Posts - Scenarios

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Process Name	P-8A Bulk Update Posts and add rotations and funding episodes
Process Name	P-1 Navigate to Post	Comments
Description	User has ability to navigate to "Posts" area within the UI from their current location on site	Story not needed
Actors	Local Admin
Pre-Conditions	Logged in HEE Admin
Post-Conditions	View Posts landing page
Process Steps	1. View navigation 2. Hover over "Posts" 3. Present options to search, add new or bulk import Posts
Alternative Flow	N/A
Rules	- Error: page unavailable Should only be visible to Admins with relevant permissions
JIRA Reference	N/A
Audit Log	N/A

Process Name	P-2 View Post List	Comments
Description	User has ability to view list of multiple posts already entered
Actors	Local Admin
Pre-Condition	Logged in Authorised User
Post-Condition	View all or searched posts in a list screen
Process Steps	1. View table with column headers defined 2. Click into single line to view detail on a particular post 3. System presents detailed post view	Column Headers 1. National Post Number 2. Site 3. Approved Grade 4. Specialty 5. Programme 6. Current Trainee (taken from placement history) 7. Local Office 8. Funding Type 9. Status
Alternative Flow	P-3 Search Post
Rules	- Error: page unavailable filter on by default: user's local office Other validation available on field validation table
JIRA Reference	TIS-394
Audit Log	N/A

Process Name	P-3 Search Post	Comments
Description	User has ability to search for a particular post or posts
Actors	Local Admin
Pre-Condition	Logged in Authorised User
Post-Condition	View search result
Process Steps	1. Enter search term [all column headers] 2. Click search 3. Present search results	Column Headers 1. National Post Number 2. Site 3. Approved Grade 4. Specialty 5. Programme 6. Current Trainee (taken from placement history) 7. Local Office 8. Funding Type 9. Status
Alternative Flow	P-2 View Post List
Rules	- User must enter location code for results to display (no minimum characters) Advanced search against all column headers
JIRA Reference	TIS-686
Audit Log	N/A

Process Name	P-4 View / Edit Post Detail (including funding elements)	Comments
Description	User has ability to view detail of a single post
Actors	Local Admin
Pre-Condition	Logged in Authorised User
Post-Condition	View all or searched posts in a list screen
Process Steps	1. Click through from list view 2. View detail 3. Edit detail in field or select to decommission post 4. Save 5. Close	Labels - Status, National Post No, Managing Local Office,Post Family, Old Post, New Post, Main Site, Other Sites, Employing Body, Training Body, Approved Grade, Other Grades, Specialty, Other Specialties, Sub-Specialty, Training Description, Local Post No [Out of Scope for Sprint 29 - Start & End Date, Funding Type (multiple), Issue, Comments, Level of Post, Tariff Rate, Effective From/To Dates, Placement Rate funded by, placement rate prov to, placement rate calculation (formulae), Placement Rate (value), funding org, percentage, amount (£)] << All fields are editable if the user permissions allow (see user matrix, due 02 August)
Alternative Flow	P-9 View Post Detail (only)
Rules	- Rule: only specified fields are editable - Rule: allow user to delete / hide from view for the whole post - Rule: limit view of posts to those relevant to users' location - Error: only one user allowed to edit a single post at any one time - Error: must save before closing (- Rule: If user closes without saving, changes will be autosaved OUT OF SCOPE SPRINT 29)	Change to any of the post fields (Managing Local office, Main site, Specialty and grade) will result in a change to the post number
JIRA Reference	TIS-394, TIS-667, TIS-671, TIS-410, TIS-672, TIS-15, TIS-13, TIS-329, TIS-651, TIS-381, TIS-10, TIS-627
Audit Log	Change made - was/is When Who	Log changes to any of the field values and when and who made the changes. Visually presented to all

Process Name	P-5 Create New Post (SINGLE)	Comments
Description	User has ability to create a new single post
Actors	Local Admin
Pre-Condition	Logged in Authorised User
Post-Condition	View all or searched posts in a summary screen
Process Steps	1. Select to add new post 2. Enter relevant field data 3. System autosaves details as they progress 4. User saves	Labels - Status, National Post No, Suffix, Managing Local Office,Post Family, Old Post, New Post, Main Site, Other Sites, Employing Body, Training Body, Approved Grade, Other Grades, Specialty, Other Specialties, Sub-Specialties, Training Description, Local Post No, Training Post Flag, Post Funding Type, Post Funding Start Date, Post Funding End Date [Out of Scope for Sprint 29 - Start & End Date, Funding Type (multiple), Issue, Comments, Level of Post, Tariff Rate, Effective From/To Dates, Placement Rate funded by, placement rate prov to, placement rate calculation (formulae), Placement rate (value), funding org, percentage, amount (£)]
Alternative Flow	P-8 Bulk create post P-10 Link new post to old post
Rules	- Rule: Only specified fields should be entered (- Rule: Autosave as they progress through fields OUT OF SCOPE SPRINT 29) - Error: mandatory fields not completed National post number is created when the Managing Local office, Main site, Specialty and grade are entered (in that order) and the unique counter on the end of the post number is automated in relation to the previous post of the same characteristics - 002 follows 001 etc Rule: National Post Number must be suffixed with "S" for Supernumerary posts and "M" for Military posts Rule: National Post Number is automatically suffixed with "A" for academic posts Rule: National Post ID is only visible once the relevant fields have been completed - display guidance information to that effect
JIRA Reference	TIS-13, 'TIS-15, TIS-667, TIS-671, TIS-410, TIS-672, TIS-651, TIS-628, TIS-627
Audit Log	Who created post and when Log changes to any of the field values and when and who made the changes. Present audit log to all with view permissions (min)

Process Name	P-6 Link Programme	Comments
Description	User is able to add a new or edit an existing programme linked to a post
Actors	Local Admin
Pre-Condition	Logged in Authorised User
Post-Condition	add Programme to an existing or new post
Process Steps	1. Create or open post 2. Select to add programme 3. Search/select programme from drop-down 4. Select to add post	Labels - Status, National Post No, Managing Local Office,Post Family, Old Post, New Post, Main Site, Other Sites, Employing Body, Training Body, Approved Grade, Other Grades, Specialty, Other Specialties, Sub-Specialties, Training Description, Local Post No Out of Scope for Sprint 29 - Start & End Date, Funding Type (multiple), Issue, Comments, Level of Post, Tariff Rate, Effective From/To Dates, Placement Rate funded by, placement rate prov to, placement rate calculation (formulae), Placement fste (value), funding org, percentage, amount (£)
Alternative Flow	P-11 UNLINK PROGRAMME
Rules	- editable - no need to add / delete Programme from this journey - only one programme per post - multiple posts per programme - visible historical record of all Programmes that have been linked to a Post	New requirement for Programmes show historical record of all Posts that have been listed
JIRA Reference	TIS-12
Audit Log	Programmes the post was linked to Who made the change and when
Process Name	P-7 Delete Post Funding	Comments
Description	User is able to remove associated funding from a Post	OUT OF SCOPE FOR SPRINT 29
Actors	Local Admin
Pre-Condition	Logged in Authorised User	Permission applied by user
Post-Condition	TBC
Process Steps	1. Create or open post 2. Select to delete funding 3. Save	Start & End Date, Funding Type (multiple), Issue, Comments, Level of Post, Tariff Rate, Effective From/To Dates, Placement Rate funded by, placement rate prov to, placement rate calculation (formulae), Placement fste (value), funding org, percentage, amount (£) Local offices need to record the flat fee in each funding component for Tariff (the percentage which exists in V10 is not needed)
Alternative Flow	~~P-XX Create funding, not associated with a post~~	Not needed for MVP
Rules	- Display audit trail of funding - name, timestamp, indication of add/edit/delete funding was done - one fund per post - tariff rate is related to level of post
JIRA Reference	TIS-14
Audit Log	Who deleted the funding and when	Log changes to any of the field values and when and who made the changes. Visually presented to all

Process Name	P-8 Create New Posts (BULK)	Comments
Description	User has the ability to create new posts in bulk
Actors	HEE Admin, HEE Admin Sensitive, HEE Admin Reval, HEE TIS Admin
Pre-Condition	Logged in Authorised User
Post-Condition	Posts are created with the specified details from the template
Process Steps	Log in as one of the actors Navigate to Bulk uploads area via a Bulk Upload link under Posts L1 navigation Download the relevant TIS Bulk Posts Create template. Populate the template with the relevant columns to be for posts to be created with Upload the template on the Bulk Uploads area Observe the progress of the upload; Pending > In Progress > Completed Any errors with the structure of the template and missing mandatory fields validated upfront and presented to the user Any errors in the data, observed in a downloadable error report per row Number of failed or successful rows visible on the UI User able to re-upload the failed rows after correcting the errors on the template
Alternative Flow	P-5 Create New Post
Rules	Error: mandatory field not completed Error: Structure of the template expected by the import does not match, i.e. file format/column names/order expected do not match Error: Duplicate rows identified in the spreadsheet (e.g. Same NPNs at more than one row on the spreadsheet) Error: There is already a post with the same NPN on TIS. Rules documented for each column not limited to the above here for Bulk Create: Posts - Field Validation - NEW#FieldValidation-NEW-Posts-Bulkcreatecolumnheaders-validations-(DRAFT)	Error message appears to let the user know what the reasons for non import are.
JIRA Reference	TIS-647, TIS-381, TISNEW-3650 - Getting issue details... STATUS
Audit Log	Who created post and when Log changes to any of the field values and when and who made the changes. Present audit log to all with view permissions (min)
Description	User will have the ability to Update Posts details in bulk using the TIS_Post_IDs and also to add Rotations and Funding episodes to them.
Actors	HEE Admin, HEE Admin Sensitive, HEE Admin Reval, HEE TIS Admin,
Pre-Condition	Logged in user
Post-Condition	Posts are updated with the specified details from the template Rotations added to Posts where specified on the template Funding episodes added where specified on the template
Process Steps	Log in as one of the actors Navigate to Bulk uploads area via a Bulk Upload link under Posts L1 navigation Download the relevant TIS Bulk Posts Update template. Populate the template with TIS_Post_IDs and the relevant fields to be updated with, rotations to be added and funding episodes to be added where the user wish to add multiple funding episodes, separate rows for the same TIS_Post_ID is required Upload the template on the Bulk Uploads area Observe the progress of the upload; Pending > In Progress > Completed Any errors with the structure of the template and missing mandatory fields validated upfront and presented to the user Any errors in the data, observed in a downloadable error report Number of failed or successful rows visible on the UI User able to re-upload the railed rows after correcting the errors on the template
Alternative Flow	P-5 Create New Post (SINGLE)
Rules	Error for mandatory field not completed Rules documented for each column here for Bulk update: Posts - Field Validation - NEW#FieldValidation-NEW-Posts-BulkUpdatecolumnheaders-validations-(DRAFT)
JIRA Reference	TISNEW-2628 - Getting issue details... STATUS
Audit Log	Who created post and when Log changes to any of the field values and when and who made the changes.
Process Name	P-8B Bulk Update Posts funding episodes
Description	User will have the ability to update existing Post Funding details in bulk using the TIS_PostFundingIDs
Actors	HEE Admin, HEE Admin Sensitive, HEE Admin Reval, HEE TIS Admin,	Any existing role with write permissions to the posts
Pre-condition	Logged in User
Post-condition	Post Fundings are updated with the specified details from the template
Process Steps	Log in as one of the actors Navigate to Bulk uploads area via a Bulk Upload link under Posts L1 navigation Download the relevant TIS Bulk Post Fundings Update template. Populate the template with TIS_PostFundingIDs and the relevant fields to be updated with (e.g. start and end dates etc.) Upload the template on the Bulk Uploads area Observe the progress of the upload; Pending > In Progress > Completed Any errors with the structure of the template and missing mandatory fields validated upfront and presented to the user Any errors in the data, observed in a downloadable error report (e.g. an invalid TIS_PostFundingID etc.) Number of failed or successful rows visible on the UI when completed User able to re-upload the railed rows after correcting the errors on the template
Alternative FLow	Via Front end editing of single Post journey
Rules	Error for mandatory field not completed Rules documented for each column here - Posts - Field Validation - NEW#FieldValidation-NEW-PostFundings-BulkUpdateColumnsHeaders-Validations(Draft)
Jira Reference	TISNEW-3248 - Getting issue details... STATUS
Audit Log	Who updated post fundings and when Log changes to any of the field values and when and who made the changes.
Process Name	P-9 View Post Detail	Comments
Description	User has ability to view detail of a single post
Actors	Local Admin
Pre-Condition	Logged in Authorised User	Permission applied by user
Post-Condition	View all or searched posts in a list screen
Process Steps	1. Click through from list view 2. View detail 3. Save 4. Close	Labels - Status, National Post No, Managing Local Office,Post Family, Old Post, New Post, Main Site, Other Sites, Employing Body, Training Body, Approved Grade, Other Grades, Specialty, Other Specialties, Sub-Specialties, Training Description, Local Post No Start & End Date, Funding Type (multiple), Issue, Comments, Level of Post, Tariff Rate, Effective From/To Dates, Placement Rate funded by, placement rate prov to, placement rate calculation (formulae), Placement Rate (value), funding org, percentage, amount (£)
Alternative Flow	P-4 View /Edit Post Detail
Rules	- Rule: only specified fields are editable - Rule: delete / hide from view for the whole post - Rule: limit view of posts to those relevant to users' location - Error: must save before closing - Rule: If user closes without saving, changes will not be lost
JIRA Reference	TIS-394, TIS-325, TIS-10
Audit Log	No audit requirement

Process Name	P-10 Link new post to old post	Comments
Description	User has ability to create a new single post
Actors	Local Admin
Pre-Condition	Logged in Authorised User
Post-Condition	View all or searched posts in a summary screen
Process Steps	1. Select to add new post 2. Enter relevant field data (inc. the number of the 'old' post where applicable) 3. Save	Labels - Status, National Post No, Managing Local Office,Post Family, Old Post, New Post, Main Site, Other Sites, Employing Body, Training Body, Approved Grade, Other Grades, Specialty, Other Specialties, Sub-Specialties, Training Description, Local Post No Start & End Date, Funding Type (multiple), Issue, Comments, Level of Post, Tariff Rate, Effective From/To Dates, Placement Rate funded by, placement rate prov to, placement rate calculation (formulae), Placement Rate (value), funding org, percentage, amount (£)
Alternative Flow	N/A
Rules	- Rule: Only specified fields should be entered - Rule: Autosave as they progress through fields - Error: mandatory fields not completed Where 'old' post is recorded then the 'new' post number must be recorded against the 'old' post Where new post created as a result of decommissioning an old post, by default link posts Manual linkage should be via smart search / drop down (do not present options until at least first 4 characters have been entered)
JIRA Reference	TIS-671
Audit Log	Should be logged as part of create or edit journey

Process Name	P-11 Unlink Programme	Comments
Description	User is able to add a new or edit an existing programme linked to a post
Actors	Local Admin
Pre-Condition	Logged in Authorised User	Permission applied by user
Post-Condition	add Programme to an existing or new post
Process Steps	1. Create or open post 2. Select to add programme 3. Search/select programme from drop-down 4. Select to add post	Labels - Status, National Post No, Managing Local Office,Post Family, Old Post, New Post, Main Site, Other Sites, Employing Body, Training Body, Approved Grade, Other Grades, Specialty, Other Specialties, Sub-Specialties, Training Description, Local Post No Start & End Date, Funding Type (multiple), Issue, Comments, Level of Post, Tariff Rate, Effective From/To Dates, Placement Rate funded by, placement rate prov to, placement rate calculation (formulae), Placement fste (value), funding org, percentage, amount (£)
Alternative Flow	P-6 Link Programme
Rules	- editable - no need to add /delete Programme from this journey - only one programme per post - multiple posts per programme - visible historical record of all Programmes that have been linked to a Post
JIRA Reference	TIS-12
Audit Log	Programmes the post was linked to Visually presented to all


Process Name	P-12 Create funding, not associated with a post	Comments
Description	User is able to add, amend or remove associated funding from a Post	OUT OF SCOPE
Actors	Local Admin
Pre-Condition	Logged in Authorised User	Permission applied by user
Post-Condition	TBC
Process Steps	1. Create or open post 2. Select to add post funding 3. Present editable relevant fields (see comments) 4. User completes data entry 5. Calculations are completed 6. User manually checks calculations and amends as necessary 7. Save 8. Add post funding to linked post 9. Display funding detail against Post detail	Start & End Date, Funding Type (multiple), Issue, Comments, Level of Post, Tariff Rate, Effective From/To Dates, Placement Rate funded by, placement rate prov to, placement rate calculation (formulae), Placement fste (value), funding org, percentage, amount (£) Show flat fee only - percentage is no longer required
Alternative Flow	N/A
Rules	- Display audit trail of funding - name, timestamp, indication of add/edit/delete funding was done - one fund per post - tariff rate is related to level of post
JIRA Reference	N/A
Audit Log	N/A

Process Name	P-13 Add leave Approver	Comments
Description	User is able to add leave approver to a post	OUT OF SCOPE FOR SPRINT 29 - REVISIT WITH ABSENCE MANAGEMENT
Actors	Local Admin
Pre-Condition	Logged in Authorised User	Permission applied by user
Post-Condition	TBC
Process Steps	1. Create or open post 2. Select to add leave approver to post 3. Present editable relevant fields (see comments) 4. User completes data entry 7. Save	Labels - Status, National Post No, Managing Local Office,Post Family, Old Post, New Post, Main Site, Other Sites, Employing Body, Training Body, Approved Grade, Other Grades, Specialty, Other Specialties, Sub-Specialties, Training Description, Local Post No Start & End Date, Funding Type (multiple), Issue, Comments, Level of Post, Tariff Rate, Effective From/To Dates, Placement Rate funded by, placement rate prov to, placement rate calculation (formulae), Placement fste (value), funding org, percentage, amount (£)
Alternative Flow
Rules
JIRA Reference	TIS-627
Audit Log	Log changes to any of the field values and when and who made the changes. Visually presented to all

Process Name	P-14 Reporting on Vacancies & Fill Rates
Description	Users should be able to pull a report containing post details for all vacant posts
Actors	Administrator
Pre-Conditions	Logged in
Post Condition	Report created - viewable on screen and printable
Process Steps	Navigate to reporting function Select vacancy matrix report Enter search criteria (Date Range, Programme, Trust) Run report System presents report
Alternative Flows	N/A
Rules	N/A
JIRA ref	TIS-304
Audit Log	N/A

Process Name	P-15 Decommission Old Post
Description	User is able to remove a post that is no longer needed, from view	Scope to be discussed
Actors	Post Administrator
Pre-Conditions	Logged in
Post-Conditions	Post is flagged with Inactive Status
Process Steps	User navigates to desired post User opens post User changes status to "Inactive" System presents user with option to create a new linked post User selects no System updates Post status System removes Post from default list view
Alternative Flows	P-10 Link old post to new post; user indicates "yes" at step (4)
Rules
JIRA ref
Audit Log

P-1 Navigate to Post

P-2 View Post List

P-3 Search Post

P-2 View Post List

P-4 View / Edit Post Detail (including funding elements)

P-5 Create New Post (SINGLE)

P-6 Link Programme

P-7 Delete Post Funding

P-8 Create New Posts (BULK)

P-8A Bulk Update Posts and add rotations and funding episodes

P-8B Bulk Update Posts funding episodes

P-9 View Post Detail

P-10 Link new post to old post

P-11 Unlink Programme

P-12 Create funding, not associated with a post

P-13 Add leave Approver

P-14 Reporting on Vacancies & Fill Rates

P-15 Decommission Old Post