This feature allows you to keep a log of all your interactions, store documents, and add notes against a placement. This ensures all information about the placement is held in a single space for all staff to access. The following instructions outline how to attach documents, add interactions, or add a note against a placement:


Note: The employer and the student will not be able to see what you add against the placement. This is accessible only to college staff. 



1. Log in to Navigate.

2. Click into the Placements module.

3. On the top right of the Placements module, you will see a search tab 'Search for a Placement'.

4. Type in either the student or the employer organisation name and select the correct placement from the drop down options. This will open up the Placement Record a seen below:


5. On the top right of the placement record, there are 3 buttons: 

    (1) Add Document - i.e. employer's health and safety risk assessments, COVID workplace RA's, etc...

    (2) Add Note - i.e. a note you'd like other staff members to be aware of for example 'this placement was terminated early because x'

    (3) Add Interaction - initial meeting, mid point reviews, end point reviews, meeting, phone call, etc...


6. Click on the button that applies and fill out the form. 


 


7. Once filled out, click on the save icon on the top right of the form. This will save the document/note/interaction permanently against the employer record audit trail for all other staff members to view. 



If you would like to download and share a step by step guide including screenshots, please download the PDF below.