PP Contacts

Update a Contact's Details

Process Overview

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

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

Step by Step Instructions

Note: This process provides instructions on how to update a Contact’s basic details (eg. name, Contact Reference Number, Comments, etc). Instructions on how to update a Contact’s Organisation and Site details are available from the ‘Updating a Contact Record’ process page.

Step 1: Update the Contact’s record in Student Placements in Medici

Step 1: Update the Contact’s record in Medici

Application: Medici

Navigation: Student Placements®Placement Providers®Contacts

update1

Populate one or more of the following search fields:

Contact ID: Type the [Contact ID].

Name: Type the [name of the Contact to be updated].

Select the Search button (or press Enter).

Result: The Contacts page is displayed.

update2

Contact Details

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

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

Name: Type the [updated Contact name] (if applicable - refer to the SPS Data Entry Standards for the correct format).

Contact Ref Nbr: Type the [updated Contact Reference Number] (if applicable – eg. DECS Employee No, Nursing Registration No, etc – refer to the SPS Data Entry Standards for the correct format).

TFN Provided: If the Contact has provided a TFN, select the TFN Provided checkbox so that a tick is displayed.

Comments: Type the [updated comment] (if applicable).

If further Contact details need to be updated from the same effective date (eg. Pay Claim, Organisation or Site details), update these details prior to saving the record.

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

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

Result: The updated information will apply to the Contact as at the entered effective date.