Placement Management - Change Placement Statuses in Bulk

Bulk Change Placement Status

  1. On the placement dashboard, click the Bulk Status Change button on the right side of the screen. The Placement Management page showing Placements tab with search fields, organization, course, section, term, and status filters. Bulk Status Change button highlighted on the upper right. A table showing student, section, term, site, mentor, and status columns.

    A window will appear, showing only placements with "Draft" and "Scheduled" statuses from the current term.

    The Bulk Status Change page showing Select Student Placements step with search field, organization, course, section, term, and status filters. A table showing student, section, term, site, mentor, and status columns. Status column highlighted showing Draft and Scheduled values.

    If no placements have a "Draft" or "Scheduled" status in the current term, the system will display an empty state message.

    The Bulk Status Change page showing Select Student Placements step with search field, organization, course, section, term, and status filters. A message stating no placements available for status change showing in the results area. Next button showing on the upper right.

  2. Select the checkboxes for all placements you would like to update.

    The Bulk Status Change page showing Select Student Placements step with search field, organization, course, section, term, and status filters. A table showing student, section, term, site, mentor, and status columns with multiple rows selected. A label showing 6 students selected appearing beside the Next button on the upper right.

  3. Click Next.
  4. Select the desired status to which you would like to move the selected placements: Draft, Published, or Scheduled. The Bulk Status Change page showing Select Status step with a Status dropdown open displaying Draft, Published, and Scheduled options. Go Back and Change 6 Statuses buttons showing on the upper right.

    Note: If you select the "Scheduled" status from the dropdown menu, options to set a Schedule Date and Time will appear.

    The Bulk Status Change page showing Select Status step with Status field set to Scheduled and Schedule Publishing section displaying Date and Time fields. A notice stating placements won’t be published without required assignment details showing below. Go Back and Change 6 Statuses buttons showing on the upper right.

  5. Click the Change Statuses button to confirm. The Bulk Status Change page showing a confirmation modal asking to confirm changing 6 statuses to Draft. The modal showing Cancel and Change 6 Statuses buttons.

    Important: If you attempt to change a placement's status to "Published" when it has no details (such as a site, mentor, or supervisor), the system will display an error message.

    The Bulk Status Change page showing Select Status step with a warning box stating one or more placements lack required assignment details and can’t be published. The Status field showing Published. Go Back and Change 1 Status buttons showing on the upper right.

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