Managing Work Placements on Navigate (Training Session)

This recorded Navigate training session covers the full work experience placement process, from creating a placement to tracking it live.

How work experience placements move through the process, from awaiting approval to completion, involving the student, staff member and employer.
Creating a placement yourself in the Placements module using the learner, employer and placement details tabs.
Approving a placement and triggering the automated employer email, plus optional parent approval.
Tracking and managing live placements using the panels and status grids.
Requesting a placement so students add their own, and how a live placement looks on the student site.

Open the Placements module and click Add Placement, then choose Work Experience Placement.
On the Learner tab, search the student by name or number, then set whether parent approval is required.
On the Employer tab, search your employer, confirm the manager contact, and choose who receives the emails.
On the Placement Details tab, add the coordinator, hours, placement type, location type, break and travel times, the text fields and the dates and times, then save.
Reopen the placement, complete your background and compliance checks, then click Internal Approval. This automatically sends the employer approval email.
For parent approval, set it to Yes and click Send the parent approval email, or override it manually.

Use the panels in the Placements module to review actions, compliance gaps and each status, checking the scheduled, student confirmed and employer confirmed hours columns.
To request a placement individually, use Search for a Student, open the record, click Request Placement and set a target date.
To request in bulk, filter your students, select them, click Actions and choose Request Placement.
Once a student submits their placement, open it from the homepage and begin the approvals process.