Placement Management - Partner Sites

Updated
Watermark Support

Under the Partner Sites tab, a field placement coordinator manages the sites, districts, and the respective contacts for an institution. The field placement coordinator will use this feature to create a partner site by either using the NCES database or creating it manually and add site/district contacts for these sites.

A Placement Management page showing options for viewing placements, partner sites, and mentors, with search and filter controls and a list of placements that includes student names, courses, sections, sites, mentors, and supervisors along with Partner side tab highlighted.

Searching, Filtering, and Adding Sites and Districts

The partner sites and contacts can be found on the Partner Sites tab. The first page displayed is the site’s Districts and their contacts. This is a list of all the sites and districts added to the institution's database. If no site or district has been added, help text will be displayed to guide the user to the Add Partner Sites page.

Adding a Partner Site: To add a partner site, click on the Add PARTNER SITE button. A modal gets displayed on the screen with two options. The field placement coordinator has the ability to create a partner site using the NCES Database or manually.

An Add Partner Site page showing two creation method options: Add from NCES Database, which searches and adds sites from the NCES database with associated site data, and Create Manually, which allows creating a site not found in the NCES database without associated site data. The page includes Cancel and Continue buttons.

Add a Partner Site from the NCES Database:

An Add Site from NCES Database page showing search fields for Site Name, State, County, and District, along with a Search button. The page includes search tips explaining how to refine or broaden NCES searches, and an indicator showing zero sites selected with an Add button.

When initially setting up partner sites and contacts, we recommend a search by State, County, or District. This will allow the field placement coordinator to add all the sites in a particular county or district in one step.

An Add Site from NCES Database page showing search fields for Site Name, State set to Florida, County set to Baker County, and District set to Baker, along with a Search button. The results section shows a Partner Sites list with ten matching sites, including site names, districts, counties, and addresses, and an indicator showing ten sites selected with an Add button.

The field placement coordinator can add any site that the institution may possibly work with. For example, if students are placed within the Stratford School District, filter by that district and add all sites in the district. By doing so, this ensures that the field placement coordinator is able to view, sort, and filter for any possible site later in the placement process. After some time, a site may need to be added one at a time. In that case, the field placement coordinator can search by site name. Once the field placement coordinator has selected the desired sites, clicking on Add will add them to the database and make them available for possible placement.

Add a Partner Site Manually: There will be some cases where a site does not show up in the NCES database. In that case, the field placement coordinator can add it manually. Any site which is not tracked by the U.S. Department of Education will need to be added manually. To manually record a site, enter the name or the address of the desired location.

A New Partner Site page showing a Site Address section with a search bar labeled Site Location, displaying autocomplete suggestions for charter schools as the user types, along with an embedded map below the search field and a Save button.

Once the desired site is identified, the field placement coordinator can add additional site details.

A Site Details section showing fields for Site Name set to ‘IDEA Round Rock Tech,’ an optional Site ID field with a note that an ID will be generated if left blank, a Site Website field, and Site Type options including Educator Prep and Other Programs.

While adding additional details, classify the site as Educator Prep or Other Programs. If the field placement coordinator chooses to create an Educator Prep type Partner Site, then further options will be displayed on the screen allowing additional details about the educator prep type of site to be captured including:

  1. Grade Levels
  2. Title 1 Status
  3. School Type
  4. Charter
  5. Magnet
  6. Geographic Locale

A site details section showing selectable options for Site Type, Grade Levels from Pre‑Kindergarten through Adult Education, Title 1 Status, School Type options including Regular School, Other/Alternative School, Special Education School, Reportable Program, and Vocational School, along with options for Charter and Magnet status, and Geographic Locale choices for City, Suburban, Town, or Rural, each with an option to show descriptions.

Student Demographic Information may also be added if it is known including the numbers of students in each ethnicity category and the percentage of students who qualify for free or reduced-price lunches.

A Student Demographic Information section showing fields for entering student enrollment counts by categories including American Indian/Alaska Native, Native Hawaiian/Pacific Islander, Asian, White, Black, Two or More Races, and Hispanic, along with a Total Student Count field. Additional fields show percentage entry boxes for Free Lunch Eligible Students and Reduced‑Price Lunch Eligible Students, each with explanatory notes.

Add a Site District: After adding the site address, site districts are automatically suggested. The field placement coordinator can select any one of them to associate with the manually added education prep site. Alternatively, the field placement coordinator can create a district manually to align with the site.

A Site District section showing a search bar for district names and a list of selectable district options, including Austin Achieve Public Schools, Austin Discovery School, Austin ISD, Basis Texas, Cedars International Academy, and Chaparral Star Academy, along with a Create District button.

Create a District Manually: Provide a district name and an optional district ID.

A Create District window showing fields to enter a District Name with a required indicator and validation message, and an optional District ID field with a note explaining that an ID will be generated if left blank, along with Cancel and Create buttons.

Once the field placement coordinator has added all the details, the partner site can be saved by clicking on the SAVE button, which will add the site to the database and make it available for possible placement.

Viewing and Managing Partner Sites

Once partner sites and districts have been added, the field placement coordinator can manage the database by searching for a site or filtering by county or district.

The Partner Sites section shows search fields for site name, county, and district with a Search button. Below the search area is a Partner Sites list showing grouped results such as Unaffiliated Sites, Aleutian Region School District, and Barbour District, each with the number of partner sites and a Contact Information button, along with an Add Partner Site button.

Note: The Other Programs type partner site will be listed under Unaffiliated Sites.

Viewing and Managing District and Site Contacts: To view the district contact information, the field placement coordinator clicks on the Contact Information link. A flyout is displayed on the screen with the district contact information cards and new contact can be added using the ADD NEW CONTACT button.

A Partner Sites page showing search fields for site name, county, and district, along with a Search button. The Partner Sites results list displays grouped site categories including Unaffiliated Sites, Aleutian Region School District, and Barbour District, each showing the number of partner sites. The Aleutian Region School District row contains a highlighted Contact Information button.

A Contact Information window showing details for a district contact, including fields for name, email address, phone number, and a note. The window also includes options to delete or edit the contact, a button to add a new contact, and a Done button.”

Add/Edit Contact Modal:

An Edit Contact form showing required fields for first name and last name, along with fields for title, phone number, email address, and notes. The form includes character count tracking for the notes field and action buttons for Cancel and Save.

To view the site contact information, the field placement coordinator expands the district accordion to view the associated site and clicks on the partner site name, a new window will open with the site details.

A Partner Sites page showing search fields for site name, county, and district with a Search button. The Partner Sites results list displays groups such as Unaffiliated Sites and Aleutian Region School District, with a highlighted partner site entry labeled ‘Adak School,’ showing its address and site ID, along with a Contact Information button.

In addition to adding contact at the site level, the field placement coordinator can view site details that are coming from the NCES database or that were entered manually.

A site details page showing general information, academic information, and student demographic information for the selected partner site, including an enrollment pie chart and category breakdowns. The page includes a highlighted Edit Site Information button.

To view the site details, the field placement coordinator clicks on the Contact Information button available on the header. A flyout is displayed with the site contact information card. Using the flyout, the field placement coordinator can edit an existing contact, delete a contact, or add a new site contact.

A Contact Information window showing details for a site contact, including fields for name, title, email address, phone number, and a note. The window also includes buttons to delete or edit the contact, a button to add a new contact, and a Done button.

An Edit Contact form showing required fields for first name and last name, along with fields for title, phone number, email address, and notes. The notes field includes a character count indicator, and the form provides Cancel and Save buttons.

EXPORT SITES: Using the Partner Sites tab, the field placement coordinator can download a spreadsheet that will include all the information about the institution’s sites.

Steps to export the sites CSV:

  1. Click on the EXPORT SITES button, available on the partner sites tab page.
  2. A modal will be displayed. To create the export file, the field placement coordinator clicks the GENERATE CSV FILE button.
  3. A modal will be displayed on the screen to show the generation progress. Let the file get generated. It may take some time depending on the file's size.
  4. Once the file is ready to be downloaded, it will be displayed on the modal. The field placement coordinator can click the DOWNLOAD CSV FILE button to download the zip file.

A Placement Management page showing search fields for partner sites, including site name, county, and district with a Search button. The Partner Sites results list displays grouped site categories such as Unaffiliated Sites and Abramson Sci Academy, along with an Add Partner Site button and a highlighted Export Sites button.

An Export Partner Sites window showing a message indicating that the export contains all partner sites and their associated data, along with Cancel and a highlighted Generate CSV File button.

Was this article helpful?
0 out of 2 found this helpful

Articles in this section

How to Contact Support
There are many ways to reach out! Click the icon above for our support options.
Watermark Academy
Click the icon above to access the Watermark Academy for consultation, training, and implementation companion courses.
Customer Community
Can’t find the answer? Ask fellow users how they’re making the most of Watermark in our Community!