Need actions
Need actions are executed using links in the toolbox. Each action performed is recorded in the infobox, providing a detailed overview of the activities carried out with the need and informing about upcoming ones. Access to actions depends on the permissions assigned to the user.
The toolbox is structured in 2 levels. The first one allows a quick access to most frequently used actions. The second one displays all available actions. Actions listed in the quick access can be defined through the edit shortcuts link. They can be ordered, removed or added to the quick access using icons.
If an action is performed within a need overview, the need will be selected automatically. If performing the action from the needs list, the need can be selected first on the left of its name or selected afterwards in the dialog.
Add new need
Opens a form to add a need to the database. Learn more about adding needs.
Activate/Deactivate
Activates and deactivates needs. Active needs are displayed with a green dot, inactive needs with a red one.
Profile to need
The Profile to need link is used to assign a profile to a peed. If performed by a user responsible for the need, the profile will be selected. If another user is responsible for the need, the profile will only be suggested. The responsible user for the need gets notified and is able to select or reject the suggestion.
The dialog allows to filter and choose the profiles to assign to the need. It also displays profiles which are already assigned to the need. A message can be added before confirming.
The assignments are displayed in the profiles section of the need as selected or suggested.
Bookmark need
Adds a need to the bookmarks tab of the user.
Delete need
Permanently deletes a need.
Needs export
Need data can be exported into files with several formats. The data to be exported is defined using customisable templates.
Info
The Info link is used to add a note to the need. It can be added through the toolbox or through the corresponding link on the infobox section in the need overview. Participants can be added on top, they will be notified by email about this action and the comments added to it later on.
The editor is used to add a note which can be formatted. Selecting the Calendar entry option will send a calendar invitation to the user performing this action. The need in which the note will be added can be selected in the Needs field.
Generate job
This action allows to generate a job based on the need. The link leads to the job add form with prefilled data of the need. The job will also be linked to the need, allowing to display applications in both.
Submit profile
The Submit profile link is used to send a profile to a customer for the need, or just to inform that it has been sent. The date and time on which the profile was sent can be defined.
Participants can be added, they will be notified by email about this action and the comments added to it later on. Several profiles and available uploads to be sent can be selected. Export templates can also be used in this step. The profiles can then be selected.
An email template can then be selected and edited to be sent to the customer.
Category
The Category link is used to change the category of needs. Participants can be added, they will be notified by email about this action and the comments added to it later on. The new category needs to be selected. A description can be added for further details. One or several needs can be selected to which the category will be applied.
Status
The Status link is used to change the status of a need. Participants can be added, they will be notified by email about this action and the comments added to it later on. The new status needs to be selected. A description can be added for further details. One or several needs can be selected to which the status will be applied.
Attribute
The Attribute link is used to attribute the need to a user.
The user to which the need should be attributed is specified in the To field. Participants can be added then, they will be notified by email about this action and the comments added to it later on. The Description field allows leaving information regarding the attribution. The need to be attributed can be selected in the Needs field.
Attribute (entity)
The Attribute (entity) link is used to attribute the need to an entity.
Participants can be added, they will be notified by email about this action and the comments added to it later on. The entity to which the need should be attributed can be selected then. The Description field allows leaving information regarding the attribution.
The need to be attributed can be selected in the Needs field.
Custom actions
Custom actions can be added through the settings to cover recurring company processes, as Qualification Meetings. The links will appear in the toolbox if accessible to the user.
