Support DocumentationAdministrator Create a Field Placement2. (Option D) Create a Singular Field Placement from a Template

2. (Option D) Create a Singular Field Placement from a Template

This help page will walk you through the steps for creating a singular Field Placement from a template. Using a template to create one Field Placement at a time can be useful if you will be generating many Placements over time, but are not ready to create them all at once.

Simply Create a Field Placement Template and then use it to create Placements for the appropriate candidate. You can set up assessments and forms beforehand, but can also edit each Placement on a singular basis if they require something unique.

You should create or ensure that you have your prerequisite resources ready prior to creating a Field Placement. If you are uncertain of which resources you require, please visit our Create Prerequisite Resources help page.

Did you know?

Templates can be limiting if you are creating multiple Field Placements from a template that do not have 100% common information, such as location. Additionally, there are fields that cannot be entered into a template, such as start and end dates. Combining the use of a template with bulk-importing Field Placements can drastically improve your workflow and save you time.

Our bulk-importer allows for more information to be included up-front but was limiting in the past because users could not import planned assessments or surveys. Now that users can reference a template for each Field Placement that they import, the template's planned assessments and surveys will be applied to the imported Field Placement with which the template is associated.

It is recommended that you use the Field Placements Templates feature to create planned assessments or surveys for Field Placements, but use the importer to import each individual placement. This will prevent the Administrator from having to access each Placement individually to enter specific information.

Step 1: Access Field Placements

Step 1: Access Field Placements

1. Click on the Main Menu icon.

2. Select Work.

3. Select Field Placements.

Step 2: Access Templates

Step 2: Access Templates

On the Experiential Learning screen:

4. Click on the Templates tab.

Under the Templates tab:

5. Locate the template that you would like to use for the new Field Placement, and click anywhere on its row to reveal its options. Select New Placement.

Step 3: Edit the Field Placement

Step 3: Edit the Field Placement

6. Optionally edit the Name for the Field Placement.

7. Select your Candidate Selection method:

  • Candidates will apply for this placement: this method will create a vacant Field Placement to which students can apply.
  • I will select the candidate: the Administrator creating the Field Placement will select the candidate.

8. Select a Site Assessor for the Field Placement.

8. Optionally add another Stakeholder to the Field Placement.

10. Optionally choose the change the Location of the Field Placement.

11. Select a Start Date, End Date, and Length (hrs) for the Field Placement.

11. Optionally change the Department/Course to house the Field Placement.

12. Optionally change the Subject or Discipline that the Field Placement falls under.

13. Optionally change the Grade/Level that the Field Placement falls under.

If you would like to use a Custom Field that has not yet been added:

14. Select the Custom Field from the drop-down menu.

15. Click on the Add Field button.

16. Fill in the Custom Field with the appropriate information.

17. Optionally change the Application Form that candidates will use to apply to the Placement.

NOTE: If you have chosen to select the candidate manually, this option will not appear.

18. Optionally change the Journal Template that candidates will use to log their hours.

19. Lastly, review and optionally change or add Planned Assessments and/or Planned Surveys.