Approvals - Scenarios

The current list of scenarios is as follows:

Process Name	AP-1 Create / Add Site Approvals	Comments
Description	Admins are to complete that a site is approved within the reference table to make it available for use as a site for a post/placement
Actors	HEE Admins (Any Roles with access to create/update sites)
Pre-Conditions	Site approval period is coming to an end or is not approved at present.
Post-Conditions	A new/existing & approved site is added or amended to the Site reference table list When Adding placements, user should be able to use the new approved Site.
Process Steps	Navigate to Site list Select Site to edit or create site Fill in relevant fields and approvals dates from and to Update/Set status to Current (if required) Link historical sites (if applicable) NOT FOR MVP Post - MVP Save
Alternative Process	AP-2 Remove site approval
Rules	Site must be approved to become available for use within a post/placement - this is known by the approvals from/to date being valid (i.e. not expired)
JIRA Links	TISNEW-3465 - Getting issue details... STATUS
Audit Log	N/A

Process Name	AP-1A Create / Add Site Approvals in Bulk	Comments
Description	Admins are to complete that a site is approved within the reference table to make it available for use as a site for a post/placement in bulk, i.e. multiple sites as a time
Actors	HEE Admins (Any Roles with access to create/update sites)
Pre-Conditions	Site approval period is coming to an end or is not approved at present.
Post-Conditions	Existing Site is appended with approval details to the Site reference table When Adding placements, user should be able to use the new approved Site. - Post MVP
Process Steps	Navigate to bulk uploads area Select the appropriate template to download and fill for Sites Approvals Fill in relevant fields and approvals dates from and to Update/Set status to Current (if required) - Post MVP Link historical sites (if applicable) NOT FOR MVP Post - MVP Upload the template to TIS Sites updated with dates
Alternative Process	AP - 1
Rules	Site must be approved to become available for use within a post/placement - this is known by the approvals from/to date being valid (i.e. not expired) - Post MVP Approved from and to dates are added/amended to existing sites - MVP
JIRA Links	<<Ticket here>>>
Audit Log	Site last amended/added by who and when.

Process Name	AP-2 Edit/Remove site approval	Comments
Description	Admins are to complete that a site is no longer approved within the reference table to make it unavailable for use as a site for a post/placement
Actors	System Admin
Pre-Conditions	Site approval date is expired that needs to be updated Site has got no start and end dates
Post-Conditions	Site is unavailable for use within Posts / Placements? Post - MVP Site is updated with the dates
Process Steps	Navigate to site list Select site to edit or create site Make necessary changes Change status to inactive to deactivate or amend start date or amend end date Save	Should anything else be done to remove approval? I suppose as long as we can tie off the dates that is enough. Should site approval be stored historically? Yes although not sure how this would work as we just recording dates?
Alternative Process	AP-1 Create / Add Site Approvals
Rules	once site has been made inactive, it should not be available to add to posts warn users about already linked posts/placements ? Post - MVP	What should happen to a post/placement that is already linked to a site that becomes expired or is no longer approved? Nothing for MVP Should a user be able to see which posts/placements are linked here so they can amend them? Not for MVP
JIRA Links	TISNEW-3465 - Getting issue details... STATUS
Audit Log	N/A

Process Steps	AP-3 Define Trainer Pathways - NOT FOR MVP	Comments
Description	Admins can define pathway for trainers to be assessed against
Actors	Admin
Pre-Conditions	Trainer record exists within TIS
Post-Conditions	New pathway defined
Process Steps	Navigate to Pathway Definition space in Trainer record Select to define new approval Define an approval type Define approval name Define start / end dates Save	Trainer Types Clinical Supervisor Eductional Supervisor Clinical & Educational Supervisor Other? Where should trainer types be defined? Maybe as an interim step? This is a question for SMLs I reckon Where should this function sit? Manage record perhaps? or again we could ask where it would logically sit? Where should domains be defined? Another interim step? New reference table? Are we doing domains as part of MVP? Is this the right process?
Alternative Process	N/A
Rules	Trainer cannot be linked to trainees if they are not approved	do not include this for MVP
Jira Links
Audit Log

Process Steps	AP-4 Edit Trainer Pathway - NOT FOR MVP	Comments
Description
Actors
Pre-Conditions
Post-Conditions
Process Steps	Navigate to Pathway Definiion space Select pathway Define a pathway name Select trainer type add from list add new trainer type Assign domains (from reference table) Save
Alternative Process
Rules
Jira Links
Audit Log

Process Steps	AP-5 Expiry Notification - NOT FOR MVP	Comments
Description
Actors
Pre-Conditions
Post-Conditions
Process Steps
Alternative Process
Rules
Jira Links
Audit Log

Process Steps	AP-6 Record Trainer Approval	Comments
Description	Admin should be able to record approval periods for a trainer in their person record
Actors	HEE Admin Trainer ( ? )
Pre-Conditions	Admin has navigated to Trainer record
Post-Conditions	Approval dates recorded
Process Steps	Navigate to Approval space in Trainer record Select to define new approval Define trainer type ~~Define an approval type~~ ~~Define approval name~~ Define start / end dates Save Display new approval against trainer record	NB: there may be more than one approval record per trainer ?? Post - MVP For MVP, decide whether only one set of approval period is required.
Alternative Process	N/A
Rules	add multiple approvals against a single trainer
Jira Links	TISNEW-3466 - Getting issue details... STATUS
Audit Log	who created and when who edited and when

Process Steps	AP-7 Edit Trainer Approval	Comments
Description	Admin should be able to record approval periods for a trainer in their person record
Actors	HEE Admin Trainer
Pre-Conditions	Admin has navigated to Trainer record
Post-Conditions	Approval dates recorded
Process Steps	Navigate to Pathway Definition space in Trainer record Select existing approval edit relevant field Define an approval type Define approval name Define start / end dates Save Display updated approval	NB: there may be more than one approval record per trainer
Alternative Process	N/A
Rules	no validation for MVP
Jira Links	TISNEW-3466 - Getting issue details... STATUS
Audit Log	who edited and when