External references link a questionnaire page to one or more objects within the category to which the page is linked. For example, a page linked to the Office category is not necessary relevant to all agency offices. Therefore, one or more external references must be linked to the page to determine to determine the applicable agency offices.
It is not necessary to link external references for questionnaire pages created at the Country level of the category hierarchy. Such pages are linked to one external reference by default, that being the country to which the page belongs. You cannot delete the default external reference nor link additional external references to such pages.
To link a questionnaire page to external references, follow the procedure below. Note that the procedure assumes that a new page is open in the Page Entry screen.
...
How to Link a Page to External References
...
Â
...
1.
...
At the top of the External Reference List field in the Page Entry screen, click
.
A search dialog box opens, allowing you to search for an external reference depending on the level of the page category at which the page is being added.
...
2.
...
3.
...
4.
...
Click .
The dialog box closes and the external references you have selected are listed in the External Reference List field on the Page Entry screen.
Note that you can delete an external references that you have selected by clicking next to the relevant external reference within the Ex ternal Reference List field.
Click here to see descriptions of the search fields that are available depending on the page category to which the questionnaire page belongsThe Available For item links a questionnaire page to one or more objects within the category to which the page is linked. For example, a page linked to the Office category is not necessary relevant to all agency offices. Therefore, one or more external references must be linked to the page to determine to determine the applicable agency offices.
It is not necessary to link external references for questionnaire pages created at the Country level of the category hierarchy. Such pages are linked to one external reference by default, that being the country to which the page belongs. You cannot delete the default external reference nor link additional external references to such pages.
To link a questionnaire page to external references, follow the procedure below. Note that the procedure assumes that a new page is open in the Page Entry screen.
1. | At the top of the Available For section, click the Add action. A search dialog box opens, allowing you to search for an external reference depending on the level of the page category at which the page is being added. |  |
2. | In the Search section at the top of the dialog box, type or select as much information about the specific external reference(s) you want to link to the questionnaire page and click . The search fields available depending on the category to which the category to which the page is linked and are listed and described below. Alternatively, just click to list all external references within the category. The list of objects in the bottom half of the dialog box lists the matching external references or all external references for the applicable category respectively. | |
3. | In the list of external references, click on the external reference to be linked to the questionnaire page. The external references you selected are highlighted. | |
4. | Click Select. The dialog box closes and the items selected are listed in the Available For list field on the Page Entry screen. |  |
Note that you can remove an external reference by clicking the X next to the relevant external reference within the Available For list.
| Expand | ||
|---|---|---|
| ||
Brand External ReferencesThe following search field is available when searching for external references applicable to the Brand category: BrandAllows searching of agency brands by agency brand name. To search for a specific agency brand, type the brand name in this field. Office External ReferencesThe following search fields are available when searching for external references applicable to the Office category: BrandAllows searching of agency offices by agency brand name. Any Brand is selected by default, which will list agency offices belonging to any agency brand that belongs to the county for which the questionnaire page is being created. To search for offices belonging to a specific agency brand only, select the relevant brand name in this field instead. RegionAllows searching of agency offices by region. Any Region is selected by default, which will list all agency offices in any region belonging to the country for which the questionnaire page is being created. To search for offices belonging to a specific region only, select the relevant region in this field instead. OfficeAllows searching of agency offices by office name. Any Office is selected by default, which will list offices regardless of the office name. To search for a specific office only, select the relevant office name in this field instead or type the corresponding office code in the Office Code field (see below). Office CodeAllows searching for agency offices by office code. To search for a specific office only, type the relevant office code in this field. Note that this field is enabled only when the Any Office option is selected in the Office field (see above). Skill Group External ReferencesThe following search field is available when searching for external references applicable to the Skill Group category: Skill Group IdAllows searching for skill groups by skill group name, as defined in Portal > Settings > Maintenance > Keyword Library. To search for a specific skill group by name, type the relevant name in this field. Skill Group CodeAllows searching for skill groups by skill group import code, as defined in Portal > Settings > Maintenance > Keyword Library. To search for a specific skill group by import code, type the relevant import code in this field. Position External ReferencesThe following search fields are available when searching for external references applicable to the Position category: Position IDAllows searching for job positions by unique job position ID. If you know the unique ID of a job position, type the ID in this field. Position NameAllows searching for job positions by specific job position name, as defined in Portal > Settings > Maintenance > Keyword Library. To search for a specific job position by name, type the relevant name in this field (for example: Receptionist). Skill GroupAllows searching for a job position by the skill group to which the position belongs, as defined in Portal > Settings > Maintenance > Keyword Library. To search for a specific job position by the skill group to which it belongs, type the relevant skill group name in this field (for example: Administration). Parent Company External ReferencesThe following search fields are available when searching for external references applicable to the Parent Company category: Parent CodeAllows searching for a parent company, to which a client belongs, by the parent number as defined in the Parent Company Details within Recruitment Manager. To search for a specific parent company, type the corresponding parent number in this field if you know it. Parent NameAllows searching for a parent company to which a client belongs by parent company name, as defined in the Parent Company Details within Recruitment Manager. To search for a specific parent company, type the parent company name in this field if you know it. Client External ReferencesThe following search fields are available when searching for external references applicable to the Client category: BrandAllows searching of clients by managing agency brand name. Any Brand is selected by default, which will list clients managed by any agency brand that belongs to the county for which the questionnaire page is being created. To search for clients managed by a specific agency brand only, select the relevant brand name in this field instead. RegionAllows searching of clients by managing agency region. Any Region is selected by default, which will list clients managed by any region belonging to the country for which the questionnaire page is being created. To search for clients managed by a specific region only, select the relevant region in this field instead. OfficeAllows searching of clients by managing agency office. Any Office is selected by default, which will list clients regardless of the managing office. To search for clients managed by a specific office only, select the relevant office name in this field instead. Client NameAllows searching for clients by client name, as specified in the Client Details in Recruitment Manager. To search for a specific client only, type the relevant client name in this field, or type the corresponding client number in the Client Id field (see below). Client IdAllows searching for clients by client number, as specified in the Client Details in Recruitment Manager. To search for a specific client only, type the client Id in this field or type the client name in the Client Name field (see above). Parent NameAllows searching for clients by the name of the parent company to which the clients belong, as specified in the Client Details in Recruitment Manager. To search for clients by a specific parent company only, type the parent company name in this field. Client DepartmentAllows searching for clients by the client department name, as specified in the Client Details in Recruitment Manager. To search for clients by a specific client department only, type the relevant department name in this field. Cost Centre External ReferencesThe following search fields are available when searching for external references applicable to the Cost Centre category: BrandAllows searching of client cost centres by managing agency brand name. Any Brand is selected by default, which will list cost centres managed by any agency brand that belongs to the county for which the questionnaire page is being created. To search for cost centres managed by a specific agency brand only, select the relevant brand name in this field instead. RegionAllows searching of client cost centres by managing agency region. Any Region is selected by default, which will list cost centres managed by any region belonging to the country for which the questionnaire page is being created. To search for cost centres managed by a specific region only, select the relevant region in this field instead. OfficeAllows searching of client cost centres by managing agency office. Any Office is selected by default, which will list cost centres regardless of the managing office. To search for clients managed by a specific office only, select the relevant office name in this field instead. Cost Centre CodeAllows searching for client cost centres by cost centre code, as specified in the Client Details in Recruitment Manager. To search by a cost centre code, type the code of the relevant cost centre in this field. Client IDAllows searching for client cost centres by client number, as specified in the Client Details in Recruitment Manager. To search by client number, type the relevant client number in this field. Cost Centre NameAllows searching for client cost centres by cost centre name, as specified in the Client Details in Recruitment Manager. To search by cost centre name, type the relevant cost centre name in this field. Client NameAllows searching for client cost centres by the client company name to which a cost centre belongs, as specified in the Client Details in Recruitment Manager. To search by the client company, type the name of the relevant client company in this field. Client DepartmentAllows searching for client cost centres by client department name, as specified in the Client Details in Recruitment Manager. To search by client department, type the relevant client department name in this field. Position Template External ReferencesThe following search fields are available when searching for external references applicable to the Position Template (job order template) category: Client IDAllows searching for job order templates by client company number, as specified in the Client Details in Recruitment Manager. To search for job order templates applicable to a specific client only, type the relevant client ID in this field if you know it. DepartmentAllows searching for job order templates by client department name, as specified in the Client Details in Recruitment Manager. To search for job order templates applicable to a specific client department only, type the name of the relevant department in this field. Position IDAllows searching for a job order templates by the unique ID of the job position to which the job order template corresponds. If you know the ID of the job position to which the job order template applies, type the ID in this field. Position Template IDAllows searching for job order templates by the job order template profile name, as specified on the job order template in Recruitment Manager. To search for a job order template by the profile name, type the relevant profile name in this field. Client Position NameAllows searching for job order templates by client position name, as defined in the job order template in Recruitment Manager. To search for job order templates with a specific client position name only, type the client position name in this field. Client NameAllows searching for job order templates by client company name, as defined in the job order template in Recruitment Manager. To search for job order templates belonging to a specific client only, type the relevant client name in this field if you know it. Skill GroupAllows searching for job order templates by skill group, as defined in the job order template in Recruitment Manager (for example: Administration). To search for job order templates for a specific skill group, type the skill group name in this field. Position NameAllows searching for job order templates by position, as defined in the job order template in Recruitment Manager (for example: Receptionist). To search for job order templates for a specific position, type the position name in this field. Position Template NameAllows searching for job order templates by job order template name. To search for job order template by name, type the relevant template name in this field. |