Administrators can create Checklist Items for use within the Ready Recruit product!
This guide will show you some useful features to help you set up Checklist Items for use on the Ready Recruit Product!
Quick Navigation:
Creating a Checklist Item
Click on Admin Settings from the left-hand side navigation panel.
Checklist Items can be created from either the Placements Configurations section or the Company Configurations section. Select Checklist Items from the section of which entity you would like to apply the checklist to. In this Guide, we will select Placement Configurations.
To create a New Checklist Item, click New Item
The New Placement Checklist Item modal will appear, name the Checklist Item and click save
The Checklist item is now created! Checklist items can be set up for selection within the induction section of a Placement Record or the Additional Info tab in the Company Profile!
Editing and Deleting Checklist Items
To edit a Checklist Item, click the Edit button next to the relevant Checklist Items name
Update the relevant information and click
The Checklist Item will now be updated with the relevant information changed!
To delete a Checklist Item, click the Delete button next to the relevant Checklist Items name
This will create a prompt, click OK to delete the Checklist Item
The Checklist Item is now deleted!