Procuring placements is hard but assigning placements in Prism is easy! Follow these steps to place your students at a site.

There are three ways you can utilize to place your students:

• Location View
• Student View
• Direct Placement (allows you to place a student without a slot being added in the system)

You will also be able to view open slots and locations on a map view

• Explore on Map

After placing you are required to publish the placements to students so it would be visible to them

• Publish placements

Assigning Placements

1. To assign a placement, select Placements from the left menu or dashboard.
   
   
   
2. If you’d like to manage placements for one course, select your desired Course Name. You can use the filter option to quickly find what you are looking for.
   
3. If you’d like to manage placements for multiple courses, select your placement group and click Placements for Group.
   
4. You’ll be taken to the Placements page. Make your selection to place students by Location or by Student.
   

Placing students by Location View

1. On the placements page, select By Location on the View By option.
   
   
   
2. The page will show you all offered slots for the selected course.
   
   
   
3. Click on the blue (#) slots remaining to place a student.
   
   
   
4. Select the student you’d like to place using the open checkbox. Once done, click Place Individually.
   
   
   
5. If you have selected multiple students for a site that has more than 1 offer, you’ll have two options:

Place individually: this allows you to enter different placement details for each student.

Place as a group: placement details will apply to all students selected.

Place individually: this allows you to enter different placement details for each student.

1. 1. You can now add or edit information for the placement. For example,
      different start and end dates, notes, etc. Once you’ve made your edits, click Place (To publish placements separately) or click Place & Publish Now (To avoid the extra task of publishing placements individually.)
   2. Select the Preceptor/CI/Experiential supervisor to associate them with a placement 
   3. Select the setting to associate it with a placement 
   4. You may also select the Faculty you want to associate with the placement
   5. Please note, that placing a student DOES NOT show the placement information to your student. You must publish the placement for the student to view this information in their portal.
      
      
   6. To add non-consecutive dates, the school administrator will have to enable the bit. Set up non-consecutive dates for this placement’ and select the dates from the calendar.
      
   7. Note that the non-consecutive placement dates can be selected only between the placement start date and end date. 
   8. We Support Rich text Box in all make/edit placements for placement notes shared with students and Placement Notes for Internal Use Only. To add a note click on “+ Add notes” icon and the Rich text box will open
      
   9. You’ll be taken back to the placement details page.
      1. If you make edits to the placement information, click Update when done to update it.
      2. To delete a placement, click the trash bin icon.
         
      3. You’ll be taken back to the placements page. If you have used all slots remaining, a status of No slots Available will appear. 
         
2. Place as a group: placement details will apply to all students selected 
   1. When you have more than one student going to a same placement under same faculty, use "Place as a Group" option for making placements. 
   2. Select the students and Place as a group button
      
   3. Complete all the mandatory fields, you can see the list of students who will be assigned to the placement
      
   4. Select "Place" (To publish placements separately) or click "Place & Publish Now" (To avoid the extra task of publishing placements individually.)
      
3. Deleting: Need to make edits or delete a student placement? Simply click on the student’s name!
   
   
   1. 1. When deleting a placement, the system will ask you to confirm deleting the placement from the system.
         
         

Placing Students by Student View

1. On the Placements page, select Student for the View By option.
   
   
   
2. The page will show you all students for the selected course or group, along with placement details. 
   
   
   
3. Click the Filter icon to filter the students.
4. Select the required filter options from the following and click Apply. 
   • Rotation
   • Student Status
   • Student Cohort
   • Student Group
   • Student Tags
   • Students Category
   • Student Campus
5. Click on the + icon to place a student. You can click on a + icon for a specific rotation, or next to the student’s name if you have a lengthy list of rotations.
   
   
   
6. A drawer will open. If you did not choose a rotation, you will first be asked to select one.
   
   
   
7. The drawer will then show you all available locations. Click the Select button for the Location you’d like to place the student in.
   
   
   
8. You can now add or edit information for the placement. For example, different start
   and end dates, notes, etc. Once you’ve made your edits, click Place (To publish placements separately) or click Place & Publish Now (To avoid the extra task of publishing placements individually.)
   
   1. Please note, placing a student DOES NOT show the placement information to your student. You must publish the placement for the student to view this information in their portal.
      
      
      
9. The drawer will close, and your placement will now be listed! Need to make edits or delete a student placement? Simply click on Location’s name.
   
   
   
10. If you make edits to the placement information, click Update when done to update it. To delete a placement, click the trash bin icon.
    
    
    
    1. When deleting a placement, the system will ask you to confirm deleting the placement from the system.
       

Placing Students via Direct Placement

7. On the Placements page, select Student for the View By option.
   
   
   
8. Click on the + icon to place a student. You can click on a + icon for a specific rotation, or next to the student’s name if you have a lengthy list of rotations.
   
   
   
9. A drawer will open. If you did not choose a rotation, you will first be asked to select one.
   
   
   
10. Click Direct Placement.
    
    
    
11. Find and select the desired location and click Next.
    
    
    
12. 6. You can now add or edit information for the placement. Setting information is mandatory. Once done, click Place (To publish placements separately) or click Place & Publish Now (To avoid the extra task of publishing placements individually).
    1. Please note, placing a student DOES NOT show the placement information to your student. You must publish the placement for the student to view this information in their portal.
       
13. Your placement may take a few moments before you can make edits.
    
    
    
14. Need to make edits or delete a placement? Click on the Location’s name.
    
    
    
15. If you make edits to the placement information, click Update when done. To delete a placement, click on the trash bin icon.
    
16. When deleting a placement, the system will ask you to confirm that you have deleted the placement from the system.
    

Explore on Map

The 'Explore on Map' feature provides a visual representation of placements, open slots, and locations on a map. Here’s how you can make the most of this feature. You can quickly identify the geographic distribution of placements and open slots. Interact with the map to zoom in on specific locations or view clusters.

• View Placements: See all placements displayed on an interactive map.
• Find Open Slots: Easily locate available slots across various sites.
• Explore Locations: Identify and view the geographical details of all locations.

Tips for Effective Use

• Filters: Apply filters to narrow down the displayed data by course, location, or slot type.
• Zoom Functionality: Use zoom controls to focus on specific regions or sites.
• Hover for Details: Hover over a map marker to view details about the placement, slot, or location.

1. Click on "Explore on Map" to view
   
2. Click on "Available slots" option to view all the open slots available
   
3. You can interact with the map, click on the location icon to get an overview of that site.
4. You can click on Get directions to get the address of a location. 
   
5. Click on the View Details button 
   
   and open a drawer which will allow you to view slots and placement details
   
6. On the list view on the left-hand side you will see all the locations that are currently visible on the map displayed. You will find quick stats on the number of offered slots, the number of placements made, and number of available open slots. 
   
7. Click on the  "Placements made" option to view all the placements made
   
8. Click on filters to narrow down your search 
   
9. You can also use "Nearby School" to narrow down the distance of locations based on schools location
   

Publishing Placements

Once you’ve placed your students, you’ll want to ensure your students can view their placement and review assignments they’ll complete during their rotation.

1. Select Placements from the left-hand menu or dashboard.
   
   
   
2. Once on the placements page, select your desired Course.
   1. You can also select a placement group to manage multiple courses at a time.
      
      
      
3. If you selected a placement group, click Placements for Group.     
   
   
   
4. Select Email & Publish tab.
   
   
   
5. Select the 'Rotation' you would like to publish placements for from the 'Rotation' drop down. You can select any future rotations date and publish the placements from the drop-down.
   
   
   
6. Select your desired placements and click Publish Placements.
   
   
   
7. The page will update to show you the date the placement was published on.
   

Unpublishing Placements

If changes happen, you may need to unpublish a published placement this will result into the student not being able to see the placement. 

1. Select Placements from the left-hand menu or dashboard.
   
   
   
2. Once on the placements page, select your desired Course.
   1. You can also select a placement group to manage multiple courses at a time.
      
      
      
3. If you selected a placement group, click Placements for Group.     
   
   
   
4. Select Email & Publish tab.
   
   
   
5. Select the 'Rotation' you would like to publish placements for from the 'Rotation' drop down. You can select any future rotations date and publish the placements from the drop-down.
   
6. To unpublish a placement, select the desired student, click on the vertical ellipsis, and click Unpublish.
   

Learn about how to notify different stakeholders like the site, students, and preceptors about the placements from the article: here