Page Comparison

RM001

Organisation - Create Parent

Organisation - View Parent (use Search Parent to find and open record)

Organisation - Edit Parent

Organisation– Delete Parent

Organisation - Create Client

Organisation - View Client (use Search Client to find and open record)

Organisation - Edit Client

Organisation– Delete Client

Organisation - Create Client Contact

Organisation - View Client Contact (use Search Contact to find and open record)

Organisation - Edit Client Contact

Organisation– Delete Client Contact

Organisation - Create Cost Centre

Organisation - View Cost Centre

Organisation - Edit Cost Centre

Organisation - Delete Cost Centre

Candidate - Create Candidate

Candidate - Add Skills, Edit Skills, Delete Skills

Candidate - Add Primary Resume, Download Resume

Candidate - Primary Resume Preview

Candidate - View existing Candidate (use Search Candidate to find and open record)

Candidate - Edit existing Candidate

Candidate – Delete Candidate

Job Order – Create a Temp Job

Job Order - Assign a Job Template with Rates

Job Order - Copy a Temp Job with a Job Template, include Job Template Rate Link

Job Order – View Temp Job (use Search Job to find and open record)

Job Order – Edit Temp Job

Job Order – Fill Temp Job via Job Order page Edit

Job Order – Fill Temp Job via Referral Workflow

Job Order - Submit to Timesheet, Unsubmit to Timesheet

Job Order – Unfill Temp Job via Job Order status change

Job Order – Unfill Temp Job via Referral Workflow

Job Order – Delete Temp Job

Job Order - Create Temp Job, add Standard Rates, edit Standard Rates

Job Order - Create Temp Job, add Agreement Rates, edit Agreement Rates

Job Order – Create Perm Job

Job Order – View Perm Job (use Search Job to find and open record)

Job Order – Edit Perm Job

Job Order – Fill Perm Job via Job Order Edit

Job Order – Fill Perm Job via Referral Workflow

Job Order – Unfill Perm Job via Job Order status change

Job Order – Unfill Perm Job via Referral Workflow

Job Order – Delete Perm Job

Job Template - Create new Job Template

Job Template - View a Job Template

Job Template - Edit a Job Template

Job Template - Copy a Job Template

Job Template - Delete a Job Template

Job Template - Edit Job Template with Rates assigned to a job. Check that the rate change has applied to the linked job

Global Referral Workflow - Search Jobs

Global Referral Workflow - Select Job from Left Hand Panel to display in Right Hand Panel

Global Referral Workflow - Add Referral

Global Referral Workflow - Move Referral by click and drop and by right mouse click

Global Referral Workflow - Send Stage Email or SMS (ensure internal recipient)

Global Referral Workflow - Email Resume (ensure internal recipient)

Global Referral Workflow - Download Resume

Comments - Add a comment to a record

Comments - View a comment (use Search Comments to find and open record)

Comments - Edit a comment

Comments - Delete a comment

Activities - Add an activity to a record

Activities - View an activity (use Search Activities to find and open a record)

Activities - Edit an activity

Activities - Sync an activity to Outlook (check that activity is in Outlook)

Activities - Delete an activity

Documents - Attach a document to a record

Documents - Edit a document’s properties

Documents - Generate a doco

Documents - Search Documents

Documents - Download a document