List items are created and managed via the itris Management Utility (IMU) Data area.
List items are the drop-down values you will find across the records in itris, and for each, you have new, edit and archive options.
The benefit of managing these being in the IMU is that it allows for control over what data is showing in the database. It also reduces the risk of duplicates and incorrectly spelt.
A list item may be archived so that it is not available within drop-down value lists anymore so that it can no longer be applied to records. It will still be available to search on however. By default, Archived list items are not shown in the list in the IMU. However, you can use the filters to display these and search by their name.
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Creating appointments is a significant part of a recruiters day, from arranging client meetings to scheduling applicant follow-ups. An appointment is an event that is added to the Calendar at specific times on specific days.
There are a number of Appointment Category options available, allowing you to tailor them to your business.
There are three types of appointments which categories can be created under:
General - An appointment of no particular type, where it is neither a meeting or call. Categories could be created to cater for a user allocating time to perform an administrative task or perhaps being recorded as off sick. Once assigned to an appointment these will show in the Calendar and the agenda area of the sidebar.
Meeting - A variety of internal as well as external meeting categories could be created here. Perhaps even made to be record type specific to aid differentiation. Appointments of type meeting will show in the Calendar as well as the agenda area of the sidebar.
Call - Various types of call categories could be created against the call appointment type, perhaps including conference call, business development as well as record type specific call categories. Once assigned to an appointment calls show in the Calendar, call area of the sidebar and the scheduled calls area.
Default Subject - will show as the subject for the appointment, allowing you to see as a quick reference within the Calendar, e.g. Client Meeting or Team Meeting.
Default Availability – is where you can set whether you are available for the period of the appointment, busy (in an internal meeting), or out of the office (on a client visit)
For each Appointment Category, you can assign a colour. This is useful for quick reference and recognising the appointment within your Calendar.
Each attachment will be subject to a category, and these categories directly tie into the system types. These types include Original CV, Formatted CV, Reference, Contract, etc.
Record comments are categorised and here is where you set them up. You select the category when you create the comment which provides the context of the comment, so perhaps it is an outbound or inbound call, standard comment or an email sent or received.
As well as setting the context of the category you can decide whether you wish for the last contacted field to be populated when inputting a comment of that category against a record. This could be helpful when looking at an applicant record and seeing they have recently been contacted or have been in contact via an inbound/outbound call.
Like Appointment Categories, you can assign colours to Comment Categories for easy recognition.
Community Post Category
Job titles are an essential part of recruitment. Every job you receive from a client will be contain a Job Title.
You have the ability to create a drop-down list from here for quick entry in itris, and reduce the risk of duplicates or incorrectly spelt words, keeping your data clean and organised.
You can have as many Job Titles as you wish.
You may come across one person knowing another person within your database. For example, an applicant may know another applicant, a contact may know another contact or an applicant may know a contact, etc.
Here is where you can create different types of relationships. Knowing the relationships can be a great conversation starter, aiding your ability to build rapport with existing clients and applicants as well as during business development.
Applicants levels of experience within their fields vary, as a result, Career Level provides the ability to define a hierarchy of levels and then assign them to applicants. This could be advantageous when you are working on a job that requires applicants with specific experience such as people management.
Media Channels are not to be confused with the Media’s themselves. Media Channels are generic sub-levels of all medias. They are how you can differentiate for example whether the applicant has applied to an advert that you have placed at a particular media, or whether you have obtained their CV from a CV repository from that media.
When creating a new applicant or new contact, you can assign a title. Here is where you can create them.
Job function acts as a level above Job Titles, the list created here will display in a number of places within itris.
- Applicant Work Preferences
- Applicant Employment
- Recruits For (Company & Contact records)
- Job record
- Placement record
This list can be used however your organisation decides. An example of how this may be used is where you can categorise jobs such as Brand Journalist, Blogger, Column Journalist, Photo Editor etc. under the job function Journalism.
Job Function is searchable on Applicants, Jobs and Placements. Having the ability to search in these areas will be beneficial if you receive a job under the Job Function of Journalism and you need to find a list of applicants that are currently working within this Job Function.