PP Sites

Update a Site's Focus

Process Overview

Placement Administrators and Placement Officers have access to update Site records as required.

If the Site record needs to be updated due to a recent or future change, insert a new effective dated row to update the Site record as at the date of the change. If the Site record needs to be corrected rather than updated (ie. incorrect information has been entered for the Site), the record should be corrected by a Placement Administrator using ‘Correction’ mode (refer to the ‘Correcting a Site’ process page).

UniSA Custodian

The UniSA Custodian is the ‘owner’ of the Site. Do not update a Site’s details prior to liaising with the Site’s UniSA Custodian.

Step by Step Instructions

Note: This process provides instructions on how to update the Site Focus for a Site. Instructions on how to update a Site’s Pay Details, Conditions, Orientation Information or basic details (eg. Organisation, UniSA Custodian, Phone and Fax Numbers, etc) are available from the ‘Updating a Site’ process page.

Step 1: Locate the Site record and record the Effective Date

Question 1: Does a Site Focus need to be added to the Site?

Step 2: Record the new Focus for the Site

Question 2: Does a Site Focus need to be deleted from the Site?

Step 3: Delete the Site Focus from the Site

Step 4: Save the updates to the Site record

Step 1: Locate the Site record and record the Effective Date

Application: Medici

Navigation: Student Placements®Placement Providers®Sites

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Populate one or more of the following search fields:

Site ID: Type the relevant [Site ID].

Site Type: Type or select the relevant [Site Type].

Description: Type the relevant [Site description].

Long Description: Type the relevant [Site long description].

Organisation ID: Select the relevant [Organisation].

Select the Search button (or press Enter).

Result: The Sites: Site page is displayed.

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Warning: The UniSA Custodian is the ‘owner’ of the Site. Do not update a Site’s details prior to liaising with the Site’s UniSA Custodian.

Site Details

In the Site Details section, select the Add a New Row button ().

Effective Date: Type or select the [date from which the updates to the Site will apply].

Select the Site Additional Details tab.

Result: The Sites: Site Additional Details page is displayed.

Question 1: Does a Site Focus need to be added to the Site?
Question	Yes	No
Does a Site Focus need to be added to the Site?	Go to step 2.	Go to question 2.
Explanation: If a Site Focus needs to be added to the Site, the new Site Focus must be recorded (step 2). If a Site Focus does not need to be added to the Site, the process continues by determining if a Site Focus needs to be deleted from the Site (question 2).

Step 2: Record the new Site Focus for the Site

Application: Medici

Navigation: The Sites: Site Additional Details page will already be displayed as a result of performing step 1

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Site Focus

If there is an existing Site Focus record:

If there is an existing Site Focus, in the Site Focus section select the Add a New Row button (). There is no need to insert a new row if there are no existing Site Focus for the Site.

Site Focus: Select the [relevant Site Focus].

Continue to repeat this step until all required Site Focus offered by the Site have been recorded.

Question 2: Does a Site Focus need to be deleted from the Site?
Question	Yes	No
Does a Site Focus need to be deleted from the Site?	Go to step 3.	Go to step 4.
Explanation: If a Site Focus needs to be deleted from the Site, delete the Focus record(s) that are no longer required (step 3). If a Site Focus does not need to be deleted from the Site, the update(s) to the Site record can be saved in Medici (step 4).

Step 3: Delete the Site Focus from the Site

Application: Medici

Navigation: The Sites: Site Additional Details page will already be displayed as a result of performing step 1

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Site Focus

In the Site Focus section, select the Delete Row button () adjacent to the Site Focus to be deleted.

Result: A message is displayed requesting confirmation the selected row is to be deleted, and advises the deletion will occur when the transaction is saved.

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Select the OK button (or press Enter).

Result: The selected Site Focus is deleted.

Continue to repeat this step until all Site Focus that are no longer required have been deleted.

Step 4: Save the updates to the Site record

Application: Medici

Navigation: The Sites: Additional Details page will already be displayed as a result of performing step 2 or 3

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If further Site details need to be updated from the same effective date (eg. Pay Details, name, phone, email, etc), update these details prior to saving the record.

Refer to the relevant process instructions on the ‘Updating a Site’ process page if required.

Once all required updates to the Site have been completed, select the Save button.

Result: The updated information will apply to the Site as of the entered effective date.