PP Contacts: Correct a Contact's Payment Rate

Correct a Contact's Payment Rate

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 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 Payment Rate. Instructions on how to correct a Contact’s details (eg. name, comments, etc), Organisation or Site details are available from the ‘Correcting a Contact Record’ process page.

Step 1: Receive request to correct a Contact’s Payment Rate (if applicable)

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

Step 3: Send notification that the Contact’s Payment Rate has been corrected (if applicable)

Step 1: Receive request to correct a Contact’s Payment Rate (if applicable)

Action

Details

Requests to correct an existing Contact’s Payment Rate 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 Payment Rate).

The request should contain the following information:

- Contact to be corrected

- Details of the correct Payment Rate for the Contact

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

Application: Medici

Navigation: Student Placements®Placement Providers®Contacts

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 (ü) is displayed.

Select the Search button (or press Enter).

Result: The Contacts 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 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

Effective Date: If required, type or select the [correct date for the Contact record].

Payment Rate: Type the [correct default Payment Rate for the Contact].

Payment Rate Type: Select the appropriate value as follows:

- Days (if a daily rate has been entered in the Payment Rate field).

- Hours (if an hourly rate has been entered in the Payment Rate field).

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’s Payment Rate 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.