PS Region Value

Step 1:    Receive request to create a new Placement Region value

Action

Details

Requests to create a new Placement Region 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 Region value).

The request will contain the following information:

- Placement Region value

- Date from which the new Placement Region value is to be available (effective date)

- Short description of the new Placement Region value

- Long description of the new Placement Region value

Step 2:    Create the new Placement Region value in Medici

Application:   Medici

Navigation:    Student Placements®Placement Setup®Region Values

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

 Select the Add a New Value tab.

Result:  The Region Values: Add a New Value page is displayed.

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

 Select the Add button (or press Enter).

Result:  The Regions page is displayed.

Region Details

 Effective Date:        Type or select the [date the new Placement Region is to be available].

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

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

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

 Select the Save button.

Result:  The new Region 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 Placement Region value has been created (if applicable)

Action

Details

Advise the Placement Officer that the new Placement Region 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 Placement Region value has been created using the details supplied in the request.

Step 1:    Receive request to update a Placement Region value (if applicable)

Action

Details

Requests to update an existing Placement Region 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 Region value).

The request will contain the following information:

- Placement Region value to be updated

- Date from which the update to the Placement Region value is to occur (Effective Date)

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

Step 2:    Update the Placement Region value in Medici

Application:   Medici

Navigation:    Student Placements®Placement Setup®Region Values

 Placement Region:    Type the [Placement Region value to be updated].

 Select the Search button (or press Enter).

Result:  The Regions page is displayed.

Region Details

 Select the Add a New Row button ().

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

       [Update the information as required].

 Select the Save button.

Result:  The Placement Region value is updated as at the entered Effective Date.

Step 3:    Send notification that the Placement Region value has been updated (if applicable)

Action

Details

Advise the Placement Officer that the Placement Region value has been updated in Medici (if applicable).

Send a ‘Reply to All’ response to the email request received from the Placement Officer, and advise that the Placement Region value has been updated as per the details supplied in the request.

Step 1:    Receive request to correct a Placement Region value (if applicable)

Action

Details

Requests to correct an existing Placement Region 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 correct the Region value).

The request will contain the following information:

-          Placement Region value to be corrected

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

Step 2:    Correct the Placement Region value in Medici

Application:   Medici

Navigation:    Student Placements®Placement Setup®Region Values

 Placement Region:    Type the [Placement Region value 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 Regions page is displayed in ‘Correction Mode’.

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

Region Details

 [Correct any errors as required].

 Select the Save button.

Result:  The Placement Region value is updated as at the original Effective Date.

Step 3:    Send notification that the Placement Region value has been corrected (if applicable)

Action

Details

Advise the Placement Officer that the Placement Region value has been corrected in Medici (if applicable).

Send a ‘Reply to All’ response to the email request received from the Placement Officer, and advise that the Placement Region value has been corrected as per the details supplied in the request.

Step 1:    Receive request to update the Status of a Placement Region value to ‘Inactive’ (if applicable)

Action

Details

Requests to update the Status of an existing Placement Region value to ‘Inactive’ will be received via email from Placement Officers (assuming it is a Placement Officer and not a Placement Administrator that identifies the need to inactivate the Region value).

The request will contain the following information:

- Placement Region value to be updated

- Date from which the Status of the Placement Region value is to be made ‘Inactive’ (Effective Date)

Step 2:    Update the Status of the Placement Region value to ‘Inactive’ in Medici

Application:   Medici

Navigation:    Student Placements®Placement Setup®Region Values

 Placement Region:    Type the [Placement Region value to be made ‘Inactive’].

 Select the Search button (or press Enter).

Result:  The Regions page is displayed.

Region Details

 Select the Add a New Row button ().

 Effective Date:      Type or select the [date the Placement Region is to be made ‘Inactive’].

        Status:                  Select Inactive.

Select the Save button.

Result:  The Status of the Placement Region value will be updated to ‘Inactive’ on the entered Effective Date.

Step 3:    Send notification that the Status of the Placement Region value has been updated to ‘Inactive’ (if applicable)

Action

Details

Advise the Placement Officer that the Status of the Placement Region value has been updated to ‘Inactive’ in Medici (if applicable).

Send a ‘Reply to All’ response to the email request received from the Placement Officer, and advise that the Status of the Placement Region value has been updated to ‘Inactive’ as at the requested effective date.