All information added to a Placement record is stored and can be viewed at any time in the Information Storage Panel at the bottom of the Placement profile page.

Below you will find information on what is stored in each tab within the Information Storage Panel!

Accessing the Information Storage Panel

Navigate to the Placement Record

At the bottom of the page, you will find the Information Storage Panel.

Below you will find information on everything stored in each tab of the Information Storage Panel!

Activities -

• A newsfeed outlining the actions performed against the record as well as the User, Date & Time creation details. 

Additional Info

• Additional Info Fields are shown here, they are added from Admin Settings

Communication

• Notes – View, edit & delete notes added via the taskbar
  
  
• Emails - View sent emails
  
  
• Reminders – View, edit & delete scheduled reminders displayed on the user's dashboard added via the taskbar
  
  
• Letters - View, create, edit letters (PDF's) 
  
  
• SMS -  View, edit & delete SMS

Attachments

• Documents – View, edit & delete documents
  
  
• Forms – Add, view & complete custom forms set up via quest micro-service

Events

• Events - Create, view, edit & delete events displayed on the user's dashboard that have been created for the Vacancy
  
  
• Recurring Events - Create & view set recurring events

Training

• Contract Details - View and edit qualification details added to the candidate profile linked to the placement
  
  
• Contract Dates - View and edit contract dates
  
  
• Contract Admin - View and edit contract admin details
  
  
• Induction - View and edit induction details (checklist fields here are created via the admin dashboard)
  
  
• Employment - View and edit employment details

Visits

• View, edit & delete site visit detail

Rotations

• View all rotations relating to the placement

Finance

• Claims - View claims created via the candidate profile page
  
  
• Invoices - Add, View, edit & delete invoice details
  
  
• Payroll - View and edit payroll admin details
  
  
• Acknowledgement - Used to Acknowledge a placement

Astute Payroll

• If you use Astute Integration and this Placement has an Astute ID linked the information will be stored here

WHS Records

• Add, View & edit WHS details 

Purchase Orders

• Add, View & edit Purchase Orders details 

2Cloud9 Payroll

• If you use 2Cloud9 Integration and this Company has a 2cloud9 ID linked the information will be stored here