How do I start using it?
System Setting for Auto-Notebook creation
A user with administration access to Options ; System Settings ; Systems Owner ; Global Settings will now see a new setting of Add Notebook entry for Review List Status Update.
This setting can be checked/unchecked to turn it on and off and is enabled by default.
In the on state, a modification to the Review List status of a Review List record for an applicant or a contract/temp job, will automatically create a new notebook entry for any of the below actions:
Applicant ; Review List (tab) ; set Status or
Applicant ; click View All (on a sub-list) ; Details (tab) ; set Status >or
Job (Contract/Perm) ; Job ; Review List (tab) ; set Status or
Job (Contract/Perm) ; Job ; Review List (tab) ; click View All (on a sub-list) ; select multiple records ; Action ; set Status
A notebook entry is added under the existing Review List folder of notebook type Review List. This is a system coded notebook type.
The subject of the notebook reads, '<Job Reference number> at <Company Name> (<Applicant first name last name>)'
The content of the notebook reads, 'Review Status = <Current Review List status>'.
‘Select Applicant’ Picklist to include Additional Columns
When selecting an applicant throughout Access Recruitment CRM using the common Select Applicant picklist, the below additional columns will be available to aid the selection.
Applicant Id (as the first column)
Primary Consultant
Rename Review List Status Names
The following Review List Status names have been modified to better reflect the flow of Access Recruitment CRM.
Status with system code of RVW_LST_STT_HELD has been modified from Hold to Accept & Hold
Status with system code of RWW_LST_STT_ACCEPTED has been modified from Accept to Accept & Add
These can be manually changed by an administrator user to names which better suit your business processes.
Option to Auto Delete Applicant Actions on Status Change
A new system setting has been introduced where it will delete all applicant actions of status Send CV linked to a particular applicant and job combination if the Review List status is changed from Accept & Add to a different status. This removes the need to manually delete the applicant actions, saving time and effort.
If the Delete Applicant Actions restriction is not applied to the user's role and
The review status has been changed from RVW_LST_STT_ACCEPTED to any other value and
There is at least one applicant action with a status of APP_ACT_STT_SENDCV for the job & applicant combination from the review list record then
A Yes/No message-box will be displayed with You are about to change the Review List Status from '<status value for RVW_LST_STT_ACCEPTED>' to '<status value for new review list status>'. Do you want to delete all '<status value for APP_ACT_STT_SENDCV>’ Applicant Actions for this Job and Applicant'?
If 'Yes' is selected, then
All applicant action records linked to the job & applicant combination from the review list record with a status of APP_ACT_STT_SENDCV will be deleted.
📌 Note: The review list status will always be updated based on the change made by the user, regardless of whether the message-box appeared and/or Yes or No is selected.