If the Bulk Processing functionality has been installed into your Access Recruitment CRM, the ability to carry out Batch Sector Assignment can be accessed via the ‘saved tag files’ area.
Bulk Processing – Batch Sector Assignment
By navigating to My Actions , Saved Tag Files and focusing on a saved tag file, the option for Batch Sector Assignment is available when the Action button is clicked.
The new Batch Sector Assignment screen will be displayed.
Sector Data Setup
The left-hand frame will display a list of all sectors you are currently logged into.
The right-hand frame will display the record types which can be updated. Only one record type of either Applicant, Contact, Client, Person, or Job can be selected.
One or more sectors can be selected for the record types of Applicant, Contact, Client or Person.
Only sector can be selected for record type of Job.
The selected sector(s) will then be assigned to the selected ‘record type’.
For records that are dual roles, both records will be updated with the selected sector(s).
Below the record type selection are two additional checkbox options which can be incorporated.
Remove existing Sectors from all records
This checkbox can only be selected for applicant, contact, client, and person record types.
By selecting this option, when Save is clicked, the existing sectors will be removed from the relevant record type in the saved tag file, prior to adding the newly selected sectors.
Assign new Sector to associated Client (Jobs only)
This checkbox can only be selected for the job record type.
By selecting this option, when Save is clicked, the client linked to the job will also be updated with the newly selected sector.
Towards the bottom of the screen is a section for the user agreement. The I accept the terms of use checkbox must be checked to progress the updates.
An error message will be displayed if Save is clicked without the agreement having been acknowledged.
Additional error messages will be included if any apply e.g. Select only one sector for Job record Type
Processing the selected Record Type
Having selected the new sector(s) and the record type, clicking Save will display a confirmation message to continue or cancel with the updates.
Clicking Yes will update the sectors to the records that match the selected record type within the focused saved tag file.
For jobs the linked client will also get updated if the checkbox has been selected.
For jobs, optionally, all linked placements can also be moved to the new sector.
A success message will be displayed on completion of updates.