This page is shows where we are with PPT (what we have done so far) and what still need to be done in terms of users feedback
Where we are
Permissions:
Users with HEE Admin permission:
Can create a new placement that goes straight to ‘approved’ (the placement will not stay in draft except moved manually by user) and straight to ESR if within ESR constraints
Can use ‘Approve All’ button to approve all placements in draft and all the approved placements will go straight to ESR if within ESR constraints
Can move ‘Approved’ placement to ‘Draft’ and then re-approve (if there is need for that to make changes). BUT any changes made to this placement will not go to ESR except if it is placement start from and date to change ( for change of date, it will follow the normal change of date notification agreed with ESR and send date changes notification to ESR ). Moving ‘Approved' placement to ‘draft’ won’t withdraw any notification from ESR.
Can use the ‘Update’ button to update placement fields in ‘approved’ state without need to move to draft. BUT any changes made to this placement will not go to ESR except if it is placement start from and to dates change ( for change of date, it will follow the normal change of date notification agreed with ESR and send date changes notification to ESR )
Can use the ‘Delete’ button to withdraw a placement and ESR will get a withdrawal Notification
Users without HEE Admin permission like TPDs:
Can create a new placement that will stay in ‘Draft’ and it will not go to ESR. It will need someone with approval permission to move to ‘approved’ before it goes to ESR if within ESR constraints
Can use the ‘Update’ button to update placement fields in both ‘Draft’ and ‘Approved’ state without need to move to draft. If placement is in ‘Approved’ state, it will automatically goes back to ‘Draft’ sate and will need user with approval permission to move to ‘approve’ BUT any changes made to this placement will not go to ESR except if it is placement start from and to dates change ( for change of date, it will follow the normal change of date notification agreed with ESR and send date changes notification to ESR ) and it’s approved again.
Can use the ‘Delete’ button to withdraw a placement and ESR will get a withdrawal Notification
PPT UI display:
Placements in ‘draft’ are display in the UI with a red ring round the placements to differentiate from ‘approved’ placements
What still need to be done or prioritise
Permissions: What still need to be done:
Placement Bulk Upload permission for Programme and Trust admin roles: 2 options to be decided by Dev team/PO; either; a)Ideally restrict them (Programme and Trust admin roles) from being able to bulk upload placements OR b) Set to DRAFT only for these 2 types of users when bulk uploading. https://hee-tis.atlassian.net/browse/TISNEW-3657
Amendments/Update made to CURRENT/PAST placements, the status to remains in APPROVED for all users. Please note; users would need to delete the placements in order to withdraw. For any other changes, it would still be BAU. https://hee-tis.atlassian.net/browse/TISNEW-3656
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