Background

The purposes of the Placement Planning Tool (also known as Placement manager in its current form on Intrepid) are:

To allow the person responsible for adding placements in a programme, access to the full range of data that is required to properly plan the rota within a single UI.
Useful when Training Programmes are too big and made up of Rotations.
To manage changes in placements , e.g. deferrals of start dates
To organise programmes with posts and people

As_Is

To_Be - MVP

As a Training Programme Director/Admin
I want To access the people and posts and placements in the Programme i'm responsible for within a user interface
So that I can efficiently manage placements within my programme of responsibility for a given time frame.

Row no.	User Story	Jira Ticket	Comments	Acceptance Criteria
1	As a TPD I want to be able to see occupancy of posts and trainees in a programme within a given time window So that I can assign easily assign trainees to vacant posts in a Plan Person detail should be forename, surname, GMC number Once a person is selected we should be able to see any past current or future placement details as well as Programme/curriculum membership detail (What is this. Is this the placement for person. We did not have this in the initial scope. We are looking at placements in a programme. So we are able to see on the timeline past/current and future. But not at the same level that we have for People/placements. Matt will discuss with Ashley). AP: At the time of searching the person, if we could have a link to the person>placements. Existing placements need to be visible within the UI	TISNEW-2294 - Getting issue details... STATUS	Matt: GMC will be added as a pill by Panos. Matt will supply an example	Given I am a TPD user or Admin User When I specify a date/time window on the planner Then I should be able to see trainees with their forename, surname and GMC number details Given there are trainees records returned for the time frame specified When I select a person record Then I should be able to see any past, current or future placement details And also see their Programme/Curriculum membership details (As discussed with James if we could have a link to the person>placements.) Given there are Inactive/Deleted posts against the selected Programme When the Planner is rendered Then the Inactive posts should not be visible on the Planner And the specialty dropdown should not be populated with specialties that are attached to inactive posts or placements
2	As a TDP I want to be able to see occupancy of posts and trainees in a programme within a given time window - Done So that I can efficiently assign posts to multiple less than full time trainees Ensure WTE is visible in the UI	TISNEW-2295 - Getting issue details... STATUS	Matt: WTE will be in the ’Tooltip rollover’ and also in the modal once you select the trainee Ashley: Considerations for the design/display when there are 1 programme with 50 posts for e.g. at same specialty. Considerations for the design/display 'Dr Vacant' placements.	Given there are Whole Time Equivalent (WTE) placements against the selected Programme on TIS When those records are rendered on the Planner Then I should be able to see the WTE information on those records within the Planner
3	As a TPD I want to be able to see posts with overlapping placements So that the posts numbers are not duplicated on the planner.	TISNEW-2296 - Getting issue details... STATUS	Matt: That is per speciality/post. Otherwise you will need to expand everything. Keep a note on that to discuss further in the meeting. I believe the way it is currently implemented works for that but better double check with Ashley Ashley: We are able to see at Post level all the placements on the plan, I believe this is sufficient. We can check with James.	Given there are posts with more with multiple placements for the default or adjusted timeline When the plan is rendered with placements Then I should be able to see one row for the Post number with multiple placements Given the timeline is then adjusted with a time period where for the same Post there are either more or less placements When the plan is rendered Then the Posts should automatically render the placements available for that period Given the timeline is then adjusted with a time period where for the same Post there are no placements When the plan is rendered Then the post should be visible with no placements
4	As a TPD I want to be able to search for and filter posts and people for a large programme -(We do not require a filter as far as we can determine as we have the ability to search across multiple areas of data. Filtering would require a table of results). So that I can arrange the placements in a Plan format Ability to filter a list of trainees who have no placement within a specified time range. (Matt to talk to Ashley, where is the value in this? We have search but do not think we need filters, lets discuss, I think value if the results are large, but need to establish this with Ashley) Ability to filter a list of posts who have no trainees within a given time range. (Matt to discuss with Ashley as to value of filtering. We have the ability to search, would the user need to filter those searches. We would expect the user to understand what data they were looking for. Ie. A Trainee or a Post). Ability to search for trainees by name/GMC number within the UI	TISNEW-2297 - Getting issue details... STATUS	Matt to talk to Ashley, where is the value in this? We have search but do not think we need filters, lets discuss, I think value if the results are large, but need to establish this with Ashley) JH/AP: Post MVP
5	As a TPD I want to be able to create/edit/delete placements with the searched vacant posts and trainees So that I can include them in the plan When creating the placement we need to be able to access all the fields associated with a placement on TIS. To be able to assign Educational and Clinical supervisors against placements Warning when attempting to create a placement against an occupied post On creation the UI should save the placement and then take the user to the placement within the plan view	TISNEW-2298 - Getting issue details... STATUS		Given I am a Training Programme Director or Administrator When I use the Planner to create placements Then I should be able to search for and select a trainee that has a programme membership with the Programme And create a placement for the trainee using one of the post associated with the programme Given I am a Training Programme Director or Administrator When I use the Add Placement function within the Planner Then I should be able to access the placement creation modal And I should be able to access all the fields associated with a placement on TIS And the specialty field should be pre-populated with the specialty selected from the Planner Given there is a specialty filter to select from before rendering the planner When I create a placement Then I should be able to select one of the 'Other specialties' of the Post to create a placement with Given Posts attached to the Programme can have 'Other sites' When I create a placement from the Planner and select one of the Other site as to become the Main site of the placement Then the planner should be rendered with those placements. Given the placement creation modal has all the placement fields When I enter values in the placement fields and save Then the minimum placement mandatory fields should be validated for And all the fields in the modal should have the same validation as the Person Placement creation journey Given the Placement modal has educational and clinical supervisor fields When those fields are filled in along with the minimum mandatory fields for placement creation Then the placement should be created with those supervisors associations Given placements can be added from the Planner When a placement is created and saved Then the placement should be rendered on the Planner Given there are placements on the Planner When a placement is viewed from the modal Then I should be able to edit and make changes to the Placements fields And the Planner should re-render with the changed placements details Given ESR Notifications are currently tracked with existing endpoints for placements When the same or new end points are available on the on the Placement Planning Tool to create/edit/delete placements Then ESR Notifications should also be tracked in the same way Given Placement added or amended date are recorded using existing Placement endpoints When the same or new endpoints are available on the Placement Planning Tool to add or amend placement Then the last amended or added date are still recorded in the same way Given Placements are rendered on the Planner When I select a placement and delete it Then the placement record should be hard deleted in a consistent way as in the current Person Placement journey. (note there is ticket to move placement delete to soft delete - TISNEW-1427). And the planner should re-render without and not show the deleted placement
6	As a TPD I want to be able to see and differentiate between the different types of placements (Parental leave, In Post, etc.) So that I can efficiently manage the plan	TISNEW-2299 - Getting issue details... STATUS	Matt: This will be visible in the Modal and Tooltip	Given there are different types of Placements (In Post, Parental leave, etc.) When the placements are rendered on the Planner Then I should be able to see and differentiate between the various types.
7	As a TPD I want to be able to organise and save the plan So that I or someone else with relevant permissions can come back later and make changes to it	TISNEW-2300 - Getting issue details... STATUS		Given I am a Training Programme Director, Local Office Administrator with access to Programmes When I navigate to a Programme on TIS Then I should have access to the Placement Planning Tool Given I am not one of the above roles, e.g. Trust admins roles When I navigate to a Programme on TIS Then I should not have access to the Placement Planning Tool (tbd as to which roles should have access to the Planning Tool)
8	As a TPD I want to see the plan with a start date/time of Today's date by default and spanning to 12 months in the future, but should should also be able to adjust the time window So that I can also view past and future Placements.	TISNEW-2301 - Getting issue details... STATUS	Timeline to be at Programme/Plan level and not per per post as it is currently.	Given a Programme and a specialty is selected When one of the collapsible Sites menus is expanded Then all the posts and placements for that Site should be available to view on the planner with a default date range of 12 months in the future And all placements that may have started in the PAST but are CURRENT due to their end dates being in the future should be visible Given a Programme and a specialty is selected When one of the collapsible Sites menus is expanded Then I should be able adjust the start and end dates on the planner And placements for the adjusted dates should be rendered on the planner
9	As a TPD I want to be able to see the Post detail (National Post Number, Site, Specialty and Grade) on the planner Post detail should include Post No, Site, Specialty, Grade. So that I have the site information of the post and easily assign trainees to vacant posts in a Plan.	TISNEW-2488 - Getting issue details... STATUS	The suggestion from James is to show this under specialty from the current design	Given Posts are recorded with a number of details on TIS When the Posts are rendered on the Planner Then I should be able see as a minimum the National Post Number, Site, Main Specialty and Grade of the posts.

To_Be - Post MVP

Row no.	User story	Jira ticket	Acceptance criteria
1	As a TPD for For London Programmes I want to be able to include rotations in the Placements plan So that I can manage Rotations for London
2	As a TPD - Descoped I want to be able to see/preview a draft version of the placement plan/arrangements for a programme So that I can make changes before publishing
3	As a TPD - Descoped I want to be able to publish the placement plan/arrangements for a programme So that they can flow to ESR

PPT User Feedback - 05 Aug 2019

Row no.	User Story	Jira Ticket	Comments	Acceptance Criteria
1	As a TPD I want to see a warning pop up when allocating more than one trainee to a post number within the same time period So that I manage placement	TISNEW-3328 - Getting issue details... STATUS	Survey feedback: Warning pop up when allocating more than 1 Trainee to a post number within the same time period (ideal would be to allocate each post an upper threshold for capacity based on the funding but appreciate this is probably not possible).	Given........ When ..... Then.....
2	As a TPD I want to be able to create/see/review the placement plan in draft So that I can make changes before publishing	TISNEW-3327 - Getting issue details... STATUS	Survey feedback: Currently I can envisage that this is still going to be needed to be "planned" in an excel sheet, and then transposed, as there is no facility to drag and drop changes in this. the ability to drag and drop posts (i am working on the premise that only the npn could be changed, not the dates)	Given........ When ..... Then.....
3	As a TPD I want to see that unplaced trainees due to anesthetics sitting on 3 rotations flagged So that I can manage rotation	TISNEW-3326 - Getting issue details... STATUS	Survey feedback: Risks for unplaced trainees due to anaesthetics sitting over 3 rotations. would this flag up?	Given........ When ..... Then.....
4	As a Training Programme Director TPD I want to be able to see all the posts and trainees in my programme as an overview So that I can see trainee details, trainees already assigned to post and assign trainees to vacant posts in a plan	TISNEW-3323 - Getting issue details... STATUS	Survey feedback: Would like to be able to see all the posts and trainees(and their current placements ) as an overview with limited scrolling down and across When you scroll down and across, you lose the post site name, post number and dates. The screen is too large, and you are unable to see the whole programme at a glance without scrolling. You can't use the side scroll to scroll down Survey feedback: Include other specialties alongside each post so you can tell which post you are picking Would like to see the specific post specialty showing as well as the post number	Given........ When ..... Then.....
5	As a TPD I want to see sites, trainee name in alphabetical order So that I can easily find trainee or post	TISNEW-3320 - Getting issue details... STATUS	Survey feedback: The sites don’t show in alphabetical order. Trainee name, is this in alphabetical order via forename, should be surname and GMC. Specialty drop down to be in alphabetical order Survey feedback: Specialty drop down is not in alphabetical order, making it difficult to use	Given........ When ..... Then.....
6	As a TPD I want to clearly see which trainees or posts have no placement or vacant So that I can make sure I do not miss any trainee or posts	TISNEW-3319 - Getting issue details... STATUS	Survey feedback: Need a list of trainees not placed, posts free etc as discussed. Would be easier for the plan to select a Trust rather than showing all placements and Trusts.	Given........ When ..... Then.....
7	As a TPD I want the detail of the post and the site to persist when I scroll across the screen So that I do not loose the detail of the post I’m working on.	TISNEW-3317 - Getting issue details... STATUS	Survey feedback: You have to use your mouse, unless you scroll right across to the other end of the page and then you loose all of the info (site name, post). Survey feedback: It would be helpful to freeze the top date line and the post number on the left hand side. It would be useful to have an improved layout so more trainees/ programmes can be seen on screen at one time. Visually it isn't easy to absorb the information. A freeze pane on the left column would be good when scrolling sideways. Fixing the row and column heading to always visible [AA1]	Given........ When ..... Then.....
8	As a TPD I want each post to only take up one line unless they are in a slot share So that I can maximise my views.	TISNEW-3316 - Getting issue details... STATUS	Survey feedback: A new line for every trainee on the placement takes up a lot of room, would look easier if they were only on separate lines if an overlap. NPN taking 2 lines, would like to have the option of making it one line, meaning up to twice as many lines per screen can be displayed. I have noticed there is scrolling on the list, then sub scrolling in the sites on the list, I fear this will cause confusion or lines being missed. Further, upon reexamination, it is the location of the mouse at the start of the scroll that impacts on this. EXAMPLE: in my current view, Coventry Teaching PCT is showing 3 lines, (all empty) with my mouse over that, rolling the wheel to go down the page, it jumps over BIRMINGHAM COMMUNITY CHILDREN'S CENTRE after only showing 2 NPN's. then goes straight to Shropshire Community Health NHS Trust HQ. If I start with the mouse hovering over BIRMINGHAM COMMUNITY CHILDREN'S CENTRE and roll the mouse wheel to scroll down, it does not move the page, by scrolls the specific sub section for BIRMINGHAM COMMUNITY CHILDREN'S CENTRE within the list. Survey feedback: The ability to see more lines of NPNs at one time	Given........ When ..... Then.....
9	As a TPD (Training Programme Director) I want to be able to see and distinguish between the different types of placements (Parental leave, In Post, etc.) So that I can efficiently manage the plan	TISNEW-2299 - Getting issue details... STATUS	A ticket already exists in the MVP Survey feedback: I want to be able to differentiate trainees ‘in post’, ‘not in post’, ‘maternity leave’, SPL, acting up and paternity using different colours etc. Needs to identify if the trainee is on maternity leave. So that I can see trainee details, assigned trainees and assign trainees to vacant	Given there are different types of Placements (In Post, Parental leave, etc.) When the placements are rendered on the Planner Then I should be able to see and differentiate between the various types.
10	As a TDP I want to be able to see occupancy of posts and trainees in a programme within a given time window So that I can efficiently assign posts to multiple less-than-full-time trainees	TISNEW-2295 - Getting issue details... STATUS	A ticket already exist in the MVP Survey feedback: Show the Trainee's WTE next to their name if LTFT. Needs to highlight if they are LTFT and the percentage, this would be useful to be able identify available slot shares[AA1]	Given there are Whole Time Equivalent (WTE) placements against the selected Programme on TIS When those records are rendered on the Planner Then I should be able to see the WTE information on those records within the Planner
11	As a TPD I want to see GMC number next to the trainee names in the drop-downs when locating placement for the trainee or/and adding placement So that I can quickly locate the exact trainee.	TISNEW-3318 - Getting issue details... STATUS	Survey Feedback: Would like to see the trainees GMC number Survey Feedback: When creating a new placement, could GMC number also be shown (for cases where a common name may occur)	Given........ When ..... Then.....

Proposed Solution Design / UX

This UI/UX needs to be reviewed with regards to the MVP and consideration for missing elements.

https://hee-tis.atlassian.net/wiki/spaces/TISDEV/pages/532348957/TIS+Admin+UI+-+UX+Enhancement+-+Programme+placements+Details+Placements+Planner

UX wireframes

UX enhancements v2

InVision wireframe: https://projects.invisionapp.com/freehand/document/nNUkR1mVe

Modal UX work:

Screenshot here Matt Leech (Unlicensed) have you missed a screenshot here?

Jira tickets

key	summary	type	created	updated	due	assignee	reporter	priority	status	resolution

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