Differences

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

--- ug1-22 [2014/03/19 12:30] – barbara
+++ ug1-22 [2023/11/28 13:23] (current) – Catherine Riddell
@@ Line 1: / Line 1: @@
 ====== References ======
-**Set up - for Systems Administrators**
+On the Candidate Record you will see a tab for 'Online References'
+{{ :onlineref.png?600 |}}
-  - Create a contact event type - called Reference Request or something similar. Go to Maintenance, Agency Setup, Contact Event Types NEW.\\ {{:ref_setup1.png?|}}\\ \\
+To add a new reference to a Candidate, use the **New Reference** button.
-  - If you wish to send a standard document out with the reference request, create the document and save it in the reports directory. \\ \\
+{{ ::newref.png?600 |}}
-  - Link the document to the the Contact Event type by entering the full document filename in the client email attachment column (Agency Setup, Contact Event Types, Email Attachments.) Multiple attachments must be separated with a semi colon (;). Each time this contact event type is used to send an email it will attach the document(s). \\ {{:ref_setup3.png?|}} \\ \\
-  - Create boiler plate text if you wish to have a standard email text to be used. Using the insert text on the contact event makes sending the request quicker. (Maintenance, Agency Setup, Boiler Plate Text, ADD).  See also [[hat_12|Boiler Plate Text]]. \\ \\
-  - Finally switch on References for the database. General Settings, Switchable Views, 110 Person Reference Request Y.
-**USE**
+This will bring up the Reference Form. \\
+The information you are required to fill in will depend on what 'Type' you select \\
+Fill in the required fields and Save.
+{{ ::refform.png?600 |}}
-You will now see a new screen on the person form called Reference:
+The referee will now appear on the Online Reference screen for that Candidate as **<color #43a75a>green</color>**.\\
-\\ {{:ref1.png?|}}
+When the Reference is ready to be sent Expand the Reference and Click 'Approve to Send'. An automated job will then pick up this Reference and send it to the
+Referee and the Reference will be highlighted in **<color #ff4eff>pink</color>**. \\
+The Referee will receive an Email with a Link to return the reference where it will then be highlighted black in IQX.\\
-To add a new reference to a temp, use the NEW button.
+{{ ::referencelist.png?600 |}}
-You will be given the following options.
-\\ {{:ref2.png?|}}
-  * Clicking **yes** will allow you to search for contacts already existing in the database so you can attach the reference request to a client. You will be able to then add the contact against an existing client or add a new client if they are not already in the database.
+Further references can be added by repeating the steps. Once a reference request has been sent the record cannot be deleted. \\
-  * Clicking **no** will allow you to add the reference line without linking it to any records (for a reference request from someone who is not a client or potential client for example.)
+\\
+**Set up - for Systems Administrators**
-If you click **yes** then search for the company and select the contact that is to be the referee.
-\\ {{:ref3.png?|}}
-Select the company or **add** a new company. Then select or **add** the contact against the company.
-This will bring up the reference form.
-If you clicked **no** to create just a reference you will be taken straight to this form.
-{{:ref4.png?|}}
-Fill in the required fields and finish.
-This will open the Contact Event to send the reference; make sure the correct type is selected and then complete your email using insert text if boiler plate text has been set up and **send email**.
-The referee will now appear on the reference screen for that candidate.
-The date that they were created and when the Contact Event to the referee was created are filled automatically.
-The process date and consultant fields track the progress stages of the reference.
-{{:ref5.png?|}}
-Once a reference has been returned, from your Desktop Inbox save it to the documents on the relevant records, and save the email as a contact event. See also [[4_inbox_and_contact|SAVING AN ATTACHMENT FROM AN EMAIL IN THE INBOX TO THE DOCUMENTS VIEW OF A RECORD]].
-Enter the date into the Reference Returned column. Once the reference has been checked and completed, enter the completed date on the reference screen.
-Further references can be added by repeating the steps. Once a reference request has been sent the record cannot be deleted.
-<color green>Reference lines that have been created but are awaiting a request to be sent are coloured green.</color> \\
-Lines where the reference has been sent or returned but not checked (completed) are black. \\
-<color blue>References that are completed are blue.</color> \\
-Search criteria can be added for references.
-Each time a stage is completed (ie. a date is entered) the processed date and processed by fields are updated with the date and user details.
+[[sa38-00|]]
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