Absence Management
Page Contents:
- Description
- Scope
- As-Is Intrepid User journeys
- Background
- Absence Management - Scenarios
- Absence management - Field validation
- User Journey
- Related JIRA ticket links
- For Discussion
- Absence Management - Intrepid Leave Manager, Course Management & Teaching sessions Review
- Absence Management - West Midlands To Be Process (Interim) Minutes
- Absence Management - OOP
- Absence Management - Study leave Process Changes
- Absence Management - Feedback
Description
The management and recording of any absence undertaken by a learner or trainer. This component can be split into two areas. The manual recording of Education/Leave, Teaching Sessions and Courses on the Intrepid system and the usage of the Leave Manager/Leave Manager Plus module of Intrepid.
Component
TIS-632
As a Product Owner
I Want to be able to clearly record and monitor all out of program activities and absence of trainers and trainees (including study leave)
So That relevant stakeholders are aware of the learners status.
Scope
MVP Scope
- record entitlements to time, budget and teaching sessions by trainee and "absence type"
- record actuals to time, budget and teaching sessions by trainee and "absence type"
These can support Form R completion and assessments activity, so would be important to TIS at MVP.
Post-MVP Scope
- Request Leave (Trainee)
- Approve Leave
- Approve Leave (Study Leave)
- Manage Leave Approvers
- Track Study Leave Allocation & Funding (by Trainee)
- Track Study Leave Allocation Funding (by Trust)Trust
- View Consolidated Leave Information (by Team)
- OOP
Background - Manual Recording of Education/Leave, Teaching Sessions and Courses
Changes Planned
Current Usage
The following table shows the usage of the above functions on the V10 Intrepid system:
North East | Yorks and Humber | North West | West Midlands | East Midlands | East of England | LaSE | Thames Valley | Wessex | South West | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|
Education/Leave | Y | N | Y | Y | Y | N | N | Y | Y | Y | 7 |
Courses | Y | N | Y | Y | N | Y | N | Y | Y | Y | 7 |
Teaching Sessions | Y | N | N | Y | Y | N | N | Y | Y | Y | 6 |
Recommendation
There is a significant difference in the recording of leave using the three manual functions on Intrepid - note that these three functions all have the ability to record the same/similar data albeit in different ways and with slight differences in functionality.
LaSE and Yorks and Humber do not record this information (Yorks and Humber do collect the data but via a spreadsheet).
The remaining local teams either use all or a mix of the functions.
Therefore we have the following options:
- Create a single function that will allow local offices to record education/leave data manually but in one place with a streamlined and consistent dataset - will need to agree how to manage multi session courses
- Manual work around for a fixed period
NOTE: the outcomes of the Study Leave working group will provide more guidance to the TIS Team about what needs to be recorded (if anything) with regard to study leave funding/entitlements
Background - Leave Manager/Leave Manager Plus
Current Usage
Location | Intrepid Used | Volumes of Request (per month) | No Users | Comments |
---|---|---|---|---|
London & South East | No | N/A | N/A | |
East Midlands | Yes | 1150 | 50 (ad-hoc) |
|
West Midlands | No | N/A | N/A | |
East of England | No | N/A | N/A | |
North East | No | N/A | N/A | |
Yorkshire & Humber | No | N/A | N/A | |
North West | No | N/A | N/A | |
Wessex | Maybe | 500 | 30 |
|
Thames Valley | Yes | Unknown | 2 |
|
South West | Yes | TBC (Alice) | 7 + 36 trust admins |
|
Recommendation
The Leave Manager module is used by 3 Local Offices, however there is no consistent usage process between them.
- Develop leave management tool as part of TIS for all teams
- Manual workaround for a fixed period of time
- Teams continue as they are
- Develop Hicom advanced tool for all teams
User Journey
JIRA Tickets
For Discussion
# | Question | Comment | Owner |
---|---|---|---|
1 | how are expenses are managed in future for study leave with Trusts teams? | Alistair Pringle (Unlicensed), Ashley Ransoo | |
2 | share GP request form | Alistair Pringle (Unlicensed), Ashley Ransoo | |
3 | request form from Alistair for EOE | Ashley Ransoo, Alistair Pringle (Unlicensed) |
Slack: https://hee-nhs-tis.slack.com/
Jira issues: https://hee-tis.atlassian.net/issues/?filter=14213