Completing documents
The CASES module is used to conduct tasks within specific types and templates of cases.
The AFFAIRS section is available on the related records tab (CANDIDATES) and as a stand-alone module.
The configuration of stages and forms for a given case is available in the administration panel in the MODULES section.
_Fig 1. Affairs Section _
Completing documents
As part of the types and templates of cases, the issue of completing documents is available.
It is used to conduct the process of completing documents for the candidate (e.g. personal questionnaire, referral for tests, invoice for tests, etc.), as well as collecting documents during employment (e.g. annexes to contracts, applications).
The document collection template has a built-in document generator that allows you to generate document templates with automatically completed candidate/employee data.
Create a new case
To add a case of completing documents for a candidate, in the cases section, select the ADD button and then complete the case details fields (window on the right).
Required fields:
- Name
- Type
- Candidate (data completed automatically from the record)
Optional fields:
- Case owner
- Date of execution
The STATE field is completed automatically depending on the stage of the case.
_Fig 2. Creating a new case _
After saving the case, a form with fields defined for each stage of the case will be displayed in the left window. Stages and stage forms are managed in the administration panel in the MODULES section.
For Completing Documents, a form will be displayed containing fields for managing files that are assigned to the case, commenting options (comment on a given document or collectively in the case edition) and actions for a given stage of the case.
Each document type assigned to a picking case contains a field for attaching a template, a field for the generated document and a field for feedback files from the employee.
_Fig 3. Form for completing documents _
Generating documents for the case
For document types with assigned templates, document generation is required. The operation of the generator is described in the dedicated article.
After generating the documents, the system will enable sending an e-mail with access to the case for the candidate ("Send e-mail with access to the case" button).
After sending access to the case, information confirming shipment will appear next to the button.
Actions for the cause
Above the case form there is a list of actions that can be taken at a given stage of the case, e.g. TO CORRECTION or ACCEPT when the candidate attaches the required files and completes the completion.
Actions, as well as stages and forms for stages, are configured in the administration panel of the eFOB application.
Notes
The application allows you to add notes at the collective level of the case or to a given type of documents (notes added to a specific type will also be saved at the collective level).
_Fig 4. Notes view _