Details
Any additional tenant settings required to view this functionality: The “Placements/Workshops” token must be is enabled in the account programme
Product area: Placements/Workshops
Overview
A Standard administrator can access the Placements/Workshops grid from “Placements/Workshops” tile to see the list of Placements/Workshops which are allocated to Aptem Groups relative to those the logged-in administrator is allocated to (i.e. all groups up (parent) and down (child) in the hierarchy).
The administrator can then navigate to Placement profile page from the grid or leave some notes against selected Placement/Workshop or easily validate Placement/Workshop availability dates and number of available placements left unbooked.
This article describes this tile as visible to a standard administrator. For more information, see: Standard administrator - detailed description.
By default, the grid is ordered by the “Available to” column, descending. The grid displays 10 records per page. The administrator can use the navigation buttons to switch between pages.
Filtering
To apply a filter, the administrator should click the ’Search’ button. To reset currently applied filters and get back to default values, the administrator should click the ‘Reset’ button.
In the filter area, an administrator can view:
Grid columns available for a Standard administrator:
Column title | Sortable | Data display format | Description |
Organisation |
Yes (alphabetical order) |
String | Organisation name selected Placement/Workshop relates to |
Title |
Yes (alphabetical order) |
link leading to Placement profile page | Placement/Workshop title (name) |
Available from | Yes (numerical order) |
Date (dd/mm/yyyy) |
Date Placement/Workshop is available for enrolment from (Placement/Workshop “Available from” date) |
Available to | Yes (numerical order) |
Time (hh:mm) |
Last Date Placement/Workshop is available for enrolment (Placement/Workshop “Available to” date) |
Address | No | String | Placement/Workshop Address (Address line 1, Address line 2, City, County, Postcode) |
Contact | No | String | Placement/Workshop contact details (contact name, contact email, contact phone number) |
Number of placements available | Yes (numerical order) | Integer | “Number of placements available” property of selected Placement/Workshop |
Available | Yes (numerical order) | Integer | Number of placements left available for booking; calculated as “Number of placements available” minus number of enrolments made on Placement/Workshop |
Notes | No | Clickable icon | “Notes” icon with number of Notes recorded for selected Placement/Workshop – launches standard Notes popup which allows the Standard administrator to manage Placement/Workshop notes (add, delete) |
Type |
Yes (alphabetical order) |
String | Placement/Workshop type (Training, Work Experience, Work related project) |
Export to CSV
The administrator can download relevant details as a CSV report using the “Export to CSV” link at the top-right corner above the grid.
When administrators use the export option, a “Aptem.Placements.csv” file is exported - this file contains the same columns as displayed in the grid, considering the filters applied. In addition, the following columns are included in the CSV file:
- Placement/Workshop description
- Placement/Workshop “Health and Safety” property
- Placement/Workshop Aptem Group allocation