Create 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.

Organisation Types indicate the ‘sector’ (funding/taxation type) that a Placement Organisation belongs to (eg. Government, Not for Profit, Private Ownership, etc). Organisation Types allowed for the Placement Organisations are considered in the Principles for Data Entry Standards in SPS (Student Placements System).  Please consult this reference before creating any new values.

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

Step by Step Instructions

Step 1:            Receive request to create a new Organisation Type value (if applicable)

Step 2:            Create the new Organisation Type value in Medici

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

Step 1:    Receive request to create a new Organisation Type value (if applicable)

Action

Details

Requests to create a new 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 create a new Organisation Type value).

The request will contain the following information:

- Organisation Type value

- Date from which the new Organisation Type value is to be available (effective date)

- Short description of the new Organisation Type value

- Long description of the new Organisation Type value

 

Step 2:    Create the new Organisation Type value in Medici

Application:   Medici

Navigation:    Student Placements®Placement Setup®Organisation Types

Add a New Value

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

ASelect the Add a New Value tab.

Result:  The Organisation Types: Add a New Value page is displayed.

Organisation Type

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

BSelect the Add button (or press Enter).

Result:  The Organisation Types page is displayed.

Organisation Type Details

Organisation Type Details

AEffective Date:         Type or select the [date the new Organisation Type is to be available].

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

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

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

BSelect the Save button.

Result:  The new Organisation Type 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 Organisation Type value has been created (if applicable)

Action

Details

Advise the Placement Officer that the new Organisation Type 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 Organisation Type value has been created using the details supplied in the request.