PS Contact Types

Create a Contact Type Value

Process Overview

Only Placement Administrators have access to enter, update, or correct Contact Type values. If you are not a Placement Administrator, send an email request to your Placement Administrator.

Contacts are resources that support the Placement process, and includes a variety of internal and external staff that perform key roles such as Site Mentors, Site Contacts, University Supervisors, etc.

Creating Contact Types enables the configuration of these key roles for assignment in the Placement Management Record process.

Warning: Prior to creating a new Contact Type value, you must first perform a thorough search of the existing Contact Type values to ensure the required value does not already exist (this prevents duplicate values). Only create a new Contact Type value if you fail to find an existing value for the Contact Type.

Step by Step Instructions

	Step 1:	Receive request to create a new Contact Type value (if applicable)
	Step 2:	Create the new Contact Type value in Medici
	Step 3:	Send notification that the new Contact Type value has been created (if applicable)

Step 1: Receive request to create a new Contact Type value (if applicable)

Action

Details

Requests to create a new Contact Type value will be received via email from Placement Officers (assuming it is a Placement Officer and not a Placement Administrator that identifies the need to create the Contact Type value).

The request will contain the following information:

- Contact Type value

- Date from which the new Contact Type value is to be available (effective date)

- Short description of the new Contact Type value

- Long description of the new Contact Type value

Step 2: Create the new Contact Type value in Medici

Application: Medici

Navigation: Student Placements®Placement Setup®Contact Types

Contact Types

Select the Add a New Value tab.

Result: The Contact Types: Add a New Value page is displayed.

Add a new Value

Contact Type: Type the new [4-character Contact Type value] (must be 4 characters).

Select the Add button (or press Enter).

Result: The Contact Types page is displayed.

Contact Type details

Contact Type Details

Effective Date: Type or select the [date the Contact Type value will be available).

Status: Select Active (if this value is not already displayed).

Short Description: Type a [description of the new Contact Type value] (abbreviate if required).

Long Description: Type the [full description of the new Contact Type value].

Select the Save button.

Result: The new Contact Type value is created in Medici and can be assigned to records dated on or after the Effective Date entered for the new value.

Step 3: Send notification that the new Contact Type value has been created (if applicable)
Action	Details
Advise the Placement Officer that the new Contact Type value has been created in Medici (if applicable).	Send a ‘Reply to All’ response to the email request received in step 1 of this process, and advise that the new Contact Type value has been created using the details supplied in the request.