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)
Application: Medici Navigation: Student Placements®Placement Setup®Organisation Types |
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. Select the Add a New Value tab. Result: The Organisation Types: Add a New Value page is displayed. |
Organisation Type: Type the new [4-character Organisation Type value] (must be 4 characters). Select the Add button (or press Enter). Result: The Organisation Types page is displayed. |
Organisation Type Details Effective 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]. Select 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. |