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Placement Requests - (PA) - Move a Placement Request to Another Course

Placing Agency Related Guide (PARG)

Summary:
1) Users can move their own Placement Requests (or Placement Offers that were created from a Call For Offers) to a different course as long as the Placement Request is for the:

  • Same department and program.
  • Same term.
  • Same program year or higher: For example: you can move a placement request from a program year one to program year four, but you can move a course from program year four course to program year one.

2) There are two different methods in two different places where these moves can be made: in the outbox; or on the spaces tab of the Assignment Worksheet. Using the outbox option is more flexible: you can move a placement request in any status; using the assignment worksheet option the placement request must be accepted or later in status. Both options require:

  • No students or faculty are assigned at the time of the move.
  • Placing Coordinators must have the approval of the Receiving Coordinator at User Agencies, in order to move a placement request to another course if the request is sent or later (please advise the RC of a change so the RC can advise the DC too: there is no alerts on their screens for a change in a course).

3) Please contact e-mail help to make these moves on behalf of users when:

  • Cohorts are unstructured (the program year may not match)
  • Placement has been sent/redirected/confirmed.
    • User Receiving agencies must authorize changes to PR’s already sent to them – please cc the RC when asking to change the course.
    • Helpspot can move requests sent to non-user agencies without authorization from the Receiving agency.

Moving Placement Requests in the Outbox.

  1. Navigate to the placement request you wish to move in the outbox.
  2. You must be filtered to a single course in Current View.
  3. Click to place a check mark adjacent to the placement request you wish to select.
  4. From the action drop down box, select: Move unassigned PRs to a different course.

5. The Move to Worksheet drop down list will appear when Move unassigned PRs to another course has been selected in step 3 above. Select the course and term from the drop down list.

6. Click: Submit.

Moving Placement Requests on the Assignment Worksheet. (Alternate way to move a Placement Request to another course).

 

On the Assignment Worksheet:

  1. Select the “spaces” tab
  2. “Select all” or click to place a check mark adjacent to the request you wish to move
  3. At the ACTION drop down select: Move unassigned PRs to another course.
  4. The Move to Worksheet window opens (when you have selected Move unassigned PRs to another course above. Select any course available from the “Move To Worksheet” drop down list of other courses.
  5. Click: Submit. The PR will move to the new course selected.

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