sa_maintenance_6

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision
Previous revision
sa_maintenance_6 [2021/10/22 16:40] – Depends on Question ID Michael Scottsa_maintenance_6 [2023/11/13 17:01] (current) – [Compliance Questions] Viola Scott
Line 38: Line 38:
 If you have a general candidate question with an expiry lead time rather than creating a new departmental question and moving answers the question can be linked to a department or departments here. \\ If you have a general candidate question with an expiry lead time rather than creating a new departmental question and moving answers the question can be linked to a department or departments here. \\
 **Department** **Department**
-(Accessed by Agency Setup>Deparments) Candidate, vacancy, placement, reference, timesheet, shift plan, company and contact questionnaires can also be created per departments for more specific information e.g. skills specific to the department, experience, job titles, equipment, certificates.\\ \\ \\+(Accessed by Agency Setup>Deparments) Candidate, vacancy, placement, reference, timesheet, shift plan, company, company contact and contact event questionnaires can also be created per departments for more specific information e.g. skills specific to the department, experience, job titles, equipment, certificates.\\ \\ \\
  
  
Line 53: Line 53:
 **Description** The description appears in the lists - can be up to 25 characters.\\ **Description** The description appears in the lists - can be up to 25 characters.\\
 **Type** the type of question it is to be - see the Question Types tab for a definition of each.\\ **Type** the type of question it is to be - see the Question Types tab for a definition of each.\\
-**Min Step Size** Numeric and scored question types can specify a minimum step size eg - 1 for years, 000's for turnover etc.\\+**Min Step Size** Numeric and scored question types can specify a minimum step size eg - 1 for years, 000's for turnover etc.  This can also be used to specify the number of characters that can be entered on a text question.\\
 **Unit** Numeric and scored question types can specify the type of number unit used e.g. £s, years etc. For Text questions, specifies the number of lines to show.\\ **Unit** Numeric and scored question types can specify the type of number unit used e.g. £s, years etc. For Text questions, specifies the number of lines to show.\\
 **Required** This requires an answer to be entered before a new record can be saved.  Making an existing question required will mean that for any records where the question has not been answered the next time the questionnaire is edited on that record the changes cannot be saved until the required question has been answered.\\ **Required** This requires an answer to be entered before a new record can be saved.  Making an existing question required will mean that for any records where the question has not been answered the next time the questionnaire is edited on that record the changes cannot be saved until the required question has been answered.\\
Line 69: Line 69:
 **Read Only** To turn on set General Settings Group of Settings 1670 Show Readonly on Question Maintenance to Y, if ticked the question will be visible on the record but cannot be answered. \\ **Read Only** To turn on set General Settings Group of Settings 1670 Show Readonly on Question Maintenance to Y, if ticked the question will be visible on the record but cannot be answered. \\
 **Include in Key Word Search**  Version 2.20.11 onwards, tick if you want this question's choices to be used in the Key Word Search function.  Will only work with single or multiple choice and text questions.  Note questions that have yes/no answers will not be meaningful. \\ **Include in Key Word Search**  Version 2.20.11 onwards, tick if you want this question's choices to be used in the Key Word Search function.  Will only work with single or multiple choice and text questions.  Note questions that have yes/no answers will not be meaningful. \\
-**Font Colour** It can be helpful to have the most important questions highlighted in a different colour, select the relevant question and use the Font Colour button to choose a colour. \\ \\ +**Font Colour** It can be helpful to have the most important questions highlighted in a different colour, select the relevant question and use the Font Colour button to choose a colour. \\ 
-**Depends on Question ID and Depends on Choice ID** For use in iqxWeb and Web References+**Depends on Question ID and Depends on Choice ID** For use in iqxWeb and Web References. \\ \\
  
  
Line 156: Line 156:
 |-10|Appear in Payroll at the BOTTOM.| |-10|Appear in Payroll at the BOTTOM.|
 |-11|Appear in Payroll at the TOP.|  |-11|Appear in Payroll at the TOP.| 
 +|-12| Appear in Payroll can be seen by all users but only edited by those with Accounts role.|
 |-19|Appear in P45 Wizard.| |-19|Appear in P45 Wizard.|
 |-2*0|Appear in Temp Role Clearance view, not editable.| |-2*0|Appear in Temp Role Clearance view, not editable.|
Line 200: Line 201:
 |1|Appear in Questionnaire ONLY.| |1|Appear in Questionnaire ONLY.|
 |0|Appear in Questionnaire AND top section.| |0|Appear in Questionnaire AND top section.|
 +|-5|Appears in the bottom of the Questionnaire, can only be answered/edited by users with manager role.|
 |-10|Appears in BOTTOM of Miscellaneous view.| |-10|Appears in BOTTOM of Miscellaneous view.|
 |-20|Appears in Vacancy AWR view.| |-20|Appears in Vacancy AWR view.|
Line 230: Line 232:
 Any compliance questions that are specific to a department should be added to the relevant department questionnaire rather than the general person questionnaire. \\ \\ Any compliance questions that are specific to a department should be added to the relevant department questionnaire rather than the general person questionnaire. \\ \\
  
-For any date questions that require to be kept up to date you should complete the Expiry Lead field If a number is entered this question will be shown on the Tempdesk “Expiry Dates” view. The number is treated as a “Lead Time” for renewal to decide on urgency of expiring. Expiry questions can be allocated to departments if not relevant for all (Maintenance>Questionnaires>Departments for Expiry Questions).\\ +The Expiry Lead field is for any date questions that require to be kept up to date. If a number of days is entered this question will be shown on the Tempdesk “Expiry Dates” view. The number is treated as a “Lead Time” for renewal to decide on urgency of expiring. Expiry questions can be allocated to departments if not relevant for all (Maintenance>Questionnaires>Departments for Expiry Questions). The existence of an Expiry Date will control the temps appearing on the Temp Desk, Expiry Dates view.\\ \\ 
 + 
 +The Expiry Behaviour field can be set to Warning or Blocked and this will be used in Validations and Domains to manage compliance when booking work - Must the temp be blocked or just a warning raised to follow up. Domain behaviour is based on the settings found here.\\ \\ 
 + 
 +Expiry Status is a way to set an Expiry date question to NOT be included for Compliance chasing for a selection of Candidate STATES.  For example, a British passport may be necessary for pre-registration Candidates, but not once they are Current.  If set to be excluded for Current then it won't show red but grey in the 'Expiry Dates' area of the 'Temp Desk' for current Candidates or be included in the Days before Expiry or Shifts after Expiry count.  This enhancement relates only to the display on the Temp Desk Expiry dates view and does not affect the Compliance Score.    \\
 </pane> </pane>
  
  • sa_maintenance_6.1634920851.txt.gz
  • Last modified: 2021/10/22 16:40
  • by Michael Scott