refers to:
person form → progress tab
desktop form → progress due for action
Use the Action by and state filters to select a sample
select tickboxes to choose individuals
process button to open a Select process form containing only those records which were selected. They may then be saved as a sample, or processed further, for example a mail merge
Expand button opens an individual process form for the selected item
Vacancy button opens the vacancy form for the selected item
Candidate button opens the candidate form for the selected item
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