PS Contact Types

Update 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.

If a Placement Contact Type value needs to be updated due to a recent or future change, insert a new effective dated row to update the Contact Type value as at the date of the change.

If a Contact Type value needs to be corrected rather than updated (ie. incorrect information was entered when the Contact Type value was configured), the Contact Type should be updated in ‘Correction’ mode.

Step by Step Instructions

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

Step 2: Update the Contact Type value in Medici

Step 3: Send notification that the Contact Type value has been updated (if applicable)

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

Action

Details

Requests to update an existing 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 update the Contact Type value).

The request will contain the following information:

- Contact Type value to be updated

- Date from which the update to the Contact Type value is to occur (Effective Date)

- Details of the required update (name of field(s) and content to be updated)

Step 2: Update the Contact Type value in Medici

Application: Medici

Navigation: Student Placements®Placement Setup®Contact Types

Find an Existing Value

Contact Type: Type the [Contact Type value to be updated].

Select the Search button (or press Enter).

Result: The Contact Types page is displayed.

Contact Type Details

Contact Type Details

Select the Add a New Row button ().

Effective Date: Type or select the [date the Contact Type value is to be updated].

[Update the information as required].

Select the Save button.

Result: The Contact Type value is updated as at the entered Effective Date.

Step 3: Send notification that the Contact Type value has been updated (if applicable)
Action	Details
Advise the Placement Officer that the Contact Type value has been updated 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 Contact Type value has been updated as per the details supplied in the request.