules	Page only available to those who have access to 'Placements' in their role
JIRA Reference
Audit Log	N/a

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