Introduction
Users can Add, View and Manage Events in the Ready Recruit product!
Follow the steps below to Add, View and Manage Events within a Company Record!
Quick Navigation
Adding an Event
Navigate to the Company Record
In the taskbar, click
Select Event from the drop-down
The New Event modal will appear with the following fields
- Title - Type a name for the event
- Kind - select the type of event from the drop-down menu
- Assigned User - search populates with a list of users for your site (the user selected here will have the event displayed on their dashboard)
- Comments - type in any comments relating to the event
- Starts at - select time and date from the calendar
- Finishes at - select time and date from the calendar
- Send Automated SMS - tick this box if you have SMS Schedules set up that you wish to use
- Outcome - select an outcome for this event from the drop-down
- Forms - attach any forms you wish to be filled out specific to this event
Enter the relevant information and click
The Event is now created!
Viewing and Managing Events
To view an Event, click Events in the Infomation Storage Panel
All the Current Events will be displayed!
To edit an Event, click the Actions icon next to the relevant Event
Select Edit from the drop-down
The Edit Event modal will appear, make the relevant changes and click
The Event will be updated with the relevant changes made!
To delete an Event, select Delete from the drop-down
This will create a prompt, click OK to delete the Event
The Event is now deleted!
To view or edit any forms attached to the Event, click Forms from the drop-down
The forms modal will appear
Clicking the Actions buttons will give you the following options
- Complete- Complete the Quest form online
- Delete- Delete the attached form
- Generate Public Link- Generate a Public Link for the form
You may also view any submissions made by clicking the submissions icon
The Submissions modal will appear, clicking the Actions icon will give you the following options
- View - Click to view the submission made
- Generate Public Link - This allows you to generate a public link