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
Placement manager |
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To_Be - MVP
As a Training Programme Director (TPD)
I want to quickly assign Posts to People in an efficient way
So that I can organise the placements for a programme within a given timeframe
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
- Existing placements need to be visible within the UI
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
- Ensure WTE is visible in the UI
As a TPD
I want to be able to see any overlap between placements
So that I can efficiently assign posts to trainees for a programme
As a TPD
I want to be able to search for and filter posts and people for a large programme
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.
- Ability to filter a list of posts who have no trainees within a given time range.
- Ability to search for trainees by name/GMC number within the UI
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.
- On creation the UI should save the placement and then take the user to the placement within the plan view.
As a TPD
I want to be able to assign Educational and Clinical supervisors against placements for the plan/arrangements
So that they are recorded against the placements
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
As a TPD
I want to be able to save the plan
So that I or someone else with relevant permissions can come back later and make changes to it
As a TPD
I want to see the plan with a details 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.
To_Be - Post MVP
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
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
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
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