Flagging something generally means turning it off or deactivating it. There are several items that can be flagged in Platinum Planner, EMSTesting, and Platinum Tests.
EMSTesting and Platinum Tests refer to flagging as disabling. The functionality is the same as flagging in Platinum Planner.
Flagging:
School Administrators – Flagging a School Administrator deactivates that level of access. That user could still log in to the program if they had access to other roles (e.g., Preceptor, Instructor, etc.), but they would lose access to their School Administrator role.
Instructors – Flagging an Instructor works the same way as flagging a School Administrator. The user will no longer be able to log in to their Instructor role, but can still log in to any other roles they have access to (that are not flagged).
- Pro-tip: It’s good to keep a note of which classes that Instructor was associated with so you can assign a new Instructor to the class if the flagged Instructor was the only one associated with it.
Students – Flagging prevents the student from logging in to their Student role for your school. In addition, flagged Students no longer appear on Reports except on the General Report.
Preceptors – Flagging a Preceptor removes their ability to access the preceptor role for your school that you have flagged. The preceptor will no longer appear in the list of Preceptors that Students have available to choose from when completing clinical documentation.
Clinical Sites – Flagging a Clinical Site will also flag all Clinical Site Locations associated with the Clinical Site. While a Clinical Site is flagged, no new opportunities can be created at that Site. Any students who have clinical opportunities (upcoming or in the past) for a flagged Clinical Site, will receive an email stating the Location associated with that opportunity has been flagged.
Clinical Site Locations – Flagging a Clinical Site Location only flags one of the locations within a site. No new opportunities can be created at the flagged Location. Any students who have clinical documentation (upcoming or in the past) for a flagged Clinical Site Location will receive an email stating the Location associated with that opportunity has been flagged.
- Example: The ICU will be closed for remodeling for the next 3 months, while the rest of the hospital is open. Flagging the ICU will remove it from use.
Calendar Emails – Flagging Calendar Emails under Manage Calendar Emails in the School Administrator role will prevent that calendar from being sent.
Shared Clinical Sites – Flagging a Shared Clinical Site prevents students from signing up for any opportunities associated with that Shared Site.
Unflagging – Reactivating something that has been flagged is usually done with the “Unflag” button. This button is typically located where the Flag button originally was, although the flagged item may now be in a new tab titled 'Flagged'. In Testing, this is similarly done through the disabled options.
- Note: Unflagging sites allows new opportunities to be created there. Unflagging scheduled calendar emails will cause the system to begin sending them again, and unflagging a user will allow them to log back into the website in that role.
Info: For directions on how to flag a user in Planner, click here.