PS Site Focus Value

Step 1:    Receive request to create a new Site Focus value (if applicable)

Action

Details

Requests to create a new Site Focus 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 new Site Focus value).

The request will contain the following information:

-  Site Focus value

-  Date from which the new Site Focus value is to be available (effective date)

-  Short description of the new Site Focus value

-  Long description of the new Site Focus value

Step 2:    Create the new Site Focus value in Medici

Application:   Medici

Navigation:    Student Placements®Placement Setup®Site Focus Values

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

Select the Add a New Value tab.

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

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

 Select the Add button (or press Enter).

Result:  The Site Focus Values page is displayed.

Site Focus Value Details

  Effective Date:        Type or select the [date the new Site Focus value is to be available].

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

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

        Long Description:     Type the [full description of the new Site Focus value].

 Select the Save button.

Result:  The new Site Focus 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 Site Focus value has been created (if applicable)

Action

Details

Advise the Placement Officer that the new Site Focus value has been created in Medici (if applicable).

Send a ‘Reply to All’ response to the email request received from the Placement Officer, and advise that the new Site Focus value has been created using the details supplied in the request.

Step 1:    Receive request to update a Site Focus value (if applicable)

Action

Details

Requests to update an existing Site Focus 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 Site Focus value).

The request will contain the following information:

-          Site Focus value to be updated

-          Date from which the update to the Site Focus value is to occur (Effective Date)

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

Step 2:    Update the Site Focus value in Medici

Application:   Medici

Navigation:    Student Placements®Placement Setup®Site Focus Values

 Site Focus:           Type the [Site Focus value to be updated].

 Select the Search button (or press Enter).

Result:  The Site Focus Values page is displayed.

Site Focus Value Details

 Select the Add a New Row () button.

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

       [Update the information as required].

 Select the Save button.

Result:  The Site Focus value is updated as at the entered Effective Date.

Step 3:    Send notification that the Site Focus value has been updated (if applicable)

Action

Details

Advise the Placement Officer that the Site Focus 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 Site Focus value has been updated as per the details supplied in the request.

Step 1:    Receive request to correct a Site Focus value (if applicable)

Action

Details

Requests to correct a Site Focus 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 Site Focus value).

The request will contain the following information:

-          Site Focus value to be corrected

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

Step 2:    Correct the Site Focus value in Medici

Application:   Medici

Navigation:    Student Placements®Placement Setup®Site Focus Values

Site Focus:           Type the [Site Focus 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 Site Focus Values 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 Site Focus value record is incorrect.  ‘Correction’ mode is generally used to correct information within the other fields on the page ‘as at’ the existing effective date.

 Site Focus Value Details

 [Correct any errors as required].

 Select the Save button.

Result:  The Site Focus value is updated as at the original Effective Date.

Step 3:    Send notification that the Site Focus value has been corrected (if applicable)

Action

Details

Advise the Placement Officer that the Site Focus 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 Site Focus value has been corrected as per the details supplied in the request.

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

Action

Details

Requests to update the Status of a Site Focus 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 Site Focus value).

The request will contain the following information:

- Site Focus value to be updated

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

Step 2:    Update the Status of the Site Focus value to ‘Inactive’ in Medici

Application:  Medici

Navigation:   Student Placements®Placement Setup®Site Focus Values

 Site Focus:         Type the [Site Focus value to be made ‘Inactive’].

 Select the Search button (or press Enter).

Result:  The Site Focus Values page is displayed.

Site Focus Value Details

 Select the Add a New Row button ().

 Effective Date:  Type or select the [date the Site Focus value is to be made ‘Inactive’].

        Status: Select Inactive.

 Select the Save button.

Result:  The Status of the Site Focus value is updated to ‘Inactive’ as at the entered Effective Date.

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

Action

Details

Advise the Placement Officer that the Status of the Site Focus 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 Site Focus value has been updated to ‘Inactive’ as at the requested effective date.