You can sort through site placement information results using different filters to quickly locate and export only results relevant to you.

 

Exploring the Placement Information Table

 

Your Placement Information Table is in the Site Placements workspace within your Program Management | Supervision environment. This workspace is only available to users with the Placement Approver role.

 

 

1. Program: Use this filter to narrow your results to students in one or more selected programs. This is a multi-select filter.
2. Group: The class/group filter allows you to view students within specific classes or groups in Experiential Learning Cloud. This is a multi-select filter, so you can choose to filter through more than one group at once.
3. Active: As needed, you can select the status of the placement you are trying to locate. This is a single-select filter. The table will filter out inactive placements by default.
4. More filters: You can continue to filter your results by clicking on the drop-down menu and the filter you select next will be seen to the right of the Active/Inactive filter.
   1. Student: To locate a specific student, you can type the name in the text box and select it to find the site placement associated with that account. This is a multi-select filter, and your Placement Information Table will display more than student record, according to your selections.
   2. Agency: You can filter Placement Information according to the Agency with which a student is associated. This is a multi-select filter, which allows you to find records that include more than one Agency.
   3. Classification: To locate students under one or more specific classification, you can make your selection from the drop-down menu. This is a multi-select filter.
   4. Start Date: This information refers to the Start Date of placement associated with the student records. It doesn’t need to be an exact date but can be defined by a range.
   5. End Date: This information refers to the Start Date of the supervision rule connecting a student to their site supervisor. It doesn’t need to be an exact date but can be defined by a range.
   6. Tag: This option will include in your table results based on the site placement tags. You can open the drop-down menu and select one or more tags as seen below:
      
      

 

Once you select the tags you are using as your filtering criteria, you can toggle the any or all tags, according to your needs:

 

 

Sorting Results.

You can organize your table alphabetically, ascending or descending, by clicking on the heading of the column you’d like to sort by

 

You can click on the gear icon on the top right corner of the Placement Information table to determine which columns you want to display and in which order. Next, the following box will appear on your screen:

 

Columns Tab: You can also select which columns will be displayed on your table here. You can also update the number of records per page if you’d like to see more or fewer results at once.

Sort Tab: You can select which columns allow you to sort records alphabetically under this tab. You can also set those options as the default for your entire organization and update these settings for all users.

 

Saved Filters.

You can save your chosen filters if you routinely run the same type of search. Click on Saved Filters and name your filter so you can use it in the future without having to manually configure your filters each time you are looking for specific information. Next time you come to your Placement Information Table, you will find your previously saved filters by clicking on the Saved Filters button.

Export Search Results.

Click on the  on the top right corner of the Placement Information table to export your search results. The records will be downloaded on your device in an Excel format.

 

Message Active Supervisors.

You can message active supervisors from the Placement Information Table by clicking on the , as seen below.

 

Choose the option Send Message Via Experiential Learning Cloud or Send Message Via Email to communicate with supervisors according to your needs.

• Selecting “Send message via Experiential Learning Cloud” will open a message in your communications hub with all approved supervisors listed as recipients of the message.
• Selecting “Send message via email” will open your default email client and populate an email template with the email addresses of all approved supervisors.