Search for an Existing Placement

Step 1: Access Placements

Step 1: Access Field Placements

1. Click on the Main Menu icon.

2. Select Placements.

Step 2: Reveal Search Options

Step 2: Reveal Search Options

3. Click on the Search Placements drop-down.

Step 3: Enter Search Parameters

All of the search parameters are optional. Your search results will be based off of whatever changes you make to the default parameters.

4. Enter a date range that would contain the Start Date of the Placement.

5. Use the Status drop-down menu to select the Placement's status.

6. Select to include/exclude unconfirmed, cancelled, and/or completed Placements.

7. Enter a numerical range that would contain the number of Completed Hours for the Placement.

8. Select an Institutional Advisor.

9. Select a Student.

10. Select a Stakeholder. As you type the Stakeholder's name into the text-entry box, matches in the system will appear for you to choose.

11. Select the Department/Group that contains the Placement.

12. Enter the full or partial Location Name.

13. Use the School Type drop-down menu to select the school type.

14. Select whether or not you would like to include/exclude Unfilled Placements

15. If applicable, search by Custom Fields.

NOTE: Custom Fields will only appear in the "Placements Search" if it was made "searchable" upon creation.

16. Select which columns should appear in your report/search results.

17. Click Search.

 

Step 4: View Results

Step 4: View Results

All of the Placements that match your search parameters will appear listed in a table. Once you have located the Placement that you are looking for:

18. Click anywhere on the Placement's row to reveal its options.