Below is a list of instructions for extending / finishing placements based on the current status of the placement i.e. whether it has started or not, whether there are existing placement admins or not.

You will notice that we do not recommend using the update dates / update rates / update shifts links on the placement page. This is for advanced users once you understand the principles below.

NOTE: Timesheets do not affect extending placements other than the case when the placement has not yet started and you can edit the dates without creating a placement admin (see below). However in this case timesheets really should not exist yet. When extending a placement that has started you should go into the timesheets tab and create any missing timesheets for the new period. When shortening a placement that has started you should go into the timesheets tab and remove any surplus timesheets.

Extending a placement - has not started AND has no existing placement admins

• Open the placement
• Both start date and end date will be editable on this page
• If dates are not editable check if timesheets have been created (delete created timesheets and recreate once dates have been changed. You may want to write down any hours first so they can be re-entered)
• Change the end date and click Save

Extending a placement - has started AND has no existing placement admins

• Open the placement
• Open Placement Admin tab
• Click New to create a placement admin
• Extension start date will auto complete to the date after the current end date (in this case 1st February)
• Input your new end date (31st March)
• Choose you placement admin type / reason if necessary
• Click Save  
  

Extending a placement - has started AND has existing placement admins

• Open the placement
• Both start date and end date will be un-editable on this page
• Open Placement Admin tab and click New
• Extension start date will auto complete to the date after the current end date (in this case 1st February)
• Input your new end date (31st March)
• Choose you placement admin type / reason if necessary
• Click Save

Finishing placement early - has started AND has no existing placement admins

• Open the placement
• Open Placement Admin tab
• Click New to open placement admin template
• Extension start date will auto complete to the date after the current end date (in this case 1st February)
• Change the extension start date to the date your placement first started (in this case 1st January – add time if needed)
• Input the new end date
• Choose you placement admin type / reason if necessary
• Click Save

Finishing placement early - has not started AND has no existing placement admins

• Open the placement
• Both start date and end date will be editable on this page
• If dates are not editable check if timesheets have been created (delete created timesheets and recreate once dates have been changed. You may want to write down any hours first so they can be re-entered)
• Change the end date
• Click Save 

Finishing placement early - has started AND has existing placement admins

• Open the placement
• Both start date and end date will be un-editable on this page
• Check if any timesheets exist after the new desired end date. If they do delete them
• Open Placement Admin tab
• Delete all placement admins that exist after the new desired end date (in this case delete placement admin 21st January to 31st January)
• The new desired end date should now fall within the start and end date of the top placement admin. Edit that placement admin changing the end date to the new desired end date
• Change your placement admin type / reason if necessary
• Click Save

NOTE: If there are only 2 placement admins then when you delete the penultimate entry it will automatically remove the first entry. If that happens change the end date as if there are no placement admins