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hat_12 [2016/05/31 11:46] – ivanhat_12 [2019/07/23 15:59] (current) – [Boilerplate menu list size] Shelley Hunter
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 Boiler Plate Text, (BPT), allows the setting up of blocks of standard text which may be easily dropped into the current cursor position of the various free text notes fields. Boiler Plate Text, (BPT), allows the setting up of blocks of standard text which may be easily dropped into the current cursor position of the various free text notes fields.
-The below fields are available 
- 
-This allows the setting up of blocks of standard text which may be easily dropped into the current cursor position of the various free text notes fields. 
  
 Useful for such things as meeting note headings, job description outlines or standard blocks of text for sending emails. Useful for such things as meeting note headings, job description outlines or standard blocks of text for sending emails.
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   * Text Message   * Text Message
  
-The Type given to the Boiler Plate Text will determine where in IQX it can be used. For example, Progress type is available from the Insert Text on a Progress Record but if you want to use that block of text in a contact event from a progress record then it needs to be set up as a contact event type.+The Type given to the Boiler Plate Text will determine where in IQX it can be used. For example, Progress type is available from the Insert Text on a progress record but if you want to use that block of text in a contact event from a progress record then it needs to be set up as a Contact Event Type.
  
 Text Message Type is used for sending SMS/Email from Shift Booking or Shift Confirmation. Text Message Type is used for sending SMS/Email from Shift Booking or Shift Confirmation.
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 Accessible from Shift Confirmation buttons and can also be passed through to contact events via the shift confirmation and tempdesk – shifts screen. Accessible from Shift Confirmation buttons and can also be passed through to contact events via the shift confirmation and tempdesk – shifts screen.
  
-Can use either Shift Details or {SHF} fields but not both, if SHIFTDETAILS is used then none of the {SHF} fields will be available.+Can use **either** Shift Details **or** {SHF} fields but **not both**, if SHIFTDETAILS is used then none of the {SHF} fields will be available.
  
  Boiler Plate Field Example  Boiler Plate Field Example
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  SHF_STATEDESC Provisional  SHF_STATEDESC Provisional
  SHF_SERIALNUMBER 12345  SHF_SERIALNUMBER 12345
- + 
 +It is possible to list all shifts applicable (up to 365 days in advance) to an applicant. The shifts do not have to be referenced in the Shift Confirmation Screen.  This means that when confirming shifts you need only tick against one shift for a temp and it will list all of the shifts. 
 + 
 +{SHR_BEGIN}{SHR_DATE dd/mm/yyyy} {SHR_FROM} – {SHR_TO}{SHR_END} 
 + 
 +Would output something like: 
 + 
 + 01/07/2016 08:00 – 17-00 
 + 02/07/2016 08:00 – 17-00 
 + 03/07/2016 08:00 – 17-00 
 + 04/07/2016 08:00 – 17-00 
 + 
 +SHR_BEGIN, can be replaced with {SHR_BEGIN_n}, where n is replaced by a number, e.g. {SHR_BEGIN_28}, which will list provisional/booked shift, in the period, current date ->current date + 28 days.   
 + 
 +**Note** It is the current date that the Shift Range starts from and not the date of the shift you a confirming. This means that if you a confirming a shift in the future the SHR command might not list all of the shifts from the date you are confirming on. 
 + 
 +**These fields cannot be used with {SHIFTDETAILS}.** 
 ==== Shift Matching Fields ==== ==== Shift Matching Fields ====
    
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  SHF_TO 10:30  SHF_TO 10:30
  SHF_THEIRREF A/1234  SHF_THEIRREF A/1234
 +
 +If you wish to contact a candidate about their availability for more than one shift you can use {SHF_BEGIN} and {SHF_END} to list the shifts.
 +
 +{SHF_BEGIN}{SHF_DATE dd/mm/yyyy} {SHF_FROM} {SHF_TO}{SHF_END} {COM_COMPANYNAME}
 +
 +Would output something like:
 +
 + 01/07/2016 08:00 – 17-00
 + 02/07/2016 08:00 – 17-00
 + 03/07/2016 08:00 – 17-00 
 + IQX Limited
 +
 +**These fields cannot be used with {SHIFTDETAILS}.**
   
 ==== Colleague Fields ==== ==== Colleague Fields ====
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 The resulting name must be unique, i.e. if it is already a predefined boiler plate name, it will not be accessible. E.g. APP_NAME.\\ The resulting name must be unique, i.e. if it is already a predefined boiler plate name, it will not be accessible. E.g. APP_NAME.\\
  
 +
 +==== Questions ====
 +
 +Allows access to both the question answer and the description
 +
 +QTN_<Type>_<Tag Location>_<Tag Question ID>
 +
 +eg
 +  QTN_A_P_CUR   This could return the question answer for an applicant question CUR (currency)
 +  QTN_D_P_CUR   This could return the question description for an applicant question CUR (currency)
 +
 +Sub menu selection not currently supported.
 +Multiple / Graded and Scored Selection are output in a comma separated list.
 +
 +A question answer will only be evaluated if the question is applicable to the rest of the substitutions.
 +
 +
 +==== Letter / Consultant Fields ====
 +
 +All fields staff with ‘LET_’
 +
 + Boiler Plate Field Example
 + LET_TODAY 1st January 2015
 + LET_TODAY_dd/mm/yyyy 01/01/2015
 + LET_ADDRESSLONG Wester Newhouse, Lilliesleaf, Melrose, TD6 9JT
 + LET_ADDRESS Wester Newhouse
 + Lilliesleaf
 + Melrose
 + TD6 9JT
 + LET_CONSULTANT Fred Smith
 + LET_CONSULTANTTITLE Administrator
 + LET_CONSULTANTEMAIL [email protected]
 +
 +
 +==== Boilerplate menu list size====
 +
 +If you have large numbers of Boilerplate Text these will appear in one large list and some may disappear off the screen.  To make the list more manageable and ensure all templates can be seen it is possible to split the list into multiple smaller columns.\\ \\
 +
 +Switch off: {{:list_switch_off.jpg?200|}} Switch on: {{:list_switch_on.jpg?300|}}
 +
 +This requires system administrator set up in General Settings group of Settings number 1850, the value entered will be the number of templates in each column.
 +
 +\\ \\ \\
 Go back to [[hints_and_tips|Hints, Tips & Shortcuts]] Go back to [[hints_and_tips|Hints, Tips & Shortcuts]]
  
 Go back to [[ug1-22|References]] Go back to [[ug1-22|References]]
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