Correct a Site's Focus

Process Overview

Only Placement Administrators have access to correct a Site record.  If you are not a Placement Administrator, send an email request to your Placement Administrator.

A Site record should only be corrected if incorrect information has been entered for the Site.  If the Site record needs to be updated due to a recent or future change, insert a new effective dated row to update the Site as at the date of the change (refer to the ‘Updating a Site’ process page).

UniSA Custodian

The UniSA Custodian is the ‘owner’ of the Site.  Do not correct a Site’s details prior to liaising with the Site’s UniSA Custodian.

Step by Step Instructions

Note:    This process provides instructions on how to correct the Site Focus for a Site.  Instructions on how to correct a Site’s Pay Details, Conditions, Orientation Information or basic details (eg. Organisation, UniSA Custodian, Phone and Fax Numbers, etc) are available from the ‘Correcting a Site’ process page.

Step 1:            Receive request to correct Site Focus (if applicable)

Step 2:            Locate the Site record in ‘Correction’ mode

Question 1:     Does a Site Focus need to be added to the Site?

Step 3:            Record the new Focus for the Site

Question 2:     Does a Site Focus need to be deleted from the Site?

Step 4:            Delete the Site Focus from the Site

Step 5:            Save the corrections to the Site record

Step 6:            Send notification that the Site record has been corrected (if applicable)

Step 1:    Receive request to correct Site Focus (if applicable)

Action

Details

Requests to correct Site Focus 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 Site Focus).

The following information is required:

-  Site to be corrected

-  Details of the required correction (Site Focus to be added or deleted, etc)

 

Step 2:    Locate the Site record in ‘Correction’ mode

Application:   Medici

Navigation:    Student Placements®Placement Providers®Sites

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A Populate one or more of the following search fields:

          Site ID:                      Type the relevant [Site ID].

          Site Type:                   Type or select the relevant [Site Type].

          Description:                   Type the relevant [Site description].

          Long Description:         Type the relevant [Site long description].

          Organisation ID:          Select the relevant [Organisation].

B Correct History:         Select the Correct History checkbox so that a tick is displayed.

C Select the Search button (or press Enter).

Result:  The Sites: Site page is displayed in ‘Correction’ mode.

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Warning:  The Effective Date field should only be updated in ‘Correction’ mode if the effective date currently entered for the Site record is incorrect.  ‘Correction’ mode is generally used to correct information within the other fields on the page ‘as at’ the existing effective date.

Warning:  The UniSA Custodian is the ‘owner’ of the Site.  Do not correct a Site’s details prior to liaising with the Site’s UniSA Custodian.

Site Details

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

B Select the Site Additional Details tab.

Result:  The Sites: Site Additional Details page is displayed.

 

 

Question 1: Does a Site Focus need to be added to the Site?

Question

Yes

No

Does a Site Focus need to be added to the Site?

Go to step 3.

Go to question 2.

Explanation:

If a Site Focus needs to be added to the Site, the new Site Focus must be recorded (step 3).

If a Site Focus does not need to be added to the Site, the process continues by determining if a Site Focus needs to be deleted from the Site (question 2).

 

Step 3:    Record the new Site Focus for the Site

Application:   Medici

Navigation:    The Sites: Site Additional Details page will already be displayed as a result of performing step 2

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Site Focus

If there is an existing Site Focus record:

A If there is an existing Site Focus, in the Site Focus section select the Add a New Row button (+).  There is no need to insert a new row if there are no existing Site Focus for the Site.

B Site Focus:           Select the [relevant Site Focus].

Continue to repeat this step until all required Site Focus offered by the Site have been recorded.

 

 

Question 2:  Does a Site Focus need to be deleted from the Site?

Question

Yes

No

Does a Site Focus need to be deleted from the Site?

Go to step 4.

Go to step 5.

Explanation:

If a Site Focus needs to be deleted from the Site, delete the Focus record(s) that are no longer required
(step 4).

If a Site Focus does not need to be deleted from the Site, the update(s) to the Site record can be saved in Medici (step 5).

 

Step 4:    Delete the Site Focus from the Site

Application:   Medici

Navigation:    The Sites: Site Additional Details page will already be displayed as a result of performing step 2

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Site Focus

A In the Site Focus section, select the Delete Row button (-) adjacent to the Site Focus to be deleted.

Result:  A message is displayed requesting confirmation the selected row is to be deleted, and advises the deletion will occur when the transaction is saved.

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A Select the OK button (or press Enter).

Result:  The selected Site Focus is deleted.

Continue to repeat this step until all Site Focus that are no longer required have been deleted.

 

Step 5:    Save the corrections to the Site record

Application:   Medici

Navigation:    The Sites: Additional Details page will already be displayed as a result of performing step 3 or 4

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If further Site details need to be corrected (eg. Pay Claim Details, Conditions, email, etc), correct these details prior to saving the record.

Refer to the relevant process instructions on the ‘Correcting a Site’ process page if required.

A Once all required corrections to the Site have been completed, select the Save button.

Result:  The corrected information will apply to the Site as of the entered effective date.

 

Step 6:    Send notification that the Site record has been corrected (if applicable)

Action

Details

Advise the Placement Officer that the Site 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 Site record has been corrected using the details supplied in the request.