< back

Other Job Seeker Detail Tools

KEY TOPICS:

  • Track Job Seeker History
  • Record Job Seeker Notes
    • Add a New Note
  • Export Notes or History to Excel

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.

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.

Notes

Notes are displayed by:

  • Date
  • Email (of user associated with the action)
  • Requisition Number (if the record is associated with one)
  • Description

Add a New Note

Add a comment to the Job Seeker detail by clicking on the [New note] icon, located in the upper toolbar.

Notes Inare automatically labeled with the AddDate of entry and the author's Email (Address). Because Notes may serve as a reminder for necessary follow-up activity, the Note menu,can enterbe designated as a Note,Task selectand Nonea orDue Date recorded.

After selecting the Notes tab from the Requisition Number,detail header:

  1. Click the Add New 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.

To return to the Notes tab without recording the Note, select the [Discard] button.

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