From these tabs, you can add a new CV, edit the existing CV or delete it from the record.
The date pill displaying in the top right of the CV area is the date when the CV was uploaded to itris. This will allow you to establish how old the CV is, making is easy to see if an updated version is needed.
New CVs can be added from the records Attachments tab, the Original CV or Formatted CV tabs, via the New button or by dragging and dropping a file onto any of these areas.
If adding a CV via the New button you can then choose from a list of Recent Files, Recent Emails or From File. If doing so on the Formatted CV tab all of those options are available as well as creating it from the latest Original CV.
Once added to the record, the CV will be saved in the attachments area of the record.
If you are editing a current CV, the CV will be marked as checked out which means that it is locked from other users to prevent more than one user editing the same CV at the same time. This is indicated by the lock icon on in the top right of the CV tab.
Once you have finished editing the CV ensure you click Save on the document itself. Back in itris click to either Save Changes or Discard Changes as appropriate. The CV will remain checked out until one of these options is selected.
Please see the Document Check Out article for further information.
Original CV text can be searched on within the applicant file text search, which may be useful if there are niche areas in which you have not yet created or added keywords for and you need to search for them.
CVs are essentially attachments and therefore may have Data Access Groups (DAGs) applied to them. DAGs restrict users’ views and manage access to attachments.
With the Original CV and Formatted CV tabs on an applicant record, if you don’t have access to the most recent CV, this will show on the tab.
Additionally, when selecting CVs for Submissions or Marketing you will only see CVs you have access to unless the attachment currently selected is hidden from you (e.g. it’s the most recent formatted CV), it will still show it as selected and you will need to choose another CV.
Please see the User Management | Data Access Groups and Attachments articles for further information.