Recruitment Manager (RM) - Fiona Done

RM001

Organisation - Create Parent

RM002

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

RM003

Organisation - Edit Parent

RM004

Organisation– Delete Parent

RM005

Organisation - Create Client

RM006

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

RM007

Organisation - Edit Client

RM008

Organisation– Delete Client

RM009

Organisation - Create Client Contact

RM010

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

RM011

Organisation - Edit Client Contact

RM012

Organisation– Delete Client Contact

RM013

Organisation - Create Cost Centre

RM014

Organisation - View Cost Centre

RM015

Organisation - Edit Cost Centre

RM016

Organisation - Delete Cost Centre

RM017

Candidate - Create Candidate

RM018

Candidate - Add Skills, Edit Skills, Delete Skills

RM019

Candidate - Add Primary Resume, Download Resume

RM020

Candidate - Primary Resume Preview

RM021

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

RM022

Candidate - Edit existing Candidate

RM023

Candidate – Delete Candidate

RM024

Job Order – Create a Temp/Contract Job

RM025

Job Order - Assign a Job Template with Rates

RM026

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

RM027

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

RM028

Job Order – Edit Temp/Contract Job

RM029

Job Order – Fill Temp/Contract Job via Job Order page Edit

RM030

Job Order – Fill Temp/Contract Job via Referral Workflow

RM031

Job Order - Submit to Timesheet, Unsubmit to Timesheet

RM032

Job Order – Unfill Temp/Contract Job via Job Order status change

RM033

Job Order – Unfill Temp/Contract Job via Referral Workflow

RM034

Job Order – Delete Temp/Contract Job

RM035

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

RM036

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

RM037

Job Order – Create Perm Job

RM038

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

RM039

Job Order – Edit Perm Job

RM040

Job Order – Fill Perm Job via Job Order Edit

RM041

Job Order – Fill Perm Job via Referral Workflow

RM042

Job Order – Unfill Perm Job via Job Order status change

RM043

Job Order – Unfill Perm Job via Referral Workflow

RM044

Job Order – Delete Perm Job

RM045

Job Template - Create new Job Template

RM046

Job Template - View a Job Template

RM047

Job Template - Edit a Job Template

RM048

Job Template - Copy a Job Template

RM049

Job Template - Delete a Job Template

RM050

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

RM051

Global Referral Workflow - Search Jobs

RM052

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

RM053

Global Referral Workflow - Add Referral

RM054

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

RM055

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

RM056

Global Referral Workflow - Email Resume (ensure internal recipient)

RM057

Global Referral Workflow - Download Resume

RM058

Comments - Add a comment to a record

RM059

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

RM060

Comments - Edit a comment

RM061

Comments - Delete a comment

RM062

Activities - Add an activity to a record

RM063

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

RM064

Activities - Edit an activity

RM065

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

RM066

Activities - Delete an activity

RM067

Documents - Attach a document to a record

RM068

Documents - Edit a document’s properties

RM069

Documents - Generate a doco

RM070

Documents - Search Documents

RM071

Documents - Download and View a document