Placement Requests

Sites are added into placement groups as placement requests. This can be done manually by Placement Officers or by the sites themselves.

Printed instructions below the videos explain how to add placement requests to placement groups both individually and in bulk.

Video instructions for adding placement requests: 

• Individually

• In bulk

Adding placement requests from within the Placement Group Module

On the Home screen, under the heading Active Placement Groups, double-click a placement group record in the list to open it.

1. A Placement Groups window will open.
2. The module will open to the  Overview screen.
3. Click  Placement Requests button.
4. Click the  Add button at the right edge of the window.
   1. Type part or all of the site’s name in the filter field.
   2. Click the site record in the list.
   3. Below the table, enter the Number requested.
      1. If the number of placements requested of the site have been confirmed (i.e., confirmed availability of the number of students they can host), tick the Confirmed box.
      2. If the start and/or end date of the placement request is different than the start/end date of the placement group, change the From and/or To date of the placement request.
      3. If needed, identify additional specifications for the placement request.
      4. Click Add.
      5. Continue to add other placement requests, then click Close.
5. Click  Save on the placement group.

Adding placement requests in bulk from the Placement Group module

On the Home screen, under the heading Active Placement Groups, find the placement group from which you would like to copy placement requests.

1. Double-click the placement group record in the list to open it.
2. A Placement Groups window will open.
3. The module will open to the  Overview screen.
4. Click the  Copy button at the left side of the ribbon.
5. Select the placement requests option.
   1. Select the placement group into which the placement requests need to be copied
   2. Click Copy.
6. Click  Save.

Adding placement requests in bulk from the Sites module

On the Home screen, click the  Sites button.

1. Click the Search tab at the top left.
2. Use a search criteria to filter the results, if needed.
3. Click the Search button at the right.
4. Click the  New Placement Requests button on the ribbon.
5. Select the placement group to which you would like to add these placement requests.
6. Enter the required information and follow the prompts.
7. Click Finish on the last page of the wizard.

Adding placement requests from the Site profile

On the Home screen, click the  Sites button.

1. Expand the Active Filtered Sites List at the left side of the window by clicking the vertical grey bar that says Active Filtered Sites.
2. Select a site from the Active Filtered Sites List.
3. Click the  Placement Requests button on the ribbon.
4. Click the  Add button at the right side of the window.
5. Select the placement group to which you would like to add the placement request.
6. Click OK.
7. Enter the required information.
8. Click  Save.