Reporting - Tracking Partially Completed Placements

Placing and Receiving Agency Related Guide (RARG RARG)

Summary:
How to generate a report on partially completed placements that were terminated early (end date and duration changed) manually or by using the ‘Change end date and duration’ feature.

Background

Placement requests may be terminated early if a student withdraws, is injured or there is an on site hazard event, etc.
A report is available to track detailed information on these placement requests, such as, original and updated dates, hours completed and missed, as well as, the reason for the partial completion of the placement.
This function is available from the Outbox or Inbox.
The data output format of this report is .CSV (for Excel).

Partial completion of placements

Once the end date and duration of the placement request has been changed, the transaction has been captured in the History tab of the placement request.

Generating a report

In the outbox (Placing Coordinators) or the inbox (Receiving Coordinators):

Select partially completed requests by clicking to place a check mark in the adjacent box beside each Placement Request.
At the Action drop down select: Report on schedule (end date and duration) changes.
If desired, click to place a check mark in the box: Include Student Name.
Click: Submit.
A report link will generate on the bottom right corner of the screen.

Accessing the report

Click the link: Report on schedule changes.
A CSV file will download. (in screen shot: HSPnete20c, etc) Click to open the file.
Format file as desired
Click File and select Save As
Type in a file name.
Save as type: Excel ...
Click: Save.

Report information

In addition to the Placement Request details, the following data is available:

Start date
Original end date
New end date
Original hours
New hours
Missed hours
Reason
Notes.

The sample report to the right has generated a list of 2 placement requests that were originally scheduled to end on April 30th but were partially completed on March 5th.

Things to Remember

The Report on schedule changes has been designed to compile information on partially completed placements which were updated manually or by using the ''Change end date and duration'' feature.