PP Contacts

Correct a Contact's Details

Process Overview

Only Placement Administrators have access to correct a Contact record. If you are not a Placement Administrator, send an email request to your Placement Administrator.

A Contact record should only be corrected if incorrect information has been entered for the Contact. 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 (refer to the ‘Updating a Contact Record’ process page).

Step by Step Instructions

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

Step 1: Receive request to correct a Contact’s details

Step 2: Update the Contact’s record in ‘Correction’ mode

Step 3: Send notification that the Contact’s details have been corrected

Step 1: Receive request to correct a Contact’s details

Action

Details

Requests to correct an existing Contact’s details will be received via email from Placement Officers (assuming it is a Placement Officer and not a Placement Administrator that identifies the need to correct the Contact’s details).

The following information is required:

- Contact to be corrected

- Details of the required correction (name of field(s) and content to be corrected)

Step 2: Update the Contact’s record in ‘Correction’ mode

Application: Medici

Navigation: Student Placements®Placement Providers®Contacts

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Populate one or more of the following search fields:

Contact ID: Type the relevant [Contact ID].

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

Correct History: Select the Correct History checkbox so that a tick is displayed.

Select the Search button (or press Enter).

Result: The Contacts page is displayed in ‘Correction’ mode.

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Warning: The Effective Date field should only be updated in ‘Correction’ mode if the effective date currently entered for the Contact record is incorrect. ‘Correction’ mode is generally used to correct information within the other fields on the page ‘as at’ the existing effective date.

Contact Details

[Correct the Contact’s details as required].

If further Contact details need to be corrected (eg. Organisation or Site details), correct these details prior to saving the record.

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

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

Result: The corrected information will apply to the Contact as of the entered effective date.

Step 3: Send notification that the Contact record has been corrected
Action	Details
Advise the Placement Officer that the Contact record has been corrected 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 record has been corrected using the details supplied in the request.