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--- sa38-00 [2015/07/09 14:46] – ivan
+++ sa38-00 [2023/11/28 13:27] (current) – Catherine Riddell
@@ Line 1: / Line 1: @@
-==== How to Configure Online Web Reference ==== Under construction ======
+==== How to Configure Online Web Reference ====
-email Ivan@iqx.co.uk for a copy of this - if required
-Web Reference
+)      To turn on the view in the Candidate Record: Go to General Settings > **//Show Person On-line Reference View//** > Set this to **Y** \\
+and ensure **//Person Reference Request//** is set to **N**. you will now see this on the Candidate Record\\
+{{ :onlineref.png?600 |}} \\
-)	This is the table in your IQX database. IT is usual standard so may already be there.  If not use SQL statement below:
+)	You will need to set up Questions so when the form is sent to the Referee they can answer the Questions. Questions for References are Departmental therefore are found in Maintenance > Agency Setup > Departments > Questionnaire - Reference
+{{ ::refquestions.png?800 |}}
+The Questions are grouped so you can have specific Questions for each type of reference and options on who can see it.
+<WRAP center round box 60%>
+**0** Everyone to see \\
+**1** For Personal Reference - Candidate Answers\\
+**2** For Professional Reference - Candidate Answers\\
+**3** For Other Reference - Candidate Answers\\
+**100** For Personal Reference - Referee Answers\\
+**200** For Professional Reference - Referee Answers\\
+**300** For Other Reference - Referee Answers\\
+</WRAP>
+<note important>Make sure for Candidate and Referee Questions Publish to Web is ticked</note>
+{{ ::refquestionsmade.png?600 |}}
-CREATE TABLE "pears"."ReferenceRequest" (
+)	To send the Reference to the Referee you need the job //IQXWeb Web Referencing (Send References).xml// \\
-                "ReferenceRequestID" CHAR(20) NOT NULL,
+This will pick up all the references which have not been sent and 'Approve to Send' within the Reference has been ticked
-                "PersonID" CHAR(20) NOT NULL,
+{{ ::referenceapprove.png?600 |}}
-                "DepartmentID" CHAR(2) NOT NULL,
-                "RefereeAddressName" CHAR(60) NOT NULL,
-                "RefereeSalutation" CHAR(60) NOT NULL,
-                "RefereePosition" CHAR(40) NOT NULL,
-                "CompanyName" CHAR(60) NULL,
-                "Keyname" CHAR(60) NOT NULL,
-                "Addr1" CHAR(40) NULL,
-                "Addr2" CHAR(40) NULL,
-                "Addr3" CHAR(40) NULL,
-                "Town" CHAR(30) NULL,
-                "County" CHAR(30) NULL,
-                "Country" CHAR(30) NULL,
-                "PostCode" CHAR(20) NULL,
-                "HomePhone" CHAR(100) NULL,
-                "WorkPhone" CHAR(100) NULL,
-                "MobilePhone" CHAR(100) NULL,
-                "Fax" CHAR(100) NULL,
-                "Email" CHAR(250) NOT NULL,
-                "Position" CHAR(100) NOT NULL,
-                "PositionNotes" LONG VARCHAR NULL,
-                "URLRequestCode" CHAR(250) NULL,
-                "Processed" SMALLINT NULL DEFAULT 0,
-                "StaffID" CHAR(20) NULL,
-                "WhenCreated" TIMESTAMP NULL DEFAULT CURRENT TIMESTAMP,
-                "WhenCompleted" TIMESTAMP NULL,
-                "WhenProcessed" TIMESTAMP NULL,
-                "WhenSent" TIMESTAMP NULL,
-                "WhoProcessed" CHAR(20) NULL,
-                "employmentid" CHAR(20) NULL,
-                "RefType" SMALLINT NULL,
-                "whenreturned" TIMESTAMP NULL,
-		"StartDate" TIMESTAMP NULL,
-		"EndDate" TIMESTAMP NULL,
-                PRIMARY KEY ( "ReferenceRequestID" ASC )
-) IN "system";
+)      For the Email Body this is set up in Maintenance > Agency Setup > Email Signatures > the email signature **MUST** be called **WEBREF** and your body is written in HTML code with the below code required within the code for the Referee to access the Reference Form
+<code>
+<p><br></p>
+<p><a href="{yourURL}/webReference/{URLRequestCode}" style="display: inline-block; color: #ffffff; background-color: #3498db; border: solid 1px #3498db; border-radius: 5px; box-sizing: border-box; cursor: pointer; text-decoration: none; font-size: 14px; font-weight: bold; margin: 0; padding: 12px 25px; text-transform: capitalize; border-color: #3498db;" target="_blank">Access Reference Request</a>&nbsp;</p>
+<p><br></p>
+</code>
-//1 personal, 2 professional, 3 define their own.
-ALTER TABLE "pears"."ReferenceRequest" ADD CONSTRAINT "person" FOREIGN KEY ( "personid" ASC ) REFERENCES "pears"."person" ( "personid" );
-ALTER TABLE "pears"."tag" ADD "LongDescription" LONG VARCHAR NULL;
-CREATE INDEX "ReferenceRequest_URLRequestCode" ON "pears"."ReferenceRequest" ( "URLRequestCode" ASC ) IN "SYSTEM";
+How to create references can be found below \\
+[[ug1-22|Creating References]]
+{{vimeo>359748760?}} \\
-)	Create the WPK Form through WPKMaintain.exe.
-)	Within IQX select Maintenance > Run a Job.  Navigate to your reports folder and run the visualreference.xml job.
-)	Once the job runs you will be asked for a client’s personid.  This will then make sure the request reference is assigned to the correct person.
-)	Once it loads it should look like this below:
-)	You then fill in the form and Save/Close.
-)	Now you should then be able to go into your person form, look for Web Reference view then you can see the references that have been created.  See below: