PS Organisation Types: Update the Status of an Organisation Type Value to 'Inactive'

Update the Status of an Organisation Type Value to 'Inactive'

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 a Placement Organisation Type value is no longer relevant or required, the Status of the Organisation Type value must be updated to ‘Inactive’.

To inactivate an Organisation Type value, locate the existing Organisation Type value in ‘Update/Display’ mode, insert a new effective dated row, and update the Status of the Organisation Type to ‘Inactive’ as at the relevant effective date.

Step by Step Processes

Step 1: Receive request to update the Status of an Organisation Type value to ‘Inactive (if applicable)

Step 2: Update the Status of the Organisation Type value to ‘Inactive’ in Medici

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

Step 1: Receive request to update the Status of an Organisation Type value to ‘Inactive’ (if applicable)

Action

Details

Requests to update the Status of an Organisation Type 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 an Organisation Type value).

The request will contain the following information:

- Organisation Type value to be made ‘Inactive’

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

Step 2: Update the Status of the Organisation Type value to ‘Inactive’ in Medici

Application: Medici

Navigation: Student Placements®Placement Setup®Organisation Types

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

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 is to be made ‘Inactive’].

Status: Select Inactive.

Select the Save button.

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

Step 3: Send notification that the Status of the Organisation Type value has been updated to ‘Inactive’ (if applicable)
Action	Details
Advise the Placement Officer that the Status of the Organisation Type 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 Organisation Type value has been updated to ‘Inactive’ as at the requested effective date.