PS Organisation Types: Update an Organisation Type Value

Update an Organisation Type Value

Process Overview

Only Placement Administrators have access to enter, update, or correct Organisation Type values. If you are not a Placement Administrator, send an email request to your Placement Administrator.

If an Organisation Type value needs to be updated due to a recent or future change, insert a new effective dated row to update the Organisation Type as at the date of the change.

If an Organisation Type value needs to be corrected rather than updated (ie. incorrect information was entered when the Organisation Type value was configured), the Organisation Type should be updated in ‘Correction’ mode.

Step by Step Instructions

Step 1: Receive request to update an Organisation Type value (if applicable)

Step 2: Update the Organisation Type value in Medici

Step 3: Send notification that the Organisation Type value has been updated (if applicable)

Step 1: Receive request to update an Organisation Type value (if applicable)

Action

Details

Requests to update an existing Organisation Type 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 Organisation Type value).

The request will contain the following information:

- Organisation Type value to be updated

- Date from which the update to the Organisation Type value is to occur (Effective Date)

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

Step 2: Update the Organisation Type value in Medici

Application: Medici

Navigation: Student Placements®Placement Setup®Organisation Types

Organisation Type: Type the [Organisation Type value to be updated].

Select the Search button (or press Enter).

Result: The Organisation Types page is displayed.

Organisation Type Details

Select the Add a New Row button ().

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

[Update the information as required].

Select the Save button.

Result: The Organisation Type value is updated as at the entered Effective Date.

Step 3: Send notification that the Organisation Type value has been updated (if applicable)
Action	Details
Advise the Placement Officer that the Organisation Type 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 Organisation Type value has been updated as per the details supplied in the request.