HELP SECTION

CANDIDATE JOURNAL

The Candidate Journal screen/tab displays a list of Opinions, Contact Notes and Notifications associated with the Candidate record. These are known as Journals and together they form a history of the views or judgement that Contributors express on a Candidate and all the contact made with the Candidate.

Each Journal listing displays the following information:-

  • The Type of Journal – I.E. Opinion, Contact Note or Notification.
  • The Date the Journal was added to the database.
  • The Subject of the Journal – I.E. a brief summary of the Journal.
  • The email address of the Contributor who added the Journal.
  • The Contributors’ opinion of the Candidate based on a numerical Rating value of between 1 and 10.
  • The Job Title of the Campaign for which the Candidate was being considered at the time of the Journal
  • The Campaign Status of the Candidate at the time the Journal entered.

 

To View a single Journal entry

To view a single Journal entry select an Opinion or Contact Note Journal by ticking the selection box to the left of the record and click the View/Edit -> View Journal Entry option from the button bar. The Opinion or Contact note screen will be displayed

To View All Opinions Journals for the Candidate

To view all the opinion journals for a Candidate click the View/Edit -> View All Opinions – option from the button bar. A report will open in a separate window listing all the opinions entered by all Contributors.

To View ALL Contact Notes for the Candidate

To view all the contact note journals for a Candidate click the View/Edit -> View All Contact Notes – option from the button bar. A report will open in a separate window listing all the Contact Notes entered by all Contributors.

To View a single Journal entry

To view all journal entries for a Candidate in full, click the View/Edit -> View All Journals – option from the button bar. A report will open in a separate window listing all the Journals stored against the Candidate record.

Record an opinion on the candidate

To record your opinion on a candidate based on the information currently available and their progress so far within a campaign, click the Add -> Add Opinion option from the button bar.

The add opinion screen will appear. On this screen you can – write your opinion in words; give an indication as to whether you think this candidate should Progress, be Rejected or put On Hold and rate the candidate out of 10.

Clicking the Save button will record the date of your opinions and rating, along with a record of what progress the candidate had made on the campaign at that time.

Add a Contact Note

To create a general Contact Note for a candidate click the Add -> Add Contact Note option from the button bar.

The add Contact Note screen will appear. On this screen you can record the subject and content of any contact history with the candidate. Click the Save button to save the contact note.