Update a Contact Type Value
Process Overview
Only Placement Administrators have access to enter, update, or correct Contact Type values. If you are not a Placement Administrator, send an email request to your Placement Administrator.
If a Placement Contact Type value needs to be updated due to a recent or future change, insert a new effective dated row to update the Contact Type value as at the date of the change.
If a Contact Type value needs to be corrected rather than updated (ie. incorrect information was entered when the Contact Type value was configured), the Contact Type should be updated in ‘Correction’ mode.
Step by Step Instructions
Step 1: Receive request to update a Contact Type value (if applicable)
Step 2: Update the Contact Type value in Medici
Step 3: Send notification that the Contact Type value has been updated (if applicable)
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Application: Medici Navigation: Student Placements®Placement Setup®Contact Types |
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Contact Type: Type the [Contact Type value to be updated]. Select the Search button (or press Enter). Result: The Contact Types page is displayed. |
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Contact Type Details Select the Add a New Row button (). Effective Date: Type or select the [date the Contact Type value is to be updated]. [Update the information as required]. Select the Save button. Result: The Contact Type value is updated as at the entered Effective Date. |
Contact Type: Type the [Contact Type value to be updated].
Select the Search button (or press Enter).
).
Select the Save button.