Prerequisites
You are on the Maintain Applicant Activities screen.
Procedure
- Either create a new applicant activity from scratch, create a new activity by copying an existing one, or change an existing activity. Proceed as follows:
- In the Activity type field, enter the key for the activity type, and, in the Performance date field, the desired performance deadline. Make any other necessary entries.
- To send an e-mail to the person responsible for the activity, or the appropriate administrator, select Send mail.
- To create a note for the activity, choose Maintain notes.
- Choose Transfer.
- Save the activity.
In order to: | Perform the following action: | The following screen appears: |
Create a new planned activity | Choose Edit ® Create planned activity | Create Planned Activity, or Create Completed Activity |
Create a new completed activity | Choose Edit ® Create completed activity | Create Planned Activity, or Create Completed Activity |
Create an activity by copying from an existing activity | Select the planned or completed activity you want to copy, and choose Copy activity. | Create Planned Activity, or Create Completed Activity |
Change an activity | Select the planned or completed activity you want to change, and choose Change activity. | Change Planned Activity, or Change Completed Activity |
Activities created by copying are automatically assigned the same status (planned/completed) as the activity copied.
The data transferred to the fields of a copied activity are default values, and can be overwritten, if required.
This takes you back to the Maintain Applicant Activities screen.
Result
You have created, or changed, the applicant activity.
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