Absence Management - MVP Scenarios

AR 07/02: Scope of Absence is to be confirmed.

Scope

record entitlements to time and budget on trainees in single and bulk - AR 07/02: Following conversation Alistair Pringle (Unlicensed) and I had with Claire LeHoux, recording of entitlements is not of much value. I believe this can be de-scoped altogether? Alistair Pringle (Unlicensed) can you confirm if this would be the preference by other LOs and SMLs?
record teaching session minimum attendance
record actuals to time, budget and teaching sessions on trainees in single and bulk

These can support form R completion and assessments activity, so would be important to TIS at MVP.

E-portfolio is currently used to record work-based assessments related to their programme curricula and potentially attendance to teaching sessions that form part of their programme.

MVP Scenarios Summary

Scenarios summary list	Description	MVP/Post-MVP	Jira tickets
ABS-1 Record Entitlements (TBC)	User has the ability to record entitlements for time allowed for study leave and expenses.	MVP (TBC)	TISNEW-1693 - Getting issue details... STATUS
ABS-2 Bulk record teaching session attendance against trainees	User has the ability to record in bulk teaching session attendance to trainees	Post-MVP
ABS-3 Add teaching session attendance to trainee record individually	User has the ability to record teaching session attendance to a trainee	Post-MVP
ABS-4 View/Edit teaching session attendance to trainee records individually	User has the ability to view/edit teaching session attendance to a trainee	Post-MVP
ABS-5 Bulk record curriculum teaching sessions expected attendance requirement to trainees	User has the ability to record expected attendance requirement to trainees in bulk	Post-MVP
ABS-6 View/Edit curriculum teaching sessions expected attendance requirement to trainees	User has the ability to view/edit curriculum teaching session expected attendance to trainees	Post-MVP
ABS-7 Add study leave to trainee record (time recording)	User has the ability to add actual time taken for study leave to a trainee	MVP (TBC)	TISNEW-1686 - Getting issue details... STATUS
ABS-8 View/Edit study leave on trainee record	User has the ability to view/edit actual time taken for study leave on a trainee record	MVP (TBC)	TISNEW-1686 - Getting issue details... STATUS
ABS-9 Add expenses to trainee record	User has the ability to record expenses claimed against a trainee record	MVP (TBC)	TISNEW-1686 - Getting issue details... STATUS
ABS-10 View/Edit expenses on a trainee record	User has the ability to view/edit expenses claimed against a trainee record	MVP (TBC)	TISNEW-1686 - Getting issue details... STATUS
ABS-11 View/Edit Entitlements	User has the ability to view/edit entitlements for time allowed for study leave and expenses.	MVP (TBC)	TISNEW-1693 - Getting issue details... STATUS
ABS-12 Bulk Add/Update Entitlements (TBC)	User has the ability to add and update entitlements for budget and study leaves to trainee records in bulk	(TBC)	TISNEW-1704 - Getting issue details... STATUS
ABS-13 Bulk Add/Update Study Leaves and Relocation	User has the add and update Study leaves, costs and Relocation in bulk against trainees records	(TBC)	TISNEW-1707 - Getting issue details... STATUS

Scenarios

Process Name	ABS-1 - Record Entitlements	Comments
Description	Admins should be able to record entitlements for study leaves, expenses and teaching sessions minimum attendance requirement to a trainee	Teaching sessions attendance is Post-MVP.
Actors	HEE Admin, Trusts admins, Local Admins
Pre-Conditions	Admin has navigated to the Person Record
Post-Conditions	Entitlements are recorded against a trainee's record
Process Steps	Navigate to Absence within a Trainee's Absence "tab" Enter values against entitlements fields Save Entitlements value are updated	Study leaves - number of days Expenses - GBP Min. Teaching Sessions - number of sessions (Post-MVP)
Alternative Process Steps	ABS-12 - Bulk Add/Update Entitlements
Rules	As defined in field validation
Jira Links	TISDEV-3218 - Getting issue details... STATUS
Audit Log	Who added the record and when

Process Name	ABS-11 - View/Edit Entitlements	Comments
Description	Admins should be able to view/edit entitlements for study leaves, expenses and teaching sessions minimum attendance requirement to a trainee	Teaching sessions attendance is Post-MVP.
Actors	HEE Admin, Trusts admins, Local Admins
Pre-Conditions	Admin has navigated to the Person Record
Post-Conditions	Entitlements are recorded against a trainee's record
Process Steps	Navigate to Absence within a Trainee's Absence "tab" View/Edit values against entitlements fields Save Entitlements values are updated	Study leaves - number of days Expenses - GBP Min. Teaching Sessions - number of sessions (Post-MVP)
Alternative Process Steps	ABS-12 - Bulk Add/Update Entitlements
Rules	As defined in field validation
Jira Links	TISDEV-3218 - Getting issue details... STATUS
Audit Log	Who edited the record and when

Process Name	ABS-3, ABS-7 - ABS-9 - Record Actuals	Comments
Description	Admins should be able to record actual values related to time taken for study leaves, expenses claimed and number teaching sessions attended by trainee	Teaching sessions attendance is Post-MVP.
Actors	HEE Admin, Trusts admins, Local Admins
Pre-Conditions	Admin has navigated to the Person Record
Post-Conditions	Actuals are recorded against a trainee's record
Process Steps	Navigate to Absence within a Trainee's Absence "tab" Enter values against actuals fields Save Actuals values are updated	Time - number of days Expenses - GBP Teaching Sessions - number of sessions(Post-MVP)
Alternative Process Steps	ABS-13- Bulk Add/Update Actuals
Rules	As defined in field validation
Jira Links	TISDEV-3219 - Getting issue details... STATUS
Audit Log	Who added the record and when

Process Name	ABS-4, ABS-6, ABS-8 , ABS-10, ABS-11 - View/Edit Actuals and/or Entitlements	Comments
Description	Admins should be able to view/edit actual and entitlement values related to time taken for study leaves, expenses claimed and number of teaching sessions attended by trainee.	Recording/viewing/editing of teaching sessions is Post-MVP.
Actors	HEE Admin
Pre-Conditions	Admin has navigated to the Person Record
Post-Conditions	Actuals are recorded against a trainee's record
Process Steps	Navigate to Absence within a Trainee's Absence "tab" View/Edit values against actuals fields Save Value updated	Time - number of days Expenses - GBP Teaching Sessions - number of sessions
Alternative Process Steps	N/A
Rules	As defined in field validation
Jira Links	TISDEV-3219 - Getting issue details... STATUS
Audit Log	Who Edited the record and when

Process Name	ABS-12 - Bulk Add/Update Entitlements	Comments
Description	Admins should be able to add/Update entitlements for study leaves, expenses and teaching sessions minimum attendance requirement to a trainee in bulk	Teaching sessions attendance is Post-MVP.
Actors	HEE Admin, Trusts admins, Local Admins
Pre-Conditions	Admin has navigated to the People Bulk Upload Functions
Post-Conditions	Entitlements are recorded against trainees record
Process Steps	Navigate to Absence Bulk Upload Function Download the Excel template for Entitlements Populate the spreadsheet with entitlements for each trainee Browse and Upload the spreadsheet using the Bulk Upload function System validates spreadsheet and presents validation errors if any System creates new records based on spreadsheet values Where system finds matching records on TIS, it will update the record with details being uploaded Where system cannot find a matching record on TIS, new records will be created System will send confirmation when process completes System presents a list of newly created records for review/update Entitlements values are added or updated against trainees records	Study leaves - number of days Expenses - GBP Min. Teaching Sessions - number of sessions (Post-MVP) Refer to Field Validation (Entitlements v Actuals MVP table only) for fields to be included in the Entitlements Upload Template.
Alternative Process Steps	N/A
Rules	As defined in field validation
Jira Links	TISDEV-3419 - Getting issue details... STATUS
Audit Log	Who did the bulk upload, which set of records were added/updated and when

Process Name	ABS-13- Bulk Add/Update Actuals	Comments
Description	Admins should be able to record in bulk actual values related to time taken for study leaves, expenses claimed and number teaching sessions attended by trainee	Teaching sessions attendance is Post-MVP.
Actors	HEE Admin, Trusts admins, Local Admins
Pre-Conditions	Admin has navigated to the People Bulk Upload Functions
Post-Conditions	Actuals are recorded against trainees record
Process Steps	Navigate to Absence Bulk Upload Function Download the Excel Template for Actuals Populate the spreadsheet with Actuals for each trainee Browse and upload the Actuals spreadsheet using the Bulk upload function System validates spreadsheet and presents validation errors if any System creates new records based on spreadsheet values Where system finds matching records on TIS, it will update the record with details being uploaded Where system cannot find a matching record on TIS, new records will be created System will send confirmation when process completes System presents a list of newly created records for review/update Actuals values are added or updated against trainee records.	Time - number of days Expenses - GBP Teaching Sessions - number of sessions(Post-MVP) Refer to Field Validation (Entitlements v Actuals MVP table only) for fields to be included in the Actuals Upload Template.
Alternative Process Steps	N/A
Rules	As defined in field validation
Jira Links	TISDEV-3420 - Getting issue details... STATUS
Audit Log	Who did the bulk upload, which set of records were added/updated and when

Next steps:

Alistair Pringle (Unlicensed) to Confirm the above scope and Field Validation queries for MVP. ( TISDEV-3051 - Getting issue details... STATUS )
Present to BM's