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Other Job Seeker Detail Tools

KEY TOPICS:

Work with the Job Seeker's History and Notes

From the Job Seeker detail, tools for developing Calendar events, reviewing the system history regarding the Job Seeker record, and adding Notes are also available.

History

balanceTRAK automatically builds a system History for each Job Seeker to log the Job Seeker's activities in the system, such as the completion of a Form. In addition, the History records Job Seeker-related activities performed by balanceTRAK users, such as transmittal of communications, data entry/deletion, Calendar entries, and the assignment of Job Seeker Stage and/or Disposition.

Record Job Seeker Notes

Add a comment to the Job Seeker detail, or remind yourself of a Task, via the Notes tab.

Notes are automatically labeled with the Date of entry and the author's Email (Address). Because Notes may serve as a reminder for necessary follow-up activity, the Note can be designated as a Task and a Due Date recorded.

Add a New Note

After selecting the Notes tab from the Job Seeker detail header:

  1. Click the Add New Note icon, located at the top of the window.
  2. Enter text for the Note in the provided field.
  3. If desired, toggle the Task button to the active position. Then, insert a Due Date, using a two-digit month, two-digit day, and four-digit year.
  4. Finally, click [Save]. Tasks will also display on the Home page Dashboard's To Do list.

If the draft Note should not be saved, click the [Discard] button.

After the Note is added, icons are available to [Edit] or [Delete] a record. In addition, each Task is labeled with a Flag icon for highlighting the Task.

Export History or Notes to Excel

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To view the History/Notes in a print format, click on the [Report] icon, located in the table header. The History/Notes appear in a new window, suitable for printing or saving.