Placement Cycle Overview - Placing Agencies
Placing Agency Related Guide (PARG)**<div class="table-wrap"><table class="wrapped confluenceTable" style="letter-spacing: 0px;"><colgroup><col></colgroup><tbody><tr><td class="confluenceTd">
Summary:
This guide provides a general overview for creating and sending placement requests from the Cohorts screen.
Life Cycle of A Placement Request in HSPnet (overview). Pre-placement Cycle: (For Placing Coordinators)
Placement Request Life Cycle: PC Actions are highlighted in blue at various stages in which they have an action role in the diagram on the right. The action steps of the RC are shown in orange.
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Placement Cycle Overview for Placing Coordinators:
8**. Assign** students and instructors. |
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At Each New Intake of Students In A Cohort: A Cohort is defined on HSPnet as a group of students who start their program at the same time and finish their program at the same time. At each new intake of a student cohort, you will need to create a new cohort. You can create an empty cohort and add courses from course maintenance, or copy a previous cohort and update it. Add a New cohort copied from another:
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When you have set up a cohort, a green back ground message will advise you and remind you of step one in the placement cycle: Review each course in the cohort to ensure it is set up correctly. When you copy a previous cohort, it will update the year base on the first term you have selected, but it will not update the start and end dates, this must be done manually (directions below). |
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Structured or Unstructured Cohort? A Structured Cohort means all students will attend the same program in the same order; this means that all students can be enrolled in all courses in the cohort with only one upload - the students uploaded to the enrollment worksheet for one course in the cohort will be uploaded to all of the enrollment worksheets for all of the courses in the cohort. An Unstructured Cohort means some students in 3rd year may attend 2nd year courses, while the 2nd year students may complete 3rd year courses, etc. Although the students start the program and finish the program at the same time, in between they may attend the program in a different order. (For example, to ease the demand for a particular type of destination, such as Maternity, it may be one group will do that placement in the Fall, while the other group may do it in the Winter, so there are enough placements to go around). In an unstructured cohort, students are only uploaded to the enrollment worksheet for the course selected, and each course will need to have each enrollment worksheet populated separately. To Change a Structured Cohort to an Unstructured Cohort:
If you need to change an unstructured cohort to a structured cohort, you may want to consult e-mail help before proceeding as it is not as easy to move from unstructured to structured.. |
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Placement Cycle Guide: Step 1 – Review Course Setup In the Cohorts screen, review the course setup to ensure the correct information:
Detailed Guides: (All of these guides can be accessed directly from the Cohort screen when click: online help. These are guides are in the knowledge base but not linked to the Cohorts Page online help). |
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Step 2 – Enroll Students Although this is step two, this step may be completed later in the process and you can go on to step 3 even without any students enrolled in the course.
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Step 2 – Enroll Students - continued.
When the Enrollment screen refreshes, the selected student(s) will be enrolled. Detailed Guides: |
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Step 3 – Create a Worksheet (Group or Individual). 1). If no students are enrolled or you are not ready to copy students to a worksheet, you can start a worksheet by clicking a "Create Worksheet" icon next to the Refresh button:
***If students are enrolled:*Click: select all (students) and at the action drop down list at the bottom of the page select: copy students to group (orindividual) worksheet, and click the to create the worksheet. |
Action Drop down list selections: |
Step 3 – Create a Worksheet - Continued
If no students are copied to the worksheet, you will see one of these two icons:
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Step 4 – Create Spaces in the Worksheet In a Worksheet you need to assemble a list of potential locations/destinations to send student on their practicums. You can return here at any time to add or search for additional locations - you may need to do this if some of your initial requests get declined.
** When copying, you can choose which default Comment and Schedule information to use:
Detailed Guide: |
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Step 4 – Create Spaces in the Worksheet - continued
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**Step 4 – Create Spaces in the Worksheet -**continued No matter which of the above 3 options or combination of options you use, you need to create enough spaces for current or projected student enrollments. A tally is provided at the bottom of each Worksheet to monitor your progress. For example, if you have 25 students going on individual placements, you need at least 25 destinations. If you have 25 students going out in groups of five, you need at least 5 destinations (25 divided by 5=5 groups required = 5 destinations required). In the example to the right, students are not yet uploaded to the enrollment worksheet so it is indicating 0 students at this stage. Later, if a request is declined or cancelled, its spaces are no longer available for students and will display in gray font in the Worksheet as "0" spaces. Once a Draft entry is created on the group or individual worksheet, you can:
Detailed Guides: |
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Step 5 – Finalize Requests in the Outbox First, you need to create an outbox: this will occur when you copy your drafts from the group or individual worksheet to the outbox, using the action drop down feature.
The Group and Individual worksheets are intended for planning spaces before sending, and for monitoring spaces against student enrollments as requests are accepted or declined. Worksheet entries will be updated to reflect some changes that are made in the Outbox (e.g. date changes), however changes made in worksheets will usually NOT update requests if they are already in the Outbox. This is to ensure that initial spaces and schedules created in the worksheet are preserved as a plan or "blueprint" for copying in future. Therefore, after spaces are created in the Outbox, make all subsequent location and schedule changes in the Outbox instead of the worksheet. |
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Step 5 – Finalize Requests in the Outbox - continued When you copy these drafts from the Group or Individual Worksheet to the Outbox, an outbox is created for this course for the first time. A green outbox icon is added in the current view on your worksheets:
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Step 5 – Finalize Requests in the Outbox - continued New Requests in the outbox can be adjusted before sending them to the recieving agency for consideration:
Detailed Guides: |
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Step 6 – Send Requests to Receiving Agencies
The Site and Service must be entered before a request can be Sent. The destination can be left blank if the Receiving Coordinator normally determines the destination for you, or if you wish to enter it later. In most cases the Destination should be specified before sending the request. After sending, the request status will display as "Sent" if the receiving site/service is using HSPnet, or "Sent-P" if not. |
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Step 6 – Send Requests to Receiving Agencies: Sent-P A PDF file will be generated automatically and added to your Report Queue for any Sent-P request needing delivery via fax or email to a non-user agency. Access the Report Queue: Reports can take up to two minutes to generate. If the status column says: submitted, you need to keep clicking refresh view to see when the report displays Ready (Ready will not automatically show on this page if the status says submitted when you arrive). Icons: Preview The report (see what it looks like/open it).
After a report has been sent a small black check mark with a date will appear under the recipient name. Some users prefer to keep this information for followup, while others always copy themselves with the e-mails sent, and then delete the reports to clean up their screen. Detailed Guides: |
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Step 7 – Monitor and enter replies The Outbox now shows these requests have been sent. Click the Who Can View this PR icon to see who else can now view this request: it should identify at least one Receiving Coordinator at the agency; when the Receiving Coordinator has redirected the request to a destination coordinator user, it will also list the destination coordinator(s) who can view the request.The Status here will change when the Receiving Agency updates it; or you can update this screen when you hear back from non users, with their responses. You may have conditions added to some of your requests and need to respond whether those conditions can be met or not. (EG: reduce group size; change dates). Detailed Guides: |
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Step 7 – Monitor and enter replies - continued The Welcome screen (your dashboard) is the most effective place to monitor replies from sites who use HSPnet, and to enter replies from non-user sites.
You can monitor many other items from the Welcome screen, including:
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Step 8 – Assigning Instructors and Students When students are uploaded to the enrollment worksheet and the outbox is established, the Assignment Worksheet go to button(s) will appear on the Cohorts screen and in the current view of the worksheet. or or both if individual and group placements are taking place in the same course. Instructors can be assigned: - At the time of creating requests in the Worksheet; - In the Assignment screen - accessed from the worksheet GoTo Assignment buttons or ; - In Outbox by editing Details for an individual request. Detailed Guides: |
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